the team to support you.

Managing Director, Wealth Management

Steve Reder

Steve Reder serves as managing director, wealth management, for RWA Wealth Partners, where he oversees the implementation of financial plans for RWA clients. In this role, he leads our team of wealth advisors and shapes the advice, guidance and caring support our clients receive. He also works directly with clients, solving complex financial planning problems and helping to integrate personal financial plans with investment, tax and estate planning. By leveraging his extensive experience, analytical skills and deep empathy, Steve enhances the experience of all our clients.

Previously, Steve was a vice president at Goldman Sachs, where he had a joint role as region manager of Goldman Sachs Personal Financial Management and head of FinLife, Goldman Sachs’ white-label wealth management offering. He joined Goldman Sachs through the acquisition of United Capital Financial Advisors, where he was a founding partner of FinLife, a business he initially launched while president, COO and CCO of Lenox Wealth Management. Prior to this, Steve held various positions with PNC Bank and PNC Investments.

Steve holds a B.S. in accounting from the University of Cincinnati.

He lives in Cincinnati, Ohio, with his family, including two children who are the love of his life. Steve enjoys traveling with his wife, rooting for the Bengals and Reds, and spending time with family and friends.

Director of Financial Planning

Andrew Busa

Andrew joined RWA Wealth Partners in 2018. He works closely with wealth advisors to develop tailored strategies for each client’s unique situation. Andrew graduated from the University of Massachusetts Amherst with a B.S. in economics and began his financial career as a portfolio analyst at Wingate Wealth Advisors. After gaining investment management experience, Andrew decided to focus exclusively on personal financial planning. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2017 and earned a master’s degree in personal financial planning from the College for Financial Planning in 2020. He has particular interest in behavioral finance and how to effectively plan for the different stages of life. Andrew lives with his wife in Woburn, MA, and enjoys playing guitar, reading, and spending time with his friends and family.

Partner, Senior Wealth Advisor

Christopher Hagan

Christopher (“Chris”) Hagan is a partner and senior wealth advisor at RWA Wealth Partners. In his role, Chris meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his clients’ investment objectives; and provides ongoing portfolio recommendations based on market environment, tax considerations and individual client financial goals.

Chris joined RWA Wealth Partners upon its acquisition of Kobren Insight Management (Kobren) in 2011. Prior to joining Kobren in 2009, he worked at Fidelity Investments in both San Francisco and Boston as the director of executive services, educating and guiding corporate executives on equity compensation exercise strategies.

Chris is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*

Chris earned an MBA from the University of San Francisco and a B.A. from Saint Michael’s College. He also holds a Chartered Retirement Planning Counselor^SM (CRPC^®) designation and the Chartered Financial Consultant^® (ChFC^TM) designation.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Chris Hagan was recognized as a Boston Five Star Wealth Manager each year from 2013 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Senior Wealth Advisor

Stephen Johnson

Steve joined RWA Wealth Partners in 2017 upon its acquisition of Braver Wealth Management. Steve started his investment career with Morgan Stanley Dean Witter and spent 14 years at Charles Schwab overseeing individual clients’ planning, portfolio design and allocation strategies. He was a frequent presenter at Schwab seminars and has spoken before national audiences about issues and opportunities in the markets. Steve was honored in Boston magazine for the eleventh time as a Five Star Wealth Manager. He has been quoted by Boston magazine, The Boston Globe, USA Today and The Washington Post. Steve holds a B.A. from the University of Vermont and is a magna cum laude graduate of the University of Maine School of Law. Admitted to the Massachusetts Bar, he spent a year with Bowditch & Dewey before realizing that his financial cases were the most interesting, precipitating his career change. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2012.

Partner, Senior Wealth Advisor

Joshua Jones

Joshua Jones is a partner and senior wealth advisor at RWA Wealth Partners. He serves as a member of Joshua (“Josh”) Jones is a partner and senior wealth advisor at RWA Wealth Partners. Josh has been passionate in helping clients achieve their financial goals since 2005. He specializes in recommending suitable investment strategies and providing comprehensive financial planning solutions to help individuals, families and institutions make smart financial decisions to help secure their future.

Josh is a multi-year winner of Boston magazine’s Five Star Wealth Manager award.*

A graduate of the University of Vermont, Josh earned a B.A. in political science with a minor in business. He is also an alum of Phillips Exeter Academy.

Josh resides in Princeton, MA, with his wife and three sons. Outside of the office, Josh enjoys the outdoors and spending time with his family.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Josh Jones was recognized as a Boston Five Star Wealth Manager each year from 2013 to 2020 and 2022 to 2023. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

Partner, Senior Wealth Advisor

Elizabeth Kesselman

Elizabeth (“Liz”) Kesselman is a partner and senior wealth advisor at RWA Wealth Partners. She has more than 25 years of financial services experience focusing on individuals, multigenerational families, foundations and retirement plans, and she offers expertise in the area of equity compensation. In her role, she meets with current and potential clients to discuss investment philosophy and process; develops and implements her clients’ investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations and individual client objectives. Liz and her team work closely with our investment team, tax professionals and estate planners to provide clients with a comprehensive and seamless experience.

Prior to joining RWA Wealth Partners in 2004, she served as vice president at Fisher Investments, where she provided tailored financial solutions to clients. Additionally, she held the role of regional vice president at Pioneer Investment Management, working directly with clients to meet their financial needs.

Liz earned her B.A. from Bates College and attended Phillips Academy Andover. She holds the Equity Compensation Associate (ECA) designation and was named to Forbes’list of Top Women Wealth Advisors in 2020 and Forbes’ Top Women Wealth Advisors Best-In-State in 2022, 2023 and 2024.*

She lives in Southborough, MA, with her husband and son and is an active member of the Southborough Cultural Arts Council.

*The Forbes Top Women Wealth Advisors and the Forbes Top Women Wealth Advisors Best-In-State selection process was conducted by SHOOK Research. A fee was not paid to be placed on these lists. The awards do not consider portfolio performance and do not evaluate the quality of services provided to clients nor are they indicative of the wealth advisor’s future performance of investment success. For more information on these awards, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Senior Wealth Advisor

Robert Lepson

Robert Lepsonis a partner and senior wealth advisor with more than thirty years of experience. He joined RWA Wealth Partners in 2017 through its acquisition of Braver Wealth Management. Prior to joining Braver, Bob was vice president and regional planning consultant at Fidelity Investments. He has extensive experience in retirement income planning, risk-controlled portfolio design and charitable giving strategies.

In 2023, Bob was honored as a Five Star Wealth Manager by Boston Magazine for the ninth time. He has been featured in prominent publications such as The Boston Globe, Financial Advisor magazine, and The Wall Street Journal. Bob has also hosted an online finance forum on Boston.com.

Bob earned a B.A. from Brandeis University and is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a NAPFA-Registered Financial Advisor and a member of the Financial Planning Association.

Bob resides in Brookline, MA with his wife Johanna and their Siberian Husky Luna. He has two adult children.

Partner, Senior Wealth Advisor

Dina Milne

Dina Milne is a partner and senior wealth advisor with RWA Wealth Partners. She works closely with clients to recommend suitable investment strategies and helps develop customized financial plans that are designed to address each client’s unique situation. Dina and her team collaborate closely with experts within the firm with the goal of always providing clients unparalleled service and an exceptional overall experience.

Before joining RWA Wealth Partners in 2014, Dina lived in Canada and worked as an account manager at the Royal Bank of Canada and as a financial advisor at Edward Jones. Her diverse background includes extensive international experience, as she has lived and worked abroad in New Zealand, Italy and Egypt. Prior to her career in the financial services industry, Dina taught primary and secondary students in the United Arab Emirates.

Dina earned a B.A. in political science from the American University in Cairo, Egypt. She is also a CERTIFIED FINANCIAL PLANNER^® professional and a member of the Financial Planning Association. She is a multi-year recipient of the Boston magazine Five Star Wealth Manager award.*

Dina enjoys traveling and spending time with her family. She resides in Hudson, MA, with her husband.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Dina Milne was recognized as a Boston Five Star Wealth Manager each year from 2022 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Senior Wealth Advisor

Todd Peters

Todd Peters is a partner and senior wealth advisor at RWA Wealth Partners, where he also serves as liaison between the research and account management teams. Todd joined RWA Wealth Partners through the acquisition of Kobren Insight Management in 2011.

Todd began his career in the financial services industry in 1982. Prior to joining Kobren Insight Management in 1993, he spent six years as a registered representative for Fidelity and four years as a compliance specialist with Financial Services Corporation. He has been honored twice by Boston Magazine as a Five Star Wealth Manager.

Todd holds a B.A. in finance from the University of Toledo and is a Chartered Financial Analyst®. He is a member of the CFA Institute and the Boston Security Analysts Society.

Partner, Senior Wealth Advisor

John Puetz

John Puetz is a partner and senior wealth advisor at RWA Wealth Partners. John works primarily with high-net-worth individuals and families, helping them achieve their financial goals by providing comprehensive wealth planning solutions in close coordination with our investment team, tax professionals and estate planners.

John joined RWA Wealth Partners in 2023 upon the acquisition of his firm, LeJeune Puetz Investment Counsel, which he cofounded in 1997.

John graduated from the University of Notre Dame with a B.S. in business administration, concentrating in accounting. He earned an M.S. in management with a concentration in finance from the J. L. Kellogg Graduate School of Management at Northwestern University.

He lives in Traverse City, MI, with his wife, son and daughter. He is active in the Catholic community, serving on many boards and committees in the area. He also enjoys Notre Dame football, golfing and other outdoor activities in northern Michigan.

Partner, Senior Wealth Advisor

Bradley Sharp

Bradley (“Brad”) Sharp is a partner and senior wealth advisor with RWA Wealth Partners. He has been working with high-net-worth individuals and families for over 25 years. Brad brings a deep understanding of the intricate financial planning needs unique to clients with substantial wealth. He partners with our investment team to manage clients’ wealth holistically, with a focus on growth and preservation. By collaborating closely with our tax team, Brad also integrates customized solutions for complex tax planning needs.

Prior to joining the firm in 2008, Brad spent 12 years at Fidelity Investments, including as vice president and senior account executive in the private client group where he oversaw client relationships totaling more than $1.4 billion.

Brad earned a B.A. in economics from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER^® professional, a member of the Financial Planning Association, and an 11-time recipient of the Boston magazine Five Star Wealth Manager award.*

Brad lives with his wife and two children in Waban, MA. He enjoys traveling and spending time with his family.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Brad Sharp was recognized as a Boston Five Star Wealth Manager in 2012, 2013, 2015, and each year from 2017 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Senior Wealth Advisor

Rick Winters

Frederick (“Rick”) Winters is a partner and senior wealth advisor at RWA Wealth Partners. Rick leverages more than two decades of experience to deliver comprehensive financial planning solutions for individuals and families with complex planning needs. With his team, Rick meets with clients to review their financial planning needs and communicate the firm’s investment strategies. He takes great pride in helping clients reach their long-term financial goals.

Rick joined RWA Wealth Partners in 2001, previously having worked at American Express Financial Advisors. He is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*

Rick earned his B.S. in business administration with a concentration in marketing and finance from Marist College. He is a CERTIFIED FINANCIAL PLANNER^® professional, received a Chartered Retirement Planning Counselor℠ designation and holds an Accredited Wealth Management Advisor^SM credential. He is also a member of the MA Financial Planning Association.

Rick supports Big Brothers Big Sisters of Massachusetts Bay and NephCure Kidney International. He resides in Concord, MA, with his wife, son and daughter. In his spare time, Rick enjoys cooking, indoor rock climbing, coaching his daughter’s softball team, running, golfing and skiing. Originally from New Jersey, he is happiest when spending time with his family at the Jersey Shore.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Rick Winters was recognized as a Boston Five Star Wealth Manager each year from 2014 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Senior Wealth Advisor

Kari Wolfson

KariKari Wolfson is a partner and senior wealth advisorat RWA Wealth Partners. Kari plays an integral role in helping individuals and families build, sustain, and transfer their wealth according to their specific goals and needs. With a deep commitment to personalized service, Kari works closely with her clients on various aspects of financial planning, including philanthropyand next-generation planning, to ensure each client’s wealth strategy aligns with their unique values and goals.

Kari joined RWA Wealth Partners in 2011 after relocating to the Boston area from Chicago, where she previously worked as a registered client service associate for Astor Capital Management.

Kari earned her B.S. in finance from DePaul University. She is a CERTIFIED FINANCIAL PLANNER^® professional and earned her Accredited Wealth Management Advisor^SM designation. She is a member of the Financial Planning Association. In addition, Kari is a multi-time winner of the Boston magazine Five Star Wealth Manager award.*

Kari resides in Needham, MA, with her husband, two sons, and their sheepadoodle, Bauer. She enjoys traveling and cheering on her children at their sporting events and also cheering on her home team, the Iowa Hawkeyes.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Kari Wolfson was recognized as a Boston Five Star Wealth Manager each year from 2022 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Wealth Advisor

Ryan Christensen

Ryan’s primary role is to be the center of his clients’ financial lives. He uses his understanding of their goals to make sure they are receiving clear advice and getting the services that best fit their needs. He joined RWA Wealth Partners in 2012 and is actively partnering with new clients nationwide. Ryan received his B.S. in finance from Roger Williams University, where he played on the lacrosse team all four years. Prior to joining RWA Wealth Partners, Ryan worked at New England Financial Group as a financial advisor. In 2023, he was honored in Boston magazine for the third time as a Five Star Wealth Manager. When he’s not at the office, Ryan is out on the golf course, in the boxing gym, or at home in Marion, MA, with his wife, Amanda, and their daughters, Olivia and Rosie, figuring out new recipes in the kitchen.

Partner, Wealth Advisor

John Kennedy

John Kennedy serves as a wealth advisor for RWA Wealth Partners. John plays an integral role in understanding and servicing our clients’ individual planning needs. He is passionate about guiding clients through financial decisions to help best position them for the future. John partners with our investment team, tax professionals and estate planners, as he strongly believes that all facets of a client’s financial life should be addressed.

Prior to joining the firm in 2009, John was a financial advisor at Merrill Lynch and Morgan Stanley, where he worked with individuals to develop and implement personalized financial plans and investment solutions. He also worked at Fidelity Investments for more than eight years supporting registered investment advisors.

John is a U.S. Navy veteran and graduated from Syracuse University with a B.S. in finance. He sits on the board of directors for RIVMA Companion Animal Foundation, a nonprofit organization that provides access to compassionate veterinary care for low-income pet owners.

John resides in Providence, RI, with his wife and dog, and the occasional foster dog.

Partner, Wealth Advisor

Diana Linn

Diana Linn is a partner and wealth advisor at RWA Wealth Partners. She works closely with clients to recommend suitable investment strategies and helps develop customized financial plans that are designed to address each client’s unique situation. Diana is passionate about helping women navigate the financial complexities of divorce, providing invaluable support during what is often a highly stressful and challenging time.

Prior to joining RWA Wealth Partners, Diana cultivated her expertise in client service while working at Income Research + Management and Windhaven Investments.

Diana graduated from Virginia Tech with a B.S. in biology and chemistry. Diana is a CERTIFIED FINANCIAL PLANNER^® professional and holds the Certified Divorce Financial Analyst^® certification. She is a two-year recipient of the Boston magazine Five Star Wealth Manager award.*

Diana is an avid runner and enjoys teaching group fitness classes and spending time with her family. She resides in Framingham, MA, with her husband and two sons.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Diana Linn was recognized as a Boston Five Star Wealth Manager in 2023 and 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Wealth Advisor

David Mastroianni

David Mastroianni is a partner and wealth advisor with RWA Wealth Partners. He works with clients to develop a cohesive strategy to help meet their most complex financial needs and goals. David is passionate about financial planning and fostering strong, personal relationships. David collaborates closely with experts within the firm and is dedicated to providing clients the highest level of service and an exceptional experience.

Prior to joining RWA Wealth Partners in 2014, David gained valuable knowledge in previous positions as a registered representative with John Hancock Financial Network, as an investment consultant at FactSet Research Systems, and as a financial associate with LPL Financial.

David graduated from Babson College and earned a B.S. in business management, concentrating in finance. He is a CERTIFIED FINANCIAL PLANNER^® professional and holds the Accredited Wealth Management Advisor™ designation. David is an active board member of the NexGen committee of the New England chapter of the Financial Planning Association. He has also served as a guest lecturer at various colleges and universities. In 2023, David was recognized as a Five Star Wealth Manager by Boston magazine.*

In his spare time, David enjoys traveling, cooking, admiring vintage cars and cheering on his favorite Boston sports teams. He resides in the Charlestown neighborhood of Boston with his wife and their dalmatian, Santino.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. David Mastroianni was recognized as a Boston Five Star Wealth Manager in 2023 and 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Wealth Advisor

Jeff Menning

Jeffrey (“Jeff”) is a partner and wealth advisor for RWA Wealth Partners. Jeff works directly with clients to gain a clear understanding of their complex financial needs in order to implement investment solutions designed to meet their long-term financial goals. Jeff and his team collaborate with experts across the firm to provide comprehensive solutions and a seamless experience. He takes great pride in helping clients accomplish their long-term financial goals.

Jeff began his career in the financial services industry in 1997. Before joining RWA Wealth Partners, he held positions at Fidelity Investments and Ameritrade, where he helped high-net-worth individuals and families achieve their financial objectives. Jeff is a CERTIFIED FINANCIAL PLANNER^® professional.

Originally from Chicago, he now calls Costa Mesa, CA, home, where he lives with his wife, son, and their beloved standard poodle, Charlie. Beyond cherishing family time, he finds joy in hiking, reading, paddle boarding and exploring new destinations.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Wealth Advisor

Michael Russo

Michael works with families across the country to on grow and protect a family’s generational wealth. His caring and collaborative efforts allow families to maximize their lifestyle and legacy. By navigating and organizing the financial lives of busy families (life transitions to complex compensation to changing legal/tax landscapes), Michael helps families increase their “return on time” and put focus on what matters most. Michael graduated from Hobart College where he played four years of collegiate hockey and earned a B.A. in Economics. Michael enjoys cooking, cycling, and spending time with his family and Goldendoodle. A lifelong Massachusetts resident, Michael lives in Downtown Boston.

Partner, Wealth Advisor

James Verity

James (“Jamie”) Verity is a partner and wealth advisor at RWA Wealth Partners. He works closely with individuals and families to implement personal and comprehensive financial planning solutions. Jamie is passionate about providing guidance and support tailored to seniors, including managing health care costs, estate planning, understanding retirement options, and addressing the emotional and social aspects of aging.

Prior to joining RWA Wealth Partners in 2005, Jamie was a vice president and investment center manager for Charles Schwab. He also served clients as a registered representative at Olde Brokerage.

Jamie earned a B.A. in business with a minor in economics from Plymouth State University. He holds a Certified Senior Advisor (CSA)^® designation and is a multi-time winner of the Boston magazine Five Star Wealth Manager award.*

Jamie resides in Medford, MA, with his wife and children. In his free time, he enjoys spending time in New Hampshire with his family.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. James Verity was recognized as a Boston Five Star Wealth Manager each year from 2013 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Wealth Advisor

Matthew Wyllie

Matt joined Adviser Investments in 2005 after serving as a financial planner with American Express/Ameriprise Financial, where he worked closely with individual clients to implement personal and comprehensive financial planning solutions. In 2023, he was honored in Boston magazine for the second time as a Five Star Wealth Manager. He is a CERTIFIED FINANCIAL PLANNER™ professional and received his Accredited Wealth Management Advisor^™ designation in 2015. Matt graduated from Bryant College in Smithfield, RI, with a B.S. in business administration and a concentration in finance. He lives with his wife and daughter in Acton, MA, along with their lovable Redbone coonhound, Charlie.

Wealth Advisor

Russell Albright

Russell serves as a Wealth Advisor at RWA Wealth Partners. With over two decades of financial services experience, his knowledge of estate planning and wealth management are advantageous to the firm’s high net worth clients. He enjoys working with clients that have complex financial planning needs and recommends strategic solutions to help reach their financial goals and objectives.

Russell graduated from University of the Pacific where he earned a bachelor’s degree and a certificate in Strategic Decision Risk Management from Stanford University’s Center for Professional Development. He also currently holds the Certified Trust Financial Advisor designation with the Institute of Certified Bankers.

In his free time, Russell enjoys golfing, fly fishing, touring Sonoma County’s wineries and spending time with his family.

Wealth Advisor

James Altschuler

James (“Jim”) Altschuler is a wealth advisor at RWA Wealth Partners. Jim provides comprehensive wealth plans in coordination with our investment team, tax professionals and estate planners, and he is responsible for developing customized solutions to help individuals and families realize their near- and long-term financial goals.

Jim joined RWA Wealth Partners in 2022 upon the acquisition of his firm, Altschuler Financial Services, where he’d served as the chief investment officer since 1994. Prior to that, he held several positions in the accounting field and started his career at Arthur Andersen as a tax accountant.

He earned a B.S. in accounting from Bryant University and holds a CPA designation. Jim is also a CERTIFIED FINANCIAL PLANNER^® professional.

He and his wife reside in Lexington, MA. He enjoys spending time with his family and playing tennis with his wife.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Wealth Advisor

Cody Carlson

Cody Carlson is a wealth advisor at RWA Wealth Partners based in Chicago. In his role, Cody provides comprehensive and customized wealth plans to clients. He works in close collaboration with our investment team, tax professionals and estate planners to help clients achieve their unique long-term goals.

Prior to joining the firm in 2022, Cody spent more than five years at Fidelity Investments, where he was a relationship manager and most recently a financial consultant. In these roles, he created and implemented financial plans and deepened client relationships.

Cody graduated from Eastern Illinois University, where he earned a B.S. in finance. Cody obtained his CERTIFIED FINANCIAL PLANNER^® certification in 2022.

In his free time, Cody enjoys trail running, archery, fishing, and spending time with his friends and family. He was born and raised in the Chicagoland area, where he currently resides.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Wealth Advisor

Ryan Collette

Ryan Collette is a wealth advisor at RWA Wealth Partners, where he meets directly with clients to communicate the firm’s investment strategy and review all financial planning needs. Ryan focuses on providing a tailored approach to his clients by recognizing their needs, establishing personalized goals and reviewing results quarterly.

Ryan has been in the financial services industry since 2000 and joined RWA Wealth Partners in 2015. He earned his B.S. in finance from Chapman University.

Outside of the office, Ryan enjoys hiking, camping, paddle boarding and snowboarding with family and friends.

Wealth Advisor

Ryan Drews

Ryan is a Director and a member of the Business Development Team. Ryan has 18 years of industry experience working with clients on customized financial planning and investment management solutions. Ryan meets directly with clients and prospective clients to review their holistic planning needs and to communicate RWA Wealth Partners’ investment strategies.

Ryan earned his Doctorate in Business Administration in Finance from Liberty University where he focused on behavioral finance. Additionally, he is a graduate of Walsh College, where he earned his MBA and MSF in Finance. Ryan is also a graduate from Oberlin College, where he earned his BA in Economics. Ryan has an extensive background in the financial service industry and is a CERTIFIED FINANCIAL PLANNER™ professional.

In his free time, Ryan enjoys spending time with his wife, son, and three daughters and coaching in local sports leagues for his kids.  He also teaches graduate-level coursework in Finance at Walsh College.

Wealth Advisor

Brennan Foust

Brennan Foust is a wealth advisor at RWA Wealth Partners. Brennan provides comprehensive financial planning to individuals and families in coordination with our investment team, tax professionals and estate planners. Brennan plays an integral role in helping clients build, sustain, and transfer their wealth according to their specific goals and needs. Brennan began his career at RWA Wealth Partners in 2019 as a relationship manager, where he was responsible for delivering individualized and comprehensive financial planning solutions. Before joining RWA Wealth Partners, Brennan worked as an investment analyst at Stevens Foster Financial Advisors, a Minnesota-based advisory firm.

Brennan graduated from the University of Minnesota’s Carlson School of Management with a B.S. in finance. He obtained his CERTIFIED FINANCIAL PLANNER^® certification in 2024.

Brennan currently resides in San Francisco with his wife, Diana, and is an avid sportsman who particularly enjoys soccer, golf and cycling.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Wealth Advisor

Laura Hearn

Laura Hearn is a wealth advisor at RWA Wealth Partners, working with the team in Chicago. With over 20 years of experience as an advisor, Laura is passionate about helping clients align their life goals with their financial goals.

Inspired by her parents, who were both math professors, Laura believes that a good advisor is also a good teacher. She aims to educate clients about markets, risk, taxes and planning, empowering them to make the best decisions about their wealth.

Laura holds a B.S. in economics from the University of Illinois Urbana-Champaign. She has earned the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business.

Always up for an adventure, Laura is an avid world traveler. She has slept in a tent in the Okavango Delta in Botswana, dived with sharks off the coast of South Africa and steered a dog sled in Arctic Finland. When not working, Laura loves exploring urban Chicago on walks with her dog, Ruthie, and spending time with her large extended family. She enjoys art, interior design, watching Nordic noir, reading David Sedaris and running along the lakefront. Laura is also a mental health advocate and volunteers for NAMI Chicago.

Wealth Advisor

Andrew Kling

Andrew serves as a wealth advisor at RWA Wealth Partners. He has over 15 years of experience helping individuals and families navigate their financial journeys. In his role, Andrew meets with current and potential clients to discuss investment philosophy and process; develops and implements clients’ investment objectives; and provides portfolio recommendations based on market environment, tax considerations and individual client objectives. Andrew and his team are dedicated to delivering exceptional service and ensuring clients have a positive, seamless experience.

Before joining RWA Wealth Partners in 2021, Andrew served as a vice president and financial consultant at Charles Schwab, where he honed his skills in investment strategy, retirement planning and wealth preservation.

Andrew graduated with a B.S. in economics from Hamilton College.

Outside of his professional life, he is an avid fisherman and golfer. He resides in Somerville, MA, with his wife and two children.

Wealth Advisor

Stephen I. Lee

Stephen I. Lee is a wealth advisor at RWA Wealth Partners, where he regularly meets with clients to implement and review financial planning and investment strategies.

Stephen began his career in wealth management in 2001 and has a broad range of experience in banking, insurance, investments and advisory services. He is passionate about helping his clients navigate key financial challenges by taking a comprehensive approach to planning.

Stephen graduated from the University of California, Irvine, with a B.A. in economics and earned his MBA from the USC Marshall School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of Orange County. He earned his Certified Wealth Strategist® designation in 2024.

Stephen is a 7-time World Champion and a 2-time National Champion in bicycle motocross racing. He resides in Irvine, CA with his family.

Wealth Advisor

Fran Lee

Francis (“Fran”) Lee is a wealth advisor for RWA Wealth Partners. In this role, Fran meets with current and potential clients to discuss investment philosophy and process; develops and implements his clients’ investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations and individual client objectives. He brings over 25 years of experience in the financial services industry and works closely with individuals and multigenerational families. Fran and his team collaborate with our investment team, tax professionals and estate planners to provide clients with a personalized, seamless experience.

Before joining RWA Wealth Partners, Fran served as regional director at Avantax Investment Services, where he helped grow the firm’s client base and expanded its services to meet the needs of high-net-worth individuals. He previously held the position of vice president at Fidelity Investments, where he gained extensive experience working in both retail and institutional settings.

Fran received a B.A. from Stonehill College and is a CERTIFIED FINANCIAL PLANNER^® professional. He resides in Milton, MA, with his wife and three daughters. Fran enjoys spending time with his family while staying actively involved in the local community.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Wealth Advisor

Tim Mazanec

Tim joined RWA Wealth Partners in 2024 and works with clients nationwide. His primary role is helping clients with their financial priorities and their investment management needs. Tim believes that having a financial plan in place can help a family communicate and stay connected. He enjoys educating people about what they have and working with them to evolve their wealth plan over time.

Tim earned his Master Planner Advanced Studies (MPAS^®) designation from the College for Financial Planning in 2019. He is a Certified Financial Planner™ professional and holds the Chartered Retirement Planning Counselor ^(SM) (CRPC^®) and Chartered Market Technician^® (CMT^®) designations. He earned a B.S. in finance and management from Northeastern University.

Tim started his career in the wealth management industry in 2014, working for large national firms. He initially joined the financial services industry in 1994, helping to develop the Treasury and Foreign Exchange groups at Investors Bank & Trust. He was a regular commentator in the financial press, appearing more than 200 times on Bloomberg TV.

When he’s not helping people with their finances, Tim spends time with his wife, Tara, and their two kids, Scarlett and Colton. He can often be found playing sports with them or watching them compete. He and his family live in Cambridge, MA.

Wealth Advisor

Marge Neis

Before joining RWA Wealth Partners as a Wealth Advisor, Marge Neis spent her career in accounting and financial consulting, providing analytical and litigation support services to a team of professionals handling billions of dollars in settlements. Marge is a CPA (Inactive), has an MBA degree with a concentration in finance from the University of Minnesota and is a CERTIFIED FINANCIAL PLANNER™* professional.

Marge is an experienced financial professional with over 30 years’ proficiency in accounting, financial consulting and litigation support. She volunteers on the local Financial Planning Association’s pro bono and Emerging Advisors committees as well as for Tax-Aide’s free tax preparation service. She cares deeply about each client’s financial picture and is committed to helping clients achieve mastery over their personal finances.

Marge is originally from North Dakota and is the parent of identical twin daughters. In her spare time, she likes to participate in outdoor exercise boot camp classes and visit San Francisco’s wonderful art exhibits.

Wealth Advisor

Matthew Shumaker

Matt started his career at RWA Wealth Partners in 2017. As a wealth advisor, he’s responsible for developing customized solutions to help individuals and families realize their goals.

He provides comprehensive wealth planning in coordination with specialists in investment management, taxes and estate planning.

Matt graduated cum laude from Stonehill College with a B.S. in business administration and finance. He earned the CERTIFIED FINANCIAL PLANNER™ certification in 2020.

Matt enjoys playing golf and basketball, and traveling around the world. He grew up in Milford, CT, and lives in Boston, MA.

Wealth Advisor

Geoffrey Turner

Geoff joined RWA Wealth Partners in 2011. As a wealth advisor, Geoff works closely with clients to coordinate a variety of services and meet their financial planning needs. Geoff graduated from Plymouth State University, obtaining a B.S. in marketing. Prior to joining Adviser, Geoff worked at Fidelity Investments, where he specialized in nonprofit retirement accounts. Geoff and his family live in Boston.

Wealth Advisor

Alden Witman

Alden Witman serves as a wealth advisor at RWA Wealth Partners. In his role, Alden meets with current and potential clients to gain a clear understanding of their complex financial needs in order to design and implement customized financial plans and provide ongoing portfolio recommendations based on market conditions, tax considerations and individual client objectives.

Alden joined RWA Wealth Partners in 2019. He started his career in the financial services industry with UBS in 2012 before moving to The Harvest Group as a wealth management advisor.

Alden graduated from Quinnipiac University in 2004 with a B.S. in economics. He earned his Accredited Wealth Management Advisor^SM designation in 2015 and has been a CERTIFIED FINANCIAL PLANNER^® professional since 2016.

He lives in Wrentham, MA, with his wife, Stephanie, and sons, Henry and Ford.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Senior Relationship Manager

Vanessa Carter-Witt

Vanessa Carter-Witt is a wealth advisor. She joined RWA Wealth Partners in 2017 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2021. In her role, she provides comprehensive and customized financial planning advice to RWA Wealth Partners’ clients. Vanessa has a particular interest in helping clients navigate the complexities of aging in place and recently received her Certification for Long-Term Care.

Vanessa graduated from the University of Dayton in 2015 with a B.S. in finance.

Sr. Relationship Manager

Michael Dillaire

Michael joined RWA Wealth Partners in 2021 after holding positions at Fidelity Investments and JPMorgan Chase, N.A. He earned a dual bachelor’s degree in Business Administration with a concentration in Finance, and Criminal Justice, from Marist College in Poughkeepsie, NY. Michael is a CERTIFIED FINANCIAL PLANNER™ professional residing in Arlington, MA with his rescue dog Rosco.

Relationship Manager

Holly Dumlupinar

Holly Dumlupinar is a relationship manager at RWA Wealth Partners. Holly is passionate about connecting with her clients on a personal level. She works closely with our wealth advisors, investment team, tax professionals and estate planners to design and implement comprehensive and customized solutions tailored to each client’s unique financial needs and long-term goals.

Holly has worked in the financial services industry since 2012. Previously, she served as a relationship manager at Citi Personal Wealth Management and First Republic Bank. Prior to joining the financial services industry, Holly provided crisis management counseling in her hometown of Monterey, CA.

Holly earned a B.A. in psychology from San Francisco State University.

She lives in Charlestown, MA, with her husband and two daughters and enjoys exploring New England and visiting friends and family on the West Coast.

Relationship Manager

Colbey Gilford

Colbey is a Relationship Manager at RWA Wealth Partners. He assists the wealth management team with creating reports and deliverables to present to clients.

Colbey is originally from Chicago, IL, but is currently living in Houston, TX. Colbey graduated from the University of Illinois at Urbana-Champaign, where he discovered his passion and wealth management.

In his free time, Colbey enjoys traveling, trying new foods and spending time with his 10 siblings.

Relationship Manager

Kristen Manjikian

Kristen Manjikian is a relationship manager at RWA Wealth Partners. She works closely with our wealth advisors, investment team, tax professionals and estate planners to design and implement comprehensive and customized solutions tailored to each client’s unique financial needs and long-term goals. Kristen is dedicated to providing her clients with exceptional service.

Kristen joined RWA Wealth Partners in 2021 after working at Armstrong Advisory Group for 15 years as a financial planner. In this role, she offered administrative and operational support to a group of advisors and clients.

She graduated from Bentley University in 2007 with a B.S. in finance and currently is pursuing the CERTIFIED FINANCIAL PLANNER^® designation.

Kristen lives in Waltham, MA, and enjoys spending time with her husband and two daughters.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Relationship Manager

Ryan O’Shaughnessy

Ryan joined the RWA Wealth Partners’ team in 2019. As a relationship manager, he is responsible for serving clients and coordinating a variety of service and reporting needs between the client, RWA’s operations teams, and the account custodian. Before joining RWA Wealth Partners, Ryan worked for more than four years in wealth management at Citizens Bank. He graduated from Stonehill College in 2014 with a B.S. in business administration. Ryan enjoys attending concerts, traveling and experiencing new things. He resides in Lowell, MA, where he also grew up.

Relationship Manager

Connor Ronan

John (“Connor”) Ronan is a relationship manager at RWA Wealth Partners. Connor works closely with our wealth advisors, investment team, tax professionals and estate planners to design and implement comprehensive and customized solutions tailored to each client’s unique financial needs and long-term goals.

Prior to joining RWA Wealth Partners in 2020, Connor was a wealth management associate at UBS Private Wealth Management and One Charles Private Wealth, where he worked with financial planners and helped with client onboarding and issues.

He graduated from Bentley University with a B.A. in finance and minors in actuarial sciences and history.

He currently resides in Brooklyn, NY, and his hobbies include playing hockey, skiing, surfing and golfing.

Regional Vice President

Matthew Batzel

Matthew (“Matt”) Batzel serves as a regional vice president at RWA Wealth Partners and is a member of the business development team. Matt introduces clients and prospective clients to wealth advisors and provides information about RWA Wealth Partners’ investment strategies to the custodian referral channel.

Matt began his career in the financial services industry in 2006 through the educational division of Investools, where he helped clients better understand options, forex and futures trading. Prior to his work in the financial industry, Matt served in the U.S. Army.

In his free time, Matt enjoys playing golf and spending time with his wife and three children. Matt loves being outdoors. He is also very passionate about and involved in the Special Olympics.

Custodial Referral Channel Manager

Chris Brady

Christopher (“Chris”) Brady serves as a custodial referral channel manager at RWA Wealth Partners and is a member of the business development team. Chris introduces clients and prospective clients to wealth advisors and provides information about RWA Wealth Partners’ investment strategies to the custodian referral channel. His expertise centers on helping high-net-worth clients and families with retirement and legacy planning, tax minimization, and investment strategy.

Prior to joining RWA Wealth Partners in 2023, Chris was a vice president and wealth advisor for Clarendon Private Wealth. He also spent 13 years at Fidelity Investments, most recently as a vice president, financial consultant.

Chris earned a B.S. in finance from the University of Tampa.

Chris splits his time between Boston and Maine with his wife and son. Outside of the office, he can be found on a hockey rink, golf course, ski mountain or beach.

Equity Compensation Planning Director

Greg Evans

Greg brings decades of equity compensation planning experience to RWA Wealth Partners. Advisors collaborate with him to help clients understand their stock compensation and make the most of their awards. Greg’s role is to develop thoughtful strategies aligned with clients’ long-term plans to support their personal and financial success.

Greg is fascinated by financial markets and how they shape our lives. He joined the financial services industry out of a desire to help people in ways that have a profound and positive impact. He finds it especially rewarding to educate and empower clients, make the complicated simple, and find creative solutions for complex situations.

Prior to joining RWA Wealth Partners in 2024, Greg spent 28 years with one of the nation’s largest money management firms. As an executive services officer, he helped a wide range of professionals across multiple industries make the most of their company benefits and develop comprehensive wealth management strategies. Before that, Greg worked on the investment management side of the business, providing market insight and investment guidance while overseeing managed portfolios for high-net-worth clients.

Greg earned a bachelor’s degree in economics from the University of California, Santa Barbara. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Equity Professional. He lives in southern New Hampshire with his wife and has two sons, two cats and Zelda the dog. In his free time, he enjoys being with family and close friends, playing basketball, hiking (he’s making progress with his son on their goal of climbing all 48 of New Hampshire’s 4,000-foot peaks), performing any outdoor activities, listening to music and strumming the guitar. He and his family regularly participate in the annual White Mountains “Flags on the 48” event, and he looks forward to seeing you there.

Director of Estate and Trust Services

Rawson Hubbell

Rawson has over 25 years of experience working with executives, business owners and retirees on issues around wealth transfer, trusts and estate planning. Before joining RWA Wealth Partners as Director of Estate and Trust Services in 2023, Rawson was a private wealth strategist at a large national financial services provider, where he worked with many of the firm’s largest clients on similar planning issues.

He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1999, an M.A in Asian studies and a J.D. from Washington University, and a B.A. in economics from Middlebury College.

One of Rawson’s proudest professional achievements was his early facility with a potent tax-saving strategy using intentionally defective grantor trusts. This guidance helped save his clients hundreds of millions of dollars in transfer taxes while enabling them to make impactful donations to their chosen philanthropic causes.

Rawson is a 20-year rider in the Pan-Massachusetts Challenge and is actively involved with the Epiphany School in Dorchester, MA, where he has served as treasurer and a member of the board of trustees. He enjoys cycling, tennis and pickleball—all with friends, and especially with family.

Partner, Business Development Vice President

Jeremy D. Witbeck

Before joining RWA Wealth Partners, Jeremy worked as a Portfolio Manager for a Los Angeles area investment firm where he built customized portfolios for high net worth clients. Jeremy meets directly with clients and prospective clients to communicate RWA Wealth Partners’ investment strategies and review all financial planning needs.

Jeremy graduated from the University of Arizona, where he earned his BS in accounting. Additionally, he is a graduate of California Lutheran University, where he earned his MBA in financial planning. Jeremy has an extensive background in the financial service industry and holder of the right to use the Chartered Financial Analyst^® designation and is a Certified Financial Planner™ professional.

In his free time, Jeremy enjoys spending time with his wife and sons and playing basketball and softball in local leagues. He also teaches graduate-level coursework for the California Institute of Finance at California Lutheran University.

Chief Investment Officer

Joseph E. Powers

Joseph (JP) Powers serves as chief investment officer for RWA Wealth Partners, where he’s responsible for overseeing and implementing the firm’s overall investment strategy. In this role, he leads the investment team in making asset allocation decisions and directing investment and manager selection on behalf of all clients. JP also works directly with clients, apprising them of global economic and market activity and its implications for their specific and customized investment strategies. JP leverages his analytical abilities to drive key elements of the firm’s investment technology platform, including researching and implementing new systems and software to continually improve the efficiency of the investment trading platform and enhance the client experience of performance reporting.

JP chairs the Investment Policy Committee and is also a member of the Business Oversight Committee.

Previously, JP was portfolio manager and director at Ropes Wealth Advisors. Prior to Ropes Wealth, he was the director of fixed income for Silver Bridge Advisors (now Boston Private Wealth). As director of fixed income, JP focused on fixed income portfolio construction, research, and trading in both the taxable and tax-exempt fixed income sectors. Before joining the fixed income team, JP spent several years supporting the company’s equity research efforts as an analyst for the technology, telecommunications and consumer staples sectors while overseeing the firm’s equity trading desk. JP began his career with State Street Corporation. 

JP earned an MBA from Boston University’s Questrom School of Business and a B.S. in business administration from the University of New Hampshire. He was the winner of the Sandra A. F. Harper award from the BU Questrom program, which honors the student who best exemplifies community contribution and leadership within the graduating class.

JP resides in Dorchester, MA, with his wife and young son, and he enjoys sports, travel, and spending time with his family and friends. He divides his time between Boston and New Hampshire whenever possible.

Senior Portfolio Manager

Matthew Erickson

Matt is a member of RWA Wealth Partners’ Wealth Investment Committee and functions as our senior portfolio manager. Prior to joining RWA Wealth Partners, Matt ran his own investment management firm, Renaissance Capital Management in Grand Rapids, Michigan. In 2014, Wiley published Matt’s first book, Asset Rotation, which discusses the burgeoning ETF marketplace and provides readers with the tools necessary to reduce risk and optimize returns in a managed ETF portfolio. Matt is a contributor to SeekingAlpha.com, and he has also been featured on MarketWatch.com and in InvestmentNews and Yahoo Finance, among others.

Matt received his Bachelor of Science in business administration from Colorado Technical University, graduating summa cum laude.

In his free time, Matt enjoys sports, playing piano and guitar, hiking, swimming, cycling, and spending quality time with family and friends. He currently lives in Canton, Michigan, with his daughter, Mackenzie and son, Jacob.

Research Analyst

Zachary Ganz

As a research analyst for RWA Wealth Partners, Zachary Ganz manages the RWA Global Growth strategy and provides analysis across the firm’s investment platform with a special focus on the financial and information technology sectors.  He is a member of RWA Wealth Partners’ Investment Team.

Previously, Zachary was head of trading and a research analyst for Polaris Wealth Advisory Group until its acquisition by RWA Wealth Partners in 2022. Before joining Polaris, he served as a consultant specializing in finance, where he advised various departments at a major European bank and one of the world’s largest pension funds.

Zachary received his BS in economics from Lund University in Sweden, which consistently ranks in the top 100 QS World University Rankings.

In his spare time, Zachary enjoys cooking, exercising and scuba diving with his wife Sandra.

Quantitative Investments Manager

Josh Jurbala

As quantitative investments manager, Josh is responsible for managing the firm’s tactical strategies, and he works alongside the fundamental research team to provide quantitative support for fund research, portfolio construction and analysis. Josh began his career with RWA Wealth Partners after graduating from Northeastern University in 2013 and worked in the firm’s operations department before joining the research team in 2016. During that time, Josh continued his education by completing an M.S. in finance from Pace University, primarily focused on applying technical and statistical analysis to investing in financial markets. Josh also works with Jim Lowell on the Fidelity Sector Investor newsletter, serving as senior quantitative and technical analyst.

Senior Vice President, Fixed Income Manager

Chris Keith

Chris manages RWA Wealth Partners’ fixed income portfolios and is a member of the Portfolio Review Committee. He joined RWA Wealth Partners upon the firm’s 2011 acquisition of Kobren Insight Management (KIM), where he’d served as vice president and fixed income manager since 2001. Prior to joining KIM, Chris was a vice president in the Private Client Services Group of Robertson Stephens, where he designed and implemented fixed income portfolios for high-net-worth clients. Chris was also the head fixed income trader for Donaldson, Lufkin & Jenrette’s New England region. Chris is a 2013 recipient of the Boston magazine Five Star Wealth Manager award. He graduated from Northeastern University.

Research Analyst

Gabe Reale

Gabe is a research analyst at RWA Wealth Partners. He is responsible for both fund and individual equity research. Prior to starting with RWA Wealth Partners in 2022, he worked as a fund accountant at Advent International, a global private equity firm.

Gabe received his B.S. in finance from Roger Williams University’s Gabelli School of Business. He is an avid sportsman and particularly enjoys lacrosse, golf and skiing.

Director of Portfolio Management

Charlie Toole

Charlie is portfolio manager for RWA Wealth Partners’ dividend growth strategies, and he serves as a member of the firm’s Senior Investment Committee. He joined RWA Wealth Partners in 2017 upon its acquisition of Braver Wealth Management. An engineer by training, Charlie has more than a decade of investment experience, and his commentary on the economy, markets and dividend stocks has appeared in Barron’s, Forbes and Investor’s Business Daily. Prior to joining Braver in 2006, he held positions with Boston Engineering Corporation and Parametric Technology Corp. as a consultant to technology and manufacturing firms. He holds a B.S. in mechanical engineering from Worcester Polytechnic Institute and an M.S. in mechanical engineering from Northeastern University. Charlie is a five-time recipient of Boston magazine’s Five Star Wealth Manager award. He earned his Chartered Financial Analyst^® designation in 2008 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2011. He is a member of the CFA Institute and the Boston Securities Analysts Society (BSAS).

Director of Client Service

Megan Higgins

Megan started her career at RWA Wealth Partners in 2007. As the director of client service, she is responsible for managing the client service team and ensuring quality control and continuity of policies and procedures to deliver top-notch service to clients. Megan also has the Chartered Retirement Planning Counselor^SM (CRPC®) designation. She lives in Norfolk, MA, with her husband and her Australian shepherd, Basil. Megan likes outdoor activities such as running or kayaking, traveling, and spending time with family and friends.

Client Service Associate

Matthew Dakoyannis

Matt Dakoyannis joined RWA Wealth Partners as a client service associate in 2022 after serving as an intern in 2021. He graduated magna cum laude from Stonehill College in 2022 with a B.S. in business administration and finance. At RWA Wealth Partners, Matt is responsible for assisting portfolio executives in onboarding new clients as well as maintaining relationships with current clients. Matt enjoys reading, exercising, spending time with friends and family, and cooking. He grew up in Stoneham, MA, where he continues to reside today.

Client Service Administrator

Rachel Franti

Rachel is a part of the RWA Wealth Partners’ Client Service team. She previously worked three years as a mortgage underwriter, and another four years within the financial services industry prior to that. In her current position at RWA Wealth Partners, Rachel supports wealth advisors and custodians in the onboarding process of new clients, along with processing service requests for existing clients.

Rachel earned her Bachelor of Science degree in Psychology from Central Michigan University, and is currently finishing her Master of Science degree in Finance at Walsh College.

She grew up in Madison Heights, and currently resides in Clawson. In her free time, Rachel enjoys crocheting, walking her two dogs, and spending time with her loved ones.

Client Service Associate

Kia Jeffery

Kia joined RWA Wealth Partners in August 2021 as a Client Service Associate. She is responsible for the coordination and resolution of a variety of service and reporting requests between the client, the relationship management team, and custodians. Prior to joining RWA Wealth Partners, Kia was a Client Service Associate on the Relationship Management Team within a Boston-based investment company. Kia graduated from Northeastern University in 2015 with a B.S. in Business Administration and a minor in Psychology. In her free time, she enjoys traveling and spending time with her young nieces.

Client Service Associate

Isaiah Keegan

Isaiah Keegan joined RWA Wealth Partners as a client service associate in 2023. He is responsible for managing data, supporting client relationships and assisting advisors with client inquiries.

He started his career at Brown Brothers Harriman as a client service representative specializing in alternative investments.

Isaiah holds a B.S. in business management from Bentley University, where he also played on the football team.

He is an avid golfer and passionate Boston sports fan. Isaiah resides in Southborough, MA, his hometown.

Senior Client Service Administrator

Elaine Keratzides

Elaine has obtained diverse industry experience by having worked in various operational and financial positions for Charles Schwab, Hewlett Packard and Levi Strauss. Elaine earned her Bachelor of Arts degree in Economics at San Francisco State University and her MBA degree from the University of San Francisco. In her current position at RWA Wealth Partners, Elaine supports wealth advisors and custodians in the onboarding process of new clients, which includes establishing new accounts and fulfilling client service requests.

Elaine, a native San Franciscan, currently resides in San Rafael. In her free time, Elaine enjoys and supports her son’s basketball team as well as the summer league teams. Elaine enjoys walking, playing tennis and spending quality time with friends and family.

Client Service Associate

JJ Leahy

JJ started his career at RWA Wealth Partners in 2023, where he works closely with clients to ensure their service needs are met. Prior to that, JJ worked as an enterprise sales and strategic account management professional for over six years. JJ graduated from Stonehill College in 2014, receiving his B.A. in American studies with a focus in communication and cinema studies. Outside of work, he is an aspiring average golfer, film buff and avid sports fan.

Client Service Associate

Felix Lorie

Felix joined RWA Wealth Partners in June of 2022 and is responsible for assisting the relationship management team with a variety of services including client inquiries, database management and fund allocation. He is working toward his BS in business management with a concentration in finance from University of Massachusetts Boston. Felix grew up in South Florida but currently resides in East Boston, MA where he plays basketball and attempts to excel at golf while exploring new restaurants.

Client Service Admin

Julia Moore

Julia is a client service admin within the RWA Wealth Partners’ Client Service team and is responsible for partnering with the firm’s wealth management teams to provide an elevated service experience for clients.

She previously worked in Newport Beach within the financial services industry. At California State University, Long Beach, Julia earned her Bachelor of Arts degree and double majored in economics and international studies. In her current position at RWA Wealth Partners, her duties include account administration, processing new and existing account paperwork, money transfers, and fulfilling client service requests.

In her free time, Julia enjoys going to the beach, being outdoors, traveling, and spending time with her loved ones.

Client Service Associate

Dolores Ortiz Barajas

Dolores joined RWA Wealth Partners as the Operations Associate. She provides a supporting role assisting the Operations Team with daily task. 

Raised in both SF and Marin Dolores enjoys all the great activities the bay provides. When not working or spending quality time with family. She’s on the road or traveling abroad looking for what to eat next.

Work Leader

Karrie Pettiglio

Karrie joined RWA Wealth Partners in 2018. She is responsible for coordinating client service and reporting needs with the relationship management team, operations group and custodian. She graduated summa cum laude with a B.A. in economics from Nichols College in 2014.

Client Service Associate

Chase Rosa

Chase joined RWA Wealth Partners in 2022 as a client service associate. He started his career in 2017 at Equality Asset Management, where he was the firm’s first employee. In 2020, Chase founded the Driving Force Podcast, where he interviews elite performers across sports, business, and wellness. His guests have included retired Navy SEALs, CEOs of billion-dollar companies, and Ironman World Champions. He graduated from Bentley University in 2017 with a B.S. in Finance.

Sr. Work Leader

Lesley Valenzuela

Lesley is an Operations Manager at RWA Wealth Partners. She has over 6 years of experience in the financial services industry. Lesley works closely with advisers and custodians in the onboarding process of new clients, which involves opening new accounts, monitoring asset transfers and the funding of new accounts. She also assists in fulfilling service requests for existing clients.

Lesley graduated from Miriam College in the Philippines, where she earned her degree in Communications. In her free time, Lesley enjoys cooking, traveling and spending time with her family and friends.

Head of Tax Services

Bob Johnson

Bob has 15 years of experience in the tax and accounting services field. Before joining RWA Wealth Partners, Bob served as a tax director for Marcum LLP, a national CPA firm, providing tax compliance and planning for a wide range of clients, with a particular focus on the real estate industry.

He finds his work especially rewarding when he can help make clients’ tax preparation as painless as possible, given that it’s not always an experience people look forward to.

Bob is a CPA and a member of the MassCPAs and AICPA. He received a master’s in taxation (MST) from Bentley University and a B.A. in accounting from Assumption College.

Senior Tax Associate

Julia Baratta

Julia joined the firm in January 2023 as a Senior Tax Associate. She brings many years of experience and a diverse background in accounting and taxation, ranging from small CPA firms to Big Four and most recently with a tax law firm. Julia is a Certified Public Accountant. She received her BSBA in Accounting from Northeastern University, a Master of Taxation, and a Certificate in Financial Planning from Bentley University. She lives with her family in Littleton, Massachusetts. Julia enjoys spending time with family and friends, gardening and volunteering.

Senior Tax Associate

Michael Heng

Mike started his career at RWA Wealth Partners in 2023. He handles tax compliance and planning for high-net-worth individuals.

Mike has worked in public accounting since 2017, with a focus on compliance and tax planning for high-net-worth individuals and trusts. He also has experience with investment partnerships.

He graduated from the University of Rhode Island with a B.S. in business administration. Mike earned an M.S. degree in accounting with a tax concentration from Bryant University. He also holds the certified public accountant (CPA) license.

In his free time, Mike enjoys gathering with friends and family, working out, traveling, playing billiards and dining at new restaurants. He grew up in Rhode Island and lives in Malden, MA, with his pomsky, Zuko.

Tax Associate

Justin Lin

Justin got his start at RWA Wealth Partners as a tax associate in 2024. Prior to joining the firm, he spent two years working for a tax and family office firm. He holds a B.S. in business administration with a focus on finance and accounting from Northeastern University.

He enjoys helping people build and refine their tax strategy and plan for retirement, and he loves exploring the range of options to help them reach their goals.

When he’s not at work, Justin is rooting on the Boston Celtics, playing chess or spending time with his bich-poo, Roxy.

Vice President of Planning and Taxation

Judy Ludwig

Judy and her husband Joe together founded Tandem Financial Services, Inc., later renamed Braver Wealth Management, in 1987. She joined RWA Wealth Partners in 2017 as part of the firm’s acquisition of Braver. Judy began her career as a systems analyst with Fortune 500 and 100 companies before joining Laventhol & Horwath, where she was the manager of personal financial planning. She offers individuals, families and trusts a balanced approach to wealth management that seeks both wealth preservation and growth. Among other leadership roles, Judy has been president of the Norfolk/Plymouth Estate and Business Planning Council and served on the Board of Directors of the National Association of Estate Planners. She received her B.A. in mathematics from Douglass College, Rutgers University and a Certificate in Accounting from Bentley College. Judy is a ten-time Five Star Wealth Manager winner.

Senior Tax Associate

Nick Milliman

Nick began his career at RWA Wealth Partners in 2023. He focuses on tax planning and compliance for our valued wealth advisory clients.

A public accountant since 2017, Nick closely follows every change in the tax code to help clients, keeping them on track to achieve their financial goals.

He graduated from Northeastern University with a B.S. in accounting.

In his free time, Nick likes playing and watching football, basketball and baseball, and he’s a devoted long-distance runner. He also enjoys reading quarterly reports and proxy statements from public companies. Nick grew up in Norwalk, CT, and lives in Brookline, MA.

Tax & Family Office Manager

Nicolette Shaw

Nicolette joined RWA Wealth Partners in 2017. She manages tax & family office clients’ day-to-day needs and requests to provide efficient processing of transactions, transfers, onboarding and more. She is responsible for the coordination and resolution of a variety of service and reporting requests between the client, the wealth management team, and custodians. Nicolette graduated from Framingham State University with a B.A. in sociology and lives in Boston. In her free time, she loves to travel, golf and volunteer with Boston Cares.

Chief Financial Officer

Don MacKenzie

Don MacKenzie is the chief financial officer of RWA Wealth Partners. He joined the firm in August 2024 and is partnering with the CEO and the leadership team to grow the business organically and through acquisitions.

Don has demonstrated expertise in professionalizing operations, building teams and supporting growth-oriented leadership. His experience spans various industries, including manufacturing, distribution, financial services and business services companies. Don has a proven track record of optimizing financial infrastructure, improving operations, building, mentoring and leading strong teams in fast-paced, demanding environments.

Before joining RWA Wealth Partners, Don held various executive positions in private-equity-backed companies in business services, technology, healthcare and professional services. He spent several years managing two international venture capital firms. Prior to his first operating company role, Don held management positions with Big Four CPA firms in the UK and US. Throughout his 35-year career, Don has been responsible for finance and many other functions, including HR, marketing, sales, IT and operations.

Don earned his Bachelor of Science from the University of St. Andrews in Scotland and is a UK chartered accountant with over 30 years of membership in the Institute of Chartered Accountants in England and Wales. 

Managing Director, Corporate Development

Brian Hazan

Brian is the managing director of RWA Wealth Partners’ corporate development unit. In this role, he is responsible for identifying and executing merger and acquisition opportunities on behalf of the firm and working closely with candidates to ensure their goals are achieved once they merge with RWA Wealth Partners. Prior to joining the company in 2021, Brian led the M&A and business development group at Emigrant Partners, a strategic investment platform focused on the independent wealth space. Brian also spent time with Bregal Sagemount, a leading growth equity fund, and Focus Financial Partners. He received his B.S. in finance from St. John’s University. His interests include basketball, chess, meditation and spending time with friends and family.

Manager, Corporate Development

Nikhil Kyathappala

Nikhil is responsible for conducting financial modeling and analysis around M&A deal structures and participating in all aspects of the M&A process, including sourcing, relationship management, due diligence, negotiations and pre-integration. Before joining RWA Wealth Partners Investments in 2019, Nikhil worked in wealth management at Northwestern Mutual. He graduated from the University of Massachusetts Amherst in 2016 with a B.S. in actuarial mathematics. Nikhil likes being outdoors, playing sports, traveling and cooking. Having grown up in Massachusetts, he now resides in Watertown, MA.

Chief Executive Officer & Chief Economist

Michelle Knight

Michelle Knight serves as the chief executive officer of the firm. Previously, she was the  president and chief economist for Ropes Wealth Advisors, the family office division of RWA Wealth Partners. As CEO, she is responsible for day-to-day management of the firm and executing its long-term strategic plan. As the firm’s chief economist, she’s responsible for apprising clients of global economic and market activity. Michelle is a frequent contributor to Financial Advisor magazine and Private Asset Management magazine, and she has been quoted in Bloomberg, Thomson Reuters, the Boston Business Journal, Forbes and The Boston Globe.

In the past, Michelle served as chief investment officer for Ropes Wealth and chief economist for Ropes & Gray LLP. She was chief economist and managing director of fixed income for Silver Bridge Advisors (now Boston Private Wealth) and head of fixed income at Atlantic Trust (now CIBC Wealth). Before joining Atlantic Trust, Michelle was an analyst and assistant portfolio manager at J.P. Morgan Investment Management in New York.

Michelle earned an MBA, an MSF and a B.A. from Boston College, where she graduated summa cum laude and held the distinction of Presidential Scholar. In 2009, the Boston Business Journal¹ named her one of its 40 Under 40 in recognition of her accomplishments as a corporate and civic leader.

Michelle is a Boston College trustee and Investment Committee member, Boston Latin School vice chair of the Board of Trustees and Investment Committee member, Dedham Country Day School trustee and Investment Committee chair, Rosie’s Place trustee and Investment Committee member, trustee and treasurer of the Leventhal Map & Education Center of the Boston Public Library, and Investment Committee member for the endowment of the Archdiocese of Boston. She is a volunteer and member of the Boston Economic Club, the Boston College Alumni Association and Council for Women, the Boston Children’s Hospital League, and the Catholic Schools Foundation Inner-City Scholarship Fund. Michelle also teaches religious education at Holy Name Church in West Roxbury, serves as the treasurer of Holy Name Cub Scout Pack 3, and is a parent volunteer with the Guild of St. Irene at St. Sebastian’s School in Needham and the Parent Association of Dedham Country Day School.

Michelle resides in West Roxbury, MA, with her family, including three sons who are the joy of her life.

_{¹ The 40 Under 40 list is compiled by the Boston Business Journal. Annually, the Boston Business Journal seeks nominations to recognize 40 of Boston’s best and brightest young professionals. Nominees are evaluated based on their achievements, innovations and leadership skills in their fields as well as their civic involvement and accomplishments. It is not known how many nominees were considered in 2009. Winners in any particular year cannot win the 40 Under 40 recognition again. No fees were paid by any individual or third party in order for an individual to be nominated or selected for this recognition. The results of the list should not be interpreted as reflecting the approval or disapproval of the advisor’s services by clients, and the recognition is not intended to be indicative of or a promise of future performance.}

Chief Compliance Officer

Kristin Fazio

Kristin Fazio serves as chief compliance officer and principal of RWA Wealth Partners. As a key member of the firm’s leadership team, Kristin provides thoughtful advice around strategic decisions, risk management, business efficiencies, and business development, and she is responsible for leading and overseeing the firm’s compliance program. She works closely with functional leaders with the goal of providing the highest level of fiduciary care and service to our clients.

Prior to her role at RWA Wealth Partners, Kristin was the chief compliance officer of Ropes Wealth Advisors since the firm opened its doors in 2015, where she was responsible for designing, implementing, managing, and monitoring the firm’s compliance program; integrating industry best practices; and leading in-house compliance education efforts across the firm. She was a vital contributor to the firm’s strategic initiatives and a member of the Investment Policy Committee and Business Oversight Committee. Before joining Ropes Wealth Advisors, Kristin served as the chief compliance officer for Silver Bridge Capital Management LLC and the director of risk management for Silver Bridge Advisors LLC (collectively “Silver Bridge”). Prior to joining Silver Bridge, Kristin was a senior consultant at Navigant Consulting, Inc.

Kristin graduated cum laude from the Wallace E. Carroll School of Management at Boston College with a B.S. in economics and business administration.

Kristin resides in Marblehead, MA, with her husband and five children. Outside of work, she serves as coordinator, Uber driver, and cheerleader for her kids as they navigate their adolescent years. During the winter, she cherishes spending weekends in the White Mountains with her family.

Head of Family Office

Nicole E. LaChapelle

Nicole LaChapelle serves as RWA’s Head of Family Office and brings over 15 years of client service experience and expertise to this role, working together with her team of client service officers, specialists, and administrators to design and deliver the solutions that will best position clients to achieve their goals as they navigate their personal financial journey. Nicole is a member of RWA’s Business Oversight Committee and is a key contributor to the firm’s business development and strategic planning initiatives. Nicole also continues to lead several of the firm’s long-standing client relationships, seeking to deliver an exceptional client experience along the way.

Prior to her current role, Nicole was the Client Service Director for RWA. Before joining RWA, Nicole spent more than 10 years with Ropes & Gray LLP, initially as an estate settlement administrator and subsequently as Manager of Client Services. She began her career with MFS Investment Management as a retirement plan specialist.

Nicole earned an MBA from Boston University’s Questrom School of Business. Her undergraduate degree in business administration, with a minor in economics, was also awarded by Boston University. She received her paralegal certificate from Northeastern University in 2008.

In 2017, Nicole was the recipient of Ropes & Gray’s prestigious ACE award (Acclaiming and Celebrating Excellence) for her tremendous individual contributions and leadership to the Private Client Group and RWA.

Nicole serves on the Board of Advisors for the South Boston Neighborhood House (“The Ollie”), and enjoys spending time with her family and friends, as well as traveling as often as her schedule permits.

Chief Financial Officer

Don MacKenzie

Don MacKenzie is the chief financial officer of RWA Wealth Partners. He joined the firm in August 2024 and is partnering with the CEO and the leadership team to grow the business organically and through acquisitions.

Don has demonstrated expertise in professionalizing operations, building teams and supporting growth-oriented leadership. His experience spans various industries, including manufacturing, distribution, financial services and business services companies. Don has a proven track record of optimizing financial infrastructure, improving operations, building, mentoring and leading strong teams in fast-paced, demanding environments.

Before joining RWA Wealth Partners, Don held various executive positions in private-equity-backed companies in business services, technology, healthcare and professional services. He spent several years managing two international venture capital firms. Prior to his first operating company role, Don held management positions with Big Four CPA firms in the UK and US. Throughout his 35-year career, Don has been responsible for finance and many other functions, including HR, marketing, sales, IT and operations.

Don earned his Bachelor of Science from the University of St. Andrews in Scotland and is a UK chartered accountant with over 30 years of membership in the Institute of Chartered Accountants in England and Wales. 

Chief Investment Officer

Joseph E. Powers

Joseph (JP) Powers serves as chief investment officer for RWA Wealth Partners, where he’s responsible for overseeing and implementing the firm’s overall investment strategy. In this role, he leads the investment team in making asset allocation decisions and directing investment and manager selection on behalf of all clients. JP also works directly with clients, apprising them of global economic and market activity and its implications for their specific and customized investment strategies. JP leverages his analytical abilities to drive key elements of the firm’s investment technology platform, including researching and implementing new systems and software to continually improve the efficiency of the investment trading platform and enhance the client experience of performance reporting.

JP chairs the Investment Policy Committee and is also a member of the Business Oversight Committee.

Previously, JP was portfolio manager and director at Ropes Wealth Advisors. Prior to Ropes Wealth, he was the director of fixed income for Silver Bridge Advisors (now Boston Private Wealth). As director of fixed income, JP focused on fixed income portfolio construction, research, and trading in both the taxable and tax-exempt fixed income sectors. Before joining the fixed income team, JP spent several years supporting the company’s equity research efforts as an analyst for the technology, telecommunications and consumer staples sectors while overseeing the firm’s equity trading desk. JP began his career with State Street Corporation. 

JP earned an MBA from Boston University’s Questrom School of Business and a B.S. in business administration from the University of New Hampshire. He was the winner of the Sandra A. F. Harper award from the BU Questrom program, which honors the student who best exemplifies community contribution and leadership within the graduating class.

JP resides in Dorchester, MA, with his wife and young son, and he enjoys sports, travel, and spending time with his family and friends. He divides his time between Boston and New Hampshire whenever possible.

Chief Marketing Officer

Venkat Patla

Venkat brings a wealth of branding expertise cultivated in both agency and corporate environments with substantial experience in financial services and wealth management marketing. He joined RWA Wealth Partners in 2023 to elevate the brand and overall client experience.

In his prior role as the senior creative director at Edelman Financial Engines, he led the brand strategy that transformed the company’s image into a bold, modern wealth management brand.

At UBS he led the marketing for private wealth management, the client digital app and numerous other initiatives across all business units.

Venkat holds a B.S. in mechanical engineering from Osmania University and an M.S. in advertising and communications from the University of Illinois Urbana-Champaign.

Managing Director, Wealth Management

Steve Reder

Steve Reder serves as managing director, wealth management, for RWA Wealth Partners, where he oversees the implementation of financial plans for RWA clients. In this role, he leads our team of wealth advisors and shapes the advice, guidance and caring support our clients receive. He also works directly with clients, solving complex financial planning problems and helping to integrate personal financial plans with investment, tax and estate planning. By leveraging his extensive experience, analytical skills and deep empathy, Steve enhances the experience of all our clients.

Previously, Steve was a vice president at Goldman Sachs, where he had a joint role as region manager of Goldman Sachs Personal Financial Management and head of FinLife, Goldman Sachs’ white-label wealth management offering. He joined Goldman Sachs through the acquisition of United Capital Financial Advisors, where he was a founding partner of FinLife, a business he initially launched while president, COO and CCO of Lenox Wealth Management. Prior to this, Steve held various positions with PNC Bank and PNC Investments.

Steve holds a B.S. in accounting from the University of Cincinnati.

He lives in Cincinnati, Ohio, with his family, including two children who are the love of his life. Steve enjoys traveling with his wife, rooting for the Bengals and Reds, and spending time with family and friends.

Chief Technology Officer

Carlos Sotero

Carlos serves as chief technology officer of RWA Wealth Partners. He joined RWA Wealth Partners in 2023 to lead its technology and digital transformation strategy. Previously, Carlos was CIO of Allstate Identity Protection. He spent most of his career at Motorola Solutions, where he held technology leadership and engineering roles in healthcare/wellness, global sales and public safety solutions.  

Carlos has over 25 years of experience in technology with a track record of successfully implementing flexible technology architectures to enable business outcomes. He is known for scaling for growth while reducing costs, expanding revenue and building highly effective teams.

Carlos is a veteran of the USMC. He holds an MBA and a B.S. in management information systems and finance from the University of Arizona. He resides in Scottsdale, AZ with his wife and two sons.

Chief People Officer

Rick Winter

As chief people officer of RWA Wealth Partners, Rick Winter is responsible for implementing transformational human resource strategies that support the firm’s present and future goals. In this role, Rick works to ensure the firm’s human resource and workforce operations departments run smoothly, and he is responsible for talent strategy, compensation and incentive programs, payroll, benefit and retirement planning, training and career development, performance management programs, employee relations, and managing all human resources and workforce operations personnel. Additionally, Rick advises senior management on the implications of legal issues related to human resource policies. He takes a leadership role in developing an engaging culture that enables employees to grow and succeed within the organization. Rick brings a demonstrated history of strong leadership, business strategy, team building, employee relations, and training and development skills, collaborating with owner-operator, private equity, and public companies. 

Prior to joining RWA Wealth Partners in 2024, Rick held various executive positions leading the human resources function for companies in the e-commerce, food manufacturing, real estate, and retail sectors.

Rick earned a B.S. from Florida International University and his M.B.A. with a leadership focus from Southern New Hampshire University. In 2017, he completed the Oxford Strategic Leadership Programme at the University of Oxford’s Saïd Business School.