Our advisors

Peter Ashley Ramsay

Peter Ashley Ramsay

Private Wealth Advisor

President
Learn more about Peter Ashley Ramsay Visit Peter Ashley Ramsay's website
Bill Cratty

Bill Cratty

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bill Cratty Visit Bill Cratty's website
John Lobue

John Lobue

Financial Advisor

Learn more about John Lobue Visit John Lobue's website
Marty Ghiringhelli

Marty Ghiringhelli

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Marty Ghiringhelli Visit Marty Ghiringhelli's website
David N Ames

David N Ames

Private Wealth Advisor

Learn more about David N Ames Visit David N Ames's website

Our team

Margaret Murphy

Margaret Murphy

Business Development Director

Qualifications

  • Bachelor of Science; Salem State University, Salem, MA
  • Certified Financial Planner (CFP®)
  • Accredited Portfolio Management Advisor (APMA®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Mutual Fund Counselor (CMFC®)
  • Certification in Long-Term Care (CLTC®)
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Cindy Antos

Cindy Antos

Operations Director

Qualifications

  • Bachelor of Science; Human Resource Management; Rider University, Lawrenceville, NJ
  • Master of Education; Instructional Design; University of Massachusetts, Boston, MA
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Ed Kenney

Client Concierge