Professionals who see the big picture in fine detail

When it comes to your financial future, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting robust support with the insight and experience of a trusted team.

You’ll find both at the Boston, Massachusetts, branch of Alex. Brown – everything you need to plan for where you’re going and a team of professionals who know where you’re coming from. In short, you’ll find exceptional care.

Bill Drew
Complex Manager
Tracy McMahon
Director, Complex Administrative Manager
Bob Sodergren
Branch Operations Manager
Aaron Albright
Client Advisor
Barry M. Kolano
Client Advisor
Beth J DeMarco
Senior Registered Client Service Associate
Bill Furber
Client Advisor
Caroline Pherson
Senior Registered Client Service Associate
Christopher S. Gallo
Client Advisor
Dan Ryan
Client Advisor
Dave Donabedian
Client Advisor
Eileen M. Murphy
Senior Registered Client Service Associate
Joseph Tribuiani
Registered Client Service Associate
Julia Nulty
Registered Client Service Associate
Kate MacDonald
Senior Registered Client Service Associate
Kennie A Taylor
Client Advisor
Kennie Taylor, Jr.
Financial Advisor
Kerri Donovan
Senior Registered Client Service Associate
Kristin N Savidge
Senior Registered Client Service Associate
Marc Dougherty
Wealth Management Associate
Marc Orloff
Client Advisor
Mark McHugh
Client Advisor
Matt Lefebvre
Senior Investment Portfolio Analyst
Matthew Butera
Registered Client Service Associate
Nick Philippi
Client Advisor
Pamela Moore
Senior Registered Client Service Associate
Paul Lisanke
Client Advisor
Ronald DesBois
Client Advisor
Russell Bartlett
Client Advisor
Stephen J. Kelleher, Jr.
Client Advisor
Taylor Krout, CFP®
Financial Planning Consultant
Ted Sheehan
Client Advisor
Wendy Karkosa, CRPC®
Senior Registered Sales Associate

CFP® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.