Team
Richard C. Cella, III, CWS®
Managing Partner, Financial Services
978.777.6560
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...
H. Clifford Watkin, SPHR, SHRM-SCP
Managing Partner, Human Resources and Employee Benefits
978.777.6560
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...
Joshua Carpenter
HR Client Account Manager
978.777.6560
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 Denniston
Chartered Financial Analyst and Investment Committee Chairperson with Capital Advisory Group Advisory Services
978.777.6560
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 Killoran
Client Service Manager
978.777.6560
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...
Amy R. Kraft
Executive Assistant
978.777.6560
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 Ledingham
Managing Director, Retirement Plan Services
978.777.6560
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 Machtig
Registered Investment Advisor and Accredited Investment Fiduciary with Capital Advisory Group Advisory Services
978.777.6560
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...
Michael Perez
HR Client Account Manager
978.777.6560
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...