Our Team

Our team of investment professionals work hard to meet our clients’ financial objectives and goals. 

William C. Sawyer II, Ph.D.

William C. Sawyer II, Ph.D.

President & Founder

  • B.A. from Williams
  • MBA from Wharton
  • Ph.D. from NYU
Mark Cacciola, CFA

Mark Cacciola, CFA

Vice President

  • Joined in 2023

  • B.S. from Merrimack College

Carol Proctor

Carol Proctor

Vice President

  • Joined in 2019

Ben Webber, CFA

Ben Webber, CFA

Executive Vice President

  • Joined in 2013
  • B.S. from Boston College
  • MBA from Boston University

Get Started Today.

If you are interested in long-term investment management, we have the solutions that will help you feel secure in your financial future. Get in touch with us to start today.


50 Congress Street · Boston, MA 02109
617-227-7033

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