Meet The Team | Megent Financial

Meet The Team

Support For The Men And Women Of Organized Labor^™

Our team values hard work, teamwork, trust, and a down-to-earth approach. We bring both specialized knowledge and personal support to every relationship. Clients are never treated like a number. They are guided by real people who take the time to understand their situation, explain what matters, and help them move forward with greater clarity and confidence. Read on to learn more about us.

Leadership

Eric Burton

Eric Burton

Co-Chief Executive Officer, President, Investment Advisor

eburton@megent.com

Ronald Whittingham

Ronald Whittingham

Co-Chief Executive Officer, Investment Advisor

rwhittingham@megent.com

David Mallett

David Mallett

Chief Operating Officer, Investment Advisor

dmallett@megent.com

Lori Whittingham-Derby

Lori Whittingham-Derby

Chief Compliance Officer, OSJ Branch Manager, Investment Advisor

lwhittingham@megent.com

Douglas Klimah

Douglas Klimah

Chief Information Officer, Investment Advisor

dklimah@megent.com

Find A Team Member

Investment Advisors

Thomas Borsellino

Thomas Borsellino, ChFC^®, CASL^®

Investment Advisor

tborsellino@megent.com

Danielle Burton

Danielle Burton

Investment Advisor

dburton@megent.com

Reid Burton

Reid Burton

Investment Advisor

rburton@megent.com

Thomas Burton, RICP

Thomas Burton, RICP

Investment Advisor

tburton@megent.com

Michelle Cooper-McNally

Michelle Cooper-McNally

Investment Advisor

mmcnally@megent.com

Nicholas Corcoran

Nicholas Corcoran

Investment Advisor

ncorcoran@megent.com

Jim Cotter

Jim Cotter

Investment Advisor

jcotter@megent.com

Brendan Day

Brendan Day

Investment Advisor

bday@megent.com

P. Mark Deimling

P. Mark Deimling

Investment Advisor

pmdeimling@megent.com

Marty Durkan

Marty Durkan

Investment Advisor

mdurkan@megent.com

Timothy Fitzgibbon

Timothy Fitzgibbon

Investment Advisor

tfitzgibbon@megent.com

Brian Healy

Brian Healy

Investment Advisor

bhealy@megent.com

Timothy Holubik

Timothy Holubik

Investment Advisor

tholubik@megent.com

Daniel Lekki

Daniel Lekki

Investment Advisor

dlekki@megent.com

Michael McIntyre

Michael McIntyre

Investment Advisor

mmcintyre@megent.com

Ryan Mitchell

Ryan Mitchell

Investment Advisor

Logan Simios, CPA, CPFA

Logan Simios, CPA, CPFA

Investment Advisor

lsimios@megent.com

Robert Stapleton, CPA

Robert Stapleton, CPA

Investment Executive

rstapleton@megent.com

Timothy Winters

Timothy Winters

Director of Business Development, Investment Advisor

twinters@megent.com

Client Services & Operations

Vanessa Aldape

Vanessa Aldape

Investment Assistant

valdape@megent.com

Colleen Barry

Colleen Barry

Investment Assistant

cbarry@megent.com

Emma Bledsoe

Emma Bledsoe

Client Services Director, Investment Assistant

ebledsoe@megent.com

Heather Cancino

Heather Cancino

Client Services Associate

hcancino@megent.com

Nicholas Cotton

Nicholas Cotton

Client Services Associate

Meghan Hamilton

Meghan Hamilton

Client Services Associate

Sylvia Jones

Sylvia Jones

Processing Coordinator

sjones@megent.com

Julie Cangelosi

Julie Cangelosi

Client Services Associate

Adeline Cannatello

Adeline Cannatello

Process Operations Director

acannatello@megent.com

Pat Cisko

Pat Cisko

Investment Assistant

pcisko@megent.com

Alphonse Cozzi

Alphonse Cozzi

Client Services Associate

Michael Hook

Michael Hook

Client Services Associate

mhook@megent.com

Maddie Matejka

Maddie Matejka

Operations Assistant

mmatejka@megent.com

Claire McCarthy

Claire McCarthy

Client Services Associate

cmccarthy@megent.com

Joe McIntyre

Joe McIntyre

Client Services Associate

Brian O'Shea

Brian O'Shea

Investment Assistant

boshea@megent.com

Caroline Foglton Shanahan

Caroline Foglton Shanahan

Client Services Associate

cshanahan@megent.com

Pension & Benefit Services

Jill Detampel

Jill Detampel

Client Services Associate, Pension & Benefit Services Coordinator

Kathleen Rascop

Kathleen Rascop

Pension & Benefit Services Director

krascop@megent.com

Jennifer Rioux

Jennifer Rioux

Engagement & Education Director

jrioux@megent.com

Michelle Ross

Michelle Ross

Pension & Benefit Services Director

mross@megent.com

Megan Sherman

Megan Sherman

Pension & Benefit Services Coordinator

msherman@megent.com

Relationship Management

Ralph Affrunti

Ralph Affrunti

Relationship Manager

raffrunti@megent.com

Ronald Bickel

Ronald Bickel

Union Relations Manager

rbickel@megent.com

Richard Rioux

Richard Rioux

Relationship Manager

rrioux@megent.com

Our Experienced Advisors And Administrative Support

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