Broker Check

E X E C U T I V E    T E A M 

Gary DeStefano, LUTCF

Gary DeStefano, LUTCF

Managing Partner, Massachusetts

Brett Amendola

Brett M. Amendola

Managing Partner, Connecticut

Derek Chan

Derek Chan

Managing Partner, Greater Hudson Financial

Robert Votruba CFS, MBA, Ph.D.

Robert Votruba, CFS, MBA, Ph.D.

Executive Vice President, Wealth Management

Tyler DeStefano, LUTCF

Tyler DeStefano, LUTCF

Executive Vice President, Disability Insurance

James Steidel

James Steidel

Senior Vice President, Brokerage & Disability Insurance

Vincent Mazzei

Vincent Mazzei

Chief Financial Officer