Investment Professionals

(207) 219-0834
richard.casselman@peoples.com

Richard D.H. Casselman is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, Richard manages portfolios for high net worth individuals, trusts, institutions, and nonprofits in Southern Maine. He has been with the firm since 2013.

Prior to joining People’s United, Richard spent 10 years working with high net worth individuals and families as a Senior Portfolio Manager at Mellon Private Wealth Management. Previously, he worked for Canadian investment management firm McLeod Young Weir.

Richard earned a B.S. with honors from Queen’s University and an MBA from the University of Pittsburgh.

(207) 262-8349
james.cox@peoples.com

James (Jim) F. Cox is a Senior Vice President and Senior Relationship Manager at People's United Bank. In his role, Jim provides investment and planning solutions to high net worth individuals and institutions. He has been with the firm since 2009.

Prior to joining People's United, Jim managed the Bangor trust office of a national bank. Jim is also an attorney and has significant experience in trust administration.

Jim holds a B.A. from the University of Notre Dame and a J.D. from DePaul University College of Law. Active in the community, Jim is a member of the Maine State Bar Association, holds elected positions on the Bangor City Council and the Bangor School Committee, and has previously served on the boards of local nonprofit organizations.

(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) 828-3104
john.lescure@peoples.com

John M Lescure III, CTFA is a Senior Vice President and Senior Relationship Manager at People’s United Advisors. In his role, John works with high net worth individuals, families, nonprofit organizations, and businesses throughout Maine and New Hampshire to provide investment, planning, and wealth management services. He also leads the wealth teams in those regions.

John has over 23 years of trust and investment experience. Prior to joining People's United, he worked with both national and local banks in the investment and trust capacity.

John holds a B.A. with honors from Washington College and a J.D. from Western New England School of Law. He also earned a certificate with honors from the Williams College School of Trust Banking and has completed the Heckerling Institute on Estate Planning at the University of Miami School of Law. He holds the Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute. Active in the community, John serves as a CTFA Mentor for the Institute of Certified Bankers. He is a member of the Maine Estate Planning Council and the Kennebunk Land Trust Finance Committee, and has served on various boards, including Habitat for Humanity for York County, the Planned Giving Committee of York County Community College, and Berwick Academy Athletic Boosters Committee. John is an Eagle Scout and is active with the Boy Scouts of America.

(207) 828-3010
michael.neff@peoples.com

Michael J. Neff, CFA is a 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 joined People’s United in 2018 with over 10 years of financial services experience.

Prior to joining the firm, Michael was a Portfolio Manager for Camden National Wealth Management. Before that, he spent six years with KeyBank where he was most recently a Portfolio Manager in the Private Bank.

Michael holds a B.A. from Canisius College. He also holds the Chartered Financial Analyst (CFA) designation. Michael is a Board Member with the CFA Society of Maine.

(207) 828-3012
suzanne.rende@peoples.com

Suzanne M. Rende, CTFA is a Senior Vice President and Senior Relationship Manager at People’s United Advisors. 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 17 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 and a Certificate from the Institute of Certified Bankers. Active in the community, Suzanne is a member of the Maine Estate Planning Council and the Kennebec Valley Chamber of Commerce. She serves on the boards of the Augusta Boys & Girls Club and the United Way of Kennebec Valley. She is also a supporter of the South Portland High School Athletic 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 the Secretary of the Board of Directors 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.

(781) 258-9481
doreen.dibari@peoples.com

Doreen L. DiBari, CFP^®, CTFA is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In her role, Doreen works with high net worth individuals, institutions, and foundations to address their investment, tax, estate, and wealth planning needs. She has been with the firm since 2013.

Doreen has over 30 years of wealth management experience. Prior to joining People's United, Doreen worked at Eastern Bank in the Wealth Management division. Her previous roles also include wealth management experience at Union National Bank and an estate settlement and distribution role at State Street Bank. She began her career as a paralegal working in the Massachusetts inheritance tax settlement project.

Doreen holds degrees from Bentley University, Northeastern University, and Endicott College. She holds a certificate in financial planning from Boston University as well as the CERTIFIED FINANCIAL PLANNER^TM (CFP^®) designation and the Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute. Doreen also holds the FINRA Series 65 license.

(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.

Ronnie holds a B.A. from Boston College and a certificate from the Cannon Financial Institute. She also holds the Certified Trust and Financial Advisor (CTFA) designation and the FINRA Series 65 license. Active in the community, Ronnie is a member of the Boston Estate Planning Council and the 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
scott.harrison@peoples.com

Scott E. Harrison is a Senior Vice President and Senior Wealth Management Advisor at People's United Advisors. In his role, Scott leads a team of specialists who provide comprehensive planning and investment management for individuals, businesses, and nonprofit institutions. He is also responsible for business development throughout Central and Eastern Massachusetts including Boston. He has been with the firm since 2018.

Prior to joining People’s United, Scott was a Private Wealth Advisor for Citizens Bank. With more than 19 years of experience, he has held leadership and relationship management positions at Citizens Bank, Citibank and Bank of America.

Scott attended Plymouth State University and holds the FINRA Series 7 and 66 licenses. Active in the community, Scott is a member of the Citizens and Milford Steering Committee and a member and former Chairman of the Milford School Committee.

(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.

(603) 334-6736  
christopher.lucas@peoples.com

Christopher (Chris) C. Lucas 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 is also a member of the firm's Equity Research and Asset Allocation committees. 

Chris joined People's United in 2013, serving as an Investment Management Specialist prior to transitioning to portfolio management. 

Chris holds a B.A. from the University of New Hampshire and an MBA from the University of Southern Maine. He is currently serving in the United States Air Force as a member of the Individual Ready Reserve. Additionally, Chris serves as a Board Member on the Seacoast Chapter of Veterans Count.

(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.

(646) 971-2506
cdende@gersteinfisher.com

Christopher A. Dende, 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. He has been with the firm since 2015.

Prior to joining Gerstein Fisher, Christopher worked at the Vanguard Group, most recently as a Financial Advisor. He also held roles as a Brokerage Associate and a Client Relationship Associate.

Christopher holds the CERTIFIED FINANCIAL PLANNER^TM (CFP^®) designation and FINRA Series 7, 63, and 65 licenses. He graduated from the University of Rochester with a B.A. in financial economics.

(646) 971-2564  
jdeshaw@gersteinfisher.com

Jerrod DeShaw is the Head of Institutional Sales and Distribution for the Gerstein Fisher team at People’s United Advisors. In his role he is responsible for institutional sales efforts at Gerstein Fisher. He joined the firm in 2017.

Jerrod has more than 25 years of experience in the financial services industry. Previously, he worked at Sentinel Financial Services Company, a nationwide brokerage and investment advisory firm, where he led the Institutional Sales team. He also served in roles in National Accounts, Retirement and Subadvisory Sales, Intermediary Account Operations, and Marketing. Prior to Sentinel, Jerrod was at John Hancock Financial Services as a National Accounts Manager and at Guardian Investor Services supporting mutual fund, fixed annuity, variable annuity, retirement plan, and 529 plan products. 

Jerrod earned a B.A. in government and economics from Colby College, and he holds the Chartered Mutual Fund Counselor (CMFC®) designation.

(646) 971-2496  
gfisher@gersteinfisher.com

Gregg S. Fisher, CFA, CFP^®, is the Head of Research and Portfolio Strategy for the Gerstein Fisher team at People’s United Advisors. Gregg was the founder and Chief Investment Officer of Gerstein, Fisher and Associates, Inc., an independent investment management and advisory firm founded in 1993. Gerstein Fisher was acquired by People’s in 2016. 

Gregg is Chair of the Investment Strategy Group, where he is ultimately responsible for investment decisions made on behalf of Gerstein Fisher’s clients. Gregg manages trading and risk control as well as oversight of the investment process at Gerstein Fisher. Through the Gerstein Fisher Research Center, which he founded in 2009, Gregg has partnered with leading academics in the areas of finance, risk engineering, and economics to conduct research that has immediate, real-world applicability to the practice of investing. Several of the group’s studies have been published in leading academic and industry journals.

Gregg has a bachelor’s degree in finance from the State University of New York at Buffalo. He holds the Chartered Financial Analyst^® (CFA^®) and CERTIFIED FINANCIAL PLANNER^TM (CFP^®) designations, and FINRA Series 7, 24, 53, 63, and 65 licenses. He serves on a number of boards, including Carnegie East House, Community Resource Exchange, and Alumni and Friends of LaGuardia High School.

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 Management^TM (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.

jimatani@gersteinfisher.com

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) 971-2593
klavigne@gersteinfisher.com

Kimberly LaVigne is the Director of National Accounts for the Gerstein Fisher team at People’s United Advisors. In her role, she is responsible for developing and building alliances with broker-dealers, registered investment advisors, investment consultants, and banks in connection with the firm’s retirement and turnkey asset management platforms. She joined the firm in 2017.

Prior to Gerstein Fisher, Kimberly was a Vice President of National Accounts at Sentinel Investments, where she worked for more than 14 years.

Kimberly earned a B.A. in business administration from Lyndon State College in Vermont. She holds FINRA Series 6 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) 971-2521
llilavois@gersteinfisher.com

Ludgy E. Lilavois is a Senior Relationship Manager on the Gerstein Fisher team at People’s United Advisors. In his role, Ludgy provides investment and planning solutions to high net worth individuals and institutions. He joined the firm in 2018.

Ludgy has more than 25 years of experience in investment management and business development. Most recently, he served as a Senior Private Client Consultant at Charles Schwab & Co, managing portfolios for high net worth individuals and institutions. Prior to Schwab, Ludgy was a Fixed Income Specialist and Account Executive at First Empire Securities, where he grew the firm’s institutional client base and helped evaluate portfolios on a risk/return basis.

Ludgy holds a B.A. in liberal arts from the State University of New York at Stony Brook, and he studied architectural technology and engineering science and management at Suffolk County Community College. He holds FINRA Series 7, 63, 65, and 31 licenses, and he maintains an insurance agent license in life, accident, and health annuities in New York.

(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 PLANNER^TM (CFP^®) designation, as well as FINRA Series 7, 63, and 65 licenses.

(646) 971-2523 
rmartz@gersteinfisher.com

Robert N. Martz is a Senior Vice President and the Head of Client Service Operations on the Gerstein Fisher team at People’s United Advisors. He has been with the firm for more than a decade. 

Prior to joining Gerstein Fisher, Robert was a Vice President at Wachovia Corp., where he was responsible for several departments within institutional trading operations. Before that, Robert was a Senior Vice President at MetLife Inc., where he was responsible for the day-to-day management of Walnut Street Securities, an independent broker-dealer and advisory firm. 

Robert attended Herbert H. Lehman College, and holds FINRA Series 7, 9, 10, 24, 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 PLANNER^TM (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.

(516) 404-8483 
william.spencer@peoples.com

William (Bill) T. Spencer is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In his role, Bill helps high net worth individuals, families, foundations and endowments build, preserve, and transfer their wealth. Bill also advises corporate clients on retirement and employee-benefit plans. He has been with the firm since 2017.

Bill has over 30 years of wealth management experience. Prior to People's, Bill led advisory teams at Charles Schwab, Capital One Bank, and J.P. Morgan. 

Bill holds a B.S. from St. Lawrence University and an MBA from Hofstra University.

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 PLANNER^TM (CFP^®) designation.

(802) 660-2210
gail.archambault@peoples.com

Gail M. Archambault, CCTS is a Vice President and Institutional Trust Officer at People’s United Advisors. In her role, Gail manages a portfolio of institutional client relationships. She assists in negotiating trust and agency agreement provisions and works closely with parties involved in bond issuance.

Gail has over 26 years of wealth management experience. She joined Chittenden Bank, a predecessor institution to People’s United Bank, in 1992 and has extensive experience working with institutional trust administration and asset management.

Gail holds a certificate from Cannon Financial Institute and an associate's degree from Champlain College. She also holds the Certified Corporate Trust Specialist (CCTS) designation.

(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 PLANNER^TM(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 a Vice President and Relationship Manager at People's United Advisors. In her role, Zuzana helps clients to develop a comprehensive view of their situation, identify their financial goals, and create a roadmap to achieve those goals.

Zuzana has over 16 years of wealth management experience. She 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. with honors in business administration from Appalachian State University and a MBA from the University of Vermont. She also holds the CERTIFIED FINANCIAL PLANNER^TM (CFP^®) designation.

(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) 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) 660-1428
scott.carpenter@peoples.com

Scott D. Carpenter is a Senior Vice President and Senior Relationship Manager at People’s United Advisors. In his role, Scott is responsible for wealth management and private banking in the Vermont region. Scott joined the firm in 2013.

Scott has over 36 years of financial services experience. Prior to joining People's United, he was President of KeyBank's Vermont district, responsible for all lines of business. He also held leadership positions in KeyBank's Private Banking, Business Banking, and Real Estate groups. Earlier, Scott held commercial banking positions at Shawmut Bank and Mellon Bank.

Scott holds a B.A. in economics from St. Lawrence University and an MBA from Northeastern University. He also holds the FINRA Series 7 and 66 licenses. Active in the community, Scott is the Chairman of the Board of Trustees of Champlain College, a member of the Board of Directors for RunVermont, and a member of the Honorary Board of the Boys and Girls Club.

(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 15 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) 660-1490
simona.chubb@peoples.com

Simona Chubb, CCTS is a Vice President and Institutional Trust Officer at People’s United Advisors. In her role, Simona is a member of the firm's Institutional Asset Management team and handles institutional investment management responsibility, including relationship management oversight.

Simona has over 11 years of wealth management experience. She joined People's United in 2007. Simona holds a B.A. in choir conducting from the National Music University of Bucharest, Romania. She also graduated with honors from the Cannon Corporate Trust School and holds the Certified Corporate Trust Specialist (CCTS) designation. In addition, Simona holds the FINRA Series 65 license. She is a Board Member for the Burlington Chamber Orchestra.

(802) 681-5716  
john.conlon@peoples.com

John A. Conlon, CFA, CFP® is a Senior Vice President and Senior Investment Strategist at People's United Advisors. In his role, John directs the internal equity strategies, oversees the investment process, manages client accounts, and leads and serves on various investment committees. He joined the firm in 2008. 

John has over 30 years of investment experience. Prior to joining People's United, he held positions at Blackford Securities, EF Hutton, and C.J. Lawrence. Before joining 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 in the field at Stanford University. He also earned an MBA from Santa Clara University. John holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Active in the community, John is a member and past President of the Manchester Rotary Club, and a founder and past Board Member of the Manchester Rotary Club Fund. He also serves on the Board for Restorative Justice in Bennington and on the Board for the Vermont Catholic Community Foundation. John has served as a member of the Financial Services Advisory Board to the State of Vermont and as a member of the Advisory Board of the Institute for Financial Services at Champlain College. He is also a member of the CFA Institute and a member of the Vermont CFA Society, where he has served as the Chairman of the organization's Program Committee as well as a Director and President of the Society.

(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) 338-8527
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 A. McDonough, CFA is a Senior Vice President and Fixed Income Strategist at People's United Advisors. In her role, Karissa directs fixed income asset allocation strategy for the firm. She joined People’s United in 2009.

Karissa has over 21 years of investment experience. Before her role at People’s United, Karissa was a Credit Analyst at Sentinel Investments where she conducted fixed income research. Previously, Karissa was a Credit Analyst with Independence Investment Associates and a Research Associate at Stein Roe & Farnham.

Karissa holds a B.S. in political science from the University of Chicago. She also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Vermont.

(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) 660-1662
patrick.talcott@peoples.com

Patrick L. Talcott, 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. Patrick has over 18 years of financial experience, having joined People's United in 2000. Patrick holds a B.S. in business administration and finance from the University of Vermont and a certificate in estate and tax from the Cannon Financial Institute. He also holds the Certified Trust and Financial Advisor (CTFA) designation. Patrick is the Treasurer and a member of the Board of Directors of Northwestern Medical Center.

(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.