Our 25 professional research analysts are located in our Boston offices of LPL Financial, our parent firm.
The team is divided into three groups.
Research Analytics Team- focus on quantitative analysis and performance.
Asset Allocation Team- our top down analysis team.
Due Diligence Team- this team focuses on finding and analyzing institutional money managers for our clients.
Click here for the latest Model Portfolio Performance Report.
Adam Norman
Research Analyst, Fixed Income
 | | Laurence Balter Principal, Balter Wealth Management 
| | Anthony G. Valeria, CFA
Senior Vice President, Market Strategist 
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Burt White
Managing Director, Chief Investment Officer 
| | Chris Arthur, CFA
Director, Due Diligence Strategy 
| | Dan Cuccia, CFA
Senior Performance Analyst, Research Analytics 
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David Tonuzack, CTA
Director, Technical Analysis 
| | Derek Shug, CFA
Vice President, Portfolio Strategist 
| | Faith Tsao
Senior Research Analyst 
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Gene Goldman, CFA
Vice President, Market Strategist 
| | James Posey
Administrative Assistant 
| | Jeffrey A. Buchbinder, CFA
Assistant Vice President, Sector Strategist 
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Jeffrey Kleintop, CFA
Senior Vice President, Chief Market Strategist 
| | Joe Klimas, CIMA
Assistant Vice President, Analytics Strategist 
| | Joey Rackley Research Analyst, Due Diligence Strategy 
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John Cannally, CFA
Vice President, Economist 
| | John A. Guthrey, CFA
Vice President, Due Diligence Strategist 
| | Kirby Horan, CFA
Director, Business Initiatives 
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Laura Sexton Senior Research Analyst, Due Diligence Strategy 
| | Matthew Miskin
Assistant, Investment Research
| | Penelope Hamourgas
Research Service Desk
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Ross Coates
Research Associate, Research Analytics
| | Scott Sinclair, CFA
Research Analyst, Research Service Desk 
| | Tom McDonald
Senior Research Associate, Research Service Desk 
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Our main goals of research is:
To generate good performance.
Full transparency for our clients.
Develop strategy, monitor and make adjustments on an ongoing basis.
Our analysts are often featured on CNBC, Bloomberg television and the Wall Street Journal.