Advanced investing. Customized solutions. Tax-efficient strategies. Backed by 100 years of experience.

Advanced Investing

What we provide

Wealth planning & trustee services

  • Financial planning
  • Estate planning
  • Trustee services

Investment solutions

  • Tax-efficient investment strategies
  • Active management
  • Systematic/Passive strategies
  • Responsible investing

Meet the Team

LEADERSHIP

David C. McCabe

David C. McCabe

President, Wealth Advisor

Bio »
Lawrence T. Gingrow III

Lawrence T. Gingrow III

Director of Wealth Management

Bio »
L. Clarke Lemons

L. Clarke Lemons

Director, Southeast

Bio »

ADVISORS

Bob Bortnick

Bob Bortnick, CFA

Wealth Advisor

Bio »
Anne Chaisiriwatanasai

Anne Chaisiriwatanasai

Wealth Advisor

Bio »
Judith Cranna

Judith Cranna, CFA

Wealth Advisor

Bio »
Steve Curley

Steve Curley, CFA, CFP®

Director of Investment Strategy

Bio »
Leonard Dolan

Leonard Dolan

Wealth Advisor

Bio »
James Gilloran

James Gilloran, CFP®

Wealth Advisor

Bio »
David Glen

David Glen, CFA, CFP®

Wealth Advisor

Bio »
Ron Henson

Ron Henson, CFP®, CDFA®

Wealth Advisor

Bio »
Vivien Johnson

Vivien Johnson, CFA

Wealth Advisor

Bio »
Stephen Kistner

Stephen Kistner, CFA

Wealth Advisor

Bio »
Bradley Lacore

Bradley Lacore, CFP®, CPWA®

Wealth Advisor

Bio »
Duke Laflamme

Duke Laflamme, CFA

Chief Investment Officer

Bio »
Scott Macaione

Scott Macaione, CFP®

Director of Advisory Services

Bio »
Dave MacDougall

Dave MacDougall, CFA

Wealth Advisor

Bio »
Cecilia O'Keefe

Cecilia O'Keefe

Wealth Advisor

Bio »
Rob Overall

Rob Overall, CFP®, CPWA®

Wealth Advisor

Bio »
John Paolella

John Paolella

Wealth Advisor

Bio »
Samuel Perry

Samuel Perry, CFA, CIC

Wealth Advisor

Bio »
Robert Quinn

Robert Quinn, CFA, CFP®

Wealth Advisor

Bio »
Antoinette Russell

Antoinette Russell

Wealth Advisor

Bio »
G. West Saltonstall

G. West Saltonstall

President Emeritus

Bio »
Brandon Schwab

Brandon Schwab, AWMA

Wealth Advisor

Bio »
Michael Stephens

Michael Stephens, CFP®, CWS®

Wealth Advisor

Bio »
Jonathan Treat

Jonathan Treat

Wealth Advisor

Bio »
Tracy Welch

Tracy Welch

Wealth Advisor

Bio »

WEALTH PLANNING

Lawrence T. Gingrow

Lawrence T. Gingrow III

Director of Wealth Management

Bio »
Laura T. Godine

Laura T. Godine

CAP®, Director of Wealth Planning

Bio »
Caitlyn Ambrosi

Caitlyn Ambrosi

CFP®, Wealth Planning Advisor

Bio »
Rebecca J. Mutch

Rebecca J. Mutch

Wealth Planning Advisor

Bio »

PORTFOLIO MANAGEMENT AND RESEARCH

Duke LaFlamme

Duke LaFlamme, CFA

Chief Investment Officer

Bio »
Steve Curley

Steve Curley, CFA, CFP®

Director of Investment Strategy

Bio »
Jen Eustance

Jen Eustance, CFA, CIPM

Portfolio Strategist

Bio »
Bruce Wimberly

Bruce Wimberly

Director of Equity Strategy

Bio »
Nicholas Gaskell

Nicholas Gaskell, CFA, CAIA

Portfolio Manager

Bio »
Ryan Hartung

Ryan Hartung, CFA

Portfolio Implementation Specialist

Bio »
Jeff Lin

Jeff Lin, CFA

Portfolio Manager

Bio »
Dave MacDougall

Dave MacDougall, CFA

Portfolio Manager/Wealth Advisor

Bio »
Jeff Scanga

Jeff Scanga, CIPM

Portfolio Manager

Bio »

OPERATIONS

Daniel Puopolo

Daniel Puopolo

Chief Administrative Officer

Bio »
Rebecca Judd

Rebecca Judd, IACCP®

Operations Manager

Bio »
Michael Mazzei

Michael Mazzei

Manager of Technology

Bio »
Jennifer Casey

Jennifer Casey

Senior Wealth Management
Operations Specialist

Bio »
Frank Lamar

Frank Lamar

Portfolio Operations Specialist

Bio »
Colin Sammataro

Colin Sammataro

Senior Portfolio Operations Specialist

Bio »

BUSINESS DEVELOPMENT AND MARKETING

William M. Gillen

William M. Gillen

Business Development

Bio »
Thomas S. Kennedy

Thomas S. Kennedy

Director of Marketing/
Business Development

Bio »
Jeffrey C. Leighton

Jeffrey C. Leighton, CFA

Business Development

Bio »
Biana Perez

Biana Perez

Marketing Manager

Bio »

CLIENT SERVICE

Daniel Puopolo

Daniel Puopolo

Chief Administrative Officer

Bio »
Greg Mendoza

Greg Mendoza

Client Service Manager

Bio »
Teresa Watkins

Teresa Watkins

Manager of Administration /
Senior Trust Administrator

Bio »
Liselle Aresty

Liselle Aresty, CRPC®

Senior Wealth Management Associate

Bio »
Keri Bleiler

Keri Bleiler

Senior Client Service Associate

Bio »
Stephen  Byrnes

Stephen Byrnes

Executive Assistant

Bio »
Tracey Carter

Tracey Carter

Client Relationship Associate

Bio »
Kyle Coté

Kyle Coté

Client Service Associate

Bio »
Colin Dillworth

Colin Dillworth

Client Service Associate

Bio »
Virginia Gockelman

Virginia Gockelman

Senior Client Service Associate

Bio »
Charles Hanus

Charles Hanus

Client Service Associate

Bio »
Patrick Harraghy

Patrick Harraghy

Client Service Associate

Bio »
Antashe Howard

Antashe Howard

Client Service Associate

Bio »
Sonya Kirillova

Sonya Kirillova

Wealth Management Associate

Bio »
Yen Lin

Yen Lin

Client Service Associate

Bio »
Bernadette Mahoney

Bernadette Mahoney

Administrative Assistant

Louann Penzo

Louann Penzo

Trust Administrator

Bio »
Kevin Quinonez

Kevin Quinonez

Client Service Associate

Bio »
Christie Ross

Christie Ross

Client Service Associate

Bio »
T Houng Strong

T Huong Strong

Senior Client Service Associate

Bio »
Katie Vinciguerra

Katie Vinciguerra

Senior Wealth Management Associate

Bio »

Contact Eaton Vance WaterOak