Team

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...

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...

Pam is a Human Resources Executive with 30 years of experience. Her passion is providing strategic HR solutions for her clients by helping them build their HR infrastructure through technology, compliance and people. Pam’s...

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...

Willie joins Ipswich Bay Advisors after recently graduation from Salem State University. He completed a Bachelor of Arts program with a concentration in business in 2019. We are very excited have Willie join our team with his passion...

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...

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...

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...

Deb comes to Ipswich Bay Advisors with a solid track record in managing financial processes, investment analysis and wealth planning. In addition to her Series 7 and 66 licenses, she is a Financial Paraplanner Qualified Professional...

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...

Natalie Spiro came to the USA in 2000 from South Africa with a Masters Degree in Industrial Psychology and an MBA in Corporate Strategy and Marketing. San Diego was a far cry from her life in Johannesburg, but her insatiable curiosity...