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Our Team

A Team of Experienced Professionals

Resources Management Corp boasts a highly seasoned staff of professionals that brings decades of industry expertise in investment research, portfolio construction and an elite level of client service and advice. Our portfolio managers and staff boast an average length of service exceeding 8 years, with one person serving over 40 years.

Michael W. Herlihy

President & Chief Executive Officer
mike@resmgtcorp.com

Mike

Mr. Herlihy became a principal shareholder of Resources Management Corp as of January 1, 2005 and sole shareholder as of December 31, 2016.  Prior to joining RMC, he was the founding President & CEO of InsurBanc, a federal thrift specializing in serving the independent insurance agent industry.  He was also President and CEO of Advest Bank and Trust Company and Senior Vice President, Boston Complex Manager for Advest, Inc. with supervisory responsibility for five retail investment offices for the regional broker/dealer.  Mr. Herlihy has held Series 8, 7 and 66 licenses from the NASD.

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Other Affiliations

  • Trustee - Stonehill College, North Easton, MA
  • Chairman of Investment Committee - Stonehill College, North Easton, MA
  • Member of Executive Committee - Stonehill College, North Easton, MA
  • Advisor - SCIFI (Stonehill College Investment and Finance Initiative) Student Managed Portfolio
  • Trustee - Marianapolis Preparatory Academy
  • Member, Scholarship Committee - The Balso Foundation, Cheshire, CT
  • Past Trustee, Executive Committee Member - NECF Foundation, Boston, MA
  • Past Board Member - Saint Bridget School, Cheshire, CT

Education

  • B.S., B.A. - Stonehill College, North Easton, MA      1983

Diane E.R. Johnstone, CTFA

Senior Vice President & Portfolio Manager
diane@resmgtcorp.com

Diane

Mrs. Johnstone joined RMC in 2014 and is a Senior Vice President and Portfolio Manager in the Washington Depot Office. Prior to joining RMC, she was previously at Salisbury Bank & Trust Company for more than 25 years. Diane's most recent position at Salisbury Bank was Senior Vice President and Trust Officer and she also held the position of Chief Fiduciary Officer. In addition to having held her Series 7 and 63 licenses from the NASD, Mrs. Johnstone is also a Certified Trust & Financial Advisor.

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Other Affiliations

  • Member, Treasurer -- Washington Rotary Club, Washington, CT
  • Treasurer & Secretary -- Foundation of Housatonic Valley Association, Cornwall, CT
  • Member -- Colebrook Board of Finance, Colebrook, CT
  • Past Chair -- Colebrook Board of Education, Colebrook, CT
  • Past Member -- Colebrook Capital Improvement Committee, Colebrook, CT
  • Past Member -- Colebrook School Building Committee, Colebrook, CT

Education

  • CFTA - American Bankers' Association      2012
  • General Banking - New England School of Banking      1998
  • Trust - New England School of Banking      1990
  • B.S., History - Gordon College, Wenham, MA      1978

Matthew B. Terzian, CFA, CFP

Vice President & Portfolio Manager
matt@resmgtcorp.com

bio

Mr. Terzian joined RMC in 2016 and is a Vice President and Portfolio Manager in the Washington Depot office. Matt brings an extensive background in wealth management, having served as a Vice President at Bradley, Foster & Sargent and as a Vice President & Senior Portfolio Manager at BNY Mellon Wealth Management. He has also achieved the designations of Chartered Financial Analyst and Certified Financial Planner.

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Other Affiliations

  • Secretary - Town of Litchfield, Board of Education
  • Trustee - Litchfield Historical Society
  • Member, Board of Corporators - The iQuilt Plan, Hartford, CT
  • Youth Soccer & T-Ball Coach - Litchfield, CT
  • Past Board Member - KidsPlay Children's Museum, Torrington, CT
  • Past Vice Chairman – Town of Litchfield, Board of Finance
  • Past Member, Legislative Affairs Committee - MetroHartford Alliance, Hartford, CT

Education

  • MBA, Finance - University of Southern California, Los Angeles, CA      1994
  • B.A., Cultural Anthropology & Political Science - University of California, Santa Barbara, CA      1992

William F. Weaver

Vice President & Portfolio Manager
bill@resmgtcorp.com

bio

Mr. Weaver joined Resources Management Corp in March 2011 as Portfolio Manager. Prior to joining Resources Management Corp, he served for over 35 years in banks located in Connecticut and New York. These roles included those of Chief Financial Officer, Chief Investment Officer and President. Mr. Weaver served for considerable lengths of time with Advest Bank & Trust Company (15 years) and the Derby Savings Bank (12 years) primarily in the roles of Chief Financial Officer and Chief Investment Officer.

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Other Affiliations

  • Director and Trustee - Oak Cliff Cemetery Association, Derby, CT
  • Corporator - Griffin Hospital, Derby, CT

Education

  • MBA, Finance - University of New Haven, West Haven, CT      1985
  • B.A., Economics - Amherst College, Amherst, MA      1974

Morgan Brokaw

Portfolio Analyst
morgan@resmgtcorp.com

Morgan

Ms. Brokaw interned with Resources Management Corp in 2017 as an Intern Analyst. In 2018, she joined the company as a full-time Portfolio Analyst after graduating from Worcester Polytechnic Institute with High Distinction.

Her responsibilities at RMC include thorough analysis of economic and financial trends, evaluating portfolio performance and preparing client reports. In addition, Ms. Brokaw assists portfolio managers with the administration of client portfolios.

Mrs. Brokaw is currently a CFA Level II Candidate.

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Education

  • Worcester Polytechnic Institute, Worcester, MA      2017

Alana DiPietro

Portfolio Analyst
alana@resmgtcorp.com

Alana

The newest member of our team, Ms. DiPietro joined Resources Management this year (2019) as a Portfolio Analyst.

Prior to joining RMC, Ms. DiPietro was a registered client associate at Wells Fargo Advisors in Darien.  While at Wells Fargo, she worked in investment sales, operational support and as first point of contact for clients.

Her responsibilities at RMC include thorough analysis of economic and financial trends, evaluating portfolio performance and preparing client reports. In addition, Ms. DiPietro assists portfolio managers with the administration of client portfolios.

 Ms. DiPietro has held Series 7 and 63 licenses from the NASD.

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Education

  • B.S., Economics (Magna Cum Laude) - Drew University, Madison,NJ      2013

William T. Herlihy

Portfolio Analyst
william@resmgtcorp.com

William

Mr. Herlihy interned with Resources Management Corp 2010. In 2017, he joined the company as a Portfolio Analyst.

Prior to joining RMC, Mr. Herlihy was an underwriter at Arbor Realty Trust, Inc. in Boston, MA. While at Arbor, he underwrote multifamily transactions nationwide, totaling over $700M in agency financing.

His responsibilities at RMC include thorough analysis of economic and financial trends, evaluating portfolio performance and preparing client reports. In addition, Mr. Herlihy assists portfolio managers with the administration of client portfolios.

Mr. Herlihy is currently a CFA Level III Candidate.

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Education

  • B.B.A., Finance, Real Estate, Accounting - Villanova University, Villanova, PA      2012

Jim Scanlan

Chief Compliance Officer
Director of Research
jim@resmgtcorp.com

Jim

Mr. Scanlan interned with Resources Management Corp in 2013 and 2014. In 2017, he joined the company as the Director of Research.  In 2019, Mr. Scanlan also took on the role of Chief Compliance Officer.

Prior to joining RMC, Mr. Scanlan was an Investment Banking Analyst, covering Healthcare at BMO Capital Markets and was a Moreau Honors Scholar at Stonehill College.

As Director of Research, his responsibilities at RMC include thorough analysis of securities and the financial economic trends that underlie their valuations. In addition, Mr. Scanlan is responsible for the presentation of security recommendations to RMC's Investment Committee.

In his role as Chief Compliance Officer, Mr. Scanlan is responsible for overseeing compliance within the company, and ensuring compliance with laws, regulatory requirements, policies and procedures.

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Education

  • B.S.B.A., Finance (Magna Cum Laude) - Stonehill College, North Easton, MA      2015

Andrew Bonassar

Director of Information Technology
andrew@resmgtcorp.com

Andrew

Mr. Bonassar started with Resources Management Corp in 2015, as an Information Technology Intern. In 2016, he joined the company as the Director of Information Technology.

His responsibilities include maintenance of hardware and software, including evaluating security risks associated with information technology, implementing cyber-security enhancements to internal networks and monitoring third-party software and vendors. Mr. Bonassar contributes to the equity research process by developing applications for internal research and workflow improvements and provides database and reporting maintenance.

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Other Affiliations

  • Volunteer - First Congregational Church of Wallingford (FCCW) for functions, boards and committees
  • Mentor - With Junior High School youth leading discussions about important life skills like integrity, honesty and treating others with respect

Education

  • B.S., Computer Science - Wentworth Institute of Technology, Boston, MA      2016

Donna Flamio

Senior Vice President & Director of Portfolio Operations
donna@resmgtcorp.com

bio

Donna is the Senior Vice President and Director of Portfolio Operations and a Director of the John G. Martin Foundation. Donna has been with the firm for over 40 years. Her responsibilities include client support, maintenance of the portfolio accounting system, client documentation, monthly, quarterly and year-end tax reporting, and billing.

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Other Affiliations

  • Board of Directors - The John G. Martin Foundation, West Hartford, CT

Mary Henzy

Portfolio Operations Assistant & Secretary
mary@resmgtcorp.com

bio

Mary Henzy is the Operations Assistant and Secretary of RMC. Ms. Henzy has been with RMC since 2000. Her responsibilities include client support, daily activity for all clients and client documentation.


Jessica F. Wilson

Operations Administrative Assistant
jessica@resmgtcorp.com

bio

Jessica started with RMC in 2012 as an intern in our Operations Department. In 2013, she joined us as a full time employee to be the Administrative Assistant in the Operations Department. Mrs. Wilson's responsibilities include filing of client documentation and the conversion of RMC's archived storage materials from paper to digital.

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Education

  • B.S., Sociology - Charter Oak State University, New Britain, CT      2010

Karen DelValle

Controller & Treasurer
karen@resmgtcorp.com

bio

Karen joined RMC in 2013. During her twenty-five year career in the finance industry, Mrs. DelValle was involved in all aspects of accounting and financial reporting. As the Controller, Karen is responsible for the management of all financial functions and support for The John G. Martin Foundation, JCI Corp., and Mill Creek Corp, including benefits administration, payroll management and grant foundation management.

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Education

  • B.S., Accounting - St. Francis College, Brooklyn, NY      1987

Dolores (Loree) Gillotti

Administrative Assistant
loree@resmgtcorp.com

bio

Ms. Gillotti joined RMC in 2013 as part of the merger between RMC and Capital Management Corp of the Northeast (CMCNE). Loree had been with CMCNE since 2001. As the Administrative Assistant of the Washington Depot Office, Ms. Gillotti is responsible for all of the office's administrative duties, client support and documentation.


Catherine (Kitty) Lukonis

Executive Administrator
kitty@resmgtcorp.com

bio

Mrs. Lukonis is our Executive Administrator and is responsible for all administrative details for RMC and its principals. She has been with the firm since 2007. During her eighteen-year career in banking, Mrs. Lukonis was involved in all aspects of bank operations and management.

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Other Affiliations

  • Volunteer - Southington Animal Control, Southington, CT
  • Past Board Member, Treasurer & Secretary - Augusta Curtis Cultural Center, Meriden, CT
  • Past Volunteer - Cheshire Community Food Pantry, Inc., Cheshire, CT
  • Past Treasurer - Xavier High School Home & School Association, Middletown, CT

Education

  • A.S., Business Administration - Briarwood College, Southington, CT      2008

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