Private Wealth Management Team | Firstline Finance

Private Wealth Management Team

Firstline Finance Private Wealth Management prides itself on management experience, stability and continuity. Find out more about our professionals below.

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Brian Addington

Brian Addington

Wealth Manager
Firstline Finance Investment Management

Arif Ahmed

Wealth Manager
Firstline Finance Investment Management

Theresa Allen

Wealth Manager
Firstline Finance Investment Management

Stacy L. Allred

Stacy L. Allred

Head of Family Engagement and Governance
Firstline Finance Investment Management

Al Antonitis

Wealth Manager
Firstline Finance Investment Management

Brian Araki

Advanced Planner
Firstline Finance Investment Management

David Arizini

Wealth Manager
Firstline Finance Investment Management

Kelly Arrillaga

Kelly Arrillaga

Family Engagement and Governance Consultant
Firstline Finance Investment Management

Kristin Ashman

Senior Managing Director
Firstline Finance Trust Company

James Atwood

Wealth Manager
Firstline Finance Investment Management

Jason Babb

Wealth Manager
Firstline Finance Investment Management

David Babbitt

Managing Director
Foreign Exchange

Matthew Babrick

Matthew Babrick

Wealth Manager
Firstline Finance Investment Management

Karin J. Barber

Karin J. Barber

Regional Team Lead
Firstline Finance Trust Company

John Barnes

Wealth Manager
Firstline Finance Investment Management

Kevin E. Barnes

Kevin E. Barnes

Wealth Manager
Firstline Finance Investment Management

James Barr

Wealth Advisor
Firstline Finance Investment Management

Christina M. Barton

Christina M. Barton

Senior Custody Officer
Firstline Finance Trust Company

Mark Beach

Wealth Manager
Firstline Finance Investment Management

Tom Beaty

Wealth Advisor
Firstline Finance Investment Management

Hugh Beecher

Wealth Manager
Firstline Finance Investment Management

Pamela L. Bennett

Pamela L. Bennett

Wealth Advisor
Firstline Finance Investment Management

Zachary Berg

Wealth Manager
Firstline Finance Investment Management

Barry Berg

Wealth Manager
Firstline Finance Investment Management

Brett W. Berry

Wealth Manager
Firstline Finance Investment Management

Dan Bessey

Wealth Manager
Firstline Finance Investment Management

Cary Biren

Wealth Manager
Firstline Finance Investment Management

Steve Bono

Wealth Manager
Firstline Finance Investment Management

Abe I. Borenstein

Abe I. Borenstein

Wealth Manager
Firstline Finance Investment Management

Andrea Borgioli

Andrea Borgioli

Wealth Manager
Firstline Finance Investment Management

George Boudria

Wealth Manager
Firstline Finance Investment Management

Dave Breslin

Managing Director
Firstline Finance Private Wealth Management

Sean F. Bricmont

Sean F. Bricmont

Wealth Manager
Firstline Finance Investment Management

Barbara Bruser

Wealth Manager
Firstline Finance Investment Management

James Buckley

Wealth Manager
Firstline Finance Investment Management

Jon S. Bull

Wealth Manager
Firstline Finance Investment Management

Andrew Burge

Senior Vice President, Chief Administrative Officer
Firstline Finance Private Wealth Management

Zachary Calahan

Zachary Calahan

Wealth Manager
Firstline Finance Investment Management

Kathy Calcagno

Wealth Advisor
Firstline Finance Investment Management

Richard G. Chalifoux

Richard G. Chalifoux

Senior Trust Officer
Firstline Finance Trust Company

Cathy Chase

Wealth Manager
Firstline Finance Investment Management

Chris Chase

Wealth Manager
Firstline Finance Investment Management

Petra Chien

Advanced Planner
Firstline Finance Investment Management

Brian T. Chinn

Wealth Manager
Firstline Finance Investment Management

Sanah Chung

Wealth Manager
Firstline Finance Investment Management

Kevin Chung

Advanced Planner
Firstline Finance Investment Management

Douglas R. Clough

Douglas R. Clough

Wealth Advisor
Firstline Finance Investment Management

Jeffrey Coburn

Wealth Manager
Firstline Finance Investment Management

Chad Cohen

Vice President
Firstline Finance Investment Management

Steve Condos

Wealth Manager
Firstline Finance Investment Management

Terence Condren

Terence Condren

Advanced Planner
Firstline Finance Investment Management

McLane Cover

Wealth Manager
Firstline Finance Investment Management

Michael Cox

Wealth Manager
Firstline Finance Investment Management

Stephen Coyle

Wealth Manager
Firstline Finance Investment Management

Susie Cranston

Executive Vice President
Firstline Finance Investment Management

Karen Creel

Estate and Business Planning Specialist
Firstline Finance Securities Company

Andrew R. Damato

Andrew R. Damato

Wealth Manager
Firstline Finance Investment Management

Joshua Davis

Managing Director
Foreign Exchange

Rebecca DeCesaro

Rebecca DeCesaro

Wealth Manager
Firstline Finance Investment Management

James G. Dempsey

James G. Dempsey

Wealth Manager
Firstline Finance Investment Management

Timothy Deygoo

Wealth Manager
Firstline Finance Investment Management

Joseph M. Dionisio

Joseph M. Dionisio

Advanced Planner
Firstline Finance Investment Management

Kevin Douglas

Wealth Manager
Firstline Finance Investment Management

Wendi Doyle

Wealth Manager
Firstline Finance Investment Management

Joseph L. Duarte

Joseph L. Duarte

Wealth Manager
Firstline Finance Investment Management

David Dudek

Wealth Manager
Firstline Finance Investment Management

Rick DuPont

Wealth Manager
Firstline Finance Investment Management

Tom Egan

Wealth Manager
Firstline Finance Investment Management

Roy Elliott

Wealth Manager
Firstline Finance Investment Management

Paul Emata

Wealth Manager
Firstline Finance Investment Management

Catherine Evans

Catherine Evans

Wealth Manager
Firstline Finance Investment Management

David Farber

Wealth Manager
Firstline Finance Investment Management

Douglas J. Feliciano

Douglas J. Feliciano

Wealth Manager
Firstline Finance Investment Management

Douglas Fiek

Wealth Manager
Firstline Finance Investment Management

Thomas Finnegan

Thomas Finnegan

Senior Managing Director
Foreign Exchange

Maureen Flanagan

Maureen Flanagan

Wealth Manager
Firstline Finance Investment Management

James P. Fletcher

James P. Fletcher

Wealth Manager
Firstline Finance Investment Management

Leigh Flor

Wealth Manager
Firstline Finance Investment Management

Jessie Foster

Advanced Planner
Firstline Finance Investment Management

John Frey

Senior Managing Director
Foreign Exchange

Mark A. Friedman

Mark A. Friedman

Wealth Manager
Firstline Finance Investment Management

John Froley

Wealth Manager
Firstline Finance Investment Management

Andrew P. Gallagher

Andrew P. Gallagher

Wealth Manager
Firstline Finance Investment Management

Christopher C. Gates

Christopher C. Gates

Wealth Manager
Firstline Finance Investment Management

Robert Gehlen

Wealth Manager
Firstline Finance Investment Management

Nicolas Gentin

Executive Vice President
Firstline Finance Investment Management

James Gersack

Wealth Manager
Firstline Finance Investment Management

Phillip Gilbert

Phillip Gilbert

Wealth Manager
Firstline Finance Investment Management

Vito Gioiello

Wealth Manager
Firstline Finance Investment Management

Anne B. Golden

Wealth Manager
Firstline Finance Investment Management

Jon Goldstein

Senior Managing Director
Firstline Finance Investment Management

Rick Gordon

Wealth Manager
Firstline Finance Investment Management

Ted H. Gould

Senior Vice President
Foreign Exchange

William G. Graham

William G. Graham

Wealth Manager
Firstline Finance Investment Management

Richard Grande

Wealth Manager
Firstline Finance Investment Management

Michael Griffin

Michael Griffin

Senior Trust Officer
Firstline Finance Trust Company

William Grinnell

William Grinnell

Wealth Manager
Firstline Finance Investment Management

Joel Grippando

Managing Director
Foreign Exchange

Brandon Guillemin

Brandon Guillemin

Senior Trust Officer
Firstline Finance Trust Company of Delaware LLC

Dodie Gumaer

Wealth Advisor
Firstline Finance Investment Management

David Guthrie

Wealth Manager
Firstline Finance Investment Management

Todd Halbrook

Wealth Manager
Firstline Finance Investment Management

Matthew L. Hall

Matthew L. Hall

Wealth Manager
Firstline Finance Investment Management

Kathryn Harrison

Kathryn Harrison

Estate and Business Planning Specialist
Firstline Finance Investment Management

Mary W. Hayes

Wealth Manager
Firstline Finance Investment Management

Nichole Heidrick

Nichole Heidrick

Wealth Manager
Firstline Finance Investment Management

Will Hendricks

Estate and Business Planning Specialist
Firstline Finance Securities Company

René Henriksen

Wealth Manager
Firstline Finance Investment Management

Michael Herron

Head of Insurance
Firstline Finance Private Wealth Management

Samuel Hodgson

Wealth Manager
Firstline Finance Investment Management

Amy Hong

Chief Compliance Officer
Firstline Finance Investment Management

Jeff Hyman

Estate and Business Planning Specialist
Firstline Finance Securities Company

Jack Inserra

Wealth Manager
Firstline Finance Investment Management

Aspasia Iosifellis

Aspasia Iosifellis

Managing Director
Foreign Exchange

Dean Jackson

Wealth Manager
Firstline Finance Investment Management

Catherine Y. "Kit" Jackson

Catherine Y. "Kit" Jackson

Wealth Manager
Firstline Finance Investment Management

Tomas Jansson

Wealth Advisor
Firstline Finance Investment Management

Kelly Johnston

President
Firstline Finance Trust Company

Ryan Jones

Wealth Manager
Firstline Finance Investment Management

Michael Kantor

Wealth Manager
Firstline Finance Investment Management

Arthur Karabelas

Arthur Karabelas

Wealth Manager
Firstline Finance Investment Management

Jared Katzman

Wealth Manager
Firstline Finance Investment Management

Sam Katzman

Wealth Manager
Firstline Finance Investment Management

Michael J. Keating

Michael J. Keating

Wealth Advisor
Firstline Finance Investment Management

Kate Kent-Sheehan

Kate Kent-Sheehan

Senior Vice President
Foreign Exchange

Lisa Kitchin

Managing Director
Firstline Finance Investment Management

Pam Knight

Advanced Planner
Firstline Finance Investment Management

Diane Kohler

Wealth Manager
Firstline Finance Investment Management

Robin Kopeikin

Wealth Manager
Firstline Finance Investment Management

Michael Kramer

Wealth Manager
Firstline Finance Investment Management

Jeanmarie M. LaBonte

Jeanmarie M. LaBonte

Wealth Advisor
Firstline Finance Investment Management

Joseph P. Lally

Joseph P. Lally

Wealth Manager
Firstline Finance Investment Management

J. Joseph Lally

J. Joseph Lally

Wealth Manager
Firstline Finance Investment Management

David Lambert

Wealth Advisor
Firstline Finance Investment Management

Michael Laubenstein

Michael Laubenstein

Senior Trust Officer
Firstline Finance Trust Company

Clarke Leaverton

Clarke Leaverton

Wealth Manager
Firstline Finance Investment Management

Ryan Leaverton

Wealth Manager
Firstline Finance Investment Management

Daniel Lee

Wealth Advisor
Firstline Finance Investment Management

Bonnie Leibowitz

Bonnie Leibowitz

Advanced Planner
Firstline Finance Investment Management

Cynthia Lemus

Senior Trust Officer
Firstline Finance Trust Company

Steven Levine

Senior Managing Director
Firstline Finance Investment Management

Chris Limbach

Senior Trust Officer
Firstline Finance Trust Company of Delaware LLC

Margaret Liu

Family Engagement and Governance Consultant
Firstline Finance Investment Management

Chris Liuzzi

Senior Vice President
Firstline Finance Private Wealth Management

Richard Lombardozzi Jr.

Richard Lombardozzi Jr.

Head of Foreign Exchange
Foreign Exchange

Claudia Lovell

Managing Director
Firstline Finance Investment Management

Vincent Lovoy

Wealth Manager
Firstline Finance Investment Management

Kieran Lynch

Wealth Manager
Firstline Finance Investment Management

Fortune S. Macri III

Fortune S. Macri III

Wealth Manager
Firstline Finance Investment Management

Dagny Maidman

Wealth Manager
Firstline Finance Investment Management

Justin Makso

Advanced Planner
Firstline Finance Investment Management

Matt Malakoff

Managing Director
Foreign Exchange

James L. Marchetti

James L. Marchetti

Wealth Manager
Firstline Finance Investment Management

James B. Marchetti

James B. Marchetti

Wealth Manager
Firstline Finance Investment Management

Stephen R. Marotto

Stephen R. Marotto

Wealth Manager
Firstline Finance Investment Management

Michael Maturo

Managing Director
Foreign Exchange

Linda Mauzy

Wealth Manager
Firstline Finance Investment Management

Sommer McKinley

Sommer McKinley

Director of Investments
Firstline Finance Trust Company

Maureen McNally

Maureen McNally

Wealth Manager
Firstline Finance Investment Management

Brian McNally

Estate and Business Planning Specialist
Firstline Finance Securities Company

Kate McNally

Managing Director
Foreign Exchange

John McNamee

Wealth Manager
Firstline Finance Investment Management

Chris Merrifield

Chris Merrifield

Wealth Advisor
Firstline Finance Investment Management

Carolyn Misa-Peretzman

Carolyn Misa-Peretzman

Senior Trust Officer
Firstline Finance Trust Company

Thomas E. Moore III

Thomas E. Moore III

Wealth Manager
Firstline Finance Investment Management

Peter Morimoto

Wealth Manager
Firstline Finance Investment Management

Kenneth Morris

Wealth Manager
Firstline Finance Investment Management

Amanda Moss

Trust Officer
Firstline Finance Trust Company

David Mucha

Wealth Manager
Firstline Finance Investment Management

John P. Muhlbauer

John P. Muhlbauer

Managing Director
Foreign Exchange

John D. Mulligan

John D. Mulligan

Wealth Manager
Firstline Finance Investment Management

Mark Mulvoy

Wealth Manager
Firstline Finance Investment Management

Paul Mutch

Advanced Planner
Firstline Finance Investment Management

Brian P. Nagle

Wealth Manager
Firstline Finance Investment Management

Lucas Newman

Wealth Manager
Firstline Finance Investment Management

Robert Nicastro

Robert Nicastro

Wealth Manager
Firstline Finance Investment Management

Aaron R. Nichols

Aaron R. Nichols

Wealth Manager
Firstline Finance Investment Management

Kristin Nicholson

Kristin Nicholson

Wealth Manager
Firstline Finance Investment Management

Jason O’Brien

Wealth Manager
Firstline Finance Investment Management

Reynolds Ospina

Reynolds Ospina

Wealth Manager
Firstline Finance Investment Management

Chris Ou-Tim

Advanced Planner
Firstline Finance Investment Management

Joshua Pace

Wealth Manager
Firstline Finance Investment Management

Anna Paiva

Senior Trust Officer
Firstline Finance Trust Company

Libby Palomeque

Libby Palomeque

Wealth Manager
Firstline Finance Investment Management

Tonya Penning

Senior Trust Officer
Firstline Finance Trust Company of Wyoming LLC

Arthur Pensato

Wealth Manager
Firstline Finance Investment Management

Schuyler Perry

Wealth Manager
Firstline Finance Investment Management

Randy J. Peterson

Randy J. Peterson

Wealth Manager
Firstline Finance Investment Management

Stephen Petrillo

Stephen Petrillo

Advanced Planner
Firstline Finance Investment Management

Ryan Pile

Trust Officer
Firstline Finance Trust Company

Gary Pollock

Wealth Manager
Firstline Finance Investment Management

Devon Porpora

Wealth Manager
Firstline Finance Investment Management

Caleb Porter

Wealth Manager
Firstline Finance Investment Management

Scott Price

Wealth Manager
Firstline Finance Investment Management

Renee Provencher

Wealth Manager
Firstline Finance Investment Management

Fred Przekop

Wealth Manager
Firstline Finance Investment Management

Charles C. Radcliffe

Charles C. Radcliffe

Wealth Manager
Firstline Finance Investment Management

Alex Radoslovich

Alex Radoslovich

Director
Foreign Exchange

Maureen Raihle

Wealth Manager
Firstline Finance Investment Management

Angela Raitzin

Wealth Manager
Firstline Finance Investment Management

Erik Ralston

Wealth Manager
Firstline Finance Investment Management

Dustin Raring

Wealth Manager
Firstline Finance Investment Management

Larry Rothenberg

Larry Rothenberg

Wealth Manager
Firstline Finance Investment Management

Julie Rousseau

Wealth Manager
Firstline Finance Investment Management

Matt Sampson

Senior Associate and Financial Planner
Firstline Finance Private Wealth Management

Gregory P. Saville

Gregory P. Saville

Wealth Manager
Firstline Finance Investment Management

Richard Scarpelli

Richard Scarpelli

Head of Financial Planning
Firstline Finance Private Wealth Management

Michael Schanna

Michael Schanna

Wealth Manager
Firstline Finance Investment Management

Natalie Schnuck

Natalie Schnuck

Wealth Manager
Firstline Finance Investment Management

Sam Schoner

Wealth Manager
Firstline Finance Investment Management

David Schulman

Managing Director
Firstline Finance Investment Management

Phil Scott

Wealth Manager
Firstline Finance Investment Management

Okita Sevi

Wealth Manager
Firstline Finance Investment Management

Jeff Sherman

Wealth Manager
Firstline Finance Investment Management

Lisa Siegel

Senior Managing Director
Firstline Finance Investment Management

William A. Slayne

William A. Slayne

Wealth Manager
Firstline Finance Investment Management

John Emery Smyth

John Emery Smyth

Wealth Manager
Firstline Finance Investment Management

Evan Soff

Wealth Manager
Firstline Finance Investment Management

Steven Soja

Wealth Manager
Firstline Finance Investment Management

Darin Souza

Wealth Manager
Firstline Finance Investment Management

David Stecker

Wealth Manager
Firstline Finance Investment Management

Rebecca Sterling

Rebecca Sterling

Advanced Planner
Firstline Finance Investment Management

Yvette L. Stewart

Yvette L. Stewart

Senior Trust Officer
Firstline Finance Trust Company

Todd D. Sullivan

Todd D. Sullivan

Wealth Manager
Firstline Finance Investment Management

Janet Sweeney

Managing Director
Firstline Finance Investment Management

David C. Tateosian

David C. Tateosian

President
Firstline Finance Securities Company

Michael Texido

Wealth Manager
Firstline Finance Investment Management

Robert L. Thornton

Robert L. Thornton

Executive Vice President and President
Firstline Finance Private Wealth Management

Salvatore A. Tiano

Salvatore A. Tiano

Wealth Manager
Firstline Finance Investment Management

Michael Tinney

Wealth Manager
Firstline Finance Investment Management

Justin Sean Raymond Tipp

Justin Sean Raymond Tipp

Wealth Manager
Firstline Finance Investment Management

Paul Tramontano

Paul Tramontano

Wealth Manager
Firstline Finance Investment Management

Patrick Trucco

Wealth Advisor
Firstline Finance Investment Management

Dinh Truong

Wealth Manager
Firstline Finance Investment Management

Marena Tufenkjian

Marena Tufenkjian

Wealth Manager
Firstline Finance Investment Management

Daniel Tumba

Wealth Manager
Firstline Finance Investment Management

Andrew Vahab

Wealth Manager
Firstline Finance Investment Management

Craig Valdes

Wealth Manager
Firstline Finance Investment Management

Shaun Van Vliet

Shaun Van Vliet

Wealth Manager
Firstline Finance Investment Management

Louis J. Ventura

Louis J. Ventura

Wealth Manager
Firstline Finance Investment Management

John P. Ver Bockel

John P. Ver Bockel

Wealth Manager
Firstline Finance Investment Management

Laura Harrison Ward

Laura Harrison Ward

Wealth Manager
Firstline Finance Investment Management

Gregory Webster

Gregory Webster

Wealth Manager
Firstline Finance Investment Management

Keith Webster

Wealth Manager
Firstline Finance Investment Management

Stuart Wechsler

Stuart Wechsler

Wealth Manager
Firstline Finance Investment Management

Ronald Weckbacher

Ronald Weckbacher

Wealth Manager
Firstline Finance Investment Management

Evan Weiss

Estate and Business Planning Specialist
Firstline Finance Securities Company

Alison G. Westbrook

Alison G. Westbrook

Regional Team Lead
Firstline Finance Trust Company of Delaware LLC

Daniel J. White

Daniel J. White

Wealth Manager
Firstline Finance Investment Management

James Wilcox

Wealth Manager
Firstline Finance Investment Management

Richard Will

Wealth Manager
Firstline Finance Investment Management

Joseph Wladyka

Wealth Manager
Firstline Finance Investment Management

Christopher J. Wolfe

Christopher J. Wolfe

Chief Investment Officer
Firstline Finance Private Wealth Management

Tim Woodall

Wealth Manager
Firstline Finance Investment Management

Michael Wray

Wealth Manager
Firstline Finance Investment Management

Jeffrey K. Yandle

Jeffrey K. Yandle

Wealth Manager
Firstline Finance Investment Management

Linda Yang

Advanced Planner
Firstline Finance Investment Management

Brendan York

Wealth Manager
Firstline Finance Investment Management

Robin Yoshimura

Robin Yoshimura

Wealth Manager
Firstline Finance Investment Management

Brian Zakrocki

Wealth Manager
Firstline Finance Investment Management

Vincent Zappola

Vincent Zappola

Wealth Manager
Firstline Finance Investment Management

Adam J. Zipper

Wealth Manager
Firstline Finance Investment Management

Bart F. Zitnitsky

Bart F. Zitnitsky

Wealth Manager
Firstline Finance Investment Management

Margaret A. Zywicz

Margaret A. Zywicz

Senior Managing Director
Firstline Finance Trust Company