Next Generation of Wealth Management
Leadership Team
Who We Are
We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, client-focused advice and personalized service, coupled with our financial strength and attractive returns. The values we stand by are honesty, persistence, teamwork, and excellence.
What We Do
We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, insurance solutions, debt management, and will preparation. We provide our clients with a holistic approach and advisory relationship to ensure everyone succeeds and prospers together.
Leadership Team

Matthew McGrath, CFA
President, Chief Executive Officer, and Chief Investment Officer
Caitlin Gossage
Chief Compliance Officer

Chris Coholan, HBBA, CIM
Chief Corporate Development Officer

Thomas Durston, CIM
Chief Operating Officer

Sandy Beniamin
Chief People Officer

Matthew Tomasic, CFP, CIM
Senior Vice President Compliance

Kevin Fobert, CIM
Head Private Client Group

Luca Ciminelli, CIM
Senior Portfolio Manager

Steven McMackon, CIWM, CIM, FCSI
Senior Portfolio Manager

David Taylor, CIM
Portfolio Manager
Nicholas Swinton, CIM
Vice-President, Strategic Operations

Monika Gabra
Manager, Client Services
Discover how our team can help you and let's make it happen together.