Wealth Management Team

Stephen Irish, CFP®, CPA

Managing Director, Enterprise Wealth Management
Chief Operating Officer, Enterprise Bank

Mary Beth Haut, CFP®

Senior Director of Client Advisory Services
Senior Vice President

Daniel J. LaPlante, CFA

Director of Investments 
Chief Investment Officer
Senior Vice President

Susan Callery Rossini, CFP®

Senior Client Advisor
Senior Vice President 

Patrick Connerty, MSF

Senior Financial Advisor & Strategy Analyst 
Senior Vice President

Robert T. Leonard, CFA

Senior Portfolio Manager
Senior Vice President

Daniel Burke, JD

Senior Financial Advisor
Senior Vice President

 

Rachelle Packard, CTFA, CFP®

Senior Financial Advisor
Senior Vice President

Salina Sok

Wealth Management Operations &
Administration Manager
Vice President

Susan Gagne

Client Service Manager
Vice President

Michael Young

Portfolio Manager
Vice President

Natalie Vickery

Business Analyst

Jennifer Crane

Investment Operation Specialist

John Dohaney

Client Associate

Erin Faticanti

Investment Operations Specialist

Suzana Nascimento

Investment Operations Specialist

Sophie Sun

Wealth Management Administrative Specialist

Leaving Site Confirmation