Meet the 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.
Leadership
Management
Financial Consultant
Partner
Managing Partner
As CCR Wealth Management’s Managing Partner, David Borden has led CCR’s growth from a two-person firm to a full-service wealth advisory team with 19 team members.
Partner, Financial Consultant
Mark Palmerino is a Partner and Financial Consultant, and is a trusted advisor to both high net-worth families and the firm’s largest institutional clients.
Partner, Financial Planner
As a Partner and Financial Planner, Jonathan Albano works with clients to assess their evolving needs and goals, building the ideal CCR team to meet – and surpass – those objectives.
Financial Consultants
Integration of all aspects of client finances
Portfolio Reviews
Annual Financial Plan review meeting
Financial Consultant
Tom Neilan is a Financial Consultant with more than 30 years of experience in wealth management, personal retirement planning, employee benefits and corporate retirement planning.
Financial Consultant
A Certified Financial Planner® and Investment Advisor Representative, Michael has comprehensive financial planning experience, and works with CCR clients to create customized financial plans.
Financial Consultant
Andrew Bonetti is a Financial Consultant who works with CCR clients to coordinate all aspects of their business and personal financial plans.
Investment Management
Continuous Review of Portfolio's
Investment Screening & Models
Economic and Market Updates
Chief Investment Officer
John Maher is the Chief Investment Officer for CCR Wealth Management, and is responsible for analyzing and managing CCR’s model portfolios in the context of an ever-changing investment landscape.
Investment Analyst
Jacob Stewart in an Investment Analyst with broad wealth management experience, who focuses his practice on portfolio modelling and monitoring, investment screening and client communications.
Investment Analyst
Shiqi (Chloe) Gu is an Investment Analyst with CCR. Her finance degrees and international background inform her work on portfolio modelling and monitoring, investment screening and client communications.
Financial Planning
Initial & Annual Financial Plans
Management of CCR's Online Account Portal
Education Planning, Insurance, Data Analysis
Financial Planner
Jonathan Lilja is a Financial Planner who uses his prior experience with taxation issues and estate planning to assist clients with complex financial planning issues.
Financial Planner
Amanda Hancock is a Financial Planner who analyzes information to develop and monitor CCR clients’ financial plans. She is responsible for aggregating client accounts to form a comprehensive analysis.
Financial Planner & Client Services Specialist
Kei Gamble is a Client Services Specialist and Certified Financial Planner® with CCR who focuses on personalized client service for individual and corporate investment clients.
Corporate Services
Fiduciary to plan trustees and participants
Setup and review of retirement plans
Retirement Consultant
Richard Moore is a Retirement Consultant with extensive retirement planning experience who analyzes retirement options for corporate clients and assists with selection of the best possible plans for each business owner.
Retirement Consultant
Joe Montana is a Retirement Consultant who draws on his extensive experience in investment consulting and plan design to work closely with CCR's corporate retirement plan clients.
Client Services Specialist
Crystal Giannoulis is a Client Services Specialist who works closely with CCR's corporate account custodians, trustees, and participants in ensuring all account transactions are completed seamlessly.
Client Services
New client on-boarding, account maintenance
Scheduling of Investment Review Meetings
OSJ Branch Manager
Lisa Alden-Comeau is the OSJ Branch Manager at CCR. She specializes in compliance issues and in handling account issues for clients with complex needs.
Client Services Specialist
Kate Kallin is a Client Services Specialist with CCR, and is responsible for day-to-day client service for both individual and corporate accounts.
Client Services Specialist
Jessy Torres is a Client Services Specialist who draws on more than a decade of financial advisory support to oversee day-to-day client services for individual and corporate accounts.
Business Operations
Marketing & Technology
Operational Efficiency
Business Operations Specialist
Amanda Jansson is CCR’s Operations and Business Development Specialist, handling the marketing communications, information technology, and day-to-day business operations for the firm.