Our Team

Dedicated to your financial future

Financial success grows out of successful relationships. At Graypoint, we believe those relationships are built with exceptional client service and collaboration. Meet our team of thinkers and problem solvers.

Charles Brown Charles Brown
Charles Brown

Director Portfolio Strategies

Mariah Clark Mariah Clark
Mariah Clark

Senior Financial Planner

Angelo Cooray Angelo Cooray
Angelo Cooray

Financial Planner

Daniel Curran Daniel Curran
Daniel Curran

VP Substantive Policy

Michelle Davidoff Michelle Davidoff
Michelle Davidoff

Client Services & Trading Associate

Christopher Denisulk Christopher Denisulk
Christopher Denisulk

Senior VP Counseling

Renee Galloway Renee Galloway
Renee Galloway

Chief Financial Officer

Corinne Gileski Corinne Gileski
Corinne Gileski

Personal Account Associate

Robert Hennes Robert Hennes
Robert Hennes

Director Non-Profit Services

Hugh Johnson Hugh Johnson
Hugh Johnson

Chief Economist

Sandra Kaddo Sandra Kaddo
Sandra Kaddo

Manager of Personal Accounting

Lindsay Keville Lindsay Keville
Lindsay Keville

Personal Account Associate

Sean Leonard Sean Leonard
Sean Leonard

Chief Investment Officer

Dianne McKnight Dianne McKnight
Dianne McKnight

Director Client Services & Trading

Joe Mitchell Joe Mitchell
Joe Mitchell

Senior VP of Counseling

Lisbeth Mitchell Lisbeth Mitchell
Lisbeth Mitchell

VP Investment Advisor

Michael Mitchell Michael Mitchell
Michael Mitchell

Associate VP Counseling

Daniel Nolan Daniel Nolan
Daniel Nolan

CEO & Co-President

Steven Pardo Steven Pardo
Steven Pardo

Compliance Officer

Kathleen Pellettier Kathleen Pellettier
Kathleen Pellettier

Human Resources Manager

Kelly Pennacchia Kelly Pennacchia
Kelly Pennacchia

Executive Assistant & Office Manager

Daniel Piazza Daniel Piazza
Daniel Piazza

VP Counseling

Susan Reese Susan Reese
Susan Reese

Senior VP Investment Advisor

Daniel Rutnik Daniel Rutnik
Daniel Rutnik


Roberta Rocas Roberta Rocas
Roberta Rocas

VP Investment Advisor

Kim Saba Kim Saba
Kim Saba

Director Fixed Income

Lauren Smith Lauren Smith
Lauren Smith

Associate VP Investment Advisor

Rozanne Summerson Rozanne Summerson
Rozanne Summerson

Director Investment Operations

Ryan Tamasi Ryan Tamasi
Ryan Tamasi

VP Investment Advisor

Joseph Vet, Jr Joseph Vet, Jr
Joseph Vet, Jr

Senior VP Counseling

Marissa Vollmer Marissa Vollmer
Marissa Vollmer

Senior Financial Planner

Yue Wang Yue Wang
Yue Wang

Financial Planner

Candice Weyand Candice Weyand
Candice Weyand

Executive Assistant

Amy Wheland Amy Wheland
Amy Wheland

Personal Account Associate

Matthew Woods Matthew Woods
Matthew Woods

Financial Planner

Crystalyn Ye Crystalyn Ye
Crystalyn Ye

VP Strategist