About Us

Our Team

Our team offers a unique combination of experience and energy. Combined with our diverse skill sets, we can offer innovative solutions to any generation of your family.

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Ryan Belanger | CFP®

Managing Principal & Founder

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Jennifer Street

Managing Director, COO/CCO

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James Abbott | AIF®, PPC®

SVP, Wealth Advisor

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Kathy Bowes | CFP®

SVP, Wealth Advisor

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Rex Berger

Assistant Vice President, Private Wealth Advisor

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Michael J. Cooney

SVP, Private Wealth Advisor and Alternative Investments Director

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Jeffrey Corey

SVP, Wealth Advisor

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Samuel J. Diarbakerly | MBA CRPC™

SVP, Private Wealth Advisor

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Brandon Fink | CFP®

SVP, Wealth Advisor

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Jared Gagne | CPFA

Wealth Advisor

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Michael Kurkulonis | CLTC®, CRPC™

SVP, Wealth Advisor

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Paul Litchfield | CPA, MBA

SVP, Wealth Advisor

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Will McDonough

The High Net Worth Team

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Patrick McNamara, CFP®

SVP, Wealth Advisor

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Michael Mullin | CFA ®

SVP, Wealth Advisor

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Dana Rowen

SVP, Wealth Advisor

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Stilson Tomita | AIF®, ChFC, CLU| DACFP Certificate in Blockchain and Digital Assets

SVP, Wealth Advisor

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Paul Hurney

Client Services Manager

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Emily Wanschers

Client Services Manager

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Masiel Yarbrough

Client Services Manager

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"Teamwork is the ability to work together toward a common vision...It is the fuel that allows common people to attain uncommon results."

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THERE'S NO TIME LIKE THE PRESENT

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We offer a complimentary "Get Acquainted" meeting to learn about your financial goals and see if our services are right for you.

Claro Advisors, LLC
100 High Street, Suite 950
Boston, MA 02110

Toll Free # (800) 604-2838

Fax # (800) 508-1983

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. Disclosures and Terms of Use. 

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