KAITLYN M. BENSON
Senior Administrative Officer, Investments
10 years in the Wealth Management Industry
MEd, Salem State University
BA, University of New Hampshire
Kate supports the investment group in all aspects of client related portfolio administration. She monitors all operational activities pertaining to the investment portfolios, working in collaboration with our suite of investment managers, bank custodians and our financial accounting group. In addition, Kate is responsible for maintaining the firm's proprietary reporting systems. She also enjoys interacting with clients, providing superior client service.
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DOAN TRANG T. NGUYEN (NIKKI)
Controller
15 years in Accounting
MBA, Southern NH University and
BSBA, University of NH
Nikki manages all aspects of the firm's daily internal financial operations, assisting with regulatory and compliance reporting, and coordinating and articulating the firm's human resource and employee benefit programs.
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LINDA M. SKIATHITIS
Assistant Controller
25 years in Business
Office Management
Attended NH College and the
Blended Solutions Technical Institute
Linda assists the financial accounting department in all manner of maintaining timely and accurate client related books and records. Her client duties are an integral part of the client service team and is known as the go-to professional of the firm.
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