Rise Private Wealth Management

Advisors

Robert A Bonfiglio

MBA, CFP®, ChFC®

Private Wealth Advisor

Co-Founder of Rise Private Wealth Management
Visit Robert A Bonfiglio's website

Brent Kiley

CFP®, ChFC®, CRPC

Private Wealth Advisor

Chief Executive Officer of Rise Private Wealth Management
Visit Brent Kiley's website

Geri Pell

MBA, CFP®, CDFA®

Private Wealth Advisor

Co-Founder of Rise Private Wealth Management
Visit Geri Pell's website

Daniel Ahearn

APMA

Financial Advisor

Vice President of Rise Private Wealth Management
Visit Daniel Ahearn's website

Jacob Berrigan

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jacob Berrigan's website

Steven Bissonnette

CFP®, APMA

Financial Advisor

Business Financial Advisor
Visit Steven Bissonnette's website

Irene Cheung

MBA, CFA®

Financial Advisor

Visit Irene Cheung's website

Joseph Domato

MS, CRPC, APMA

Financial Advisor

Vice President of Rise Private Wealth Management
Visit Joseph Domato's website

Katie Geery

MBA, CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Katie Geery's website

Justin Hall

CFP®, BFA, CRPC, CRPS, APMA

Private Wealth Advisor

Managing Partner of Rise Private Wealth Management
Visit Justin Hall's website

Douglas Messina

CFP®, CRPC, APMA

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit Douglas Messina's website

Anthony Rizzuto

CFP®, CLU®, APMA

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit Anthony Rizzuto's website

Mary Beth Sharkey

CFP®

Financial Advisor

Senior Vice President of Rise Private Wealth Management
Visit Mary Beth Sharkey's website

Charlene D Thibeault

CLTC®, APMA, CRPC

Private Wealth Advisor

Visit Charlene D Thibeault's website

Lisa Young

BFA, CLTC®, CRPC

Financial Advisor

Insurance Specialist
Visit Lisa Young's website


Team

Brent Forslund

Brent Forslund

Practice Manager

Chris Guzikowski

Chris Guzikowski

Practice Manager,

Chief Operating Officer of Rise Private Wealth Management
Martha Hood

Martha Hood

Executive Assistant

Betsy Billard

Betsy Billard

Business Development Director

Eileen Madden

Eileen Madden

Financial Planning Specialist

Eileen Vargas

Eileen Vargas

Practice Manager

Eric Hasselberger

Eric Hasselberger

Client Service Manager

Gina Petriccione

Gina Petriccione

Marketing Manager

Jamie Sceppaquercia

Jamie Sceppaquercia

Practice Manager

Kathleen Foley

Kathleen Foley

Practice Manager

Lena Araradian

Lena Araradian

Practice Manager

Marianne Lauer

Marianne Lauer

Operations Director

Regina Paganelli

Regina Paganelli

Client Service Coordinator

Nick Trombetta, CFA®

Nick Trombetta, CFA®

Investment Manager

Qualifications

  • BFA

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Julian Umali

Julian Umali

Investment Specialist