Meet Our Team

Meet Our Team

Meet Our Team
George Oliveira

George Oliveira, CFP®, CTFA
Chairman

508-675-4310
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Steven Russo

Steven A. Russo, CFA
President & CEO

508-591-6202
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Louis Sousa

Louis E. Sousa, CFA
Senior Vice President
Chief Investment Officer

508-675-4313
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Edward J. Misiolek

Edward J. Misiolek
Senior Vice President
Operations & Compliance

508-675-4316
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Teresa Prue

Teresa A. Prue, CFP®
First Vice President
Head of Fiduciary
Services & Administration

508-591-6221
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Jeffrey Carter

Jeffrey Carter, CFP®
Vice President
Investment Officer

508-591-6217
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Peter J. Morris
Peter J. Morris
Vice President
Investment Officer, Trader

508-591-6205
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Mark J. Gendreau

Mark J. Gendreau, CFP®
Vice President
Investment Officer, Trader

508-591-6211
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Thomas B. Miller

Thomas B. Miller
Vice President
Relationship Officer

781-320-4865
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David Weston
David Weston
Vice President
Trust Officer

774-319-3166
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Debra T. Maltais
Debra T. Maltais
Assistant Vice President
Trust Officer

508-675-4315
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Nicole C. Dagle
Nicole C. Dagle
Assistant Vice President
Investment Officer

508-691-6222
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Christopher Gaffney
Christopher Gaffney
Assistant Vice President
Trust Officer

508-591-6216
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Danielle Chiappinelli
Danielle Chiapinelli
Retirement Plan Officer

508-742-4722
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Charlene Grogan
Charlene Grogan
Trust Associate

508-591-6212
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Patrick Lynch
Patrick Lynch
Investment Analyst, Trader
508-591-6210
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38 Resnik Road, Plymouth, MA 02360   |   508-747-6596

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