Our Team

 

At our core, MFA’s Wealth Management Practice is built around our people. With expertise as diverse as the clients we serve, our team stands ready to collaborate with individual investors to create customized personal investment management solutions to help build financial security and sustainability.

We are an SEC-registered investment advisor comprised of specialists in asset management, financial planning, tax planning, and more. Our multi-disciplinary team includes advisors who hold the Chartered Financial Analyst® (CFA) designation, as well as those who are Certified Public Accountants (CPA) with Masters in Taxation (MST), Certified Financial Planners (CFP®), Registered Life Planners (RLP®) and Personal Financial Specialists (PFS).

Based just north of Boston, our wealth advisory team works with individuals, families and investors across the U.S. to support their desire to effectively manage their wealth and navigate their financial future.

 

Melissa Santas Peterson
CFA
President & Chief Investment Officer
Timothy Hole
CFP®, CIMA®
Partner & Director of Financial Planning
Jeremy Robert
CFA
Partner & Director of Portfolio Management & Due Diligence
Jeffrey Arsenault
CPA/PFS, MST, CFP®, RLP®
Partner & Co-Founder

Carl Famiglietti
CPA
Managing Partner, The MFA Companies
David DuBrava
MBA
Managing Director, Retirement Plan Advisory
Michelle Mackey
CFE, CRMA, MBA
Chief Compliance Officer
Martha Miller
MBA, CAP-OM
Director
Amanda Bradley

Client Account Coordinator
Susyn Lichtenberg

Client Wealth Administrator

 

 

Contact Us

Let’s connect to discuss your financial future.

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