MANAGED ACCOUNTS
> Managed Accounts Main
> Team Profiles

Sub-Advisory Team
Click on a name to expand the team member's profile

Section Menu:
2 Managed Accounts Main
2 Financial Advisors
1 Individual Investors

See Also:
bullet Institutional Investors
bullet Individual Wealth
   Management
DANIEL J. CROSS - Vice President, National Sales Manager

Experience: 14 years
Mr. Cross is responsible for business development and client relations within the brokerage community.  Prior to joining the firm in 2000, Mr. Cross was the Regional Vice President of Sales for Boston Capital Partners.  Mr. Cross was also the manager of the Barry Murphy & Company, a Boston based brokerage firm.  Mr. Cross has a BA in Finance from Boston College.

J. MATTHEW AMERSON, CIMA, CFP - Regional Vice President

Experience: 7 years
Mr. Amerson is responsible for business development and client relations within the brokerage community.  Prior to joining the firm in 2004, Mr. Amerson was a Regional Vice President of Overture Asset Managers and a Regional Marketing Specialist with INVESCO. Mr. Amerson has also worked as both a financial advisor and as an ICS Regional Assistant while at Morgan Stanley.  Mr. Amerson is a CFP and received his BS from Presbyterian College in Clinton, South Carolina.

MATTHEW S. BOYCE - Regional Vice President

Experience: 5 years
Mr. Boyce is responsible for business development and client relations within the brokerage community. Mr. Boyce joined the firm in 2001 working within the operations department and subsequently moved over to be the internal sales associate for the sales and marketing team in 2003.  Mr. Boyce received his BA from Assumption College.

MICHAEL S. DALY - Regional Vice President

Experience: 11 years
Mr. Daly is responsible for business development and client relations within the brokerage community.  Mr. Daly joined the firm in 2000 as the Marketing Associate supporting the external marketing team and our brokerage partners. Mr. Daly was formerly with Liberty Financial Companies as a Regional Marketing Consultant. Mr. Daly has a BA from St. Michael’s College.

DANIEL P. DRISCOLL - Regional Vice President

Experience: 10 years
Mr. Driscoll is responsible for business development and client relations within the brokerage community. Prior to joining the firm in 2001, Mr. Driscoll was the Regional Vice President of Boston Capital Partners. Prior to becoming Regional Vice President at Boston Capital, Mr. Driscoll worked as both an Internal Sales Representative and Internal Sales Desk Manager. Mr. Driscoll was also employed at Paul Revere Insurance in Worcester, MA.  Mr. Driscoll has his BS from Bryant College.

RICHARD J. TAUSSIG - Sales Associate

Experience: 5 years
Mr. Taussig is responsible for partnering with the Congress Regional Vice Presidents in business development and client relations within the brokerage community.  Prior to joining the firm in 2007, Mr. Taussig was a Regional Marketing Associate at Putnam Investments.  Mr. Taussig has his BA from Hobart College.