Our Team Members
Get to know the experience, philosophy, and day‑to‑day focus of our team managers.
Meet Our Team
Our senior investment team averages over 20 years of experience, and every portfolio manager is a Chartered Financial Analyst charterholder.
Dan Boyle, CFA®
Chairman · Senior Portfolio Manager
Miles Putnam, CFA®
President · Senior Portfolio Manager
James Skubik, CFA®
Senior Vice President · Senior Portfolio Manager
Scott Horsburgh, CFA®
Senior Consultant
Eric Pozolo, CFP®
Director of Operations · Chief Compliance Officer
Dan Krstevski, CFP®
Director of Development and Client Services
Eric Wathen, CFA®
Portfolio Manager
Terri Buchanan
Manager of Operations
Jeanine Russ
Client Operations Specialist
Sarah Croucher
Client Operations Specialist
Contact US
Get in Touch with Us
Reach out today to discuss how we can support your investment goals. Our team is ready to provide answers, offer solutions, and start your journey toward success.
Schedule a Consultation
Have any Questions?
