Our Team

 

  • Dan LaMacchia

    CEO/Principle Owner

  • Sherry Henne

    Administrative Assistant

  • Michael Kennedy

    Chief Compliance Officer

  • Anthony LaMacchia

    Portfolio Construction & Analysis

  • Chris LaMacchia

    Director, Marketing & Operations

  • Henry Richter

    Investment Advisor Representative (IAR)

  • Sherry Tilson

    Manager, Client Concierge & Administration (CCA)