BAYSTATE - Key Persons
Job Titles:
- Director of Financial Planning
Abigale began her career in 2011 with Baystate Financial as a sales support consultant on the Sales Desk and transitioned to the Financial Planning Department in late 2012. As Baystate's Director of Financial Planning, Abigale is responsible for the development and growth of the firm's financial planning department. In addition to her role as the Director of Financial Planning, Abigale also manages the firm's financial planning and Personal Financial View software.
Her role includes:
Developing and facilitating training for existing advisors to become approved Financial Planners.
Facilitating continuing education for existing Baystate Financial Planners.
Auditing & approving financial plans for planners to deliver to clients.
Training the firm's financial advisors to utilize the financial planning software for both client aggregation and financial planning projections.
Abigale graduated from Wheaton College in 2011 with a bachelor's degree in Economics and holds her Series 106, 6, 63 & 7 licenses.
Job Titles:
- Senior Vice President - Investments
As the Head of the Investment Department, Alan is responsible for helping advisors and sales managers meet client investment goals and objectives. Before joining Baystate, Alan was a Director of National Sales for the MetLife Broker-Dealer Group where he specialized in helping advisors develop the techniques and skills to become the best in the business, and arm them with a wide array of business-building solutions and strategies to solve specific client problems.
Alan has 20 years of professional sales and management experience that began in asset management, and has culminated for the last 18 years with a variety of sales and marketing roles in the development and management of the Broker-Dealer at MetLife.
Alan holds a Bachelor of Art degree from Salve Regina University, and holds his Series 7 and 24 Licenses. He was born and raised in the Boston area, and during his free time enjoys skiing, golfing and following the financial markets. Alan lives in Westwood with his wife Maureen and his three children, Sarah, Katie and Jack.
Job Titles:
- Partner, Financial Planner, Investment Advisor Representative
Chris is highly trained and licensed to provide financial products and services to his clients. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Chris uses a team approach and draws upon a wealth of knowledge from the company specialists to custom designed financial strategies for his clients.
Chris holds a Bachelor of Science degree in Business Management from Babson College. Chris holds a license for life and health insurance, along with his Series 6, 7, 63 and 65 securities licenses. He lives in Portland with his wife and young son.
Job Titles:
- Member of the Maine Estate Planning Council
- Partner, Financial Planner, Financial Services Representative
Lawrence Perry, CLU, ChFC, CLTC has been a Financial Services Professional since 1975. Larry holds a BS degree from the University of Maine. The philosophy that Larry utilizes in his business is designed to help clients clarify their hopes and expectations for their futures. Aiding them in articulating their most dearly held values and translating them into an ongoing action plan directed toward the realization of those values is the foundation of his commitment to his clients. This process enables him to better equip his clients to focus their attention on enhancing their financial well-being…and the financial well-being of those they care about most. Earning the professional designations of Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Long Term Care Consultant underscores his determination to provide clients with access to the information, services, and products necessary to implement effective financial strategies.
Currently, Larry is a member of the Maine Estate Planning Council, National Association of Insurance and Financial Advisors, and is a member of the Maine Society of Financial Service Professionals. He lives in Falmouth, Maine with his wife Susan, has two grown sons, one of whom is part of this practice. He is also an active member of the Falmouth Congregational Church.
Job Titles:
- Assistant
- Practice Manager
Michael Mangravito is the Assistant Practice Manager for Christopher R. Perry, Robert O. Larochelle, AIF®, MBA.
Mike Mangravito is a native to Cape Elizabeth, Maine, and attended his undergraduate at the University of Southern Maine. He graduated with a Bachelor of Science in business administration/ business management. At USM, Mike was involved in their work-study program at the Sullivan gym and enjoyed participating in their intramural basketball program.
Currently, Mike is studying for the Maine Life & Health Insurance exam. With a desire to further his education, Mike's goal is to become a financial advisor.
CJ Cawley is a native of Yarmouth, Maine and attended his undergraduate at Endicott College in Beverly, MA. He graduated Summa Cum Laude with a BS in Finance and held positions as the Chair of the Academic Committee and the Finance...
Robert (Bob) is the Director of Life Insurance Sales and Marketing. He began his career at Baystate Financial in 1975 before leaving to work at New England Financial in Product Design and Development for the next five years. He returned to Baystate Financial where he now is the Director of Life Insurance Sales and Marketing.
With 38 years of experience in the life insurance industry he focuses on the sale and conservation of life insurance. Bob works closely with advisors to help them with case design that will assist them in finding the best solutions for their clients needs.
Job Titles:
- Partner, Financial Planner, Investment Advisor Representative
As a Financial Advisor, Rob Larochelle's mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Rob is able to utilize the team approach and draw upon a wealth of knowledge of his associates to create custom designed financial strategies for his clients.
Rob holds FINRA Series 7 and Series 66 Licenses, as well as being Life, Accident & Health Licensed. He holds an MBA from Southern New Hampshire University and a bachelor's degree in Business Administration with a concentration in Financial Services from Bryant University.
Rob resides in Windham, Maine with his wife, son, dog and cat. He is an active member of BNI and Sebago Lake Chamber of Commerce. During his free time, Rob is an avid outdoorsman, he can be found on big Sebago, fishing or spending time at the family cabin near Moosehead lake.
I joined the practice in 2019 after several years of managing a fitness center. My previous experience in customer service helps me to be successful in assisting our financial advisors and clients, and I find it rewarding to work in an industry which helps people protect and build their assets as well as providing protection for their business and family.