579 Main Street
Bolton, MA 01740
Main Office (978) 779-5361
Toll Free (800) 649-3883
Contact Information
SERVICE CENTERS
Bolton Office
Miami Office
1441 Brickell Ave.
Suite 1700
Miami, FL 33131
Main Office (786) 693-7800
NYC Office
The Chanin Building – 122 East 42nd Street
Suite 4105
New York, NY 10168
Main Office (646) 559-7100
Weston Office
55 Weston Road
Suite 301
Weston, FL 33326
Main Office (954) 727-8500
DEPARTMENTS
Recruiting
Click Here for Our Advisor Inquiry Form
Phone: (800) 649-3883
Email: [email protected]
Fax: (978) 779-9945
COMPANY DIRECTORY
Executive Team
Grenier, Ray
Chairman
Preskenis, Steve
Chief Executive Officer
Beals, Matt
President and Chief Operating Officer
Mahle, Jane
Chief Compliance Officer
Tarpey, Steve
Chief Financial Officer
Cataldo, John
Chief Legal Officer, BSC & BCG Chief Administrative Officer
Morean, Ricardo
Managing Director Miami Complex
Legal
Preskenis, Steve
Chief Executive Officer
Cataldo, John
Chief Legal Officer, BSC & BCG Chief Administrative Officer
Accounting
Tarpey, Steve
Chief Financial Officer
Crawford, Ryan
Staff Accountant
Trading
Grenier, Phil
Trader
O’Connor, Phil
Trader
Freda, TJ
Trader
Scanlon, Mitch
Trader
Technology
Piero Velasquez
Manager of Technology
Bacher, Jacob
Technical & Software support
Marketing
Rodriguez, Adriana
Head of Marketing and Communications
Operations
Feliz, Deidry
Director of Operations
Dasaro, Meredith
Associate Operations Manager
Correia, Ashley
Account Manager
Messina, Felton
Account Manager
Ramon, Emiro
Account Manager
Revolledo, Maria
Account Manager
Andrade, Jeaneth
Account Manager
Santana, Kassandra
Account Manager
McKeon Trunfio, Molly
Account Manager
Rozas, Larry
Account Manager
Compliance
Mahle, Jane
Chief Compliance Officer
Chouinard, Scott
Director of Compliance
Callahan, Matt
Compliance Officer
Holubiak, Thomas
Senior Compliance Officer
Pinto, Amarilis
Compliance Officer
Whipple, Mili
Compliance Associate
Naroian, Edward
Compliance Officer
Supervision
Fremault, Ronnie
Director of Supervision
Bourdeau, Chris
Associate Director of Supervision
Office Administrator
Silva, Lauren
Office Administrator - Bolton, MA
Jemio, Graciela
Office Administrator - Miami, FL
Facilities
Berryman, David
Facilities Manager
ADVISOR RECRUITING
Please fill out the form below to submit an inquiry to our recruiting department.
