Meet the Team
Bradley P. Dorman, Esq. | Managing Partner
Focus Area: CEO/Chief Investment Officer
Education: Harvard University & University of Wisconsin
Tyson C. Reed, Sr. | Partner
Focus Area: Head of Retirement Solutions/Business Development
Education: Villanova University
James B. Webber | Portfolio Manager
Focus Area: Equities
Education: Trinity College
John P. Genco, CFA | Portfolio Manager
Focus Area: Portfolio Management & Asset Allocation
Education: Boston College, Chartered Financial Analyst
Jacalyn R. Reed | Retirement Solutions
Focus Area: Retirement Plan Specialist
Education: Villanova University
Peter T. Boss, MBA | Analyst
Focus Area: Alternative Investments
Education: St. Lawrence University, Babson College
Leslie A. Sawyer |Client Service analyst
Focus Area: Client Service Analyst
Education: Salve Regina University