The Financial Planning Association of Massachusetts
Gold Level Chapter
Platinum Partners
Artio Global Investors
Bentley University
Charles Schwab
Chubb Personal    Insurance
FBR Funds
Forward Funds
Loomis Sayles
Morningstar
Pioneer Investments
Prospect Mortgage
Trust Company of America
US Global
   Investors Inc.
Wellesley Investment
   Advisors, Inc.
William Blair Funds

Gold Partners

Silver Partners - 2009 Conference
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TD Ameritrade    Institutional
 

Please contact the officers below for information on financial planning, the FPA™ of Massachusetts or their specific financial planning specialties. If you need further information or have general questions about our association, please email admin@fpama.org or call 781-899-3530.

Chair
Deborah Maloy
(781) 245-3466
deb.maloy@maloyfinancial.com		President
Gayle Knight Colman
(978) 371-2015
gayle@colmanknight.com
President Elect/Pro Bono Chair
James Thompson
617-467-6105
jthompson@village-bank.com		Secretary/Treasurer
Peter Jaworski
(617) 912-9000 x 1321
peter.jaworski@vitale.com
Career Development
Daniel Mantell
781-392-2850
daniel.mantell@wachovia.com		Consumer Education
Jeanne Sullivan
(617) 247-0518 Ext.17
Jeanne@backbayfinancial.com
Government Relations
Steve Doucette
(781) 235-0405
s.doucette@proctorfinancial.com		Chapter Connections
Jessie Foster
(617) 728-7436
Jessie.Foster@lfg.com
Membership
Garrett Pierce
(617) 422-4696
garrett.pierce@pioneerinvestments.com		Co-Director of Programming
John Napolitano
(781) 849-9200 x239
jnap@uswealthcompanies.com
Co-Director of Programming
Chris Duffy
(617) 786-1600
cmduffy@capitalanalystsne.com		Partnerships
Joan Gonzalez
(781) 398-9173
jogonzalez@rcn.com
Public Relations
Christine Theroux
508-272-1889
chris.theroux@comcast.net		At-Large: Technology
Dick Power
(508) 660-1793
powerplans@verizon.net
Executive Director
Kristin Peña
(978) 597-2799
admin@fpama.org

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