Richard S. Hayes
As a Client Counselor, Rich brings over 34 years of experience to advising clients on complex financial planning issues. He brings a genuine concern and high regard for his clients as people and he strives to make the planning process a collaborative one and the complex issues comprehensible. Rich believes that the underpinning of all solid financial strategy is solid client relationships.
Rich is a principal of Wingate and joined the firm in 1988. His professional designations include Certified Financial Planner®, and Chartered Financial Analyst™. He holds a Bachelor of Science degree from Iowa State University, an MBA from The Wharton School of the University of Pennsylvania and a Masters in Taxation from Bentley College. Before joining Wingate, Rich was Vice President and Director of Financial Planning for Tucker Anthony
Management Corporation. He also served as a senior counselor at Merrill Lynch’s financial planning subsidiary.
Rich’s wife, Karyl, is an artist and they take great pleasure spending time with their family which includes a son, a daughter, daughter-in-law and an expanding group of grandchildren.
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Matthew A. Lasker
Matt is a Client Counselor and collaborates with Rich on all aspects of client financial and investment planning. Matt has an expertise in investment planning and takes a strong personal interest in working with clients to design and implement investment strategies to help them to realize their investment goals and objectives.
Matt has 14 years of experience in the investment industry. Matt joined Wingate in 1999 and prior to joining the Hayes team, he was a Research Analyst and a member of Wingate’s Investment Research Department. He chaired our weekly Investment Committee meetings and researched and recommended mutual funds for our model portfolios. Before coming to Wingate, Matt served as a senior portfolio administrator/client representative for two major global mutual fund groups in Boston. He is currently a candidate for the Certified Financial Planner® designation. Matt holds a Bachelor of Arts degree from Gettysburg College.
Matt is married. He has biked up Mt. Washington, competes in triathlons and is an avid skier.
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Gail Kenny
Gail is a Client Services Coordinator and is the first point of contact for our clients. Her responsibilities include assisting clients with service requests, scheduling meetings, and coordinating client tasks with internal service departments—as well as with outside professionals such as attorneys and accountants.
Gail has been with Wingate since 2002. Before joining the Hayes team, Gail worked in the Investment Administration department of Wingate for four years, helping to establish client accounts and provide other services requested by the client counselors. Gail is enrolled in the Registered ParaplannerSM designation program.
Gail has a son and two daughters and an expanding number of grandchildren who keep her very busy.
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