Patricia DeLee McKinell, Director of Operations, brings broad operational and business management skills from her leadership positions at an institutional investment firm. As a senior member of the Management Team, she oversees all operational issues at the firm while providing oversight of all support staff. Patricia graduated cum laude with a BA in Government and International Studies as well as Music from the University of Notre Dame and an MA in Politics with a concentration in Political Philosophy from The Catholic University of America.
Jennifer A. Berlane, Business Systems Manager, manages various areas of the firm's business and technical services. She coordinates the implementation and execution of procedures to ensure smooth operations of the business and to provide best practices for our clients. Jennifer graduated from the University of Massachusetts, Amherst with a BA in Art History.
Samantha H. Chidiac, Executive Assistant, provides top-level assistance at the firm, including comprehensive support services to senior management, general office management, and organization and maintenance of firm files and records. Samantha received a BFA in Digital Media from Kutztown University.
Alexa K. Cohen, Front Desk Coordinator, assists with a myriad of administrative details, including directing telephone inquiries, scheduling conferences, overseeing supplies, and maintaining efficient operations of office equipment. She also provides administrative support to the Consultants. Alexa received a BS in Animal Science from the University of Vermont.
Viktoras A. Kozica, Business Systems Technician, oversees the day-to-day maintenance of the firm’s proprietary data analytics platform. He is responsible for the implementation and management of multiple firm-wide databases and is the first line of defense for all technology-related issues in the office. Vik received a BS in Business Administration from the University of New Hampshire with a concentration in Information Systems and Business Analytics.
Amanda W. Kwong, Executive Assistant, serves as the Executive Assistant to our Senior Vice Presidents. She received a BBA in Management from the University of Texas Austin-McCombs School of Business and an MS in Mass Communications from Boston University.
Wendy J. LaLonde, Executive Assistant, assists senior management, coordinating and overseeing many diverse projects that enable the smooth operations of the firm. She is a senior professional in our accounting department and oversees all financial transactions. Wendy graduated cum laude from the University of Massachusetts, Amherst, with a BA in Journalism and Sociology.
Amy L. Patterson, Accounting Manager, handles the billing process at the firm, updating the account receivable database as appropriate. She also prepares accounting records and other firm reports for Senior Management. Amy received a BS in Mathematics and Statistics from the University of New Hampshire.
Robyn M. Patterson, Human Resources Manager, utilizes her strong and extensive administrative background to oversee various administrative and personnel-related matters to ensure the firm’s smooth and efficient operation. She received a BS in Business Administration from St. Michael's College.