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OUR TEAM
J. Michael Costello, CFA
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| Prior Experience: Dru Stock,
Inc. – Fleet Investment Advisors – The Providence
Group |
| Activities: Rhode Island State
Investment Committee Member – Board Member, St. Mary’s
Academy, Bay View – Board Member, United Way of Rhode
Island – Providence Society of Financial Analysts (Past
President) – Board Member, Gordon School |
| Education: Boston College,
BA, 1986, CFA, 1992 |
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Kenneth W. Thomae, CFA
|
| Prior Experience: Columbia
Management Group, Portfolio Manager & Member of Large Cap.
Core Equity Team |
| Activities: Former President
and Board Member of Providence Financial Analysts Society –
Board Member and Finance Committee Member of Tockwotton Home
– Former Investment Committee Member of American Baptist
Church – Visiting Nurse Association of Woonsocket –
Townsend Aid for the Aged |
| Education: Columbia, BA, 1967
– Columbia University Graduate School of Business, MBA,
1969 |
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Peter J. Corsi
|
| Prior Experience: Citibank
NA Capital Markets – Industrial Bank of Japan –
Thomson Financial –Brook Venture Partners & Federal
Street Capital |
| Activities: Executive Committee
Narragansett Lions – Former Board Member Slater Center
Design and Manufacturing Board Member – 100 Club of R.I.
– Providence Society of Financial Analysts |
| Education: Princeton University,
BA, 1986 – Boston University, MBA, 2000 |
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John J. Webber
|
| Prior Experience: Criterion
Capital Management – Fleet Investment Advisors |
| Activities: Boston Security
Analysts Society – Providence Society of Financial Advisors
– Association for Investment Management and Research |
| Education: Boston College,
BS, 1969 – Bryant College, MBA, 1975 |
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George Dlugos, CFA
|
| Prior Experience: The Chase
Manhattan Bank – Fleet Investment Advisors – Evergreen
Investment Management |
| Activities: Providence Society
of Financial Analysts (Past President) – Petroleum Analysts
of Boston |
| Education: Fairfield University,
BA, 1970 – New York University, MBA, 1975, CFA, 1985 |
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Donald J. Clarke, CFP®
|
| Prior Experience: Arlen Capital–
Sunset Trading - AXA Advisors |
| Activities: Former Member of
the Wheeler School Board of Trustees – Member of the Wheeler
School Gift Planning Committee - Ocean State Soccer School,
Director of Competitive Coaches - Member of The Financial Planning
Association of RI |
| Education: Skidmore College,
BA, 1992 - CFP®, 2004 |
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