Support our Partners
FPANE Platinum Partners
American Funds/Capital Group
Damian Carroll CFA®, CIMA®, CPWA®
Relationship Manager – RIA/BT (RM-RIA/BT)
O 877-421-1328 | M 860-573-8064
dafc@capgroup.com
capgroup.com
AssetMark
Justin DiRito
Regional Consultant
774-454-5280
justin.dirito@assetmark.com
assetmark.com
Charles Schwab
Gordon Leese
Managing Director – Relationship Management
617-960-5223
gordon.leese@schwab.com
schwab.com
Hines
Tom Lester CAIA®
Sr. Regional Director
617-913-0942
tom.lester@hines.com
hinessecurities.com
Movement Mortgage
Donna B. McKeown
Senior Loan Officer | NMLS 20377
781-775-7172
donna.mckeown@movement.com
mortgagesbydonna.com
Northeast Brokerage
Guy W. Ziriak
Sales Vice President
603-305-1886
gziriak@nb-bga.com
nb-bga.com
SPY | State Street Global Advisors
Timothy J. Brock, CFP ®, CIMA®
Vice President, Regional Consultant, Global SPDR Business
National: 866-787-2257
Mobile: 203-916-3933 (No Text) / 617-380-3382 (Text Available)
timothy_brock@ssga.com
ssga.com
XTrackers
Paul Berard
Senior Xtrackers Sales Specialist, US Onshore, Client Coverage Division
203-364-9426
paul.berard@dws.com
xtrackers.com