Investment Professionals
(203) 661-1615
roberta.anderson@peoples.com
Roberta P. Anderson is a Senior Vice President and the Head of Private Banking at People’s United Advisors. In her role, she is responsible for overseeing strategy and operations for the Private Banking group. She has been with the firm since 2012.
Prior to joining People's United, Roberta was with Wells Fargo (and its predecessor firms) for 21 years, most recently as Regional Private Banking Manager for New England managing lending activities. She began her career as a Commercial Lender with Cititrust (now JPMorgan Chase).
Roberta holds a B.S. in finance from Fairfield University and an MBA from the University of Connecticut. She also holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, the FINRA Series 7 and 63 licenses, and is an insurance agent. Active in the community, Roberta is a member of the Estate Planning Council of Lower Fairfield County and of the Board of Directors of the Greenwich Council of the Boy Scouts of America. Previously she was a member of the Board of Directors of the Boys and Girls Club of Greenwich and a member of the Metro New York North chapter of the American Red Cross.
(203) 254-6668
pgavin.arneth@peoples.com
P. Gavin Arneth is a Senior Vice President and Senior Private Banker at People’s United Advisors. In this role, Gavin provides personal and business lending solutions and acts as a relationship manager for individuals and institutions.
Prior to joining People's United, Gavin spent over 25 years as a Relationship Manager with firms including TD Bank and JPMorgan Chase.
Gavin holds a B.A. in economics and English from Guilford College. In addition, he holds the FINRA Series 7, 63, and 65 licenses. Active in the community, Gavin is a member of the Newtown Sandy Hook Community Foundation, the Newtown Youth and Family Services organization, the Executive Board of the Music Theater of Connecticut, and the Western Connecticut Estate and Tax Planning Council.
(203) 338-7271
robert.aufiero@peoples.com
Robert Aufiero is a Senior Portfolio Manager at Peoples United Advisors where he co-manages the bond portfolios on a day-to-day basis and leads the team in corporate bond portfolio management, with oversight for the firm’s investment grade, high yield, bank loan, municipal as well as credit research. He has 30 years of investment experience in managing assets, inter-facing with clients and growing businesses and is a member of the firm’s Strategic Investment, Asset Allocation and Fixed Income Committees.
Prior to joining People’s, Robert held senior positions as Global Head of Credit Investing at GE Asset Management and AllianceBernstein. Most recently he was a partner and Head of Fixed Income at PRP Performa Limited Bermuda and Managing Partner and Founder of CSA LLC. Robert served on the Lehman / Barclay’s Investment Advisory Council and the Morgan Stanley Credit Roundtable.
He earned his MBA from The Tobin School of Business at St. John’s University and his undergraduate degree from Marist College. Aside from his investment role, he will oversee relationships and head the Bank’s Captive Business.
(203) 338-2471
albert.brenner@peoples.com
Albert “Bert” Brenner, CFA, is the Director of Investment and Economic Research and a Senior Vice President at People’s United Advisors. In his role, Bert shares responsibility for the firm’s portfolio construction process and co-chairs the Asset Allocation Strategy Committee.
Highly regarded for his economic analysis, Bert has made appearances on Fox Business Network, Yahoo! Finance and TD Ameritrade Network. He has also been quoted in Barron’s, The New York Times, Bloomberg, USA Today and Morningstar.
Prior to joining People’s United Advisors, Bert served as an Adjunct Instructor in the undergraduate and MBA programs at Albertus Magnus College. He is also a member of the CFA Society Hartford and Advisory Board for the town of West Hartford.
Before joining People’s United Advisors in 2011, Bert was the Executive Managing Director of Asset Allocation Parametrics, where he provided investment guidance for nonprofit endowments. He was also the Director of Finance and Operations at The Ethel Walker School and Executive Vice President of Northeast Savings (now part of Bank of America), where he managed $2.2 billion in investments.
Bert holds a B.S. from the University of Notre Dame and master’s degrees from Yale University and the University of Oxford.
(860) 280-2689
stephen.bright@peoples.com
Stephen (Steve) Bright, CFA is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, Steve provides investment and planning solutions to high net worth individuals and institutions. He has been with the firm since 2014.
Steve has over 32 years of experience in the financial services industry. Prior to joining People's United, Steve led the investment groups at the Trust Company of Connecticut and NewAlliance Bank. He began his career with roles at Travelers Insurance and Allmerica Financial.
Steve holds a B.S. from Middlebury College and an MBA from the University of Virginia. He also holds the Chartered Financial Analyst (CFA) designation. Active in the community, Steve is a member of the CFA Society of Hartford, the former Chair and current member of the Investment Committee of the UCC, and a member of the Board of Finance of the First Congregational Church of Vernon.
(860) 280-2757
raul.caneiro@peoples.com
Raul Caneiro, CFP® is a Senior Vice President and Senior Relationship Officer at People's United Advisors. In his role, Raul provides investment and planning solutions to high net worth individuals and institutions.
Prior to joining People's United, Raul was responsible for the administration of trust accounts including revocable, irrevocable, and charitable trusts at U.S. Trust. Raul's previous experience includes being Senior Trust Officer and Manager of Estate Administration at Morgan Stanley Trust Company and a trust and estate attorney.
Raul holds a B.A. from Rutgers University and a J.D. from the Syracuse University College of Law. He also holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation.
(860) 280-2697
chris.childs@peoples.com
Christopher (Chris) A. Childs, CFA is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, Chris provides investment and planning solutions to high net worth individuals and institutions. He also serves on the firm's Equity and Fixed Income Committees. He has been with the firm since 2014.
Chris has over 30 years of experience in financial services. Prior to joining People's United, Chris was a Senior Portfolio Manager at Webster Bank, where he managed a portfolio of over $450M in assets. His previous experience also includes roles as a Senior Portfolio Manager and Security Analyst with Trust Company of Connecticut and experience in commercial lending, managing BankBoston's healthcare and nonprofit lending practices in Connecticut.
Chris holds a B.S. in environmental economics from St. Lawrence University and also holds the Chartered Financial Analyst (CFA) designation. Active in the community, Chris is a member of the CFA Society of Hartford. He also serves as a member of the Town of Suffield (CT) Board of Financial and Pension Committee, as Treasurer of the Suffield Public Library Foundation, as President of the Suffield Land Conservancy, and as Trustee of the Suffield Historical Society.
(860) 567-3853
eugene.daponte@peoples.com
Eugene (Gene) A. Daponte, Jr., CPA is a Senior Relationship Manager at People’s United Advisors. In his role, Gene provides investment and planning solutions to high net worth individuals and institutions. He has been managing portfolios since 2000 and has more than 25 years of experience in the financial industry.
Previously, Gene was a Vice President for Charles Pratt Company, LLC, where he practiced tax compliance and planning. His experience as a Certified Public Accountant (CPA) is a great asset to his current role, enabling him to help clients manage complex tax situations. His background also aids the investment team in analyzing company financial statements as a part of the stock selection process.
Gene holds a B.S. in accounting from the University of Connecticut and an M.S. in taxation from the University of Hartford. He holds a Connecticut CPA license and the CPA Personal Financial Specialist (CPA/PFS) credentials. He served on the Board of Directors of Susan B. Anthony Project, a Litchfield County charity, from 2006 to 2011.
(860) 280-2685
david.dixon@peoples.com
David J. Dixon, Jr., CFA is a Senior Vice President and the Head of Wealth Management Sales and Service at People’s United Advisors. In his role, he oversees the sales and marketing efforts for the bank's wealth and advisory channels. He joined the firm in 2014.
Prior to joining People's United, David held roles in Webster Bank’s Wealth Management division, including serving as its Managing Director. Earlier, he worked in Harbor Capital Management’s Private Client division and was National Sales Manager for the Galaxy Funds, after starting his career at Connecticut National Bank.
David holds a B.S. from the University of Virginia and an MBA from Rensselaer Polytechnic Institute. In addition, he holds the Chartered Financial Analyst (CFA) designation. Active in the community, David serves as a member of the Arthritis Foundation of New England, Vice Chairman of the First Tee of Connecticut, a member of the Advisory Board of the Franciscan Sisters of the Eucharist, and a member of the CFA Society of Hartford.
(860) 280-2669
albert.falco@peoples.com
Albert (Al) P. Falco is a Senior Vice President and Senior Private Banker at People’s United Advisors. In his role, Al provides personal and business lending solutions and acts as a relationship manager for individuals and institutions. He has been with the bank since 2016.
Al has over 35 years of financial services experience. Prior to joining People's United, he was with Bank of America, most recently as a Private Client Manager.
Al holds a B.S. from the University of Hartford. Active in the community, Al is a volunteer with the Special Olympics and Hole in the Wall Gang.
(203) 625-2616
david.jaeger@peoples.com
David L. Jaeger, Jr. is a Vice President and Senior Private Banker at People’s United Advisors. In his role, David provides personal and business lending solutions and acts as a relationship manager for individuals and institutions. He has been with the firm since 2005.
Prior to joining People’s United, David was the Financial Services Manager of the bank’s Cos Cob office, where he was responsible for business development, relationship management, and coaching sales staff. He spent eight years as a Branch Manager, primarily in Greenwich/Stamford. Previously, David served as an elected official in his hometown of Norwalk.
David holds a B.S. from Sacred Heart University and an MBA from the University of New Haven. He also holds the FINRA Series 6, 63, and 65 licenses and is an insurance agent with his life license. Active in the community, David is a member of the Norwalk Exchange Club and formerly served on the City of Norwalk Common Council.
(860) 563-2368
peter.kirschenbaum@peoples.com
Peter J. Kirschenbaum is a Senior Relationship Manager at People’s United Advisors. He has been managing portfolios since 2000 and has more than 20 years of investment experience. Peter is also active in the firm’s outside-manager analysis and selection.
Prior to portfolio management, Peter was a Senior Financial Consultant with Citizens Investment Services and an Investment Officer with First Union Capital Management and Fleet Management.
Peter graduated from the University of Massachusetts with a B.S. in management. For many years, Peter has been an active member in the Hamden Little League and Greater Hamden Basketball Associations. Peter is also a volunteer with the Meals on Wheels program in Greater New Haven.
(203) 254-6669
brian.murphy@peoples.com
Brian J. Murphy is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, Brian manages investments for trust, personal, and institutional accounts. He is a member of the firm's Equity Research Committee, where he covers the financial sector with a focus on banks and insurance companies. He has previously served on the firm's Asset Allocation and Solutions Committees. Brian has been with the firm since 2012.
Prior to joining People's United, Brian managed portfolios for high net worth and institutional investors at Deutsche Bank, BNY Mellon, PNC Wealth Management, and Morgan Stanley.
Brian holds a B.S. from Providence College and an MBA from Fordham University. He also holds the FINRA Series 7 and 66 licenses. Brian is a member of the Estate Planning Council of Fairfield County.
(203) 338-3121
bruce.murray2@peoples.com
Bruce B. Murray is a Senior Institutional Trust Officer and the primary Relationship Manager for People’s United’s non-profit institutional clients. He has over 25 years of experience in the financial services industry and 15 years working exclusively with non-profits such as community service organizations, endowments, foundations, pension plans, sovereign wealth, healthcare organizations, and municipalities. He has been with the firm since 2014.
Prior to that, Bruce was a Senior Relationship Manager at GE Asset Management, where he served institutional clients located in the U.S., Canada, Europe, and the Middle East and was Client Manager for all GEAM International Private Equity investors. Before GE, Bruce was a Director at Commonfund where he worked with institutional non-profits.
Bruce earned a B.A. from the University of Connecticut and holds FINRA Series 7, 63, and 31 licenses. He has been a featured presenter on the topics of asset allocation and spending at non-profit conferences including PAISBOA, Council for Resource Development, and abacc. Bruce is currently Board Treasurer of the Housatonic Community College Foundation, where he chairs the Finance and Investment Committees. He is active in community theatre and has coached PONY baseball and Sterling House Youth basketball and soccer.
(203) 338-2551
winifred.perley@peoples.com
Winifred T. Perley, CRSP is a Vice President and Retirement Plan Consultant at People’s United Advisors. In her role as a member of the Institutional Asset Management team, Winifred is responsible for the administration of employee benefit and 401(k) plan relationships. She has been with the firm since 2005.
Prior to joining People's United, Winifred worked as an Assistant Vice President for JPMorgan Chase Retirement Services and held other positions in wealth management. She also worked at CityTrustBank as a Personal Bank Administrator and Investment Associate.
Winifred holds an associate’s degree in business administration from Housatonic Community College. She has earned a certificate in trust investment management and retirement services from the Cannon Financial Institute, and she holds the Certified Retirement Service Professional (CRSP) designation.
(203) 661-7381
michael.rispoli@peoples.com
Michael T. Rispoli is a Senior Vice President and Senior Relationship Manager at People’s United Advisors. In his role, he provides investment and planning solutions to high net worth individuals and institutions.
Michael has over 20 years of experience in his field. Prior to joining People's United, Michael was Vice President and Trust Officer for Webster Financial Advisors in Stamford, CT. Before that, Michael was with Fleet Private Clients Group serving as Vice President and Relationship Manager in their Greenwich, CT office.
Michael holds a B.S. with a concentration in finance from the University of Connecticut and a Certificate from the New England School of Banking. He is a member of the Estate Planning Council of Lower Fairfield County.
(203) 259-8881
sloan.saverine@peoples.com
Robert S. (Sloan) Saverine, CTFA is a Senior Vice President and Senior Relationship Manager at People’s United Advisors. In his role, he provides investment and planning solutions to high net worth individuals and institutions. He has been with the firm since 2018.
Prior to joining People's United, Sloan was a Regional Fiduciary Advisor at Key Private Bank. Previously, he spent 14 years at U.S. Trust Corporation, most recently as a Vice President and Senior Trust Officer.
Sloan holds a B.A. in sociology and criminal justice from the University of Maryland and is a graduate with honors from the Cannon Financial Trust School at Boston University. Sloan also holds the Certified Trust and Financial Advisor (CTFA) designation. Active in the community, Sloan is a Leadership Council Board Member for the Hospice VNSW of Westchester, a member of the Westchester Estate Planning Council, and a member of the New York Bankers Association Trust & Legislative Committee.
(860) 280-2881
james.thayer@peoples.com
James (Jim) F. Thayer is a Senior Vice President and Senior Relationship Manager at People's United Bank. In his role, he oversees a variety of fiduciary relationships and has extensive experience in trust administration, estate settlement, and financial and estate planning.
Jim has over 40 years of experience in financial services. Prior to joining People's United, Jim was Vice President and Regional Manager for Shawmut Bank, where he was responsible for the delivery of all trust services to Northwest Connecticut. He was previously Vice President of the Private Clients Group at Fleet Bank and Vice President and Manager of Financial Management Services at Glastonbury Bank & Trust Company.
Jim holds a B.S. in business administration and economics from Central Connecticut State University. He is also a graduate of the Williams College Schools of Trust and Estate Administration. Jim is a member of the Estate and Business Planning Council of Hartford and the Connecticut Estate & Tax Planning Council.
(203) 338-3577
john.traynor@peoples.com
John S. Traynor is the Chief Investment Officer and an Executive Vice President at People’s United Advisors. As Chief Investment Officer, John directs the firm’s overall investment process and committees. He also serves as the chief spokesperson for the firm’s investment outlook via regular strategy meetings and events throughout New England and New York.
John was just recently named to the New Haven Biz Power 50 Class of 2020 and was noted by the outlet for his much sought-after outlook on global, national, and local economies.
John appears frequently on CNBC, Fox Business, Yahoo! Finance and Bloomberg Radio. He has also been quoted in The New York Times, The Wall Street Journal, MarketWatch, U.S. News & World Report and many other outlets.
Active in the community, John serves on the Board of The Council of Churches of Greater Bridgeport and is a member of the Professional Advisors Council for Fairfield County’s Community Foundation. An avid rower, John is also the Chairman of Olympic Athletes Rowing at Saugatuck, an organization that focuses on developing elite level athletes in that sport.
John has been with People’s United Advisors since 2011. Previously, he served as the Director of Investment Strategy and Alternative Investments at Hawthorn, a $22 billion family office in the PNC Financial Services Group. He holds a B.S. in business administration with a concentration in finance from Villanova University.
(203) 661-6389
james.witterschein@peoples.com
James (Jim) J. Witterschein, CFA is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, Jim provides investment and planning solutions to high net worth individuals and institutions. He has been with the firm since 2012.
Jim has over 31 years of financial services experience. Prior to joining People's United, Jim held positions at PNC Wealth Management and Merrill Lynch Investment Management, both in the role of Senior Portfolio Manager. He began his career as a Compliance Examiner for the U.S. Securities and Exchange Commission.
Jim holds a B.S. magna cum laude in business administration from William Patterson College and an MBA with honors from Fairleigh Dickinson University. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the New York Society of Security Analysts.
Disclosure
Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.
Investment Products are:
| • Not Insured by FDIC or any Federal Government Agency • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate • May Lose Value |
Form CRS - ADV Part 2A - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure
(603) 222-5909
kimberly.deschuiteneer@peoples.com
Kimberly DeSchuiteneer is a Retirement Plan Consultant at People's United Bank. In her role, Kimberly is a member of the firm's Institutional Asset Management team with a focus on retirement services. She joined the firm in 2007.
Prior to joining People’s United, Kimberly was a Retirement Plans Manager for Citizens Bank. She also has small business experience in New Hampshire.
Kimberly holds a certificate from the ABA Employee Benefits School at Northwestern University and completed coursework at the University of New Hampshire at Manchester.
(207) 828-3029
moya.elliot@peoples.com
Moya A. Elliot, CFP®, CTFA is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In her role, Moya advises high net worth individuals and families on financial, retirement, estate, and tax planning. She has been with the firm since 2016.
Moya has over 30 years of experience in wealth management. Prior to joining People's United, Moya was a Senior Vice President and Senior Trust Officer in the High Net Worth group at U.S. Trust. She previously oversaw the Trust Administration team at Maine Bank & Trust.
Moya holds a B.S. in business administration from Villanova University and an MBA with an accounting focus from Seton Hall University. She also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Trust and Financial Advisor (CTFA), Chartered Retirement Planning Counselor (CRPC), and Accredited Domestic Partnership Advisor (ADPA). Active in the community, Moya is a member of the Planned Giving Committee of the USM Foundation, past president and current member of the Maine Estate Planning Council, a member of the Maine Women's Fund, and a member of the Planned Giving Committee of the Maine Medical Center.
(207) 828-3007
john.frost@peoples.com
John R. Frost, CFA is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, John provides investment and planning solutions to high net worth individuals and institutions. He also helps to develop investment strategy as a member of the Senior Investment, Solutions, and Asset Allocation Committees and oversees the investment process for client portfolios.
John has over 23 years of experience in financial services. He holds a B.S. from Gettysburg College and an MBA from Temple University. He also holds the Chartered Financial Analyst (CFA) designation. Active in the community, John is a member of the Maine Estate Planning Council and the Boston Security Analyst Society.
(207) 828-3012
suzanne.rende@peoples.com
Suzanne M. Rende, CTFA is a Senior Vice President and Senior Relationship Manager at People's United Bank. In her role, Suzanne provides investment and planning solutions to high net worth individuals and institutions. She joined People's United in 2016. Suzanne has over 20 years of financial services and estate planning experience.
Suzanne holds a B.S. from the University of Maine. She also holds the Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute.
Suzanne is active in her community, volunteering at the Salvation Army and Preble Street Kitchen. She also serves on the executive committee for the Maine Estate Planning Council. Suzanne also is a supporter of the South Portland High School Athletic Boosters and currently serves as Treasurer for the football Boosters.
(207) 828-3157
donna.temple@peoples.com
Donna M. Temple, CTFA is a Senior Vice President and Senior Relationship Manager at People’s United Advisors. In her role, Donna provides investment and planning solutions to high net worth individuals and institutions. She joined the firm in 2016.
Donna has over 18 years of trust and estate planning experience. Prior to joining People's United, she was a Senior Account Officer at Bangor Savings Bank for more than a decade. Donna began her career as a paralegal in the Trusts & Estates Group at Pierce Atwood LLP.
Donna holds a B.S. from Husson College and has completed graduate coursework in Trust from the American Bankers Association. She also holds the Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute and the FINRA Series 65 license. Active in the community, Donna is a member of the Maine Estate Planning Council. She also serves on the Board of Advisors for the Maine Trust for People with Disabilities.
(207) 828-3042
jodi.watson@peoples.com
Jodi Watson is a Vice President and Relationship Manager at People’s United Advisors. In her role, she provides investment and planning solutions to high net worth individuals and institutions.
Jodi has over 15 years of financial services experience. Prior to joining People’s United, she was a Vice President and Licensed Branch Manager for KeyBank. Previously, Jodi was with U.S. Trust and Fleet Bank/Bank of America.
Jodi holds a B.S. from Bates College. She also holds the FINRA Series 6, 63, and 65 licenses and is an insurance agent in Maine. Active in the community, Jodi is a member of the Maine Estate Planning Council. She also volunteers with the United Way of Cumberland County and has been involved with the Yarmouth Chamber of Commerce.
Disclosure
Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.
Investment Products are:
| • Not Insured by FDIC or any Federal Government Agency • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate • May Lose Value |
Form CRS - ADV Part 2A - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure
(617) 449-0389
veronica.ferro@peoples.com
Veronica (Ronnie) M. Ferro, CTFA is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In her role, Ronnie provides investment and planning solutions to high net worth individuals and institutions. She has been with the firm since 2017.
Prior to joining People's United, Ronnie was the Regional Director for the Northeast and MidAtlantic divisions of Private Asset Management at TIAA. With more than 30 years of experience, she has held leadership and portfolio management positions at The Washington Trust Company, U.S. Trust/Bank of America Private Wealth Management, and Fidelity Investments.
Veronica holds a B.A. from Boston College and a certificate from the Cannon Financial Institute. She is a member of the Boston Estate Planning Council and Board of Directors of Riverside Community Care.
(413) 735-6717
timberly.grout@peoples.com
Timberly V. Grout, CTFA, AEP is a Senior Vice President and Senior Relationship Manager at People’s United Advisors. In her role, Timberly is responsible for the planning and administration of estates, trusts, agency, custody, and institutional relationships throughout Western Massachusetts. She works from the Greenfield and Springfield branches.
Timberly has over 28 years of trust and wealth management experience, having joined Vermont National Bank, a predecessor institution to People’s United, in 1990 in a trust operations and administration role.
Timberly holds a degree in business management from Greenfield Community College. She also holds the Certified Trust Financial Advisor (CTFA) and Accredited Estate Planner (AEP) designations. Active in the community, Timberly is a member of the Board of the Pioneer Valley Estate Planning Council, a member of the Estate Planning Council of Hampden County, a member of the Board of the United Way of Franklin County, and a member of the Professional Advisors Board of the Mason-Wright Foundation.
(617) 449-0345
alexander.moody@peoples.com
Alexander (Alex) G. Moody is a Senior Vice President and Senior Private Banker at People’s United Advisors. In his role, Alex provides personal and business lending solutions and acts as a relationship manager for individuals and institutions.
Prior to joining People's United, Alex worked with high net worth clients at Bank of America/Merrill Lynch and in the Private Client group at TD Bank. Previously, Alex taught calculus at select prep schools throughout the U.S., while also coaching varsity hockey and lacrosse.
Alex holds a B.S. in government with concentrations in business and economics from Colby College. He earned a Professional Financial Certificate in Tax, Risk, Retirement, Investment, Estate, and Financial Planning from the Merrimack College CFP Program. He also graduated from the Governor's Academy. Alex holds the FINRA Series 6, 7, 63, and 65 licenses. Active in the community, he volunteers for the Special Olympics and the Carroll Center for the Blind.
(617) 603-3286
thomas.sawyer@peoples.com
Thomas (Tom) A. Sawyer is a Senior Retirement Plan Consultant at People’s United Advisors. In his role, Tom is a member of the firm's Institutional Asset Management team with a focus on retirement services.
Tom has over 20 years of experience in investment and retirement services. Prior to joining People’s United, Tom was a Sales Consultant at Transamerica. He also held roles in retirement customer service and retirement operations at John Hancock and Putnam Investments. Tom began his career as an Investment Representative in the retail branch network for Fleet Bank.
Tom holds a B.S. in business management with a concentration in marketing from Boston College. He also holds the FINRA Series 6, 7, 63, and 65 licenses and is an insurance agent holding the Life Accident and Health/Variable Annuity license in Massachusetts. Tom holds the Certified Employee Benefit Specialist (CEBS) and Retirement Plans Associate (RPA) designations and is an Accredited Investment Fiduciary.
(617) 449-0345
robert.tyler@peoples.com
Robert (Rob) J. Tyler, Jr. is a Senior Vice President and Chief Fiduciary Officer at People's United Bank. In his role, he oversees the trust administration and estate and investment management services for high net worth individuals, families, nonprofit organizations, and businesses. He has been with the firm since 2017.
Prior to joining People’s United, Rob was a Senior Trust Officer with The Washington Trust Company of Westerly, Rhode Island. With more than 35 years of experience, he has held leadership positions at The Washington Trust Company, Bank of America, and its predecessor banks.
Rob holds a B.A. from Williams College and certificates from the American Bankers Association National Graduate Trust and National Trust Schools. Active in the community, Rob is the Secretary and a Board Member of the Estate Planning Council of Rhode Island, and Chairman of the Board at INSIGHT, a Rhode Island nonprofit serving the blind and visually impaired. He also serves as Treasurer of the Board of Directors of Camp Ruggles, Inc., a Rhode Island nonprofit summer camp for emotionally handicapped children, and as an Associate Class Agent at Williams College.
Timothy (Tim) E. Woolston is a Senior Vice President and Senior Relationship Manager at People’s United Advisors. In his role, Tim provides investment and planning solutions to high net worth individuals and institutions. He is also a member of the firm's Equity Investment Committee, with responsibility for the consumer discretionary sector.
Tim has over 30 years of investment experience. Prior to joining People’s United, he served as Senior Vice President and Investment Manager at Citizens Private Wealth Management, where he managed portfolios and relationships for the firm’s largest clients in the greater Boston/Eastern Massachusetts market. At Citizens, Tim also chaired the investment committee and was responsible for the firm’s large-cap core equity strategy. In earlier roles, Tim served as the Chief Investment Officer at Heritage Capital Management, and in portfolio management roles at Ocean Bank and Boston Advisors.
Tim holds a B.S. in business administration from LeMoyne College and an MBA from the University of Connecticut. He also holds the FINRA Series 65 license.
Disclosure
Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.
Investment Products are:
| • Not Insured by FDIC or any Federal Government Agency • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate • May Lose Value |
Form CRS - ADV Part 2A - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure
(603) 222-5909
kimberly.deschuiteneer@peoples.com
Kimberly DeSchuiteneer is a Retirement Plan Consultant at People's United Bank. In her role, Kimberly is a member of the firm's Institutional Asset Management team with a focus on retirement services. She joined the firm in 2007.
Prior to joining People’s United, Kimberly was a Retirement Plans Manager for Citizens Bank. She also has small business experience in New Hampshire.
Kimberly holds a certificate from the ABA Employee Benefits School at Northwestern University and completed coursework at the University of New Hampshire at Manchester.
(603) 222-5919
william.fleming@peoples.com
William J. Fleming is a Senior Vice President and Senior Relationship Manager at People’s United Advisors. In this role, William utilizes a financial planning approach to address client needs in a number of areas including retirement planning, estate planning, tax mitigation strategies, risk management and investment strategies.
Prior to joining People’s United in 2019, William was a financial consultant at Fidelity Investments, managing relationships for high net worth individuals, families and small businesses. Previously, William was with AXA Advisors, focused on insurance and risk management.
William holds a B.A. in Mathematics from the State University of New York at Binghamton and holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation.
(603) 334-6736
christopher.lucas@peoples.com
Christopher (Chris) C. Lucas is a Senior Vice President and Senior Portfolio Manager at People's United Advisors. In his role, Chris provides investment solutions for high net worth individuals, multi-generational families, municipalities and non-profit organizations. He is a member of the Asset Allocation, Solutions and Portfolio Construction committees.
Chris joined People's United in 2013, serving as an Investment Management Specialist prior to transitioning to portfolio management. In 2016, Chris assumed responsibility for the New Hampshire Region and manages relationships from Southern Maine to Connecticut. Notably, Chris serves as Assistant Portfolio Manager for many of the organization’s largest relationships, including the People’s United Bank Pension Plan and Community Foundation.
Chris holds a B.A. from the University of New Hampshire and an MBA from the University of Southern Maine. He is a former member of the armed forces, having spent six years with the Maine Air National Guard. Additionally, Chris serves as a Board Member on the Seacoast Chapter of Veterans Count.
Disclosure
Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.
Investment Products are:
| • Not Insured by FDIC or any Federal Government Agency • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate • May Lose Value |
Form CRS - ADV Part 2A - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure
(646) 971-2497
jcelentano@gersteinfisher.com
James V. Celentano is a Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In his role, he provides investment and planning solutions to high net worth individuals and institutions. James joined Gerstein Fisher in 2015.
James’ background in financial services includes experience in client service, reporting, operations, and investments. Prior to Gerstein Fisher, James was a Vice President of Communications and Client Relations at AJF Financial Services. Before that, he served as an Advisory Sales Coordinator for American Portfolios Financial Services. James began his career at Spitfire Pictures (also known as Exclusive Media) in Los Angeles, where he worked in marketing.
James holds a B.A. in theatre from the University of California, Los Angeles.
Enmanuel (Manny) Cruz Arias is a Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In his role, Manny provides investment and planning solutions to high net worth individuals and institutions. He has been with Gerstein Fisher since 2016.
Prior to joining the firm, Manny was a Youth Advisor for the DOME Project, a New York City-based nonprofit organization focused on developing opportunities for at-risk and disadvantaged youth. In that position, he helped introduce high school students to the world of finance and personal financial management and served as a mentor for college students. He remains on DOME’s Board of Directors and is a member of its Financial Committee.
Manny holds a B.B.A. from Baruch College. He maintains FINRA Series 6, 63, and 65 licenses.
Neha Grover, CFA, is a Senior Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In her role, she provides investment and planning solutions to high net worth individuals and institutions. Neha has been with the firm since 2015.
Previously, she was at Nirmal Bang Securities in Mumbai, India, where she co-founded the equity sales desk and worked in equity sales, business development, research, and operations. Before that, Neha was a Research Analyst and Anchor for Economic Times Business Television (ET Now). She began her career as an Associate in Institutional Equities for Edelweiss Capital.
Neha earned a B.B.A in management studies from Mumbai University in India, and she holds the Chartered Financial Analyst® (CFA®) designation.
(646) 971-2514
eha@gersteinfisher.com
Edward Ha, CFA, CIPM is a Portfolio Manager and Senior Quantitative Analyst on the Gerstein Fisher team at People’s United Advisors. In his role, he is responsible for analysis at Gerstein Fisher. He has been with the firm since 2015.
Previously, Edward was a Senior Fixed Income Performance and Attribution Specialist at BI-SAM, a firm specializing in performance, attribution, and risk analytics. Prior to BI-SAM, he worked as a Senior Fixed Income Performance and Attribution Analyst at Pinebridge Investments, and before that, he worked at GE Asset Management. Edward also spent time as an Associate Director of Finance and Operations for Taro Pharmaceuticals, and as a Project Manager in Marketing/Sales for Stryker Howmedica Osteonics.
Edward earned a B.S. in mechanical engineering from Institut National des Sciences Appliquées in Rouen, France, an M.S. in mechanical engineering from the University of Colorado, and an MBA from New York University. He holds the Chartered Financial Analyst® (CFA®) designation and the Certificate in Investment Performance ManagementTM (CIPM) designation.
(212) 295-1045
sarah.haley@peoples.com
Sarah E. Haley is a Senior Vice President and Senior Relationship Manager at People’s United Advisors. In her role, Sarah provides personal lending and deposit solutions for high-net-worth families, individuals, and professionals. She has been with the firm since 2017.
Prior to joining People’s United, Sarah spent 20 years working with high-net-worth clients at Morgan Stanley Private Bank and Bank of America.
Sarah earned a B.S. in Business Administration and Political Science from CUNY Baruch College and M.A. in Real Estate Investment from CUNY Baruch, Zicklin School of Business. Sarah holds Series 7, 65 and 63 licenses. Active in the community, Sarah is an Advisory Board Member of South Fork Natural History Museum and a member of American Heart Association, Suffolk County, as well as the American Ballet Theater.
(646) 971-2566
ihasson@gersteinfisher.com
Ira Hasson is the Head of Private Client Sales for the Gerstein Fisher team at People’s United Advisors. Ira is responsible for developing and managing all aspects of Gerstein Fisher’s private-client business. He joined the firm in 2018, bringing 30 years of experience in financial services working with individual and families, including positions as an advisor, wholesaler, manager, and national sales director.
Prior to joining the firm, Ira spent more than a decade at BlackRock, Inc., where he was most recently a Director of an individual retirement system that provided financial professionals with a technology-driven process for managing retirement assets. Earlier in his career, Ira worked at State Street Research & Management, Lehman Brothers, Dean Witter Reynolds, E.F. Hutton & Co., and MetLife Insurance.
Ira holds a B.A. in business studies from Stockton University and FINRA Series 7, 24, 26, 63, and 65 licenses.
Jarrod S. Imatani is a Fixed Income Portfolio Manager on the Gerstein Fisher team at People’s United Advisors. In his role, Jarrod is responsible for executing all fixed income trades, helping manage the fixed income securities in client portfolios, and contributing to the development of fixed income strategies. He has been with the firm since 2018.
Before joining Gerstein Fisher, Jarrod worked at TD Asset Management, where he was a fixed income trader working with U.S. corporate, government, and municipal fixed income securities and money market instruments. He also partnered with portfolio managers in implementing fixed income investment strategies and provided the firm with daily market updates and economic commentary. Prior to that role, Jarrod worked at Bloomberg L.P., first as an ETF and Mutual Fund Analyst, then as a fixed income Trade Desk Specialist serving buy-side clients.
Jarrod earned a B.A. in economics and business from the Virginia Military Institute.
Stephen (Steve) R. Johnson is a Senior Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In his role, Steve provides investment and planning solutions to high net worth individuals and institutions. He has been with the firm since 2016.
Previously, Steve was a Financial Advisor and Financial Planner at Barnum Financial Group, an affiliate of MetLife. He was a founding member of Barnum’s Wealth Strategy division, a group that consults with Barnum’s financial advisors on wealth management and planning strategies. Before that, he worked at Prudential. While earning his undergraduate degree, Steve interned at Investors Capital Corporation, where he supported the Advisory Services and Operations departments.
Steve earned a B.S. in business administration from Endicott College. He holds FINRA Series 6, 7, 63, and 65 registrations and a license in life, accident and health insurance.
(646) 971-2516
bjollie@gersteinfisher.com
William (Bill) Jollie is a Senior Vice President and the Head of Investment Operations for the Gerstein Fisher team at People’s United Advisors. In his role, Bill is responsible for investment strategy development, trade allocation, rebalancing, and the implementation of new client portfolios. Bill joined the firm in 2006.
Prior to Gerstein Fisher, Bill spent 10 years at SEI, where he was a Supervisor of Managed Accounts. He worked with the product development team to improve SEI’s managed account offerings and developed tools in order to monitor accounts and identify unusual activity. He also streamlined and documented the new account implementation process. Before that role, Bill was the Supervisor of the Midwest Service Team, and spent six years working with the broker-dealer and bank teams to create new ways of sharing data with SEI’s clients. He started his career with Morgan Stanley, developing investment strategies for small businesses and high net worth individuals.
Bill received a B.S. in finance from the University of Scranton and an MBA in finance from Villanova University. He holds FINRA Series 7 and 66 licenses.
(646) 971-2518
rkinnie@gersteinfisher.com
Robert (Bob) Kinnie is a Business Development Director for the Gerstein Fisher team at People’s United Advisors. In his role, Bob develops, implements, and maintains financial plans for individuals and families, working in conjunction with the Investment Strategy Group. Bob has been with the firm since 2016.
Prior to Gerstein Fisher, Bob was a Financial Consultant at Fidelity Investments. Before that, he served as a Wealth Strategy Associate at UBS Financial Services, as a Financial Advisor at Merrill Lynch, and as a Business Development Manager at Goldleaf Financial Solutions, Inc., doing working-capital lending to small and mid-sized companies. He also has experience with commercial lending through Citicapital Commercial Corporation and a 12-year position at GE Capital Corporation.
Bob holds a B.A. in economics from the University of Rhode Island. He maintains his FINRA Series 7 and 66 licenses and holds licenses in life and health insurance in New York, Connecticut, and New Jersey.
(646) 971-2519
mkweller@gersteinfisher.com
Matthew E. Kweller, CFP® is a Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In his role, Matthew provides investment and planning solutions to high net worth individuals and institutions. He has been with the firm since 2016.
Matthew came to Gerstein Fisher from Vanguard, where he served most recently as a Financial Advisor in the Personal Advisor Services team, creating goals-based financial plans including tailored spending and savings strategies for prospective clients. He began at Vanguard as a Client Relationship Associate.
Matthew holds a B.S. in finance from Pennsylvania State University and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He maintains FINRA Series 7 and 63 licenses.
(646) 971-2520
fleung@gersteinfisher.com
Fai Leung is a Senior Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In his role, Fai provides investment and planning solutions to high net worth individuals and institutions. He has been with the firm since 2012.
Prior to joining Gerstein Fisher, Fai spent more than 20 years at Goldman Sachs, serving most recently as a Vice President in the firm’s Merchant Banking Operations group. Before that, he worked in various operational and client service-related roles within the Private Wealth Management division. He began at Goldman in 1987 as an Analyst in the Global Operations group.
Fai earned a B.A. in social science from the State University of New York at Buffalo, and he holds FINRA Series 7 and 63 licenses.
(646) 971-2522
jmaillie@gersteinfisher.com
Jessica Maillie, CFP®, is a Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In her role, she provides investment and planning solutions to high net worth individuals and institutions. She has been with the firm since 2016.
Previously, Jessica was a Financial Advisor at Vanguard, where she worked with individual investors to develop and implement tailored plans to meet their financial goals. She managed and developed a team of licensed financial advisors, spearheaded the development of investment advice offerings and talent attraction, and led training initiatives for advisors. Prior to Vanguard, Jessica was an Applied Behavioral Analysis Counselor at the Melmark School, where she collected and analyzed data to shape tailored teaching plans for students with developmental disabilities.
Jessica earned a B.A. in history and French from Susquehanna University. She holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, as well as FINRA Series 7, 63, and 65 licenses.
(646) 971-2527
cmiller@gersteinfisher.com
Cristina (Cristi) Miller, ChFC, CLTC is a Senior Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In her role, she provides investment and planning solutions to high net worth individuals and institutions. Cristi has been with the firm since 2007.
Before joining Gerstein Fisher, Cristi spent 16 years in the insurance field serving high net worth clients for Wealth Partners, LLC. She began her career as an entrepreneur in Manila, Philippines.
Cristi graduated from the Philippine Women’s University with a B.S. in business administration and an A.S. in advertising. She holds the Chartered Financial Consultant (ChFC) and Certified Long Term Care (CLTC) designations and is a member of the Society of Financial Service Professionals.
(646) 971-2530
jneuwirt@gersteinfisher.com
Justin M. Neuwirt, CFP® is a Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In his role, he provides investment and planning solutions to high net worth individuals and institutions. He has been with the firm since 2013. Justin joined Gerstein Fisher as a summer intern while he was completing his undergraduate degree.
Justin holds a B.B.A in finance from the State University of New York at Buffalo and the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation. He maintains FINRA Series 6, 63, and 65 licenses.
(646) 971-2531
enunez@gersteinfisher.com
Eric P. Nunez is a Managing Director and Senior Relationship Manager for the Gerstein Fisher team at People’s United Advisors. He has been with the firm since 2015.
Before joining Gerstein Fisher, Eric was a Client Relationship Manager at Horizon Kinetics, LLC, a registered investment advisor where he spent six years. Prior to that, Eric was an Enterprise Sales Associate at Empire Technologies, a telephone technology company. Previously, he held roles at MetLife Brokerage, Josepthal & Co., Inc., Nathan & Lewis Securities, and Mabon Securities. Eric holds a FINRA Series 7 license.
Salvatore (Sal) Mula is a Senior Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In his role, he provides investment and planning solutions to high net worth individuals and institutions. Sal has been with the firm since 2008.
Sal holds a B.S. in finance from St. John’s University.
Jillian Neuffer is a Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In her role, she provides investment and planning solutions to high net worth individuals and institutions. She has been with the firm since 2014.
Prior to joining Gerstein Fisher, Jillian was a Senior Research Manager in private equity at Gerson Lehrman Group. While pursuing her MBA, she was a Summer Associate in investment banking at Banc of America Securities. Prior to business school, she worked at ACE Limited as an Underwriter of directors and officers liability insurance and as a Production Specialist at AIG.
Jillian earned a B.A. in mathematical economics from Brown University and an MBA from Duke University. She holds a FINRA Series 65 license.
(646) 971-2533
kprimack@gersteinfisher.com
Keri R. Primack, CFP® is a Managing Director and Senior Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In her role, she provides investment and planning solutions to high net worth individuals and institutions. Keri has been with the firm since 1998.
Before joining Gerstein Fisher, Keri worked in the Property Casualty division of the insurance department at the BWD Group Ltd., and in the Life Insurance department at Nathan & Lewis Securities. She started her career at Investors Diversified Services as an Assistant to a Financial Advisor.
Keri graduated from the State University of New York at Oneonta with a B.S in business economics. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and FINRA Series 7 and 63 licenses.
Nehal Suren, CFP® is a Senior Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In his role, he provides investment and planning solutions to high net worth individuals and institutions. Nehal has been with the firm since 2012.
Previously, Nehal worked for 10 years at Bloomberg LP as a Senior Trade Order Management Systems software developer.
Nehal holds a B.S. in computer science from the City University of New York, Queens College. He also holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation.
(646) 971-2543
AViswanathan@gersteinfisher.com
Ashvin Viswanathan, CFA, joined Gerstein Fisher’s Investment Strategy Group in January 2017, where he focuses on quantitative research related to Gerstein Fisher’s Multi-Factor® investment strategies. Mr. Viswanathan brings to Gerstein Fisher more than a decade of experience in quantitative research and portfolio engineering for US and global equities and real estate securities strategies.
He joined the firm from O’Shaughnessy Asset Management, where he was a Principal and Portfolio Manager. During his seven year tenure at O’Shaughnessy, Mr. Viswanathan designed proprietary investment and risk models and was a key contributor to building out the firm’s “factor library.” He authored numerous research studies and white papers, and routinely met and spoke with client and industry groups on behalf of the firm.
From 2008 to 2010, Mr. Viswanathan worked as an investment analyst at Zephyr Management, LP and was co-manager of the Zephyr Emerging Market Equity Fund. Prior to Zephyr, he worked from 2005 to 2008 at Guardian Capital, LP in Toronto, where he was a Senior Portfolio Engineer on the firm’s Global Equity team. In both roles, Mr. Viswanathan led quantitative research efforts and the development, testing, and implementation of investment models.
He holds a Bachelor’s degree in Mathematics from the University of Waterloo in Waterloo, Ontario and a Master of Mathematical Finance degree from the University of Toronto. Since January, 2010, he holds the designation of Chartered Financial Analyst.
(802) 238-6563
craig.arsenault@peoples.com
Craig A. Arsenault, CTFA is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, Craig has oversight for wealth management in the Central and Southern Vermont regions. He has been with the firm since 2003.
Craig has over 29 years of financial services experience. Prior to joining People’s United, Craig worked in business development for the Investment and Trust Managers at TD Bank in the Boston area. He also worked as a Registered Broker and Brokerage Manager.
Craig holds a B.S. in finance from Bentley College and a Certificate for Trust and Trust Sales from the Cannon Financial Institute. Craig also holds the Certified Trust and Financial Advisor (CTFA) designation. Active in the community, Craig is a member of the Board of Directors for the Rutland County Humane Society and a former member of the VAC Finance Committee.
(802) 660-1309
jami.bisson@peoples.com
Jami R. Bisson, CFP® is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In her role, Jami provides comprehensive solutions to clients, using a financial planning framework to identify client goals for retirement planning, estate planning, and general investment planning.
Jami has over 15 years of financial services experience. Prior to her current role, she was a Private Banker at People's United, delivering relationship management and lending services to high net worth individuals and private practices.
Jami holds a B.S. in biology and an MBA from University of Vermont. She also holds the CERTIFIED FINANCIAL PLANNERTM(CFP®) designation and the FINRA Series 65 license. Active in the community, Jami serves as a member on the Board of Directors for the Northern New England chapter of the Financial Planning Association, a member of the Financial Planning Association, Treasurer of the Essex Alliance Church, and a member of the Board of Directors of the University of Vermont Medical Center Auxiliary.
(802) 881-6732
zuzana.brochu@peoples.com
Zuzana K. Brochu is Vice President of Financial Planning Strategy. In her role, Zuzana heads up the organization’s Financial Planning department, which helps clients develop a comprehensive view of their situation, identify their financial goals, and create a roadmap to achieve those goals. Zuzana joined People's United in 2002 and has extensive experience in financial planning. Prior to People's United Advisors, Zuzana worked for BankBoston.
Zuzana earned a B.S. in Business Administration from Appalachian State University and an MBA from the University of Vermont. She also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Business Exit Consultant (CBEC®) designations. Active in the community, she graduated from the Leadership Champlain program in 2015 and is on the Board of the Vermont Council on World Affairs.
(802) 660-1323
karen.bryce@peoples.com
Karen L. Bryce is a Private Banking Specialist at People's United Bank. In her role, Karen provides personal and business lending solutions and acts as a relationship manager for individuals and institutions.
Karen joined People's United in 1998. She holds an associate’s degree in business from Champlain College.
(802) 652-6162
Michelle.Buswell@peoples.com
Michelle M. Buswell is Vice President, Relationship Manager at People’s United Advisors. In her role, she provides investment and planning solutions to high net worth individuals and institutions. Michelle has over eight years of experience in financial services.
Prior to being a Relationship Manager, Michelle was Vice President, Portfolio Manager managing investment accounts across the bank’s footprint in the Managed Accounts Group. Michelle started her career in the mutual fund industry working at BISYS Fund Services as a Treasury Administrator and later at Columbia Management as a Senior Performance Analyst.
Michelle holds a B.A. in psychology from the University of Vermont and is a graduate of the Leadership Champlain program . She also holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and the FINRA Series 65 license. Michelle is Board Member of the Lake Champlain Chamber of Commerce and on the Burlington Business Associations Programs Committee.
(802) 660-1554
russell.caffry@peoples.com
Russell (Russ) A. Caffry is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, Russ is responsible for overseeing wealth management in Northern Vermont and works directly with high net worth individuals, families, nonprofit organizations, and businesses. He has been with the firm since 2007.
Prior to joining People's United, Russ was a Financial Advisor with Ameriprise Financial and held management positions with the Sara Lee Corporation.
Russ holds a B.S. in economics from Colgate University and an MBA from the University of Connecticut.
(802) 660-1379
david.carter@peoples.com
David (Dave) Carter is a Senior Vice President and Senior Private Banker at People’s United Advisors. In his role, Dave provides personal and business lending solutions and acts as a relationship manager for individuals and institutions. He joined People’s United in 2005.
Dave has over 20 years of financial services experience. Prior to working at People’s United, he worked at KeyBank in the retail Private Banking group, was a Private Banker at U.S. Bank, and managed a Private Banking team at BB&T.
Dave holds both a B.A. and an M.A. from the University of Cincinnati. He is a member of the Board of Trustees of the Helen Day Arts Center.
(802) 660-1518
celia.cazayoux@peoples.com
Celia Cazayoux, CFA is a Senior Vice President and Senior Investment Strategist at People's United Advisors. In her role, Celia acts as the Director of Investment Solutions and is responsible for the due diligence, selection, and review of the firm's investment strategy platform.
Celia has over 20 years of investment management experience. Prior to joining People's United, she was a Credit Analyst and Fixed Income Portfolio Manager with Metropolitan Life Insurance Company.
Celia holds a B.S. in chemical engineering from Tulane University and an MBA from Emory University. She also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Vermont.
(802) 681-5716
john.conlon@peoples.com
John Conlon, CFA, CFP®, is a Senior Vice President and Director of Equity Strategy at People’s United Advisors. In his role, John directs the firm’s equity strategies and oversees the investment process. He also manages client accounts, and leads and serves on various investment committees.
John has been quoted in articles on CNN, NBC News, Institutional Investor, Kiplinger and Reuters.
Highly active in his community, John is a member and past President of the Manchester Rotary Club in Vermont. He also serves on the Board of the Center for Restorative Justice in Bennington, Vermont, and the Board for the Vermont Catholic Community Foundation. Additionally, John has been a member of the Financial Services Advisory Board to the State of Vermont, as well as a member of the Financial Services Advisory Board of the Institute for Financial Services at Champlain College. He is also a member of the CFA Institute and the CFA Society Vermont, where he previously served as Director and President.
Prior to joining People’s United in 2008, John held positions at Blackford Securities, EF Hutton and C.J. Lawrence. Before entering the investment industry, he worked as a research scientist at NASA’s Ames Research Center in California.
John holds a B.S. in aerospace engineering from the University of Notre Dame, an M.S. in aerospace engineering from the University of Virginia and completed post-graduate studies at Stanford University. He also earned an MBA from Santa Clara University.
(802) 660-1345
bethany.dubuque@peoples.com
Bethany J. Dubuque is a Senior Vice President and Senior Private Banker at People’s United Advisors. In her role, Bethany provides personal and business lending solutions and acts as a relationship manager for individuals and institutions.
Bethany has over 32 years of banking experience. She joined Chittenden Bank, a predecessor institution to People’s United, in 1986 and has significant experience working with asset-based lending, construction-loan administration, credit analysis, and commercial risk management.
Bethany holds a B.S. in mathematics from the University of Vermont. She sits on the Board of Directors for the Special Olympics of Vermont, acting as the Chair of both the Finance and Investment Committees for the organization.
(802) 388-8527
gary.gibbs@peoples.com
Gary P. Gibbs is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, he provides investment and planning solutions to high net worth individuals and institutions. Gary joined People's United in 2000.
Previously, Gary was with Chemung Canal Trust Company. He holds a B.S. in business from the Pamplin School of Business at Virginia Polytechnic Institute & State University. He also holds the FINRA Series 65 license. Gary is on the Board of Directors for Vermont Fish & Wildlife.
(802) 660-1494
kelly.kimball@peoples.com
Kelly Kimball, CTFA is a Senior Vice President and Senior Relationship Manager at People’s United Advisors. In her role, she provides investment and planning solutions to high net worth individuals and institutions. She joined the firm in 2015.
Kelly has over 20 years of financial services experience. Prior to joining People's United, Kelly was a member of the TD Wealth Management team in Vermont.
Kelly holds an associate’s degree from Champlain College and a certificate from the Cannon Financial Institute Trust School. She also holds the Certified Trust and Financial Advisor (CTFA) designation. Kelly is a member of the Board of Directors for the Vermont Elderly Resource Group.
(802) 338-8520
michael.lufkin@peoples.com
Michael (Mike) S. Lufkin is a Portfolio Analyst at People’s United Advisors. In his role, he manages portfolios for clients in the central region of Vermont and the Rutland area. Mike has been with the firm since 2000.
Mike holds a bachelor’s degree in business administration from Castleton State College. He has also completed Cannon Financial Institute’s Fiduciary Investment Management school. He serves as an Executive Board Member of the Vermont Basketball Coaches Association (VBCA) and is the varsity basketball coach for West Rutland High School.
(802) 786-5503
amy.mayhew@peoples.com
Amy J. Mayhew, CTFA is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In her role, she provides investment and planning solutions to high net worth individuals and institutions. Amy has over 17 years of experience in financial services. She joined People's United in 2001.
Amy holds a B.A. in fine art and art history from Bethany College and a certificate from the Cannon Financial Institute. She also holds the Certified Trust and Financial Advisor (CTFA) designation and a FINRA Series 65 license. Active in the community, Amy is a member of the American Association of Bankers, the Vermont Bankers Association, the National Association of Professional Women, the Zeta Tau Alpha Alumni Association, and a former member of the Vermont Uniform Principal and Income Act Committee and Probate Review Committees.
(802) 660-1321
karissa.mcdonough@peoples.com
Karissa McDonough, CFA, is a Senior Vice President and Chief Fixed Income Strategist at People’s United Advisors. In her role, Karissa directs the firm’s strategy related to fixed income assets.
A widely quoted expert on the topic of fixed income, Karissa has made appearances on Bloomberg TV, CNBC, Fox Business, Yahoo! Finance and NPR’s Marketplace. She has also been quoted in Bloomberg, Reuters, MarketWatch, The Wall Street Journal and BBC.com.
Additionally, Karissa is a member of the CFA Society Vermont and has completed several marathons.
Before joining People’s United Advisors in 2009, she worked as a Credit Analyst at both Sentinel Investments and Independent Investment Associates, as well as a Research Associate at Stein Roe & Farnham.
Karissa holds a B.S. in political science from The University of Chicago.
(802) 660-2152
jeffrey.nowell@peoples.com
Jeffrey B. Nowell is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, he provides investment and planning solutions to high net worth individuals and institutions. He has been with the firm since 2008.
Prior to joining People's United, Jeffrey was a Financial Advisor and District Manager for Vermont with Ameriprise Financial. Previously, he was a practicing attorney with a litigation firm in Charlotte, NC.
Jeffrey graduated cum laude with a B.S. in political science from the University of Georgia and a J.D. from the Wake Forest University School of Law. He is the Treasurer and a Board Member of the Vermont Youth Orchestra Association and a member of the Trust Committee of the Vermont Bankers Association.
(802) 442-7610
remus.preda@peoples.com
Remus Preda, CTFA is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, he provides investment and planning solutions to high net worth individuals and institutions.
Prior to joining People's United, Remus was responsible for leading Berkshire Bank's Asset Management and Trust Group in Vermont. Previously, he was a Vice President and Senior Tax Consultant on the Morgan Stanley Trust team. Remus began his career working with the Internal Revenue Service in Boston and New York.
Remus holds an associate's degree in accounting from Bunker Hill Community College, a B.S. from Union College, and a J.D. from the New England School of Law. He earned certificates from both the Heckerling Estate Planning Institute and the Cannon Financial Institute. Remus also holds the Certified Trust and Financial Advisor (CTFA) designation and is admitted to the Massachusetts and New York state bar associations as a licensed attorney. Active in the community, Remus is a member of the Trust Committee of the Vermont Banker's Association, a member of the Institute of Certified Bankers, a member of the Estate Planning Council of Eastern New York, and the Board President of the Argyle Free Library.
(802) 660-1315
michael.williams@peoples.com
Michael G. Williams is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, he provides investment and planning solutions to high net worth individuals and institutions. He has been with the firm since 2013.
Michael has over 27 years of financial services experience. Prior to joining People's United, Michael held investment and portfolio management roles at companies including KeyBank, First National Bank of Greencastle, F&M Trust Company, and Sentry Trust Company.
Michael holds a B.S. in business management from the Indiana University of Pennsylvania. He also holds the FINRA Series 65 license.
Disclosure
Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.
Investment Products are:
| • Not Insured by FDIC or any Federal Government Agency • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate • May Lose Value |
Form CRS - ADV Part 2A - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure
© 2020 People's United Bank, N.A.