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Team

 

Richard C. Cella, III, CWS®

 

Managing Partner, Financial Services

978.777.6554

978.777.6560

[email protected]

 

The founder of Ipswich Bay Advisors, Richard began his financial services career in 1983 as a life insurance agent for John Hancock. After achieving many of their highest professional awards, in 1986 he directed his efforts towards...

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H. Clifford Watkin, SPHR, SHRM-SCP

Managing Partner, Human Resources and Employee Benefits

978.817.2852

978.777.6560

[email protected]

As a Managing Partner of Ipswich Bay Advisors, Clifford has over 25 years of human resources and employee benefits experience. Throughout his career, Cliff has built a reputation for effective leadership, critical communication and...

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Joshua Carpenter

HR Client Account Manager

978.817.2854

978.777.6560

[email protected]

Joining Ipswich Bay Advisors in 2017, Josh has over 14 years of experience specializing in small, mid-size and large organizations, providing guidance and leadership to staff and senior management in stable and growth organizations....

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Dave Denniston

Chartered Financial Analyst and Investment Committee Chairperson with Capital Advisory Group Advisory Services

978.777.6554

978.777.6560

[email protected]

Dave is the lead analyst and Chief Investment Officer for Capital Advisory Group Advisory Services, the RIA business of Ipswich Bay Advisors. He specialized in asset allocation, heads the investment research team and manages due...

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Margo Killoran

Client Service Manager

978.777.6554

978.777.6560

[email protected]

Margo has a wide variety of professional experience in management and marketing for many industries, including the financial and insurance sectors. She has been an invaluable member of the Ipswich Bay Advisors team since 2005, and as...

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Amy R. Kraft

Executive Assistant

978.817.2859

978.777.6560

[email protected]

As Executive Assistant for Ipswich Bay Advisors, Amy is passionate about providing outstanding customer service. Amy is an accomplished assistant offering over 23 years of administrative experience. She is a consummate professional...

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Brody Ledingham

Managing Director, Retirement Plan Services

978.817.2858

978.777.6560

[email protected]

Brody brings over 15 years of experience in defined contribution plans to Ipswich Bay Advisors where he has worked in a variety of different roles, working with companies of all shapes and sizes. He excels at helping plan sponsors with...

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Brett Machtig

Registered Investment Advisor and Accredited Investment Fiduciary with Capital Advisory Group Advisory Services

978.777.6554

978.777.6560

[email protected]

Brett began his financial career at Prudential-Bache Securities after graduating from Mac Murray College Cum Laude with a degree in Business Administration, Accounting, and Economics and attending the Fuqua School of Business' MBA...

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Marc S. Marlow

Director of Benefits

978.777.6554

978.777.6560

[email protected]

An insurance, compliance, and sales professional with twenty-three years of experience and a proven record of positive results, Marc brings a diverse background to Ipswich Bay Advisors. As the Senior Underwriter for The First...

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Michael Perez

HR Client Account Manager

978.817.2857

978.777.6560

[email protected]

Michael has more than 20 years of human resources and career management experience. His expertise lies in developing strong relationships, coaching and advising on human capital matters, such as HR Compliance, Career Coaching, Employee...

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Steven Veydt

Associate

978.777.6554

978.777.6560

[email protected]

Steven assists in many facets of the business, including market research, portfolio maintenance, and report building for both personal wealth and 401k clients. He also supports the HR and Benefits business with renewals, account...

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Kimberly J. Woodbury, SPHR

HR Client Account Manager

978-871-2237

978-777-6560

[email protected]

Kimberly joins Ipswich Bay Advisors with a strong foundation in payroll management and HR generalist experience across multiple industries. For the past few years, Kimberly has focused on assisting companies with regulatory compliance,...

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