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Team

 

Richard C. Cella, III, CWS®

 

Managing Partner, Financial Services

978.777.6554

978.777.6560

rcella@ipswichfinancial.com

 

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, Head of Human Resources

978.817.2852

978.777.6560

cwatkin@ipswichfinancial.com

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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Pamela Brown

Senior Director, Human Resources Consulting

978.871.2044

978.777.6560

pbrown@ipswichfinancial.com

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...

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Dave Denniston

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

ddenniston@daviddenniston.com

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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Willie J. Harris

HR Client Account Manager

978.817.2855

978.777.6560

wjharris@ipswichfinancial.com

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...

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Amy R. Kraft

Executive Assistant

978.817.2859

978.777.6560

akraft@ipswichfinancial.com

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

bledingham@ipswichfinancial.com

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

bmachtig@machtig.net

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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Deborah Myers

Investment Advisor

978.817.2860

978.777.6560

dmyers@ipswichfinancial.com

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...

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Michael Perez

HR Client Account Manager

978.817.2857

978.777.6560

mperez@ipswichfinancial.com

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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Natalie Spiro

Leadership Development Consultant

978.777.6554

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...

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