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