Team
Richard C. Cella, III
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...
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H. Clifford Watkin
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...
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Brett Machtig
Registered Investment Advisor and Accredited Investment Fiduciary
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...
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Dave Denniston
Chartered Financial Analyst and Investment Committee Chairperson
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...
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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...
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Steven Veydt
Associate
978.777.6560
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...
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