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Meet Our Team

Jonathan F. Kolle, CFA

 

Jonathan F. Kolle, CFA

President

Joseph K. Champness

 

Joseph K. Champness

Managing Director

Joan Kavanagh

 

Joan Kavanagh

Director Client Services

Shawn R. Keane, CFP

 

Shawn R. Keane, CFP

Vice President

Edward J. Kehoe

 

Edward J. Kehoe

Associate