DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Family Offices
Westwood, MA
We are an independent, employee-owned organization that specializes in actively managed multi-asset and equity investment strategies for individual and institutional investors.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
Candidate family office with no filing identifier. Treat the facts on this page as unverified.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Nicholas Randolph | Senior Marketing Analyst | operations | unknown | n/a | yes | fact |
| Felicity Ho | Systems Support Manager | leadership | senior | n/a | yes | fact |
| Jared Fernandez | Manager, Proxy Voting and ESG Analysis | leadership | senior | n/a | yes | fact |
| David A. Murray | Manager, Equity Trading | leadership | senior | n/a | yes | fact |
| Stephanie Collins | Transaction Services Analyst | operations | unknown | n/a | yes | fact |
| Katrina L. Pelsue | Director of Fund Services | leadership | senior | n/a | yes | fact |
| Kevin McLaughlin, JD | Tax Manager & Fiduciary Specialist | leadership | senior | n/a | yes | fact |
| Caroline Niro | Senior Client Service Associate | other | unknown | n/a | yes | fact |
| Emily Simas | Client Service Associate | other | unknown | n/a | yes | fact |
| William Harper | Senior IT Support Analyst | operations | unknown | n/a | yes | fact |
| Jamie Sullivan | Executive Assistant and Manager, Facilities | leadership | senior | n/a | yes | fact |
| Willow Huppert | Senior ESG Analyst | operations | unknown | n/a | yes | fact |
| Eric R. Fischer | Director | leadership | senior | n/a | yes | fact |
| Richard Q. Williams, CFA | Managing Director and Portfolio Manager | leadership | senior | n/a | yes | fact |
| Lindsey Lane | Director of Marketing & Communications | leadership | senior | n/a | yes | fact |
| Nikki Kushta | Senior Client Service Manager | leadership | senior | n/a | yes | fact |
| Damian Despotovski | Investment Analyst | Direct investments | unknown | n/a | yes | fact |
| Sarah T. Kelly | Director | leadership | senior | n/a | yes | fact |
| Mehtap Yagci | ESG Analyst | operations | unknown | n/a | yes | fact |
| Aaron John Ziulkowski, CFA | Portfolio Manager and Manager, ESG Integration | Direct investments | unknown | n/a | yes | fact |
| Kenneth P. Scott, CFA | Co-Chief Executive Officer | leadership | senior | n/a | yes | fact |
| Joshua Newstadt | Senior Marketing Associate | other | unknown | n/a | yes | fact |
| Sarah E. Robinson | Client Service Manager | leadership | senior | n/a | yes | fact |
| Jennifer Ellis, CPA | Managing Director and Chief Financial Officer | leadership | senior | n/a | yes | fact |
| Oladoyin Apanpa | Human Resources Manager | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Lisa Wood (Senior Business Systems Analyst), Brieana Valdez (Operations Analyst), Catelina Tandofte (Transaction Services Manager), Dimitri Spiliakos (Senior Fund Services Analyst), Shweta Rawat (Transaction Services Associate), Tammy Perry (Director of Business Systems), Katrina L. Pelsue (Director of Fund Services), Andrew Nalivaika (Business Systems Product Manager), Mirely Garcia (Operations Analyst), Jon Eng (Director of Operations), Stephanie Collins (Transaction Services Analyst), Andrew Chin (Business Systems Analyst).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan