- Jeffrey McGrew, CFA | Chief Investment Officer
Elizabeth Braudis, JD, LLM | President
Elizabeth Braudis has over 25 years' experience working with wealthy individuals and families developing and managing complex estate and financial plans. Prior to joining Foster Dykema Cabot in 2002, she worked for the Trust and Wealth Management Division of Shawmut/Fleet Bank. Ms. Braudis is the fifth president to lead the firm since its inception in the 1960s. Admitted to the Massachusetts Bar in 1991, she received her JD from Vermont Law School and BS from Skidmore College. She also holds an LLM (Masters of Law) in Taxation from Boston University Law School. In 2009 and 2011, Ms. Braudis was named "Top 10 Financial Advisor" by Women's Business Boston, and in 2015 and 2016, she was named one of the Top 25 Women-Owned RIA's in the U.S. by WealthManagement.com . In 2017, under her leadership, the firm was ranked number eighty-three on the Top 150 RIA Firms by Financial Planning. She serves as trustee for numerous personal trusts and foundations.
Donnalee Guerin | Chief Operating Officer
Donnalee Guerin has over 20 years' experience in client service, finance, operations and aviation. Prior to joining the firm in 2006, she was a Vice President at Putnam Investments specializing in aviation and travel. In addition to assisting in the management of large family relationships, Ms. Guerin oversees the firm's operations. She is a magna cum laude graduate of Emmanuel College and is a graduate of Katherine Gibbs.
Jeffrey McGrew, CFA | Chief Investment Officer
Jeff McGrew has over 25 years of experience in the investment management industry. Jeff chairs the Investment Policy Committee and is responsible for leading the investment team and overseeing all aspects of the investment process, including asset allocation, research and the selection of investments. Prior to joining Foster Dykema Cabot in 2016, he was a Portfolio Manager and Investment Officer at MFS Investment Management, utilizing fundamental and quantitative research to manage domestic and global equity portfolios. Prior to MFS, Jeff spent eleven years at The Boston Company Asset Management as Managing Director and Senior Portfolio Manager. Previously, Jeff was a Senior Equity Analyst at Fidelity Investments. Mr. McGrew earned an MBA from the Weatherhead School of Management at Case Western Reserve University, and received his BA from Wittenberg University. Jeff holds the Chartered Financial Analyst designation. He is also a member of the CFA Institute and the Boston Security Analysts Society.
Scott Desmond | Head Trader
Scott Desmond has over 15 years’ experience in the investment management industry. Since joining the firm in 2016, he is responsible for trading and process improvement. Prior to joining Foster Dykema Cabot, Mr. Desmond worked in derivative operations at State Street Global Advisors where he was responsible for swaps and options. He also worked at Congress Asset Management as the equity trader. He received a Master’s degree in finance from Northeastern University in 2014 and a Bachelor’s degree in finance from the University of Massachusetts at Amherst in 1998.
Peter Fisher | Vice President, Portfolio Manager
Peter Fisher has over 15 years experience in the investment management and financial services industry. As a member of the investment team, Mr. Fisher focuses on managing client portfolios and contributing to the firm's research efforts. Prior to joining Foster Dykema Cabot in 2017, Mr. Fisher was a Vice President with Affiliated Managers Group in AMG's Affiliate Development team and a Vice President with Citigroup in their Corporate Mergers & Acquisitions group. He earned an MBA from the Fuqua School of business at Duke University in 2006 and received his BA from Connecticut College in 2000.
Elizabeth Gardner | Investment Associate
Elizabeth Gardner has 15 years' experience in the investment management industry. As an Investment Associate, her responsibilities include assisting in investment and operational services, trading and compliance. Prior to joining Foster Dykema Cabot in 2017, Ms. Gardner worked as an operations manager at Century Capital Management where she was responsible for performance updates, maintenance of GIPS composites and compliance support. She also worked at W.E. Donoghue & Co., Inc. as an operations manager. She earned an MBA from Curry College in 2014 and she received her BS from Stonehill College in 2004.
Andrew Knowland, CFA | Vice President, Portfolio Manager, Chief Compliance Officer
Drew Knowland has over 15 years experience as an investment manager servicing high-net-worth individuals and families. He joined Foster Dykema Cabot in 2001 following nearly 20 years in various management positions in the high-technology industry. As a Portfolio Manager, Mr. Knowland manages some of the firm's largest client portfolios and provides guidance on a variety of wealth management topics. As a member of the investment team, he focuses on fixed income and alternative investments. Mr. Knowland also serves as the firm's Chief Compliance Officer. He earned an MBA from the Amos Tuck School at Dartmouth College in 1982, received his BA from Middlebury College in 1971, and holds the "Chartered Financial Analyst" designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Brinck Lowery | Vice President - Emeritus
Brinck Lowery has over 35 years experience in the investment management industry starting his career at Banker's Trust Company in 1972. He is a 1976 graduate of Harvard Business School. Mr. Lowery joined Foster Dykema Cabot in 1981 and served as its President prior to Elizabeth for 13 years. In addition to holding an MBA from Harvard, he received a BA from Middlebury College. He serves as a trustee for numerous personal trusts and foundations.
Jennifer Pelis | Relationship Advisor / Investment Analyst
Jennifer Pelis has over 20 years' experience in the investment-management industry working with high-net-worth individuals. Ms. Pelis has multiple roles with the firm. As a relationship advisor, her responsibilities include coordinating the finances of wealthy families and acting as a liaison between families and their advisors including accountants, lawyers, and trustees. She also contributes to the firm's investment efforts, assisting with the analysis and accounting of private equity interest and investment performance. Prior to joining Foster Dykema Cabot in 2003, Ms. Pelis worked for Fleet Bank and Wainright. She received a Bachelor's degree in economics/finance from Bentley College in 1993.
Vikram Soorma, CFA | Vice President, Portfolio Manager
Vikram Soorma has over 10 years’ experience in the investment management industry. As a member of the investment team, he focuses on research and manager selection. Prior to joining Foster Dykema Cabot in 2015, Mr. Soorma served as a Research Analyst at SCS Financial Services and as a Senior Financial Analyst at Fidelity Investments. At SCS, he managed a $2 billion equity strategy, assisted with asset allocation decisions, and led the firm’s manager selection activities. He earned an MBA from George Washington University in 2005, and he received a B.S. in Engineering from the University of Pune in India. Vikram holds the Chartered Financial Analyst designation. He is also a member of the CFA Institute and the Boston Security Analysts Society.
Sharon Bolinger | Client Service Advisor
Sharon Bolinger has over 30 years’ experience working with high-net-worth clients and their families. She manages relationships and assists with matters relating to trust administration, taxes, and issues that are unique to a particular client or family group. Prior to joining the firm in 1986, Ms. Bolinger worked as a Registered Sales Assistant for Advest, a regional brokerage firm. She received a BA from Allegheny College in 1982. Ms. Bolinger is a graduate of the Cannon Financial Institute Trust School Program, earning her certificate as a Certified Trust and Financial Advisor.
Linda Chin | Client Service Advisor
Linda Chin has over 30 years of experience working for registered investment advisors. Prior to joining FDC in 2002, she was the Chief Financial Officer for Woodstock Corporation. Ms. Chin has extensive expertise in accounting and administration and works closely with managers administering a variety of high-net-worth client portfolios. She is a summa cum laude graduate of Boston University.
Patricia Higgins | Client Service Advisor
Patricia Higgins joined the firm as a Client Service Advisor in 2014. She works closely with managers and families, assisting in trust administration. Before joining FDC, she was the administrative assistant to the headmaster of a private school. Prior to that, she worked in the Compliance Department at Scudder Kemper Investments in Boston. Ms. Higgins received a BA in Sociology from the University of Massachusetts, Boston. She is a graduate of Curry College's Paralegal Certificate Program.
Brooke L. Manfredi, JD | Vice President
Brooke Manfredi has 9 years’ experience working with high-net-worth individuals and families. Prior to joining Foster Dykema Cabot in 2014, she worked as an attorney in the wealth management departments of Choate Hall & Stewart and WilmerHale, where she advised individuals and families regarding complex estate planning matters. Ms. Manfredi graduated cum laude from Boston College Law School in 2006. She also holds a BA from Middlebury College, where she graduated Phi Beta Kappa and magna cum laude in 2000. Ms. Manfredi is a member of the Boston Bar Association and the Boston Estate Planning Council.
Ann Marie Paulo | Client Service Advisor
Ann Marie Paulo has over 30 years’ experience in the investment management industry. Since joining the firm in 2015, her responsibilities include providing administrative support to a large family and the firm. Prior to joining Foster Dykema Cabot, Ms. Paulo held various administrative positions at MFS Investment Management including providing support in the customer service, equity research, and reception areas. Prior to MFS, she worked as a Member Service Representative for both the Brotherhood Credit Union and the Saugus Federal Credit Union. Ms. Paulo is a graduate of Medford High School.
Patricia A. Stanton | Client Service Advisor
Patricia Stanton has over 35 years of trust administration experience. Prior to joining FDC in 2004, she worked in the Private Wealth Management Group of Bank of America for 24 years. Her expertise includes complex trust, estate and charitable trust administration. Ms. Stanton received a BS from the University of Massachusetts, Amherst, and is a graduate of the Trust Program of the New England School of Banking. She is also a graduate of the Cannon Financial Institute Trust School Program, earning her certificate as a Certified Trust and Financial Advisor.
Linne Taylor | Receptionist/Paralegal
Linne Taylor has over 17 years’ experience in the legal industry. Since joining the firm in 2018, she works with clients to facilitate their administrative requests and provides paralegal support to the firm. Prior to joining Foster Dykema Cabot, Ms. Taylor worked as a Legal Assistant in the Trusts and Estates department at Day Pitney LLP, where her responsibilities pertained to both estate planning and trust administration. She also worked in the legal department of a renewable energy company. Ms. Taylor earned her paralegal certificate from the Boston University Paralegal Studies Program.