Barton W. Weisenfluh
CEO & Founder
Michael Ouellette
President
Neil Cataldi
Managing Director
Rita M. Newland
Principal
Pam Lessard
Principal
Hannah Andrews
Principal
Advisory Board &
Investment Committee
Joan Benoit Samuelson
Professional Athlete & Spokesperson
Dana Kerr
Associate Professor of Risk Management and Insurance – USM
Ann Marie Liotta
CPA, AEP®U.S. Wealth Strategist Cohn Financial Group
Christopher Ballou
Co-Founder Patriot Group Global; Retired First Grade NYPD Detective, Counter-Terrorism Div.
Bart Haag
CPA, Principal – Albin, Randall, and Bennett
Hugh O’Donnell
Founder – True Equity
Colleen Kelleher Sorrentino
CFA, Managing Director – Kelleher Financial Advisors
Sean M. Kelleher
President Kelleher Financial Advisors
Tom Burnett
Vice Chairman and Director of Research – Kelleher Financial Advisors
Arthur L. Goetchius
Chief Executive Officer – Kelleher Financial Advisors

