Team Directory

Michael Connolly

Beacon Hill Capital

m.connolly@bhcapital.com

781-740-8981

Garret Daigler

Beacon Hill Capital

g.daigler@bhcapital.com

781-740-8981

Chris McCarthy

Beacon Hill Capital

c.mccarthy@bhcapital.com

781-740-8981

John McDonald

Beacon Hill Capital

j.mcdonald@bhcapital.com

781-740-8981

Brian Rajotte

Strategic Tax Credit Investments LLC

brian.rajotte@stratecgictci.com

503-575-9232

David Robbins

Strategic Tax Credit Investments LLC

drobbins@strategictci.com

800-253-8917

Stacy Havener

Havener Capital Partners

stacy@havenercapital.com

401-314-0430

Shannon Blair Taji

Havener Capital Partners

shannon@havenercapital.com

401-314-0430

Joshua Walker

Havener Capital Partners

josh@havenercapital.com

401-314-0430

David McQuaid

Compass Securities Corp

dmcquaid@compasssecurities.com

646-596-7901

Bruce Winans

Compass Securities Corp

bruce@compasssecurities.com

781-789-2003

Andrew Sillari

Davis Square Capital

asillari@davissquarecapital.com

978-836-9978

Keith Whitney

Davis Square Capital

kwhitney@davissquarecapital.com

617-710-8010

Daniel Sondhelm

Sondhelm Partners

703-597-3863

Richard Sosa

ThinkAEN

rsosa@thinkaen.com

703-867-3895

Patti Standen

Standen Financial

pstanden@compasssecurities.com

413-575-7736

Timothy Dolan

Dolan Capital Group

tdolan@dolancapitalgroup.com

617-379-5551

Craig Kirkpatrick

Orinda Asset Management

craigk@orindafunds.com

925-402-1678

Charles Petrie

Wealthshield

charles@wealthshield.co

919-803-1490