CONNECT

Address:

138 Conant St, 4th Floor
Beverly, MA 01915

Phone:

978-524-1642

Fax/Other:

978-524-4105

Associates

 
  • Pamela M. Nottingham

    Managing Director - Investment Officer Fundamental Choice Portfolio Manager

  • Bradley W. Small

    Senior Vice President - Investment Officer Fundamental Choice Portfolio Manager

  • Gregory J. Lee

    First Vice President - Investment Officer Fundamental Choice Portfolio Manager

  • Judith A. Rich

    Senior Registered Client Associate - Assistant Vice President

  • Lisa A. Schuhmacher

    Senior Registered Client Associate - Officer

  • Kelly A. Pinto

    Senior Client Associate

  • Jennifer L. Nelson

    Senior Client Associate - Assistant Vice President

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals