Working with a remarkable teamAt Wingate, we believe we can best serve our clients by assembling a group of people who have outstanding qualifications and shared values.
- Our Client Counselors have over 150 years of collective experience.
- We have an experienced, client-focused support staff.
- The advanced degrees at our firm include MBAs, Masters in Taxation, a Ph.D., and a J.D.
- Our professional credentials include Certified Financial Planners™, Chartered Financial Analysts, Chartered Mutual Fund Counselors®, and Certified Divorce Planners.
Our Client Counselors work in teams to serve our clients.
White Client Relationship Team
Jeffrey H. White, John C. Slupski, III, Debra S. McDonald, Christina Hebert
von der Linden Client Relationship Team
Arthur F. von der Linden, Jr., Carol M. Khouri, Laura T. Wilson
Hayes Client Relationship Team
Richard S. Hayes, Matthew A. Lasker, Gail Kenny
Frailey Client Relationship Team
Peter Frailey
Professional Staff
Paul O’Connell, Director of Investment Research
Susan Taverna McLaughlin, Financial Planning Specialist
Joseph N. Evangelista, Portfolio Manager
