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...

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....

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...

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...

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...

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...

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...

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...