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Team

Lee Duckworth

Lee A. Duckworth, CFP®, AIF®

President & CEO

(401) 885-1060 x 104

Peter Alofsin

Peter J. Alofsin, CFP®, AIF®

Partner

(401) 885-1060 x108

Curt A. Caserta

Curt A. Caserta, CLU®, RFC®, AIF®

Partner

(401) 885-1060 x111

Paul Long

Paul J. Long, CLU®, ChFC

Partner, Director of Estate Planning & Retirement Consultant

(401) 921-0500

James Speights

James Boyd Speights

Partner

(401) 884-4600 x120

Lawrence Dooley. Jr.

Lawrence Dooley, Jr., CFA

Chief Investment Officer

(401) 885-1060 x102

Brian Glatz

Brian Glatz, LIFA, AIF®

Director of Research & Sr. Portfolio Manager

(401) 885-1060 x105

Rebecca Records

Rebecca Records, APR, AIF®

Director of Retirement Plan Services

(401) 885-1060 x106

Ginny Perez

Ginny Perez

Director of Financial Reporting

(401) 885-1060 x112

Laura Raines

Laura Raines

Executive Operations Partner

(401) 885-1060 x 104

Kevin Borges

Kevin Borges

Director of Investment Services

(401) 885-1060 x 110

Jackie Romano

Jackie Romano

Investment Operations Specialist

(401) 885-1060 x113

Rochelle Rose

Rochelle Rose

Investment Service Specialist

(401) 885-1060 x 114

Jen Lyons

Jen Lyons

Executive Assistant

(401) 885-1060 x 122