Regional Contact Information
Find your Regional Business Consultant's information below.
Sales Management
Tom Romano
Director, National Sales
[email protected]
860.734.2060
JT Lavery
Associate Director, National Sales
[email protected]
860.500.3940
Michael Storer
Senior Regional Director - Southeast
States Covered: AL, FL, GA, NC, MS, SC, TN, PR
860.734.2056
[email protected]
"Successful investing is about managing risk, not avoiding it"
-Benjamin Graham
Todd Mitchell
Senior Regional Director - Midwest
States Covered: AZ, ID, MT, ND, NE, NV, SD WY, UT
860.377.3390
[email protected]
“True wealth is the ability to underwrite a meaningful life.”
- Brian Portnoy
James Tavares
Regional Director - West
CA, WA, OR, AK, HI
860.734.2211
[email protected]
“If you aren't thinking about owning a stock for ten years, don't even think about owning it for ten minutes.”
― Warren Buffett
Chris Murray
Senior Regional Director - Central
IL, IN, MI, OH, KY, MN, IA, WI
860.500.3919
[email protected]
“For a factor to be worthwhile to a behavioral investor it must be empirically supported, theoretically sound and behaviorally intransigent.”
― Daniel Crosby, The Behavioral Investor
Greg Trzaski
Regional Director -New England, Mid-Atlantic
CT, MA, NH, VT, ME, RI, NY, PA, NJ, MD, DE, WV, VA, DC 860.734.2019
[email protected]
“Money is like soap. The more you handle it the less you will have.” - Eugene Fama