CRR About Us

About Us

Our Team

Our team of tight-knit, seasoned professionals leverages distinct backgrounds, credentials, and experience to build solid, customized plans and portfolios to help preserve and grow your capital. This 360° perspective and expertise offer the insight, resources, and responsiveness to take care of your financial needs at every life stage.

 

David A. Borden
Managing Partner

David A. Borden is the Managing Partner of CCR Wealth Management, LLC. He earned a Bachelor of Science degree in Finance and Marketing from the University of Maryland. David’s prior experience includes six years as an advisor with Morgan Stanley in Washington, DC where he worked closely with both individual families and money management firms. He also has experience as a financial analyst with Freddie Mac working on a team that priced new issue bonds to the market. 

Joining CCR Wealth Management, LLC in 2000, David has led the firm to grow from a two person start up to a full service wealth advisory team. Assets under management have grown from $20 million to over $1 billion since he started. As well as leading the team, David serves as a trusted advisor to high net worth clients by integrating all aspects of their finances including financial planning, investment management, estate planning, retirement plans and insurance strategies. David is an Investment Advisor Representative and holds the Series 7, 63, 65 securities registrations, and life and health insurance licenses. David is a member of the firm's Investment Committee. In addition, he is head of the firm’s Client Services and Financial Planning Committees, and is an active member of the Charity & Community Responsibility Committee.

David is active in many non-profits including the Museum of Fine Arts in Boston and the Jewish Vocational Service. In his spare time, David enjoys traveling, sports, and spending time with his wife and two daughters.

Direct 508.926.2330 
Fax 508.926.2335
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Mark H. Palmerino, AIF®
Partner, Financial Consultant

Mark H. Palmerino is a Partner and Financial Consultant with CCR Wealth Management, LLC.  He earned a Bachelor of Science degree from Cornell University.  Prior to joining CCR Wealth Management, LLC Mark was an advisor with Morgan Stanley in Worcester, MA where he specialized in wealth management for high net worth individuals and developed a mentorship program for new advisors. Before being recruited by Morgan Stanley, Mark was an advisor at Smith Barney where he earned the Retirement Plan Specialist designation. 

Joining CCR Wealth Management, LLC in 2003, Mark has been instrumental in developing the client service model currently in use by the firm today.  He draws on his extensive experience with family businesses and succession planning when assisting clients in developing and implementing their Estate Plans.  Mark is an advisor to both high net worth families and the firm’s largest institutional clients. Mark is an Investment Advisor Representative and holds the Series 7, 63, 65 securities registrations, and life and health insurance licenses. Mark has earned the Accredited Investment Fiduciary® professional designation from the Center for Fiduciary Studies. The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Mark is a member of the firm's Investment Committee. In addition, he is head of both the Corporate Services and Charity & Community Responsibility Committees.

Mark currently sits on the Board of Directors of the Harrington Health Care System as well as Harrington Memorial Hospital.  He is a member of the Massachusetts Hospital Association, the Cornell Club of NY, and Harbour Ridge Yacht and Country Club of FL.  Mark is also active in numerous other non-profit organizations. In his spare time, Mark enjoys travel, golf, boating, skiing and spending time with his wife, family, and friends.

Direct 508.926.2259
Fax 508.926.2351
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Jonathan M. Albano, CFP®
Partner, Financial Planner

Jonathan M. Albano is a Partner and Financial Planner with CCR Wealth Management, LLC.  He earned a Bachelor of Science degree in Economics and Business Administration from Saint Michael’s College and earned his designation as a Certified Financial Planner after graduating from Boston University’s School for Financial Planners.  Jonathan’s prior experience includes specializing in wealth management for high-net-worth individuals at a boutique financial planning firm.

Joining CCR Wealth Management, LLC in 2003, Jonathan is often the first point of contact for many of our prospective clients and specializes in gathering their information and assessing their needs. His primary responsibilities involve coordinating client’s financial objectives with their existing and future assets. He is responsible for syncing client portfolios with appropriate risk, required rate of returns and time horizons. In addition, Jonathan coordinates clients’ assets with Estate Planning considerations and concerns. Jonathan is a Certified Financial Planner®, an Investment Advisor Representative, and holds the Series 7, 63 and 65 securities registrations.  Jonathan is a member of the firm's Investment Committee. In addition, he is head of the Portfolio Review Committee.

Jonathan is a member of the Financial Planning Association, the Massachusetts Chapter of the FPA, and the Certified Financial Planners Board of Standards. He serves on the board of trustees for the Stevens Estate, a municipally owned historic estate, owned and operated by the town of North Andover. In his spare time, Jonathan enjoys spending time with his wife and two young children, working on his lawn, and listening to Bruce Springsteen. 

Direct 508.926.2493 
Fax 508.926.2341

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Thomas L. Neilan, MBA
Financial Consultant

Thomas L. Neilan is a Financial Consultant with CCR Wealth Management, LLC. He earned a Bachelor of Arts degree from Assumption College and a Master of Business Administration from the University of Hartford. Toms’ prior experience includes 25 years of wealth management, retirement planning, and employee benefit as an advisor for high net worth individuals and corporations at Webster Investments and Levine Financial.

Joining CCR Wealth Management, LLC in 2005, Tom is responsible for developing and implementing employee benefit plans for clients, including group health, dental, and other ancillary coverage’s. He serves as a trusted advisor to many high net worth clients and has specialized for many years in corporate retirement planning. He is an Investment Advisor Representative and holds the Series 7, 63, 65 securities registrations and life and health insurance licenses. Tom is an active member of both the Corporate Services and Charity & Community Responsibility Committees.

Toms’ interests include music and coaching baseball at the youth and high school levels, and spending time with his wife and two sons. 

Direct 860-781-6778
Fax 508-616-4431
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John P. Maher, CFA
Chief Investment Officer

John P. Maher, CFA, is the Chief Investment Officer for CCR Wealth Management, LLC.  He earned a Bachelor of Arts degree in English at Union College.  John’s prior experience includes 10 years as an advisor and Vice President at Morgan Stanley in Boston, where he worked closely with high net worth individuals and families.  Prior to Morgan Stanley he began his financial career at Prudential Securities.

Joining CCR Wealth Management, LLC in 2005, John brings his broad investment experience to bear as a trusted advisor to high net worth clients through coordination of investment strategy and financial planning objectives. Internally, John is integral in supervising CCR Wealth Management’s investment models, and is a key contributor to Investment Committee discussions, as well as periodic firm communications with clients.  He is also responsible for hedging and diversification strategies for our clients who may have concentrated or restricted equity positions. John is an Investment Advisor Representative and holds Series 7, 63 and 65 registrations. John is a CFA® charter holder and a member of the Boston Security Analysts Society. John is a member of both the firm's Investment Committee and Portfolio Review Committee.

John enjoys mountain biking, travelling, and CrossFit.

 

Direct 508-926-2472
Fax 508-475-3426
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Jacob R. Stewart, CRPC®
Investment Analyst

Jacob R. Stewart, is an Investment Analyst for CCR Wealth Management, LLC.  He earned a Bachelor of Science degree in Management and Business at Skidmore College in New York.  Jacob’s prior experience includes 6 years as an Investment Consultant at some of Boston’s most respected investment companies, including John Hancock and Natixis Global Asset Management.

Joining CCR Wealth Management, LLC in 2016, Jacob brings his broad investment experience to the CCR Wealth Management Investment Selection Committee. As an investment analyst, he works on portfolio modelling and monitoring, investment screening, and client communications. Jacob is an Investment Advisor Representative and holds Series 7, 6, 63 and 65 securities registrations. Jacob is also a Chartered Retirement Planning Counselor® (CRPC). Jacob is a member of both the firm's Investment Committee and Portfolio Review Committees.

In his free time, Jacob enjoys playing golf, running, cycling, New England sports and a good book.

 

Direct 508.475.3855

Fax 508.475.3866

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Richard T. Moore, CPFA, AIF®
Retirement Consultant

Richard T. Moore, Jr. is a Retirement Consultant with CCR Wealth Management, LLC. He earned a Bachelor of Science degree in Business Administration from Bryant University. Richards’ prior experience included working for two major Wall Street Firms as a Financial Advisor. His focus as an advisor was helping to provide wealth management solutions to affluent individuals and small business owners.  

Joining CCR Wealth Management, LLC in 2003, Richard has focused primarily on Corporate Retirement Plans. He is responsible for analyzing retirement options for prospective and current corporate clients. Richard’s goal is to assist plan sponsors in providing the finest retirement plan outcome possible for his clients and their participants. Keys to achieving that goal are helping plan sponsors manage their retirement plan as efficiently and cost effectively as possible as well as educating plan participants on the future of retirement. Richard is an Investment Advisor Representative and holds the Series 7, 63, 65 securities registrations, and life and health insurance licenses. Richardhas earned the Accredited Investment Fiduciary® professional designation from the Center for Fiduciary Studies in association with the University of Pittsburgh. The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Richard is an active member of the Corporate Services Committee.

Richard enjoys traveling and spending time with his wife and son. During his spare time, Richard and his son can be found at many of the local Central Massachusetts sport venues as season ticket holders.

Direct 508-926-2482

Fax 508-926-2370

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Joseph P. Montana, CPFA, AIF®
Retirement Consultant

Joe Montana is a Retirement Consultant with CCR Wealth Management, LLC. He holds a Bachelor of Arts degree from the University of Connecticut. Prior to joining CCR Wealth Management, LLC Joe served as a Retirement Plan Consultant with Alliance Benefit Group, a regional Recordkeeping and Investment Advisory firm. There he advised sponsors of qualified retirement plans and assisted them in creating and maintaining effective retirement programs. He had previously worked in similar roles with The Hartford’s Retirement Plans Group and Morgan Stanley. Joe is an Investment Advisor Representative and holds the Series 6 and 63 securities registrations. Additionally, Joe has earned the Accredited Investment Fiduciary® (AIF) professional designation from the Center for Fiduciary Studies. The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. He also holds the Certified Plan Fiduciary Advisor (CPFA) professional designation through the American Society of Pension Professionals & Actuaries (ASPPA). The CPFA designation demonstrates advanced knowledge in the areas of plan administration, fiduciary compliance, investment management and ethics.

Joining CCR Wealth Management, LLC in 2014, Joe is focused on managing relationships with our Corporate Retirement Plan clients. In this role, he utilizes his experience in investment consulting, plan design and participant engagement to assist plan trustees in meeting their fiduciary responsibilities and driving positive retirement outcomes for their employees. Joe is an active member of both the Corporate Services and Charity & Community Responsibility Committees.

In his spare time, Joe volunteers in support of the Big Brothers Big Sisters of Central Mass and Veterans, Inc. – a non-profit organization out of Worcester, MA. He also enjoys traveling, skiing, hiking, playing softball and spending time with his wife, friends and family.

 

Direct 508-475-3872
Fax 508-475-3892
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Jonathan E. Lilja, Esq., CFP®
Financial Planner

Jonathan E. Lilja is a Financial Planner with CCR Wealth Management, LLC.  He earned a Bachelor of Arts degree in Political Science from Bates College and a Juris Doctor degree at Western New England College School of Law.  Following graduation, Jonathan clerked for a Massachusetts Appeals Court judge and practiced law for three years, before joining a national, comprehensive wealth management firm, where he focused on financial planning for high net-worth clients, investment selection, and tax preparation.  Jonathan has earned his designation as a Certified Financial Planner®.

Joining CCR Wealth Management, LLC in 2014 Jonathan specializes in financial planning, estate planning, and taxation issues for our clients. He is responsible for portfolio analysis, research, trading, and coordinating the efforts of our financial planning team. Jonathan is a Certified Financial Planner, an Investment Advisor Representative, a notary public, and holds the Series 7 and 66 securities registrations. Jonathan is an active member on the Financial Services Committee.

Jonathan is a member of the Massachusetts, US District Court (D. Mass.), and US Tax Court bars.  In his spare time, Jonathan enjoys spending time skiing, skating, biking, and going to the beach with his son.

Direct 508-475-3865
Fax 508-475-3895
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Michael A. Rousseau, CFP®
Financial Planner

Michael A. Rousseau is a Financial Planner with CCR Wealth Management, LLC.  He earned a Bachelor of Science degree in Finance from Bryant University and earned his designation as a Certified Financial Planner after graduating from The College for Financial Planning.  Michael's prior experience includes comprehensive financial planning focusing on retirement and income planning for individuals and families at a financial planning firm in the Greater Boston area. 

Joining CCR Wealth Management, LLC in 2013, Michael is responsible for gathering and analyzing information to develop and monitor financial plans for clients.  Michael is a Certified Financial Planner®, an Investment Advisor Representative, and holds the Series 7, 63, 65, and life and health insurance licenses. Michael is an active member on both the Financial Planning and Corporate Services Committees.

Michael is a member of the Financial Planning Association, the Massachusetts Chapter of the FPA.  In his spare time, Michael enjoys spending time with his wife and two sons, traveling, biking, boating, and watching sports. 

Direct 508-475-3858
Fax 508-983-9453
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Amanda N. Hancock, CFP® RP®
Financial Planner

Amanda N. Hancock is a Financial Planner with CCR Wealth Management, LLC. She earned two Bachelor of Science degrees from Virginia Polytechnic Institute and State University. Amanda earned her designation as a Registered Paraplanner from the College for Financial Planning in 2011 and the Certified Financial Planner designation in 2013. Amanda's prior experience includes over 5 years of maintaining client relationships and assisting with financial planning for a boutique investment firm.  She has been lauded for her attention to detail and client service skills.

Joining CCR Wealth Management, LLC in 2014, Amanda is responsible for gathering and analyzing information to develop and monitor financial plans for clients. Amanda is a Registered Paraplanner®, Certified Financial Planner®, and holds the Series 7, 66, and life and health insurance licenses. Amanda is an active member on the Financial Planning and Charity & Community Responsibility Committees.

In her spare time, Amanda enjoys spending time with her husband, riding her horse, playing tennis, watching hockey and traveling.

Direct 508.475.3873
Fax 508.475.3893

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Andrew G. Bonetti, MBA
Financial Consultant

Andrew G. Bonetti is a Financial Consultant with CCR Wealth Management, LLC.  He earned a Bachelor of Arts degree in History and Business Economics from Providence College and an MBA from Northeastern University. Andrew's prior experience includes 10 years as an analyst and relationship manager working with institutional clients focusing on defined contributions plans, endowments, and foundations as well as high net worth clients at an institutional consulting and private wealth management firm in Boston. 

Joining CCR Wealth Management, LLC in 2016, Andrew is responsible for ensuring our families, individuals, and corporate clients are receiving the services needed to coordinate their business and personal goals into one strategic and comprehensive plan by utilizing our internal corporate retirement, financial planning and investment management teams. Andrew holds the Series 7, 63, and 65 securities registrations. He is an active member on both the Portfolio Review Committee and Corporate Services Committees.

In his spare time, Andrew enjoys spending time with his wife, skiing, golf and seeing live music.

 

Lisa K. Alden-Comeau
OSJ Branch Manager

Lisa K. Alden-Comeau is the OSJ Branch Manager at CCR Wealth Management, LLC.  She earned a Bachelor of Science degree in Business Administration from Framingham State University.  Lisa’s prior experience includes over 14 years of supervisory responsibility working in the financial services industry including working as the head of compliance for Vestax Securities.

Joining CCR Wealth Management, LLC in 2002, Lisa’s main responsibilities include reviewing and evaluating compliance issues and concerns within the organization. Lisa develops, initiates, maintains, and revises policies and procedures for the general operation of the Compliance Program and its related activities to ensure proper conduct. Lisa specializes in handling account issues for clients with special needs such as complicated estate settling issues, multiple accounts coming together, or high functionality involved on the accounts for consolidation. Lisa is a notary public who holds the Series 7, 63, 24, 4, 51 and 65 securities registrations. Lisa is an active member of the Client Services Committee.

Lisa is a member of the NSCP - National Society of Compliance Professionals.  She enjoys spending time with her children and husband, travelling, skiing, snowboarding, movies, and fine dining.

Direct 508-926-2249
Fax 508-926-2379
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Amanda M. Jansson
Operations & Business Development Specialist

Amanda M. Jansson is the Operations and Business Development Specialist with CCR Wealth Management, LLC.  She earned an Associate of Science degree in Computer Information Systems and a Bachelor of Science degree in Business Management from Becker College. Amanda’s prior experience includes working in administrative and client service capacities in the retail, service, and media industries.

Joining CCR Wealth Management, LLC in 2003, Amanda’s main responsibilities include maintaining our Information Technology structure, handling our communication, marketing, and business development efforts. Implementing effective business operations methods and assuring all of our information technology systems are operating efficiently for our advisors and clients is an integral part of her responsibilities. Amanda’s unique combination of technical expertise and dedication to operational efficiency prompt her to continuously seek to improve procedures that incorporate the financial industry’s best practices. Amanda is an active member of both the Client Services and Charity & Community Responsibility Committees.

Amanda is a member of the Greater Worcester Land Trust, the Swedish social group VASA Order of America, and is a volunteer for The Boxer Rescue. In her spare time she enjoys skiing, travelling, and hiking with her husband, son, and dogs.

Direct 508-926-2401
Fax 508-926-2398
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Katie-Lee Azier
Client Services Specialist

Kate Azier is a Client Services Specialist with CCR Wealth Management, LLC. Kate’s prior experience includes over 7 years at Digital Federal Credit Union working with the investment and insurance needs of their members. She worked closely with multiple financial consultants assisting with financial planning, maintaining client relationships, and compliance. Kate is a notary public who holds the Series 7, 66, 24 securities registrations as well as Life & Health Insurance License. Kate also holds Property & Casualty Insurance Licenses.

Joining CCR Wealth Management, LLC in 2011, Kate’s main responsibilities include day-to-day client services for individual and corporate investment accounts.  In addition she provides group health and life insurance quotes and advisor support. As a liaison between the advisors, clients, product vendors and our broker dealer; Kate works closely with our account custodians to seamlessly establish new accounts, coordinate account transfers, and initiate transactions. Kate is an active member of the Client Services, Charity & Community Responsibility, and Corporate Services Committees.

Kate currently supports several different charities – the Jimmy Fund, Leukemia & Lymphoma Society, and Breast Cancer. In her spare time she enjoys going to Red Sox games, traveling, reading, theatre, concerts, movies, and fine dining with her friends and family.

Direct 508-475-3803
Fax 508-926-3903
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Crystal J. Giannoulis
Client Services Specialist

Crystal Giannoulis is a Client Services Specialist with CCR Wealth Management, LLC. Crystal earned her Associates of Science degree in Business Administration at Dean College, and earned her Bachelor of Science Degree in Business Management at Suffolk University.  Crystal’s prior experience includes over 4 years at Putnam Investments working with retail clients as well as defined contribution plans. Her main responsibilities included handling the account maintenance of all retail accounts and assisting participants with their 401k retirement account maintenance. Crystal currently holds the Series 7 and 63 securities registrations.

Joining CCR Wealth Management, LLC in 2013, Crystal’s main responsibilities include day-to-day client services for individual and corporate investment accounts.  As a liaison between the advisors, clients, product vendors and our broker dealer; Crystal works closely with our account custodians to seamlessly establish new accounts, coordinate account transfers, and initiate transactions. Crystal is an active member of the Client Services, Corporate Services and Charity & Community Responsibility Committees.

Crystal enjoys spending time with her husband and her son, reading, listening to music, and going to the beach/pool.

Direct 508-475-3854
Fax 508-986-9454
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Kei K. Gamble
Client Services Specialist

Kei Gamble is a Client Services Specialist with CCR Wealth Management, LLC. She earned a Bachelor of Arts degree from Rhode Island College. Kei’s prior experience includes over 10 years of supporting financial advisors and their clients. She worked closely with multiple financial consultants assisting with growing the practice by maintaining client relationships. Kei holds the Series 6, 63, 65, and 7 Securities registrations as well as Life & Health Insurance License. 

Joining CCR Wealth Management, LLC in 2016, Kei’s main responsibilities include day-to-day client services for individual and corporate investment accounts.  As a liaison between the advisors, clients, product vendors and our broker dealer; Kei works closely with our account custodians to seamlessly establish new accounts, coordinate account transfers, and initiate transactions. Kei is an active member of the Client Services and Charity & Community Responsibility Committee.

Kei currently supports several different charities and she volunteers for the Big Sisters of Rhode Island – a non-profit organization out of Cranston, RI. In her spare time, she enjoys traveling, hiking, ballet, and watching kung fu movies. 

Direct 508-475-3851

Fax 508-475-3899

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