Team Richard C. Cella, III, CWS® Managing Partner, Financial Services 978.777.6554 978.777.6560 firstname.lastname@example.org 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... Read more Dave Denniston Chartered Financial Analyst and Investment Committee Chairperson with Capital Advisory Group Advisory Services email@example.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... Read more Amy R. Kraft Executive Assistant 978.817.2859 978.777.6560 firstname.lastname@example.org 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... Read more Brody Ledingham Managing Director, Retirement Plan Services 978.817.2858 978.777.6560 email@example.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... Read more Brett Machtig Registered Investment Advisor and Accredited Investment Fiduciary with Capital Advisory Group Advisory Services firstname.lastname@example.org 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... Read more Anne Wisotzkey Customer Service Representative 978-817-2860 978-777-6560 email@example.com Anne has spent over 10 years providing quality client service and operational support to Registered Investment Advisors (RIAs) throughout the Boston area. As a client service representative at Ipswich Bay Advisors, she works directly... Read more Ilona Burrier 401K Specialist 978-826-5755 978-777-6560 firstname.lastname@example.org Ilona is a Registered Assistant with Ipswich Bay Advisors, with 15 years of experience in the financial services industry. She is passionate about providing excellent service to our advisors and clients in a friendly and efficient... Read more Have a Question? Name Email Address Question Thank you! Oops!