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Our Team

Our team of accomplished professionals provides clear-headed and actionable advice to clients.

Keith M. Bloomfield

Founder, Chief Executive Officer

P. Scott Gregorchuk

Vice Chairman

Andrew P. Mehalko, CFA

Chief Investment Officer

Brian T. Brandt

Managing Director, Head of Boston Office

D. Dixon Boardman

Vice Chairman
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“It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it.”