Meet Our Team

Meet Our Team

Meet Our Team
George Oliveira

George Oliveira, CFP, CTFA
President & CEO
508-675-4310
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Mark T. Kelly

Mark T. Kelly, CFA, CFP
Executive Vice President
Senior Investment Officer

508-591-6201
View Biography

Steven A. Russo

Steven A. Russo, CFA
Executive Vice President
Senior Investment Officer

508-591-6202
View Biography

Susan Sartini Perry

Susan Sartini Perry, CTFA
Senior Vice President
Senior Trust Officer

508-591-6203
View Biography

Brenda C. Schleicher

Brenda C. Schleicher, CTFA
First Vice President
Relationship Officer

508-591-6204
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Sandra L. Sevigney

Sandra L. Sevigney, AIF®, CRSP
Vice President
Retirement Plan Specialist

508-742-4713
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Thomas B. Miller

Thomas B. Miller
Vice President
Relationship Officer

781-320-4865
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Edward J. Misiolek

Edward J. Misiolek
Vice President
Operations Officer

508-675-4316
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Debra T. Maltais

Debra T. Maltais
Assistant Vice President
Relationship Officer

508-675-4315
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Peter J. Morris

Peter J. Morris
Assistant Vice President
Investment Officer/Trader

508-591-6205
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Mark J. Gendreau

Mark J. Gendreau
Investment Officer, Trader

508-591-6211
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Cedalia Cabral

Cedalia Cabral
Trust Investment Trader

508-591-6210
View Biography

Charlene Grogan

Charlene Grogan
Administrative Assistant
508-591-6212
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38 Resnik Road, Plymouth, MA 02360   |   508-747-6596

Investment products provided:

  Are Not Bank Guaranteed     Are Not FDIC or DIF Insured     May Lose Value