Javascript must be enabled for the correct page display
Skip to main content
Customer Relationship Summary
Find An Advisor
Client Login
Personal CFO
Investment Accounts
HR Resources
Online Enrollment
INVESTOR360°
About
Our Team
Our Story
History
Our Approach
Culture & Inclusion
Locations
Careers
Financial Advisors
Professional Support
Graduates
Licensing
Planning Solutions
Financial Planning
Retirement Planning
Asset Management
Estate, Gift & Trust Planning
Education Funding
Insurance
Annuities
Disability Income Insurance
Contract Pages
Guardian
MassMutual
MetLife
Unum
Life Insurance
Long-Term Care Insurance
Property & Casualty Insurance
Umbrella Liability Insurance
Business Solutions
Employee Benefits
Consulting & Analysis
Benefits Administration
Technology
HR Compliance & Support
PEO & Private Exchange
Executive Benefits
Consulting
Solutions
Enrollment Services
Technology
Insights
search opener
Our Team
Our Story
History
Our Approach
Our Story
Culture & Inclusion
Locations
Careers
Financial Advisors
Professional Support
Graduates
Careers
Licensing
Aron Maddox
(Direct)
LinkedIn
Email
Executive Leadership
Executive Leadership
Frank Anzalone
Michael A. Book
Stefan E. Greenberg
Gregory K. Large
Marvine Laurent
Angie LeMar
Naresh H. Singh
Nataly Sogoloff
Kristi Vassak
Leadership
Jessica Castellano
Mark Dundon
Michael Girasole
Irvin Hu
Matthew Kogan
Daniel Oh
Steven D. Randall
Maribel Rodriguez
Eric Semelka
Gregory Sullivan
Sam Toskin
Partners
Charlie Cunningham
Jonathan Davis
Paul D. Ferrante
Darren Gerstenblatt
Ari B. Greenman
David Kates
Brian C. Large
Joshua T. Lieberman
Gregory L. Olsen
Todd Parker
Robert Segall
Steven R. Serotte
Michael J. Shean
Britt A. Szostak
Edgar F. Whitmore III
Advisors
A - K
Keith Adair
Arthur Akopyan
Tyler An
Brian Barron
William Basel
Gabrielle Bentze
Brian Book
Malcolm Bosse
Kyle W. Boudreau
Pete Bouros
Brian Bulger
Robert Burger
Daniel Calbo
Justin Carey
Guillermo Castro-Aguirre
Jake Ciancio
Khary Cuffe
Steven Dauglash
Fred Denitz
Jay Deshpande
Matt Donalds
Donald J. Draudt
John Duane
Jeffrey Edwards
Gil Elmaleh
Gavi Epstein
Michael Equi
Deuly Espinal
Matteo Falcone
James Farka
Nikita Fidelia
Janet Fleishman
Chase B. Golomb
Ronald Goodman
Huck Green
Shane Haggerty
Robert Hartnett
Niccolas Hernandez
Peter Hyman
Samuel Johnson
Brian C. Johnston
Nicholas Judd
Brian Kaplan
Brendan Kenny
DeWitte T. Kersh III
Joseph Kim
Ben Kleinschmidt
Zachary Kriftcher
L - Z
Benjamin LaRaus
Abbe F. Large
John P. Lepore
Jennifer Mann
James Mason
Matthew Mattimore
Scott McCool
William McKee
Michael McLaughlin
Maximilian Mediavilla
Christian Messina
John J. Miller
Brett Norton
Brian R. Owens
Jonathan Perry
Robert Pimpinella
Jarad T. Plummer
Robert Pykosz
Kyle Rayder
James Reding
Michael Ritz
Russell Rolnick
Jane Schroeder
Laura Schroeder
Mel Schroeder
Gabriel Schulman
Jake Seeherman
Stephen M. Seligman
Matthew Sendach
Woojin Shin
Richard Singer
Peter Slesinski
Alan Streiter
Albert Sung
David Suzzan
Mark Testa
Vincent Trimarco
Miguel Valdes
Jeremy Young
Asset Managers
Christopher Bertinelli
Brandan George
Jason Krupa
Aron Maddox
Carter Moebius