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