Our Team

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

William C. Sawyer II, Ph.D.

President & Founder

B.A. from Williams
MBA from Wharton
Ph.D. from NYU

Mark Cacciola, CFA

Vice President

Joined in 2023
B.S. from Merrimack College

Carol Proctor

Assistant Vice President

Joined in February 2019

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.

Contact Us

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

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