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


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

Neil Wagner
Senior Partner
Phone (508) 279-4412

Barbara Tresko
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 Director
Phone (781) 398-9878

Marjorie E. Sage, FLMI, FFSI, PCS, AIAA, AIRC, ARA, AAPA
New Business Manager
Phone (781) 398-9135

William Gibbons
Field Services Manager
Phone (781) 398-9831

James Buckley
Partner
Phone (781) 392-1744

Cesar Casado

Partner
Phone (781) 314-5904

Brendan Gattoni
Partner
Phone (508)362-3512


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

 

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

Jon-Michael Adamo

Partner
Phone (781) 398-9127

Maria Triani
Partner
Phone (978) 292-8801

Matt Skelly
Partner
Phone (781) 398-8520

Gregory Wood
Partner
Phone (508) 616-4906

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


Jeffrey Bys
Partner
Phone (781) 398-8624

 

Wenping Jin, CLU
Partner
Phone (781) 398-1338

Jennifer Kulak
Partner
Phone (508) 279-4493

David Murphy
Partner
Phone (781) 398-9811

Thomas "TJ" Reilly
Partner
Phone (401) 276-8711

Alison Costa
Associate Partner
Phone (401) 276-7476

Veronica Gomes
Associate Partner
Phone (508) 279-4113

 

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

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

 

Brian Drohan
Associate, Agency Sales Development
Phone (401) 276-7447

Christopher M. Fredo, LUTCF

Senior Associate, Agency Sales Development
Phone (508) 362-3753


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

David Redonnet
Associate, Agency Sales Development
Phone (508) 616-4944

David Wilson
Associate, Agency Sales Development
Phone (781) 392-1740

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

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

Bryan Gesualdo
Senior Associate, Agency Standards
Phone (781) 398-9111

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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