Team

With decades of investment experience, our team works collaboratively to provide our clients with the highest level of care.

Michael W. Herlihy

President & CEO

Michael O. Schulitz, CFP®, CAIA

VP, Portfolio Manager

William T. Herlihy, CFA

VP, Director of Research

Alana L. Pezzuti, CRPC®

Research Analyst

Patrick M. Herlihy

Research Analyst

Carter E. Dizes

Research Analyst

Logan P. French, CPA

Research Analyst

Andrew Bonassar

Director of Information Technology

Jessica L. Wilson

Operations Specialist

Karen DelValle

Controller

Lynn Herlihy

Operations Assistant

Catherine (Kitty) Lukonis

Executive Administrator

Dolores (Loree) Gillotti

Client Service Specialist

Miranda Benoit

Client Service Specialist