People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Michael Cerqueira

Associate Portfolio Manager

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As an Associate Portfolio Manager, Michael is responsible for the creation, execution and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, assisting and supporting the investment management team in investment decisions, and working with advisors to communicate the firm’s investment philosophy to clients.

Michael earned his Bachelor of Arts in History and Economics from Brown University. In his spare time, he enjoys traveling and playing golf.