Our People

A Dedicated Team of Wealth Management Professionals

Trustees

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Thomas R. Appleton, CFA, CTFA

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David Boit, CFA

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David Cuetos, CFA

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Wendy Holding, CFA

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Nushin Kormi, CFA

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Amory L. Logan, CFA

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William B. Perkins, CFA

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Gilbert M. Roddy, Jr., CTFA, CFA

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Hugh L. Warren, CFA (Trustee Emeritus)

Management Team

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Mark Squillacioti, CTFA

Chief Operating Officer

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Jonathan Korb, JD, LLM

General Counsel & Managing Director of Tax Services

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Charles Schmidt

Chief Compliance Officer & Regulatory Counsel

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Thomas Francione, CTFA, AEP®

Chief Fiduciary Officer

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Jessica Benjamin

Head of the Sustainability Group

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Head of Investment Operations

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Barry Livermore

Head of Business Analysis & Development

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Melissa Perroni

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Head of Finance & Facilities

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Lindsay Schmidt

Head of Trust Accounting & Client Reporting

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Head of Client Relationship Administration

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Team Lead, Investment Operations

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Harold Goldstein

Team Lead, Tax Compliance

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Team Lead, IT Infrastructure

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Team Lead, Trust Accounting

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Bethany Shukie, CPA

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Rachel Wexler, CTFA

Team Lead, Administrative Services