• Home
  • About Daintree
    • About Daintree
    • See the Forest Process
    • FAQs
    • Client Stories
    • The Daintree Name
    • A Journey to Daintree
  • News
    • Articles
    • Community
    • In the News
    • Investment Commentary
  • Team
  • Advisory Services
    • Services
    • Investment Advisory Services
    • Portfolio Creation and Oversight
    • Wealth Strategies
    • Family Office
    • SMART Planning Program for Executives
    • Divorce Consulting
  • Videos
  • Contact Us
    • Contact Us
    • Directions
  • Client Access >>
    • Client Portal
    • Tutorial Video
    • Daintree Compass
    • Informational Video
  • Home
  • About Daintree
    • About Daintree
    • See the Forest Process
    • Client Stories
    • The Daintree Name
    • A Journey to Daintree
  • News
    • Articles
    • In the News
    • Community
    • Investment Commentary
  • Team
  • Advisory Services
    • Services
    • Investment Advisory Services
    • Portfolio Creation and Oversight
    • Wealth Strategies
    • Family Office
    • Start Your Financial Plan
    • Educational Videos
  • Divorce Consulting
  • Contact Us
    • Contact Us
    • Directions
  • Client Access >>
    • Client Portal
    • Tutorial Video
    • Daintree Compass
    • Informational Video

Team

Our dynamic and diverse team of experienced professionals works together to provide superior service and to address the individual goals of each client.

  • View All Team Members
  • Executive Management
  • Advisors and Client Service
  • Investment Team
  • Operations

Samuel Afari-Aikins, CFP®

Partner
President

Karen Angrisano

Chief Operating Officer
Chief Compliance Officer

Barbara C. Attardo, CFP®, AEP®, CDFA®

Partner
Senior Client Advisor

David L. Beatty, CFP®

Managing Partner
Chief Executive Officer

Abrielle Bradley

Senior Private Multi-Family Office Bookkeeper

Yanming Chen

Operations Associate


Darlene R. Dahl, CPA/PFS, CDFA®, AEP®

Senior Client Advisor

Lauren N. Desforge, CFP®, CPA/PFS, CDFA®, AEP®

Senior Client Advisor

Joseph DiGregorio

Junior Investment Associate


Jonathan Dunham, CFP®

Associate Client Advisor


Kent M. Forkner

Partner
Chief Investment Officer

Shadrack Frempong

Junior Client Service Associate


Eric J. Godes

Executive Strategist


Alexander J. Gross, CPA/PFS, CFP®, AEP®

Partner
Senior Client Advisor

Arlene James

Operations Manager


Evan P. Kaplan, CFP®

Director
Client Advisor

Greg Larson

Senior Investment Associate


Headshot for Ryan Leitch

Ryan Leitch

Junior Client Service Associate


Madiha Molani

Operations Associate


Janie Monroe, CFP®

Associate Client Advisor


Stephen P. Oliver, CFA, CFP®

Partner
Senior Client Advisor and Portfolio Manager

Blake Perkins

Senior Investment Associate


Matthew R. Powell

Junior Client Service Associate


Mary M. Shahian, CFP®, ChFC, CDFA®

Partner
Senior Client Advisor

William G. Speciale, J.D., AEP®

Partner
Senior Client Advisor
Jonatan Toledo

Jonatan Toledo

Junior Client Service & Outreach Associate

Carmen Tu

Senior Operations Associate



DAINTREE ADVISORS LLC  |  100 High Street Suite 1110  |  Boston, MA 02110  |  tel 617.674.2400  |  fax 617.737.3746
info@daintreeadvisors.com

PRIVACY|Terms of Use|Client Relationship Summary

©2021 Daintree Advisors LLC. All Rights Reserved.