Experience

Makes all the difference

Enhancing the Impact of Life Science Leaders

Bjorn Koch

Senior Vice President–Wealth Management

Bjorn engages with clients at the strategic level and advises them on creating a wealth management framework for their lifestyle and legacy assets while helping them manage the tax consequences of their concentrated equity interests in biotech.

NMLS ID 1215619
CA Insurance License 0H54291

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IL
  • IN
  • KY
  • MA
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WY

Credentials

  • Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109

Email Me

Michael Cook, CFP

Senior Vice President–Wealth Management

Michael focuses on aligning life goals, values and hopes for clients’ children and society with their tax, estate and philanthropic plans. This is achieved by ongoing family engagement and coordination of tax, legal and insurance advisors.

NMLS ID 1215640
CA Insurance License 0H52865

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IL
  • IN
  • KY
  • MA
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WY

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109

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David Cairone, Jr.

Senior Vice President–Wealth Management

David is the operational partner on the team. He advises clients on creative financing solutions, as well as to 10b5-1 selling plans for concentrated equity positions, while managing underlying investor optics.

NMLS ID 1215616
CA Insurance License 0H51273

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IL
  • IN
  • KY
  • MA
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WY

Credentials

  • Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109

Email Me

Christina Hanss

Senior Wealth Strategy Associate

Christina handles client performance reporting, as well as the design and execution of 10b5-1 selling plans. Furthermore, she is closely involved with estate tax planning strategies and our family advisory services.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IN
  • KY
  • MA
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WY

Credentials

  • Chartered Retirement Planning Counselor
One Post Office Sq.
35th Floor
Boston, MA 02109

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Kerry Carroll

Senior Client Associate

Kerry manages the overall client experience starting with the onboarding process ensuring a smooth transition. In addition, she is involved with lending, trading and other complex operational tasks.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IN
  • KY
  • MA
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WY
One Post Office Sq.
35th Floor
Boston, MA 02109

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Makenna Austin

Client Associate

Makenna runs the day-to-day operations by assisting clients in a variety of areas including organizing meetings, account opening and transfers, disbursements and more.

One Post Office Sq.
35th Floor
Boston, MA 02109

Email Me