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Personnel

Lawrence F. Dooley Jr.Lawrence F. Dooley, Jr., CFA
Securities Analyst / Portfolio Manager
617-310-4101

Thomas M. FaraceThomas M. Farace, Esq., CPA, CFP®
Chief Operating Officer
585-263-1447


Stephen G. GreenStephen G. Green, CFP®
Senior Wealth Advisor
585-263-1443


Scott M. LefebreScott M. Lefebre, CPA
Wealth Advisor
585-263-1337


E. Thomas O'hara Jr.E. Thomas O'Hara, Jr., CFA
Chief Investment Officer
617-310-4100


A. Christine TshudyA. Christine Tshudy, CFA
Securities Analyst / Portfolio Manager
617-310-4102


G. Joseph Votava, Jr.G. Joseph Votava, Jr., Esq., CPA/PFS, CFP®
President and Chief Executive Officer
585-263-1442