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...

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...

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...

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...

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...