Paul O’Connell
As our Director of Investment Research, Paul monitors the capital markets, performs investment related research and investment manager due diligence, writes research reports and quarterly client letters, chairs the Investment Committee meetings, and provides analytical support and direction to the annual Wingate Secular Forum.
Prior to joining Wingate in 2005, Paul was the Vice President and Investment Manager at Enterprise Bancorp. Previously, Paul was a Principal, Research Director and Relationship Manager with Delessert Financial Services, a registered investment advisory firm. Paul began his investment advisory career thirteen years ago with The Fidelity Investments Tax Exempt Services Company as an Associate Investment Consultant working with nonprofit universities, hospitals, foundations, and trusts. Paul received a BS in Business from the University of Maryland and an MBA from the University of Massachusetts.
Paul is married with two children.
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Susan Taverna-McLaughlin
As our Financial Planning Specialist, Susan provides analytical support and writes recommendations for client financial plans. She also writes papers on planning topics and chairs the Financial Planning Committee Meeting.
Prior to joining Wingate in 2004, Susan worked at MetLife as part of the Boston Case Consulting Unit where she designed case strategies and teamed with key personnel to assist in the Public Relations effort to promote MetLife as a leader in the financial planning industry. She also worked at American Express Financial Advisors as a Financial Advisor where she provided comprehensive financial planning services and managed a client base of over 80 individuals and small businesses. She currently holds her CFP certification, Series 7, 63 and 65 securities licenses as well as life, accident and health insurance licenses, and is an active member of the Financial Planning Association of Massachusetts. Susan holds a B.A. from Assumption College.
Susan is married and enjoys running, yoga, coaching a Special Olympics track and field team and traveling. She is also an avid New England Patriots fan.
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Joseph N. Evangelista
As our portfolio analyst, Joe is responsible for the ongoing review of client investment portfolios. He prepares portfolio analyses, reviews asset allocation and manager selection in client portfolios, and designs investment portfolios consistent with the client’s investment goals and objectives and the guidelines developed by Wingate’s Investment Committee.
Prior to joining Wingate in 2003, Joe owned a financial planning practice, where he was responsible for all aspects of his clients’ financial, investment, insurance, and estate planning goals. He holds a Chartered Mutual Fund Counselor professional designation and is currently enrolled in the Certified Financial Planner program. He holds a Bachelor of Science Degree from Boston College and a Juris Doctor from Suffolk University.
Joe is married with four young children, and enjoys golf, hockey and sailing.
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