Management Team

Please feel free to contact one of our management team members to learn more about New York Life.

Peter J. McAvinn, CLU®, CFP®, CFA
Managing Partner
Phone (781) 398-9812

William J. Terry III, CLU®, ChFC®, CFP®
Executive Partner
Phone (781) 398-1399

Matthew R. Brightman
Senior Partner
Phone (781) 398-8576

Jason F. DeMarzo
Senior Partner
Phone (781) 398-9875

BNguyen B. Mai, CLU®
Senior Partner
Phone (781) 398-9847

Neil Wagner
Senior Partner
Phone (508) 279-4412

Timothy J. O'Brien
CVP - G.O. Administration
Phone (781) 398-9151

Diana T. Tortora
CVP - G.O. Operations Officer
Phone (781) 398-9804

Joseph L. Harrold, JD, CLU®, ChFC®, CASL®
CVP - Market Development
Phone (781) 398-9878

Marjorie E. Sage, FLMI, FFSI, PCS, AIAA, AIRC, ARA, AAPA
Director of Operations
Phone (781) 398-9135

James Buckley
Partner
Phone (781) 392-1744


Ryan Jacques
Partner
Phone (781) 398-8607

Cesar Casado
Partner
Phone (781) 314-5904


Leo Choquette, JD, MS 
Partner
Phone (781) 392-1759


Simon Ellis

Partner
Phone (781) 398-8552


Brendan Gattoni
Partner
Phone (508)362-3512

Naveed Gull
Partner
Phone (508) 279-4457

Evan Horton, JD
Partner
Phone (781) 314-5909

Rodney Kornegay

Partner
Phone (508) 279-4462

Andrew J. Levenson
Partner
Phone (781) 398-9146

William Medlin, LUTCF
Partner
Phone (781) 398-1356



Kevin Rose
Partner
Phone (781) 398-1389

Brendan Gattoni
Partner
Phone (508) 362-3512

Kara E. Tavernier, LUTCF
Partner
Phone (401) 276-8764

Maria Triani
Partner
Phone (978) 292-8801


Gregory W. Wood
Partner
Phone (508) 616-4906

Micheline Yacoub, MBA
Partner
Phone (781) 392-1785


David Burt
Associate, Agency Sales Development
Phone (781) 392-1759

Scott E. Damsky, CLU®, ChFC®
Senior Associate, Agency Sales Development
Phone (781) 398-9162

M. Paul DeFelice, CLU®, ChFC®,
Senior Associate, Agency Sales Development
Phone (781) 398-9800

Christopher M. Fredo, LUTCF
Senior Associate, Agency Sales Development
Phone (508) 362-3753

William "Bob" Kalander, Jr., ChFC®, CASL®, CLF
®
Senior Associate, Agency Sales Development
Phone (401) 276-8748

James Moriarty, CPA, CLU®, ChFC®, LUTCF
Senior Associate, Agency Sales Development
Phone (781) 398-1343

Matt Skelly
Partner

Phone (781) 398-8520

Howard A. Levy, CLU®
CVP - Agency Standards
Phone (781) 398-9120

Matthew T. Pettine
Senior Associate, Agency Standards
Phone (781) 398-9123


James L. MacLean, MCP
CVP - Chief Technical Officer
Phone (781) 398-9816

John W. McAvinn
Dedicated Technician
Phone (781) 398-1368

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