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| Randy Allison Hustvedt, Co-Founder and Managing Partner
Charles A. Walsh III, Co-Founder and Managing Partner
Bruce D. Stewart, Chief Investment Officer and Partner
Steven J. Gaskins, Chief Operating Officer
Gayathry R. Abraham, Investment Reporting Analyst
Thea R. Brown-Allen, Senior Operations Associate
Brian Calabro, Client Service Officer
John Cartisser, Director of Operations
Sabrina S. Condon, Financial Planner
MaryAnn Johnson, Client Service Officer
Sarah S. Lentz, Director Client Service
Brett Lousararian, Due Diligence Analyst
Katherine Madersky, Associate Financial Planner
Gary Nielson, Due Diligence Manager
Michael O'Leary, Senior Portfolio Analyst
Henry Palmer, Associate Financial Planner
John P. Przybylski, Director Financial Planning
Sharon Reilly, Office Manager
Marjon Tondravi, Senior Operations Associate
Gina Y. Wang, Administrative Assistant
Dorcas Wilson, Client Service Officer |
Ms. Wilson works with the LongVue Principals and acts as a day-to-day point person for our clients. She also serves as a liaison between LongVue's clients and their outside accountants and attorneys. She draws on her eight years as a trust and estate administrator with a large Boston law firm to both handle a client's ongoing cash and other financial needs, and to help our clients understand the convoluted tax codes and legal jargon associated with estate planning. She also communicates financial information to client advisors, saving our clients both time and money.
Prior to her law firm experience, Ms. Wilson was a trust and estate administrator with Fleet Bank and its predecessor, Bank of New England. She has experience assisting family members of all generations with complex financial and family matters, and thoroughly enjoys her liaison role.
Ms. Wilson earned her bachelor's degree in English from the University of Massachusetts.
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