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Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us
Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us
Who We Work With Careers

Meet Your Team

Prio Wealth is comprised of a multi-disciplinary group of credentialed and experienced professionals. We pride ourselves on acting with integrity, respect and objectivity. We always put our clients’ interests and priorities first. 

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Adrian Ketri

Chief Compliance Officer (CCO)

Alanna O. Spada, CFP®

Managing Director, Wealth Advisor

Alessandra M. Thornton

Wealth Service Administrator

Daniel J. Coleman, Jr., CFP®

Relationship Manager

Daniel S. Finger

Operations Manager

David G. Swallow

Managing Director, Trading

Jeffrey J. St. Mary, CFA

Managing Partner, Wealth Advisor

Jennie Chung

Relationship Manager

Jillian M. Kotowski

Relationship Manager

John G. Bratschi

Managing Partner, Wealth Advisor

Karina S. Johnson

Client & Employee Experience Associate

Kelly A. Morgan

Managing Partner, Wealth Advisor, Director of Investments

Kelvin H. Cho

Relationship Manager

Kirsten Daamen

Wealth Service Manager

Kristin C. Bowser

Wealth Advisor

Margaret M. Saltalamacchia

Operations Associate

Mark T. Valickus

Relationship Manager

Michael Smith-Vaughan, CFP®

Relationship Manager

Michelle M. Lally

Wealth Service Administrator

Patricia A. Melnick

Administrative Director

Paul Stringer

Managing Director, Chief Investment Officer of Equities

Robert L. Devinney, CFP®, ChFC®

Relationship Manager

Stephen R. Petersen, CFA

Managing Partner, Wealth Advisor

Susan S. Mooney

Managing Director, Chief Investment Officer of Fixed Income

Thomas F. Woodhouse, CFA, CFP®

Managing Partner, Wealth Advisor

William (Bill) Dion, CFP®

Managing Director, Director of Financial Planning

William G. Mozek

Operations Analyst

Who We Work With Careers

Start With Prio Today

Contact Prio Wealth today to explore your financial priorities and how we can work with you to meet your wealth management goals.

Request a Consultation
Address: 265 Franklin Street, Suite 2001, Boston, MA 02110-3199
Tel: (617) 224-1900
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