KOBREN INSIGHT MANAGEMENT - Key Persons
Job Titles:
- Wealth Advisor at RWA Wealth Partners
Alden Witman serves as a Wealth Advisor at RWA Wealth Partners. In his role, Alden meets with current and potential clients to gain a clear understanding of their complex financial needs in order to design and implement customized financial plans and provide ongoing portfolio recommendations based on market conditions, tax considerations, and individual client objectives.
Alden joined RWA Wealth in 2019. He started his career in the financial services industry with UBS in 2012 before moving to The Harvest Group as a wealth management advisor.
Alden graduated from Quinnipiac University in 2004 with a B.S. in Economics. He earned his Accredited Wealth Management Advisor SM designation in 2015 and has been a CERTIFIED FINANCIAL PLANNER® professional since 2016. He is also a 2025 recipient of Boston magazine's Five Star Wealth Manager award. *
He lives in Wrentham, MA, with his wife, Stephanie, and sons Henry and Ford.
Job Titles:
- Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
Andrew serves as a wealth advisor at RWA Wealth Partners. He has over 15 years of experience helping individuals and families navigate their financial journeys. In his role, Andrew meets with current and potential clients to discuss investment philosophy and process; develops and implements clients' investment objectives; and provides portfolio recommendations based on market environment, tax considerations and individual client objectives. Andrew and his team are dedicated to delivering exceptional service and ensuring clients have a positive, seamless experience.
Before joining RWA Wealth Partners in 2021, Andrew served as a vice president and financial consultant at Charles Schwab, where he honed his skills in investment strategy, retirement planning and wealth preservation.
Andrew graduated with a B.S. in economics from Hamilton College.
Outside of his professional life, he is an avid fisherman and golfer. He resides in Somerville, MA, with his wife and two children.
Job Titles:
- Senior Client Officer at RWA Family Office
Angela Roof is a Senior Client Officer at RWA Family Office. Angela works with clients to help manage the planning and administrative aspects of their wealth and is dedicated to the highest level of client service. Angela partners with RWA investment and financial planning professionals, trustees, and clients' external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Job Titles:
- Tax Administrator for RWA Tax Solutions
As a Tax Administrator for RWA Tax Solutions, Arianna Witham works closely with her team to administer the systems and procedures designed to ensure timely and accurate filing of tax returns, payment of tax liabilities, and the timely and accurate billing of chargeable services related to any accounts for which RWA Tax Solutions has responsibility. Arianna is also responsible for recordkeeping of tax filings and providing general administrative and clerical support to RWA Tax Solutions.
Arianna joined RWA Tax Solutions in 2024. Prior to this role, she had been providing administrative support in the real estate field.
Job Titles:
- Senior Client Officer at RWA Family Office
Beth Thorpe is a Senior Client Officer at RWA Family Office. Beth has over 30 years of experience in wealth management, where her career has focused on serving the needs of successful individuals, families, endowments, and foundations. Beth works with clients to help manage the planning and administrative aspects of their wealth and is dedicated to the highest level of client service. Beth partners with RWA investment and financial planning professionals, trustees, and clients' external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Job Titles:
- Financial Planning Analyst for RWA Family Office
Blake Russell serves as a Financial Planning Analyst for RWA Family Office. In this role, Blake works closely with the Director of Family Office Financial Planning to prepare financial projections, implement financial plans, address client needs, and maintain client relationships.
Job Titles:
- Partner, Senior Wealth Advisor
- Senior Wealth Advisor With RWA Wealth Partners
Bradley ("Brad") Sharp is a partner and senior wealth advisor with RWA Wealth Partners. He has been working with high-net-worth individuals and families for over 25 years. Brad brings a deep understanding of the intricate financial planning needs unique to clients with substantial wealth. He partners with our investment team to manage clients' wealth holistically, with a focus on growth and preservation. By collaborating closely with our tax team, Brad also integrates customized solutions for complex tax planning needs.
Prior to joining the firm in 2008, Brad spent 12 years at Fidelity Investments, including as vice president and senior account executive in the private client group where he oversaw client relationships totaling more than $1.4 billion.
Brad earned a B.A. in economics from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Association, and a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
Brad lives with his wife and two children in Waban, MA. He enjoys traveling and spending time with his family.
*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Brad Sharp was recognized as a Boston Five Star Wealth Manager in 2012, 2013, 2015, and each year from 2017-2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor's future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page.
Job Titles:
- Chairman of the Board of Directors at Project Citizenship
- Chief Fiduciary Officer
Brenda Diana is the Chief Fiduciary Officer of RWA, providing expert fiduciary services and estate planning to clients as part of RWA's offering of trust and estate administration. Brenda serves as trustee for numerous trusts, as executor for estates of varying size and complexity, and has extensive experience working with working with high net worth individuals and multiple generations of families with accumulated wealth.
Job Titles:
- Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
Brennan Foust is a wealth advisor at RWA Wealth Partners. Brennan provides comprehensive financial planning to individuals and families in coordination with our investment team, tax professionals and estate planners. Brennan plays an integral role in helping clients build, sustain, and transfer their wealth according to their specific goals and needs. Brennan began his career at RWA Wealth Partners in 2019 as a relationship manager, where he was responsible for delivering individualized and comprehensive financial planning solutions. Before joining RWA Wealth Partners, Brennan worked as an investment analyst at Stevens Foster Financial Advisors, a Minnesota-based advisory firm.
Brennan graduated from the University of Minnesota's Carlson School of Management with a B.S. in finance. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2024.
Brennan currently resides in San Francisco with his wife, Diana, and is an avid sportsman who particularly enjoys soccer, golf and cycling.
Job Titles:
- Channel Manager at RWA Wealth Partners
- Custodial Referral Channel Manager
Christopher ("Chris") Newton serves as an Investment Analyst at RWA Family Office and is a member of the firm's Investment Team and Investment Policy Committee. In his role, Chris works with the Investment Team on the formulation of the investment philosophy and process, assists Portfolio Managers with the implementation of client investment objectives, and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. Chris performs attribution analysis on behalf of clients, especially as it relates to concentrated positions, and is a key contributor to the investment process and manager due diligence efforts in support of Portfolio Managers and the CIO.
Previously, Chris worked at AEW Capital Management as a member of the Real Estate Securities group. In this role, he was responsible for providing client reporting as well as review and analysis of investment portfolio information. Chris began his career in financial services at Brown Brothers Harriman.
Chris graduated with a BA in Economics from Trinity College, where he was a Summit Scholar. He is a CFA®1 charterholder and is a member of the CFA Institute and CFA Society Boston.
Chris resides in Melrose with his wife and enjoys golf, reading, and spending time with his family and friends.
Job Titles:
- Partner, Senior Wealth Advisor
- Senior Wealth Advisor at RWA Wealth Partners
Christopher ("Chris") Hagan is a partner and senior wealth advisor at RWA Wealth Partners. In his role, Chris meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his clients' investment objectives; and provides ongoing portfolio recommendations based on market environment, tax considerations and individual client financial goals.
Chris joined RWA Wealth Partners upon its acquisition of Kobren Insight Management (Kobren) in 2011. Prior to joining Kobren in 2009, he worked at Fidelity Investments in both San Francisco and Boston as the director of executive services, educating and guiding corporate executives on equity compensation exercise strategies.
Chris is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
Chris earned an MBA from the University of San Francisco and a B.A. from Saint Michael's College. He also holds a Chartered Retirement Planning Counselor SM (CRPC®) designation and the Chartered Financial Consultant® (ChFC TM) designation.
*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Chris Hagan was recognized as a Boston Five Star Wealth Manager each year from 2013-2025 The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor's future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page.
Job Titles:
- Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
Cody Carlson is a wealth advisor at RWA Wealth Partners based in Chicago. In his role, Cody provides comprehensive and customized wealth plans to clients. He works in close collaboration with our investment team, tax professionals and estate planners to help clients achieve their unique long-term goals.
Prior to joining the firm in 2022, Cody spent more than five years at Fidelity Investments, where he was a relationship manager and most recently a financial consultant. In these roles, he created and implemented financial plans and deepened client relationships.
Cody graduated from Eastern Illinois University, where he earned a B.S. in finance. Cody obtained his CERTIFIED FINANCIAL PLANNER® certification in 2022.
In his free time, Cody enjoys trail running, archery, fishing, and spending time with his friends and family. He was born and raised in the Chicagoland area, where he currently resides.
Job Titles:
- Relationship Manager
- Relationship Manager at RWA Wealth Partners
Colbey Gilford is a relationship manager at RWA Wealth Partners. Colbey works closely with our wealth advisors, investment team, tax professionals and estate planners to design and implement comprehensive and customized solutions tailored to each client's unique financial needs and long-term goals.
Prior to joining the firm in 2020, Colbey held positions as a financial planning associate at Merino Wealth Management in Chicago and as a retirement services intern at Millennium Trust Company in Oak Brook, IL.
Colbey graduated from the University of Illinois Urbana-Champaign with a degree in agricultural and consumer economics with a concentration in financial planning. He is a CERTIFIED FINANCIAL PLANNER® professional.
In his free time, Colbey enjoys traveling, trying new foods and spending time with his 10 siblings. He currently resides in Houston, TX.
Job Titles:
- Operations Administrator
- Operations Administrator for RWA Family Office
Colin Tarpey serves as an Operations Administrator for RWA Family Office. He is responsible for providing operational support and administration to individuals, families, and institutions as part of our dedicated team delivering wealth management and client services. In this role, Colin processes all types of client account transactions, and facilitates the onboarding and transition of client relationships by performing reconciliation of portfolios across our custodial, portfolio management, and trading systems.
Job Titles:
- Relationship Manager
- Relationship Manager at RWA Wealth Partners
John ("Connor") Ronan is a relationship manager at RWA Wealth Partners. Connor works closely with our wealth advisors, investment team, tax professionals and estate planners to design and implement comprehensive and customized solutions tailored to each client's unique financial needs and long-term goals.
Job Titles:
- Director
- Portfolio Manager
- Portfolio Manager and Director at RWA Family Office
Daniel Almeida serves as a Portfolio Manager and Director at RWA Family Office and is a member of the firm's Investment Team and Investment Policy Committee. In his role, he meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his client's investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. Daniel performs equity security analysis on behalf of clients especially as it relates to concentrated positions and is a key contributor to the individual fixed income management process from portfolio construction to execution. Daniel plays a key role in helping the firm meet its best execution requirements, as well as with RWA's asset allocation and manager search and selection efforts.
Job Titles:
- Partner
- Partner, Wealth Advisor
David Mastroianni is a partner and wealth advisor with RWA Wealth Partners. He works with clients to develop a cohesive strategy to help meet their most complex financial needs and goals. David is passionate about financial planning and fostering strong, personal relationships. David collaborates closely with experts within the firm and is dedicated to providing clients the highest level of service and an exceptional experience.
Job Titles:
- Partner
- Partner, Wealth Advisor
Diana Linn is a partner and wealth advisor at RWA Wealth Partners. She works closely with clients to recommend suitable investment strategies and helps develop customized financial plans that are designed to address each client's unique situation. Diana is passionate about helping women navigate the financial complexities of divorce, providing invaluable support during what is often a highly stressful and challenging time.
Prior to joining RWA Wealth Partners, Diana cultivated her expertise in client service while working at Income Research + Management and Windhaven Investments.
Diana graduated from Virginia Tech with a B.S. in biology and chemistry. Diana is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Divorce Financial Analyst® certification. She is a multi-year recipient of the Boston magazine Five Star Wealth Manager award.*
Diana is an avid runner and enjoys teaching group fitness classes and spending time with her family. She resides in Framingham, MA, with her husband and two sons.
*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Diana Linn was recognized as a Boston Five Star Wealth Manager in 2023 and 2025. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor's future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information - RWA Wealth Partners
Job Titles:
- Partner
- Partner, Senior Wealth Advisor
Dina Milne is a partner and senior wealth advisor with RWA Wealth Partners. She works closely with clients to recommend suitable investment strategies and helps develop customized financial plans that are designed to address each client's unique situation. Dina and her team collaborate closely with experts within the firm with the goal of always providing clients unparalleled service and an exceptional overall experience.
Before joining RWA Wealth Partners in 2014, Dina lived in Canada and worked as an account manager at the Royal Bank of Canada and as a financial advisor at Edward Jones. Her diverse background includes extensive international experience, as she has lived and worked abroad in New Zealand, Italy and Egypt. Prior to her career in the financial services industry, Dina taught primary and secondary students in the United Arab Emirates.
Dina earned a B.A. in political science from the American University in Cairo, Egypt. She is also a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association. She is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
Dina enjoys traveling and spending time with her family. She resides in Hudson, MA, with her husband.
*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Dina Milne was recognized as a Boston Five Star Wealth Manager each year from 2022 to 2025. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor's future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information - RWA Wealth Partners
Job Titles:
- Partner, Senior Wealth Advisor
- Senior Wealth Advisor at RWA Wealth Partners
Elizabeth ("Liz") Kesselman is a partner and senior wealth advisor at RWA Wealth Partners. She has more than 25 years of financial services experience focusing on individuals, multigenerational families, foundations and retirement plans, and she offers expertise in the area of equity compensation. In her role, she meets with current and potential clients to discuss investment philosophy and process; develops and implements her clients' investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations and individual client objectives. Liz and her team work closely with our investment team, tax professionals and estate planners to provide clients with a comprehensive and seamless experience.
Prior to joining RWA Wealth Partners in 2004, she served as vice president at Fisher Investments, where she provided tailored financial solutions to clients. Additionally, she held the role of regional vice president at Pioneer Investment Management, working directly with clients to meet their financial needs.
Liz earned her B.A. from Bates College and attended Phillips Academy Andover. She holds the Equity Compensation Associate (ECA) designation and was named to Forbes' list of Top Women Wealth Advisors in 2020 and Forbes' Top Women Wealth Advisors Best-In-State in 2022, 2023, 2024 and 2025.*
She lives in Southborough, MA, with her husband and son and is an active member of the Southborough Cultural Arts Council.
*The Forbes Top Women Wealth Advisors and the Forbes Top Women Wealth Advisors Best-In-State selection process was conducted by SHOOK Research. A fee was not paid to be placed on these lists. The awards do not consider portfolio performance and do not evaluate the quality of services provided to clients nor are they indicative of the wealth advisor's future performance of investment success. For more information on these awards, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information - RWA Wealth Partners
Job Titles:
- Lead Estate Settlement Administrator
Ellen Lohman serves as RWA Family Office's Lead Estate Settlement Administrator. Ellen brings her 35 years of experience in complex estate settlement to RWA, focusing on the management of the estate settlement process and meeting the needs of the families who are impacted by the loss of a loved one. Ellen works closely with family members and fiduciaries to secure the appointment of personal representatives by the probate court, gather information for preparation of estate tax returns, coordinate the valuation, collection and transfer of assets, and ultimately ensure that estate and trust assets are distributed accurately and in a timely fashion.
Ellen joined RWA in 2023 after spending over three decades with Ropes & Gray LLP's Private Client Group. In her years at Ropes & Gray, Ellen was a champion of process improvement, creating many of the department's tools for tracking estates - promoting consistency and high standards throughout the settlement process. As a highly trusted team member, she has also consistently served as a mentor and trainer to less experienced and newer members of the team.
Ellen is a graduate of the University of New Hampshire where she earned a BA in history and was a member of the Phi Alpha Theta History Honor Society.
Ellen resides in Saint Augustine, Florida, where she enjoys spending time with her family, ballroom dancing, sunrise beach walks, and hosting friends from Boston!
Job Titles:
- Associate
- Associate for RWA
- Associate of Hall
As an Associate for RWA, Emma Wright provides expert fiduciary services and estate planning to clients as part of RWA's offering of trust and estate administration. Emma's responsibilities include all aspects of estate and individual planning, including sophisticated wealth and gift transfers, complex estate planning strategies, and estate and trust administration. Emma works closely with clients to create and administer estate plans that provide practical and tailored solutions to their individual needs. In creating an estate plan, she focuses on building ongoing relationships with her clients and their families to ensure that their goals continue to be met over time and as their circumstances evolve.
In addition to her role at RWA, Emma is an associate of Hall and Diana LLP, a boutique law firm specializing in domestic and international estate, tax, and charitable planning, estate settlement, and fiduciary administration. Prior to joining RWA in 2023, Emma was an associate in the Private Client Group at Ropes & Gray LLP and an associate at Hemenway & Barnes LLP.
Outside of the office, you can find Emma at Pilates class, walking the Boston harbor with her dog, cheering on the Boston Celtics, or searching for flight deals.
Job Titles:
- Client Officer at RWA Family Office
Erin O'Brien is a Client Officer at RWA Family Office. Erin works with clients to help them manage the administrative aspects of their wealth and is dedicated to the highest level of client service. She partners with investment and financial planning professionals as well as with trustees and clients' external advisors to ensure that all aspects of their wealth management plans are implemented and supported.
Job Titles:
- Wealth Advisor
- Wealth Advisor for RWA Wealth Partners
Francis ("Fran") Lee is a wealth advisor for RWA Wealth Partners. In this role, Fran meets with current and potential clients to discuss investment philosophy and process; develops and implements his clients' investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations and individual client objectives. He brings over 25 years of experience in the financial services industry and works closely with individuals and multigenerational families. Fran and his team collaborate with our investment team, tax professionals and estate planners to provide clients with a personalized, seamless experience.
Job Titles:
- Senior Director of Family Office Financial Planning
Job Titles:
- Wealth Advisor at RWA Wealth Partners
Geoffrey ("Geoff") Turner serves as a Wealth Advisor at RWA Wealth Partners. In his role, Geoff meets with clients to gain a clear understanding of their complex financial needs in order to design and implement customized wealth plans. He works closely with our investment team, tax professionals, and estate planner to help clients achieve their unique long-term goals.
Prior to joining the firm in 2010, he worked at Fidelity Investments and was a 401(k) specialist assisting with nonprofit retirement accounts.
Geoff is a graduate of Plymouth State University where he earned a B.S. in Marketing. He is also a 2025 recipient of Boston magazine's Five Star Wealth Manager award. *
Geoff resides in Winthrop, MA with his wife and children. He enjoys cheering on Boston sports teams and spending time in New Hampshire with his family.
*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award was issued on 2/1/2025 for the time period 4/10/24 through 10/31/24. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor's future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page.
Job Titles:
- Operations Administrator
- Operations Administrator for RWA Family Office
Grace Lee serves as an Operations Administrator for RWA Family Office. She is responsible for providing operational and administrative support to individuals, families, and institutions as part of our dedicated team delivering wealth management and client services. In this role, she processes various client account transactions and facilitates the onboarding and transition of client relationships by performing reconciliation of portfolios across our custodial, portfolio management, and trading systems.
Job Titles:
- Equity Compensation Planning Director
Hamilton Wood, CFP®1, ChFC®2, is a Client Officer at RWA Family Office. Hamilton brings extensive experience to his role at RWA where he assists clients with planning and administrative aspects of their wealth management. Hamilton partners with RWA investment and financial planning professionals, trustees, and clients' external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Hamilton's career in financial services has focused on serving the needs of clients within the Investor Services area of the industry. Before joining RWA, Hamilton spent nine years at State Street. Prior to working at State Street, Hamilton spent ten years at Deutsche Asset Management. Hamilton's career began at Pioneer Investments as a Pricing Analyst.
Hamilton earned a BA in Political Science from the University of Vermont, where he was a member of the Men's Varsity Lacrosse team. Hamilton is a CERTIFIED FINANCIAL PLANNER® certificant and has earned the Charted Financial Consultant® designation.
Hamilton resides in Medfield with his wife and two children. In his free time, he coaches youth soccer and lacrosse, enjoys cooking, being active outside, and spending time with family.
Job Titles:
- Senior Tax Administrator for RWA Tax Solutions
As a Senior Tax Administrator for RWA Tax Solutions, Helen ("Eileen") Phillips is responsible for the administration of systems and procedures designed to ensure timely and accurate filing of tax returns, payment of tax liabilities, and the timely and accurate billing of chargeable services related to any accounts for which RWA Tax Solutions has responsibility. Eileen is also responsible for record keeping of tax filings and providing general administrative and clerical support to RWA Tax Solutions.
Eileen joined RWA Tax Solutions in 2023, having spent 20 years in the Tax Operations group of Ropes & Gray LLP, most recently as Senior Tax Administrator. Prior to her career with Ropes & Gray, Eileen was a Trust & Estates Assistant with Hill & Barlow and has extensive experience in office management and accounts payable.
Eileen resides in Everett and enjoys socializing and traveling with friends, especially to visit family in her native country of Ireland., and her hobbies include knitting and sewing.
Job Titles:
- Relationship Manager
- Relationship Manager at RWA Wealth Partners
Holly Dumlupinar is a relationship manager at RWA Wealth Partners. Holly is passionate about connecting with her clients on a personal level. She works closely with our wealth advisors, investment team, tax professionals and estate planners to design and implement comprehensive and customized solutions tailored to each client's unique financial needs and long-term goals.
Holly has worked in the financial services industry since 2012. Previously, she served as a relationship manager at Citi Personal Wealth Management and First Republic Bank. Prior to joining the financial services industry, Holly provided crisis management counseling in her hometown of Monterey, CA.
Holly earned a B.A. in psychology from San Francisco State University.
She lives in Charlestown, MA, with her husband and two daughters and enjoys exploring New England and visiting friends and family on the West Coast.
Education
B.A., Psychology, San Francisco State University
Job Titles:
- Associate
- Compliance Director
Irene Brennan serves as Associate Compliance Director and leverages over 20 years of experience with investment advisers to support all aspects of the firm's compliance program. Irene works closely with the Chief Compliance Officer to conduct annual compliance risk assessments and plays a key role in managing the firm's compliance testing regime. Irene is also responsible for staying abreast of current regulations and industry best practices, in order to recommend ongoing enhancements to RWA's compliance policies and procedures.
Job Titles:
- Client Service Administrator at RWA Family Office
Ivy Lo is a Client Service Administrator at RWA Family Office. With extensive experience in wealth management, Ivy's career has focused on serving the needs of successful individuals, families, endowments, and foundations. Working with clients to help manage the planning and administrative aspects of their wealth, she is dedicated to the highest level of client service. Ivy partners with RWA investment and financial planning professionals, trustees, and clients' external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Previously, Ivy administered trusts in various assistant roles at Ropes & Gray LLP, including as a Trust Administrator within the Private Client Group. Prior to joining Ropes & Gray, Ivy worked for Investor's Bank & Trust serving clients consisting of Wealth Management Firms and Corporations with Trust and Estate Accounts. Ivy started her career as an associate at State Street Global Advisors in the Shareholder Services Group, where she performed financial and analytical operations for portfolio managers, as well as reporting trading activity to investment managers and clients.
Ivy earned a BA from Eastern Nazarene College. She completed trust school at Cannon Financial Institute and is currently pursuing a Certified Trust and Financial Advisor's certification.
Ivy resides in Braintree with her husband and two children, and enjoys spending time with her family and running.
Job Titles:
- Investment Operations Specialist for RWA Family Office
Jack Morefield serves as an Investment Operations Specialist for RWA Family Office. In this role, Jack processes all types of client account transactions, and facilitates the onboarding and transition of client relationships by performing reconciliation of portfolios across our custodial, portfolio management, and trading systems. He also provides support to the Portfolio Managers by administering investment-related technology. Working with the Portfolio Trading Senior Officer, Jack coordinates and monitors the trading and timely settlement of the transactions of separate account managers and external investment advisers that RWA or its clients have engaged.
Job Titles:
- Head of Family Office Fiduciary Services
Job Titles:
- Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
James ("Jim") Altschuler is a wealth advisor at RWA Wealth Partners. Jim provides comprehensive wealth plans in coordination with our investment team, tax professionals and estate planners, and he is responsible for developing customized solutions to help individuals and families realize their near- and long-term financial goals.
Jim joined RWA Wealth Partners in 2022 upon the acquisition of his firm, Altschuler Financial Services, where he'd served as the chief investment officer since 1994. Prior to that, he held several positions in the accounting field and started his career at Arthur Andersen as a tax accountant.
He earned a B.S. in accounting from Bryant University and holds a CPA designation. Jim is also a CERTIFIED FINANCIAL PLANNER® professional.
He and his wife reside in Lexington, MA. He enjoys spending time with his family and playing tennis with his wife.
Job Titles:
- Portfolio Trading Senior Officer for RWA Family Office
James ("Jim") Danna serves as Portfolio Trading Senior Officer for RWA Family Office. In his role, he is responsible for the creation, execution, and oversight of client investment portfolios in conjunction with the Portfolio Managers, preparing and inputting trades with brokers and custodians. Working closely with the Client Officers and Portfolio Managers, Jim plays a critical role in managing cash flows for the clients of RWA. He also coordinates and monitors the trading and implementation process of the separate account managers that RWA has engaged. Jim is a member of the firm's Investment Team and the Investment Policy Committee, contributing key reporting elements for Investment Policy Committee.
Job Titles:
- Partner, Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
James ("Jamie") Verity is a partner and wealth advisor at RWA Wealth Partners. He works closely with individuals and families to implement personal and comprehensive financial planning solutions. Jamie is passionate about providing guidance and support tailored to seniors, including managing health care costs, estate planning, understanding retirement options, and addressing the emotional and social aspects of aging.
Prior to joining RWA Wealth Partners in 2005, Jamie was a vice president and investment center manager for Charles Schwab. He also served clients as a registered representative at Olde Brokerage.
Jeffrey ("Jeff") is a partner and wealth advisor for RWA Wealth Partners. Jeff works directly with clients to gain a clear understanding of their complex financial needs in order to implement investment solutions designed to meet their long-term financial goals. Jeff and his team collaborate with experts across the firm to provide comprehensive solutions and a seamless experience. He takes great pride in helping clients accomplish their long-term financial goals.
Jeff began his career in the financial services industry in 1997. Before joining RWA Wealth Partners, he held positions at Fidelity Investments and Ameritrade, where he helped high-net-worth individuals and families achieve their financial objectives. Jeff is a CERTIFIED FINANCIAL PLANNER® professional.
Originally from Chicago, he now calls Costa Mesa, CA, home, where he lives with his wife, son, and their beloved standard poodle, Charlie. Beyond cherishing family time, he finds joy in hiking, reading, paddle boarding and exploring new destinations.
Job Titles:
- Director
- Portfolio Manager
- ESG Specialist
Jennifer Loveless, CFP®1, serves as a Portfolio Manager and Director at RWA Family Office and is a member of the firm's Investment Team with a specialty in Environmental, Social, and Governance (ESG) investing. In her role, Jennifer meets with current and potential clients to establish and implement investment and financial planning strategies based on their unique goals. Using her expertise to analyze each client's financial picture through a holistic framework, Jennifer can better assess their specific needs and successfully plan for their near- and long-term time horizon. Jennifer is also a member of the Investment Policy Committee and contributes to RWA's asset allocation and manager search and selection process.
As an ESG specialist, Jennifer coordinates directly with the CIO to conduct research and due diligence on third party managers for the firm's ESG platform. She also is a key contributor to RWA's ESG thought leadership and education pieces.
Prior to joining RWA, Jennifer was a Wealth Advisor for Boston Private Wealth and its predecessors, Banyan Partners and Silver Bridge Advisors. In this role, she was responsible for investment management and ongoing financial planning for her clients. Jennifer began her career as an Operations Analyst at Brown Brothers Harriman.
Jennifer graduated with a BS in Business Administration from Boston University and is a CERTIFIED FINANCIAL PLANNER® professional. She is a Board Member of The Harvard Kent Leadership & Scholarship Partnership, Inc., an organization whose mission is to sponsor and fund programs at the Harvard-Kent Elementary School in Charlestown, MA that enhance the educational opportunities and experiences for children who attend this school.
In her free time, Jennifer is a dedicated volunteer with Year Up, Inc., Junior Achievement, and the MSPCA. She resides in Charlestown and enjoys hiking with her dog, Louie, traveling, and spending time with family and friends.
Job Titles:
- Partner, Business Development Vice President
Job Titles:
- Director
- Portfolio Manager
- Portfolio Manager and Director at RWA
Jeremy Lehrer serves as a Portfolio Manager and Director at RWA and is a member of the firm's Investment Team. In his role, Jeremy meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his client's investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. Jeremy's breadth of experience in financial services helps shape his commitment to providing exceptional client service.
Previously at Matthews Asia, Jeremy helped investment advisors like RWA better understand investment opportunities in Asian and Emerging Markets. At Charles Schwab, he helped investors understand research resources for their separately managed account platform. As an emerging market debt intern at a Japanese bank in the late nineties, Jeremy observed (but did not directly cause) the Asian Financial Crisis.
Jeremy graduated with a BA in Asian Studies and Political Science from the University of North Carolina at Chapel Hill and holds a Masters of Pacific International Affairs from the School of International Relations and Pacific Studies at the University of California, San Diego. He has earned the right to use the Chartered Financial Analyst®, Certified Private Wealth Advisor ® and Chartered Alternative Investment Analyst ® designations.
Jeremy lives with his wife in San Francisco and Sonoma, CA, and enjoys world travel (53 countries and counting), audiobooks, and the occasional glass of wine.
Job Titles:
- Client Administrator at RWA Family Office
Jillian DeMelo is a Client Administrator at RWA Family Office. Jillian provides critical administrative and operational support to our successful individual, family, endowment, and foundation clients. She partners with RWA investment, financial planning, and client service professionals, as well as with trustees and clients' external advisors, to ensure that all aspects of their wealth management plan needs are implemented and supported. Jillian is dedicated to providing clients with the highest level of client service.
Job Titles:
- Partner, Wealth Advisor
- Wealth Advisor for RWA Wealth Partners
John Kennedy serves as a wealth advisor for RWA Wealth Partners. John plays an integral role in understanding and servicing our clients' individual planning needs. He is passionate about guiding clients through financial decisions to help best position them for the future. John partners with our investment team, tax professionals and estate planners, as he strongly believes that all facets of a client's financial life should be addressed.
Prior to joining the firm in 2009, John was a financial advisor at Merrill Lynch and Morgan Stanley, where he worked with individuals to develop and implement personalized financial plans and investment solutions. He also worked at Fidelity Investments for more than eight years supporting registered investment advisors.
John is a U.S. Navy veteran and graduated from Syracuse University with a B.S. in finance. He sits on the board of directors for RIVMA Companion Animal Foundation, a nonprofit organization that provides access to compassionate veterinary care for low-income pet owners.
John resides in Providence, RI, with his wife and dog, and the occasional foster dog.
Job Titles:
- Partner
- Partner, Senior Wealth Advisor
John Puetz is a partner and senior wealth advisor at RWA Wealth Partners. John works primarily with high-net-worth individuals and families, helping them achieve their financial goals by providing comprehensive wealth planning solutions in close coordination with our investment team, tax professionals and estate planners.
John joined RWA Wealth Partners in 2023 upon the acquisition of his firm, LeJeune Puetz Investment Counsel, which he cofounded in 1997.
John graduated from the University of Notre Dame with a B.S. in business administration, concentrating in accounting. He earned an M.S. in management with a concentration in finance from the J. L. Kellogg Graduate School of Management at Northwestern University.
He lives in Traverse City, MI, with his wife, son and daughter. He is active in the Catholic community, serving on many boards and committees in the area. He also enjoys Notre Dame football, golfing and other outdoor activities in northern Michigan.
Education
B.S., Business Administration, University of Notre Dame
MMA, Finance, Northwestern University - Kellogg Graduate School of Management
Job Titles:
- Chief Investment Officer for RWA Wealth Partners
Joseph (JP) Powers serves as chief investment officer for RWA Wealth Partners, where he's responsible for overseeing and implementing the firm's overall investment strategy. In this role, he leads the investment team in making asset allocation decisions and directing investment and manager selection on behalf of all clients. JP also works directly with clients, apprising them of global economic and market activity and its implications for their specific and customized investment strategies. JP leverages his analytical abilities to drive key elements of the firm's investment technology platform, including researching and implementing new systems and software to continually improve the efficiency of the investment trading platform and enhance the client experience of performance reporting.
Joseph (JP) Powers serves as chief investment officer for RWA Wealth Partners, where he's responsible for overseeing and implementing the firm's overall investment strategy. In this role, he leads the investment team in making asset allocation decisions and directing investment and manager selection on behalf of all clients. JP also works directly with clients, apprising them of global economic and market activity and its implications for their specific and customized investment strategies. JP leverages his analytical abilities to drive key elements of the firm's investment technology platform, including researching and implementing new systems and software to continually improve the efficiency of the investment trading platform and enhance the client experience of performance reporting.
Job Titles:
- Partner, Senior Wealth Advisor
Joshua Jones is a partner and senior wealth advisor at RWA Wealth Partners. He serves as a member of Joshua ("Josh") Jones is a partner and senior wealth advisor at RWA Wealth Partners. Josh has been passionate in helping clients achieve their financial goals since 2005. He specializes in recommending suitable investment strategies and providing comprehensive financial planning solutions to help individuals, families and institutions make smart financial decisions to help secure their future.
Job Titles:
- Business Planning Administrator at RWA Family Office
Julia Salemme is a Business Planning Administrator at RWA Family Office. Julia provides critical administrative and operational support to our successful individual, family, endowment, and foundation clients. Julia partners with RWA investment, financial planning, and client service professionals, as well as trustees and clients' external advisors to help ensure all aspects of their wealth management plan needs are implemented and supported.
Job Titles:
- Client Officer at RWA Family Office
Julie Hanscom is a Client Officer at RWA Family Office. Julie has over fifteen years of experience in wealth management, where her career has focused on serving the needs of successful individuals, families, endowments, and foundations. Julie partners with RWA's investment and financial planning professionals, trustees, and clients' external advisors and accountants to ensure that each client's comprehensive and customized wealth plan is established and implemented.
Job Titles:
- Partner
- Partner, Senior Wealth Advisor
Kari Wolfson is a partner and senior wealth advisor at RWA Wealth Partners. Kari plays an integral role in helping individuals and families build, sustain, and transfer their wealth according to their specific goals and needs. With a deep commitment to personalized service, Kari works closely with her clients on various aspects of financial planning, including philanthropy and next-generation planning, to ensure each client's wealth strategy aligns with their unique values and goals.
Kari joined RWA Wealth Partners in 2011 after relocating to the Boston area from Chicago, where she previously worked as a registered client service associate for Astor Capital Management.
Kari earned her B.S. in finance from DePaul University. She is a CERTIFIED FINANCIAL PLANNER® professional and earned her Accredited Wealth Management Advisor SM designation. She is a member of the Financial Planning Association. In addition, Kari is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
Kari resides in Needham, MA, with her husband, two sons, and their sheepadoodle, Bauer. She enjoys traveling and cheering on her children at their sporting events and also cheering on her home team, the Iowa Hawkeyes.
*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Kari Wolfson was recognized as a Boston Five Star Wealth Manager each year from 2022 to 2025. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor's future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information - RWA Wealth Partners
Job Titles:
- Co - Head of Family Office Tax Services and Senior Tax Accountant
- Senior Tax Accountant for RWA Tax Solutions
As Co-Head of Family Office Tax Services and Senior Tax Accountant for RWA Tax Solutions, Katherine ("Katie") Livingston is responsible for the preparation and timely filing of federal and state individual and fiduciary income tax returns, and tax estimates of the highest complexity, including the gathering and analysis of all information needed to complete these returns and to determine the lowest lawful tax burden for the client. In addition, Katie also prepares and timely files other related tax returns, tax estimates and tax information documents, and performs complex calculations of various tax scenarios to assist and work with both clients and their fiduciaries with strategic tax planning.
Job Titles:
- Relationship Manager
- Relationship Manager at RWA Wealth Partners
Kristen Manjikian is a relationship manager at RWA Wealth Partners. She works closely with our wealth advisors, investment team, tax professionals and estate planners to design and implement comprehensive and customized solutions tailored to each client's unique financial needs and long-term goals. Kristen is dedicated to providing her clients with exceptional service.
Kristen joined RWA Wealth Partners in 2021 after working at Armstrong Advisory Group for 15 years as a financial planner. In this role, she offered administrative and operational support to a group of advisors and clients.
She graduated from Bentley University in 2007 with a B.S. in finance and currently is pursuing the CERTIFIED FINANCIAL PLANNER® designation.
Kristen lives in Waltham, MA, and enjoys spending time with her husband and two daughters.
Education
B.S., Finance, Bentley University
Kristin Fazio - Chief Compliance Officer
Job Titles:
- Chief Compliance Officer
- Chief Compliance Officer and Principal of RWA Wealth Partners
Kristin Fazio serves as chief compliance officer and principal of RWA Wealth Partners. As a key member of the firm's leadership team, Kristin provides thoughtful advice around strategic decisions, risk management, business efficiencies, and business development, and she is responsible for leading and overseeing the firm's compliance program. She works closely with functional leaders with the goal of providing the highest level of fiduciary care and service to our clients.
Job Titles:
- Senior Client Officer at RWA Family Office
Lana Finn is a Senior Client Officer at RWA Family Office. Lana has over 10 years of experience in wealth management, where her career has focused on serving the needs of successful individuals, families, endowments, and foundations. Lana works with clients to help manage the planning and administrative aspects of their wealth and is dedicated to the highest level of client service. Lana partners with RWA investment and financial planning professionals, trustees, and clients' external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Before joining RWA, Lana spent 10 years with Grimes & Company, Inc. Prior to Grimes, Lana worked at Northwestern Mutual, specializing in life, disability, and long-term care insurance.
Lana earned a BS degree from the Isenberg School of Management at the University of Massachusetts, Amherst. She majored in Finance & Operations Management with a minor in Economics.
Lana resides in Bellingham with her husband and two children. Always outdoors, Lana loves to spend her time hiking, snowboarding, and gardening.
Job Titles:
- Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
Laura Hearn serves as a wealth advisor at RWA Wealth Partners. In her role, Laura meets with current and potential clients to establish and implement investment and financial planning strategies based on their unique goals. Using her expertise to analyze each client's financial picture through a holistic framework, Laura assesses specific needs and designs plans for their near- and long-term time horizon.
Laura graduated with a B.S. in economics from the University of Illinois Urbana-Champaign. She is a CERTIFIED FINANCIAL PLANNER® professional and has obtained the Certified Private Wealth Advisor® (CPWA®) certification through the University of Chicago Booth School of Business.
Always up for an adventure, Laura is an avid world traveler. She has slept in a tent in the Okavango Delta in Botswana, dived with sharks off the coast of South Africa and steered a dog sled in Arctic Finland. When not working, Laura loves exploring urban Chicago on walks with her dog, Ruthie, and spending time with her large extended family. She also enjoys art and interior design.
Job Titles:
- Client Services Administrator for RWA Family Office
- Senior Estate Client Services Administrator
As a Senior Estate Client Services Administrator for RWA Family Office, Lesley Stewart is responsible for the administration of estate and trust accounts, generally including accounts of a highly sensitive or more complex nature. Lesley works in collaboration with other estate administration professionals, estate tax accountants, the Investment Management and Client Service teams at RWA, and clients to identify, value, collect, and distribute assets according to a decedent's estate plan and to complete the required estate, individual, and fiduciary tax filings. She organizes the daily administrative tasks of an estate, such as controlling the bills and cash flow, while providing the support fiduciaries and families need during estate settlements.
Lesley joined RWA in 2023, having spent more than 16 years with Ropes & Gray LLP, most recently as a Senior Estate Client Services Administrator. Prior to Ropes & Gray LLP, she worked with Deutsche Bank and State Street Bank & Trust.
Job Titles:
- Business Operations Specialist at RWA Family Office
Linda Darsney serves as a Business Operations Specialist at RWA Family Office. In her role, she is responsible for providing operational support related to the firm's investment and business functions. She is particularly responsible for the calculation and assessment of fees for all of RWA clients, as well as critical account maintenance and audits. Linda also supports the monitoring of the omnibus custody account RWA maintains with our key vendor and qualified custodian, SEI Private Trust Company, as well as critical securities processing functions.
Job Titles:
- Managing Director of Legal Services for RWA
Martin Hall serves as Managing Director of Legal Services for RWA. In this role, Martin oversees fiduciary services provided to clients as part of RWA's offering of trust and estate administration. Martin is also a founding partner of Hall & Diana LLC, a boutique trust and estates law firm in Boston.
Job Titles:
- Regional Vice President
- Regional Vice President at RWA Wealth Partners
Matthew ("Matt") Batzel serves as a regional vice president at RWA Wealth Partners and is a member of the business development team. Matt introduces clients and prospective clients to wealth advisors and provides information about RWA Wealth Partners' investment strategies to the custodian referral channel.
Matt began his career in the financial services industry in 2006 through the educational division of Investools, where he helped clients better understand options, forex and futures trading. Prior to his work in the financial industry, Matt served in the U.S. Army.
In his free time, Matt enjoys playing golf and spending time with his wife and three children. Matt loves being outdoors. He is also very passionate about and involved in the Special Olympics.
Job Titles:
- Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
Matthew ("Matt") Shumaker is a wealth advisor at RWA Wealth Partners and began his financial services career with the firm in 2017 as a client service associate. Matt is responsible for developing customized financial solutions to help individuals and families realize their goals and providing comprehensive wealth planning in coordination with our investment team, tax professionals and estate planners. Matt is especially attuned to the unique needs of each client and is dedicated to providing clients with exceptional service.
Matt graduated cum laude from Stonehill College with a B.S. in finance and business administration. He is a CERTIFIED FINANCIAL PLANNER® professional.
Matt grew up in Milford, CT, and currently resides in Boston. Outside of work, he enjoys playing golf and basketball and traveling around the world.
Job Titles:
- Partner, Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
Matthew ("Matt") Wyllie is a partner and wealth advisor at RWA Wealth Partners. Matt plays a key role in helping clients achieve their financial goals by providing personalized advice and strategies. His approach involves regularly meeting with clients to assess their financial planning needs and implementing investment strategies that align with their objectives. Matt takes pride in building strong relationships with his clients. His dedication to understanding each client's financial picture enables him to provide customized advice designed to achieve their financial goals.
Matt joined RWA Wealth Partners in 2005 after serving as a financial planner with American Express/Ameriprise Financial, where he worked with individual clients to implement personal and comprehensive financial planning solutions. He is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
Matt graduated from Bryant College with a B.S. in business administration with a concentration in finance. He is a CERTIFIED FINANCIAL PLANNER® professional and also earned his Accredited Wealth Management Advisor SM designation.
He lives with his wife and daughter in Acton, MA, along with their lovable Redbone coonhound, Charlie.
*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Matt Wyllie was recognized as a Boston Five Star Wealth Manager each year from 2022 to 2025. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor's future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information - RWA Wealth Partners
Job Titles:
- Co - Head of Family Office Tax Services and Senior Tax Accountant
- Senior Tax Accountant of RWA Tax Solutions
As Co-Head of Family Office Tax Services and Senior Tax Accountant of RWA Tax Solutions, Meredith Doucette is responsible for the preparation and timely filing of federal and state individual and fiduciary income tax returns, charitable returns, and tax estimates of the highest complexity. In addition, Meredith prepares and timely files other related tax returns, including non-profit, employment, and gift returns; prepares tax estimates and tax information documents; and performs complex calculations of various tax scenarios to assist and work with both clients and their fiduciaries on strategic tax planning.
Meredith joined RWA Tax Solutions in 2023. Prior to joining, Meredith spent nearly 8 years as a Tax Advisor at Loring, Wolcott & Coolidge where she assisted clients with their individual, fiduciary and not-for-profit tax needs. She began her career at Grant Thornton as a tax team member in their private wealth services group.
Meredith earned both a Master of Science in Accounting and a Master of Business Administration at Northeastern University. She is a Certified Public Accountant 1 and a member of the Massachusetts Society of CPAs. Her undergraduate degree in psychology was awarded by Wheaton College (MA).
Meredith resides in Newton with her husband and enjoys baking, gardening and jigsaw puzzling. She is a dedicated volunteer and supporter of Cake4Kids, a non-profit organization that provides free custom homemade birthday cakes to at-risk and underserved youth.
Job Titles:
- Senior Relationship Manager
- Senior Relationship Manager at RWA Wealth Partners
Michael ("Mike") Dillaire is a senior relationship manager at RWA Wealth Partners. Mike works closely with our wealth advisors, investment team, tax professionals and estate planners to design and implement comprehensive and customized solutions tailored to each client's unique financial needs and long-term goals. He is also a key resource in the firm to assist clients with equity compensation issues.
Michael ("Mike") Martin, CFP®1 is a Senior Client Officer at RWA Family Office. Mike assists clients with planning and administrative aspects of their wealth management. Mike partners with RWA investment and financial planning professionals, trustees, and clients' external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Job Titles:
- Director of Family Office Operations
Job Titles:
- Director
- Portfolio Manager
- Portfolio Manager and Director at RWA Family Office
Michael Stevens serves as a Portfolio Manager and Director at RWA Family Office and is a member of the firm's Investment Team. In this role, he meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his client's investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. Michael performs equity security analysis on behalf of clients and is a key contributor to the trading and analysis of individual equity securities and options, especially as it relates to concentrated client positions. Additionally, he oversees all aspects of trading and our third-party brokerage relationships to help ensure best execution for our clients. Michael plays an integral role in RWA's asset allocation and manager search and selection effort, and is a member of the Investment Policy Committee.
Job Titles:
- Partner, Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
Michael ("Mike") Russo is a Partner and Wealth Advisor at RWA Wealth Partners. In his role, Mike provides comprehensive wealth planning in coordination with our investment team, tax professionals and estate planners. With a deep commitment to personalized service, Mike implements each client's investment objectives by providing portfolio recommendations based on market environment, tax considerations, and long-term financial goals.
Mike graduated from Hobart College with a B.A. in Economics and played four years of collegiate hockey. He is also a 2025 recipient of Boston magazine's Five Star Wealth Manager award. *
Mike is a lifelong Massachusetts resident and currently resides in South Boston, MA, with his fiancé. Outside of work he enjoys hiking, playing hockey, and spending time with his family and Goldendoodle.
*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award was issued on 2/1/2025 for the time period 4/10/24 through 10/31/24. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor's future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page.
Job Titles:
- Chief Executive Officer
- Boston College Trustee and Investment Committee Member
- Chief Executive Officer & Chief Economist
Michelle Knight serves as the chief executive officer of the firm. Previously, she was the president and chief economist for Ropes Wealth Advisors, the family office division of RWA Wealth Partners. As CEO, she is responsible for day-to-day management of the firm and executing its long-term strategic plan. As the firm's chief economist, she's responsible for apprising clients of global economic and market activity. Michelle is a frequent contributor to Financial Advisor magazine and Private Asset Management magazine, and she has been quoted in Bloomberg, Thomson Reuters, the Boston Business Journal, Forbes and The Boston Globe.
In the past, Michelle served as chief investment officer for Ropes Wealth and chief economist for Ropes & Gray LLP. She was chief economist and managing director of fixed income for Silver Bridge Advisors (now Boston Private Wealth) and head of fixed income at Atlantic Trust (now CIBC Wealth). Before joining Atlantic Trust, Michelle was an analyst and assistant portfolio manager at J.P. Morgan Investment Management in New York.
Michelle earned an MBA, an MSF and a B.A. from Boston College, where she graduated summa cum laude and held the distinction of Presidential Scholar. In 2009, the Boston Business Journal 1 named her one of its 40 Under 40 in recognition of her accomplishments as a corporate and civic leader.
Michelle is a Boston College trustee and Investment Committee member, Boston Latin School vice chair of the Board of Trustees and Investment Committee member, Dedham Country Day School trustee and Investment Committee chair, Rosie's Place trustee and Investment Committee member, trustee and treasurer of the Leventhal Map & Education Center of the Boston Public Library, and Investment Committee member for the endowment of the Archdiocese of Boston. She is a volunteer and member of the Boston Economic Club, the Boston College Alumni Association and Council for Women, the Boston Children's Hospital League, and the Catholic Schools Foundation Inner-City Scholarship Fund. Michelle also teaches religious education at Holy Name Church in West Roxbury, serves as the treasurer of Holy Name Cub Scout Pack 3, and is a parent volunteer with the Guild of St. Irene at St. Sebastian's School in Needham and the Parent Association of Dedham Country Day School.
Michelle resides in West Roxbury, MA, with her family, including three sons who are the joy of her life.
Job Titles:
- Head of Family Office
- RWA 's Head of Family Office
Nicole LaChapelle serves as RWA's Head of Family Office and brings over 15 years of client service experience and expertise to this role, working together with her team of client service officers, specialists, and administrators to design and deliver the solutions that will best position clients to achieve their goals as they navigate their personal financial journey. Nicole is a member of RWA's Business Oversight Committee and is a key contributor to the firm's business development and strategic planning initiatives. Nicole also continues to lead several of the firm's long-standing client relationships, seeking to deliver an exceptional client experience along the way.
Prior to her current role, Nicole was the Client Service Director for RWA. Before joining RWA, Nicole spent more than 10 years with Ropes & Gray LLP, initially as an estate settlement administrator and subsequently as Manager of Client Services. She began her career with MFS Investment Management as a retirement plan specialist.
Nicole earned an MBA from Boston University's Questrom School of Business. Her undergraduate degree in business administration, with a minor in economics, was also awarded by Boston University. She received her paralegal certificate from Northeastern University in 2008.
In 2017, Nicole was the recipient of Ropes & Gray's prestigious ACE award (Acclaiming and Celebrating Excellence) for her tremendous individual contributions and leadership to the Private Client Group and RWA.
Job Titles:
- Client Administrator at RWA Family Office
As a Client Administrator at RWA Family Office, Rajaa Habib provides critical administrative support to our team of Client Officers. In this role, Rajaa is responsible for responding to client requests, initiating financial or account related transactions, onboarding new clients, maintaining client records, and managing short-term projects. With substantial experience in financial services and business development, Rajaa is dedicated to providing clients with the highest level of service.
Prior to joining RWA, Rajaa has held several positions in the banking and investment management fields. In her most recent role as executive assistant to the president of South Shore Investment Services, Rajaa served as a trusted liaison with advisors and clients. At both Citizens Bank and PNC Bank, Rajaa leveraged her international background and interpersonal skills to lead business sales in a highly competitive environment. Before emigrating to the United States, Rajaa spent over 17 years in various management, marketing, sales and consulting roles in Morocco and Europe, including France, Cyprus, Sweden and Italy.
A Moroccan native, Rajaa holds an MBA in Luxury Management from EDC Paris, France, and earned her Bachelor's degree in corporate finance and audit from an elite business school in Morocco (ISCAE).
Rajaa is fluent in multiple languages: English, French and several Arabic dialects. She is passionate about NASCAR, cooking, and trying new food with her joyful, full of life daughter!
Job Titles:
- Partner, Senior Wealth Advisor
- Senior Wealth Advisor at RWA Wealth Partners
Frederick ("Rick") Winters is a partner and senior wealth advisor at RWA Wealth Partners. Rick leverages more than two decades of experience to deliver comprehensive financial planning solutions for individuals and families with complex planning needs. With his team, Rick meets with clients to review their financial planning needs and communicate the firm's investment strategies. He takes great pride in helping clients reach their long-term financial goals.
Rick joined RWA Wealth Partners in 2001, previously having worked at American Express Financial Advisors. He is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
Rick earned his B.S. in business administration with a concentration in marketing and finance from Marist College. He is a CERTIFIED FINANCIAL PLANNER® professional, received a Chartered Retirement Planning Counselor℠ designation and holds an Accredited Wealth Management Advisor SM credential. He is also a member of the MA Financial Planning Association.
Rick supports Big Brothers Big Sisters of Massachusetts Bay and NephCure Kidney International. He resides in Concord, MA, with his wife, son and daughter. In his spare time, Rick enjoys cooking, indoor rock climbing, coaching his daughter's softball team, running, golfing and skiing. Originally from New Jersey, he is happiest when spending time with his family at the Jersey Shore.
*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Rick Winters was recognized as a Boston Five Star Wealth Manager each year from 2014 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor's future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information - RWA Wealth Partners
Job Titles:
- Partner, Senior Wealth Advisor
- Senior Wealth Advisor With RWA Wealth Partners
Robert ("Bob") Lepson serves as a partner and senior wealth advisor with RWA Wealth Partners. He has more than 30 years of experience helping individuals and families define their fiscal goals and make smart financial decisions. Bob is passionate about financial planning and has extensive experience in retirement income planning, risk-controlled portfolio design and charitable giving strategies. He partners with experts across the firm to provide clients with holistic wealth management services to help obtain the best possible outcomes.
Prior to joining the firm, Bob was vice president and regional planning consultant at Fidelity Investments, where he helped steer clients through the complexities of financial planning. He also worked for Fidelity Investments Life Insurance as a branch insurance specialist, where he provided clients with education and guidance on various life insurance products.
Bob is a multi-year winner of the Boston magazine Five Star Wealth Advisor award.* In addition, he has been featured in prominent publications such as The Boston Globe, Financial Advisor magazine, and The Wall Street Journal. Bob has also hosted an online finance forum on Boston.com.
Bob earned a B.A. from Brandeis University in American studies, and he is a CERTIFIED FINANCIAL PLANNER® professional, a NAPFA-Registered Financial Advisor and a member of the Financial Planning Association.
Job Titles:
- Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
Russell Albright serves as a wealth advisor at RWA Wealth Partners. In his role, Russell meets with current and potential clients to establish and implement investment and financial planning strategies based on their unique goals. Using his expertise to analyze each client's financial picture through a holistic framework, Russell assesses specific needs, plans for near- and long-term time horizons, and works with his team to implement a targeted wealth strategy.
Russell graduated from the University of the Pacific, where he earned a B.A. in pre-law studies. He also earned a certificate in Strategic Decision and Risk Management from Stanford University's Center for Professional Development and holds the Certified Trust and Fiduciary Advisor designation (CTFA) from the Institute of Certified Bankers.
In his free time, Russell enjoys golfing, fly fishing, touring Sonoma County's wineries and spending time with his family.
Ryan Christensen is a partner and wealth advisor at RWA Wealth Partners. He is responsible for maintaining client relationships, recommending suitable investment strategies, and developing tailored financial plans. He provides comprehensive wealth planning in coordination with our investment team, tax professionals and estate planners.
Ryan joined RWA Wealth Partners in 2012 and has held the positions of account executive, account manager and client service associate. Before joining RWA Wealth Partners, Ryan was a registered representative at New England Financial Group, LLC.
Ryan received a B.S. in finance from Roger Williams University, where he played on the lacrosse team all four years. He is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
When he's not at the office, Ryan is out on the golf course, in the boxing gym, or at home in Marion, MA, with his wife and their two daughters.
*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Ryan Christensen was recognized as a Boston Five Star Wealth Manager each year from 2021 to 2025. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor's future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information - RWA Wealth Partners
Job Titles:
- Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
Ryan Collette serves as a wealth advisor at RWA Wealth Partners. In his role, Ryan meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his clients' investment objectives; and provides ongoing portfolio recommendations based on market environment, tax considerations and long-term financial goals.
Prior to joining the firm in 2015, Ryan was employed as a financial advisor at Wescom Financial Services and Merrill Lynch, Pierce, Fenner & Smith.
Ryan earned his B.S. in finance from Chapman University.
Ryan resides in Mission Viejo, CA. Outside of the office, Ryan enjoys hiking, camping, paddle boarding, and snowboarding with family and friends.
Job Titles:
- Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
Ryan Drews serves as a wealth advisor at RWA Wealth Partners. Ryan has more than 18 years of industry experience working with clients on customized financial planning and investment management solutions. In his role, he meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his clients' investment objectives; and provides ongoing portfolio recommendations based on market environment, tax considerations and targeted financial goals.
Prior to joining the firm in 2023, Ryan held positions with several firms, including director of investments and financial planning at Carrera Capital Advisors and vice president, financial consultant with Charles Schwab. Ryan also spent over six years with Fidelity Investments as a vice president, financial consultant.
Ryan earned his doctorate in business administration in finance from Liberty University, where he focused on behavioral finance. Additionally, he holds an MBA and MSF from Walsh College and also earned a B.A. in economics from Oberlin College. Ryan is a CERTIFIED FINANCIAL PLANNER® professional.
In his free time, Ryan enjoys spending time with his wife, son and three daughters, as well as coaching in local sports leagues for his kids. He also teaches graduate-level coursework in finance at Walsh College.
Job Titles:
- Business Planning Administrator at RWA Family Office
Saori Takahashi serves as the Business Planning Administrator at RWA Family Office. In this role, she is responsible for providing crucial support to the strategic initiatives of RWA and leadership related to all aspects of business and office operations. Saori also assists her investment, financial planning, operations, compliance, and client services colleagues with various aspects of administrative and client service support.
Job Titles:
- Senior Client Officer at RWA Family Office
Sarah Kritikos is a Senior Client Officer at RWA Family Office. Sarah works with clients to help manage the planning and administrative aspects of their wealth and is dedicated to the highest level of client service. Sarah partners with RWA investment and financial planning professionals, trustees, and clients' external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Job Titles:
- Business Operations Specialist at RWA Family Office
Sean Turner is a Business Operations Specialist at RWA Family Office. In his role, Sean is responsible for providing operational support related to the firm's investment and business functions. He is particularly involved in the cash flow reconciliation and critical securities processing functions related to corporate actions, private investment tracking, and cost basis maintenance.
Sean also served as an officer in the United States Army for 6 years. He earned his BA in Economics and Business from Virginia Military Institute and currently lives in Malden, MA.
Job Titles:
- Senior Client Officer at RWA Family Office
Shannon Groppi is a Senior Client Officer at RWA Family Office. Shannon has over 20 years of experience in wealth management, where her career has focused on serving the needs of successful individuals, families, endowments, and foundations. Shannon works with clients to help manage the planning and administrative aspects of their wealth and is dedicated to the highest level of client service. Shannon partners with RWA investment and financial planning professionals, trustees, and clients' external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Job Titles:
- Business Planning Director
Sharon Phelan, CFP®1 serves as the Business Planning Director of RWA Family Office and focuses on innovative services and strategic initiatives that support the RWA team as we strive to deliver an integrated client experience. Sharon possesses considerable organizational abilities and applies these talents to drive key elements of our technology platform, including researching and implementing new technology enhancements in an effort to continually improve the accuracy and efficiency of our operations and client servicing.
Before joining RWA, Sharon worked as a trust client service assistant and then as a financial paraplanner for Ropes & Gray LLP. Sharon previously worked at Morgan Stanley and Merrill Lynch with some of the industry's largest financial advising teams, gaining extensive knowledge in investments, portfolio management, and personal, high-touch client servicing.
Sharon earned a BA from the University of North Carolina at Greensboro. She is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Association of Massachusetts, and earned her certificate in Financial Planning from Boston University's Center for Professional Education.
Sharon lives in South Carolina and spends as much free-time as possible in Maine, and is a dedicated volunteer and supporter of Boston CASA (Court Appointed Special Advocates) for foster children in the Greater Boston area.
Job Titles:
- Member of RWA Tax Solutions
- Tax Accountant
As a Tax Accountant, Shawn Carvalho is a vital member of RWA Tax Solutions. With a background in public accounting, Shawn brings extensive experience with complex financials to the preparation and timely filing of federal and state individual and fiduciary income tax returns, charitable returns, and tax estimates. Shawn is responsible for gathering and analyzing all information needed to complete these returns and to determine the lowest lawful tax burden for clients. In addition, Shawn also prepares and timely files other related tax returns, tax estimates and tax information documents, and performs complex calculations of various tax scenarios to assist and work with both clients and their fiduciaries with strategic tax planning.
Shawn joined RWA Tax Solutions in 2024. He previously held tax-related positions at various firms, including Withum and BDO.
Shawn is a graduate of Florida Atlantic University where he earned a BS in Finance with a minor in Accounting.
Job Titles:
- Director
- Portfolio Manager
- Portfolio Manager and Director at RWA Family Office
Shruti Bansal serves as a Portfolio Manager and Director at RWA Family Office and is a member of the firm's Investment Team. In her role, she meets with current and potential clients to discuss RWA's investment philosophy and process. For each client, she helps establish and implement an appropriate investment objective, typically customized within the broader wealth management architecture of the client. Shruti is actively involved in equity security analysis on behalf of clients and manager due diligence across all asset classes. She plays an integral role in RWA's asset allocation and manager search and selection effort, and is a member of the Investment Policy Committee.
Shruti brings over 20 years of experience in investment and portfolio management, where she has worked closely with high net-worth clients to provide proactive and unbiased investment advice grounded in intensive and independent research. Her research background covers all asset classes, especially hedge funds, private equity, venture capital, private real estate, and other alternative strategies. Shruti has held various positions at multi-family registered investment advisers, single family offices, pensions, foundations, and insurance companies and has been responsible for thought leadership as well as investment policy and capital allocation decisions.
Shruti earned her BS in Economics from Montclair State University. She is a CFA®1 charter holder and is a member of the CFA Institute and CFA Society Boston. Shruti was born and raised in India and moved to the United States after high school to attend undergraduate college. Shruti volunteers as an Investment Committee member of Rosie's Place, the first women's shelter in the U.S., which opened in 1974.
She lives with her husband and two children in Newton, where she is actively involved in the school PTO board. She is busy writing a recipe book which she hopes to publish one day. Apart from creating recipes, she loves growing her own fruits and vegetables in the summer and enjoys hiking and spending time with her family and friends.
Job Titles:
- Chief of Data Analytics at RWA Family Office
Sophia Flaxen serves as Chief of Data Analytics at RWA Family Office and RWA Wealth Partners, where she is responsible for managing the operational and business needs for the organization. In this capacity she manages key technology vendor relationships, financial reporting, business analysis, finances and budgeting, and overall business operations. Sophia also works with and supervises a team of operations administrators and specialists responsible for establishing new accounts, processing cash and asset transfer requests, reconciling account positions and cash, assessing fees, and administering various other client service requests. Sophia is also a member of the Business Oversight Committee of RWA.
Prior to joining RWA, Sophia spent almost 20 years working at Ropes & Gray LLP in trust administration and technology strategy. She previously led the Trust Services area for the Private Client Group, managing a team of trust administrators and assistants. Sophia headed up the group's conversion to SEI in 2006 and to a new performance measurement platform in 2013. More recently, she was responsible for vendor management, client reporting and business analysis for the department.
Sophia earned a BA (Hons) from Oxford University and completed law school in England at Middlesex University (Common Professional Examination) and Nottingham Trent University (Legal Practice Course). Sophia has served as a board member and Secretary of SEI's BSP Client Advisory Group and is an active contributor to the SEI Boston User Group. Sophia resides in Melrose with her husband and three children, and enjoys spending time with her family and friends (here and in the U.K.) and escaping occasionally to a ski house in Vermont.
Job Titles:
- Wealth Advisor
- Wealth Advisor at RWA Wealth Partners
Stephen I. Lee is a wealth advisor at RWA Wealth Partners, where he regularly meets with clients to implement and review financial planning and investment strategies.
Stephen began his career in wealth management in 2001 and has a broad range of experience in banking, insurance, investments and advisory services. He is passionate about helping his clients navigate key financial challenges by taking a comprehensive approach to planning.
Stephen graduated from the University of California, Irvine, with a B.A. in economics and earned his MBA from the USC Marshall School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of Orange County. He earned his Certified Wealth Strategist® designation in 2024.
Stephen is a 7-time World Champion and a 2-time National Champion in bicycle motocross racing. He resides in Irvine, CA with his family.
Job Titles:
- Partner, Senior Wealth Advisor
- Senior Wealth Advisor at RWA Wealth Partners
Stephen ("Steve") Johnson is a partner and senior wealth advisor at RWA Wealth Partners. Steve provides personalized financial guidance to clients to help them achieve their long-term financial objectives. By working closely with our investment team, tax professionals and estate planners, Steve provides a comprehensive and coordinated approach to managing and growing his clients' wealth. His goal is to provide holistic advice that not only addresses immediate financial needs but also plans for the future, offering peace of mind and financial security for generations to come. Steve is also a portfolio manager for RWA Capital, a division of RWA Wealth Partners. In his role as portfolio manager, Steve manages fundamental and quantitative investment strategies.
Prior to joining RWA Wealth Partners in 2014, Steve spent 14 years at Charles Schwab, most recently as a private client consultant overseeing individual clients' planning, portfolio design and allocation strategies. Steve has been quoted by Boston magazine, The Boston Globe, USA Today and The Washington Post. He is also a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
Steve graduated from the University of Vermont with a B.A., earned a J.D. magna cum laude from the University of Maine School of Law, and is admitted to the Massachusetts Bar. He is also a CERTIFIED FINANCIAL PLANNER® professional.
Steve is an avid baseball fan and enjoys spending time with his family. He resides in Leicester, MA, with his wife and daughter.
*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Steve Johnson was recognized as a Boston Five Star Wealth Manager each year from 2012 to 2015 and 2018 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor's future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information - RWA Wealth Partners
Lana Finn is a Senior Client Officer at RWA Family Office. Lana has over 10 years of experience in wealth management, where her career has focused on serving the needs of successful individuals, families, endowments, and foundations. Lana works with clients to help manage the planning and administrative aspects of their wealth and is dedicated to the highest level of client service. Lana partners with RWA investment and financial planning professionals, trustees, and clients' external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Before joining RWA, Lana spent 10 years with Grimes & Company, Inc. Prior to Grimes, Lana worked at Northwestern Mutual, specializing in life, disability, and long-term care insurance.
Lana earned a BS degree from the Isenberg School of Management at the University of Massachusetts, Amherst. She majored in Finance & Operations Management with a minor in Economics.
Lana resides in Bellingham with her husband and two children. Always outdoors, Lana loves to spend her time hiking, snowboarding, and gardening.
Job Titles:
- Director
- Portfolio Manager
- Portfolio Manager and Director at RWA Family Office
Terrence C. Tedeschi serves as a Portfolio Manager and Director at RWA Family Office and is a member of the firm's Investment Team. In his role, he meets with current and potential clients to discuss investment philosophy and process; develops and implements his clients' investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. Terrence performs equity security analysis on behalf of our clients and is a key contributor to the trading and analysis of individual equity securities, especially as it relates to concentrated client positions. As a key member of the Investment Policy Committee, Terrence plays an integral role in RWA's asset allocation and manager search and selection effort, and he is responsible for all aspects of performance analysis for RWA's key investment strategies.
Job Titles:
- Partner, Senior Wealth Advisor
Todd Peters is a partner and senior wealth advisor at RWA Wealth Partners. In his role, Todd meets with current and potential clients to establish and implement investment and financial planning strategies based on their unique goals. Using his expertise to analyze each client's financial picture through a holistic framework, Todd assesses specific needs and strategically plans for their near- and long-term time horizons.
Todd began his career in the financial services industry in 1982 and joined RWA Wealth Partners through its acquisition of Kobren Insight Management in 2011. Prior to joining Kobren Insight Management in 1993, he spent six years as a registered representative for Fidelity and four years as a compliance specialist with Financial Services Corporation.
Todd earned his B.A. in finance from the University of Toledo. He holds the Chartered Financial Analyst (CFA®) certification and is a member of the CFA Institute and the CFA Society Boston.
Todd resides in Wellesley, MA, with his family.
Job Titles:
- Senior Client Officer at RWA Family Office
Valerie Katz is a Senior Client Officer at RWA Family Office. Val has over 35 years of experience in wealth management, where her career has focused on serving the needs of successful individuals, families, endowments, and foundations. Val works with clients to help manage the planning and administrative aspects of their wealth and is dedicated to the highest level of client service. Val partners with RWA investment and financial planning professionals, trustees, and clients' external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Job Titles:
- Senior Relationship Manager
- Senior Relationship Manager at RWA Wealth Partners
Vanessa Carter-Witt is a senior relationship manager at RWA Wealth Partners. Vanessa works closely with our wealth advisors, investment team, tax professionals and estate planners to design and implement comprehensive and customized solutions tailored to each client's unique financial needs and long-term goals. She also has a particular interest in helping clients navigate the complexities of aging in place and has earned the Certification for Long-Term Care designation.
Prior to joining the firm in 2017, Vanessa worked for Everhart Advisors as a retirement plan services specialist and assisted clients with 401(k) fee reviews and plan transitions. Previously, she was a registered representative with Mid Atlantic Capital Company.
Vanessa graduated from the University of Dayton with a B.S. in finance. She obtained her CERTIFIED FINANCIAL PLANNER® designation and holds the Certification for Long-Term Care credential.
Vanessa is an Ohio native but currently resides in Canton, MI. She enjoys spending time with her wife and twin boys.
Job Titles:
- Client Service Specialist
- Client Service Specialist at RWA Family Office
Vikram ("Vik") Sambharya is a Client Service Specialist at RWA Family Office. Vik has been working with clients in financial services since 2015. He manages client relationships and provides administrative support to our successful individual, family, endowment, and foundation clients. Vik partners with Ropes Wealth investment and financial planning professionals, trustees, and clients' external advisors to ensure that all aspects of their wealth management plan needs are implemented and supported.
Job Titles:
- Director of Family Office Financial Planning