Our team, our family

Whether you’re a brand new client or have been with us for years, our team takes the time to assess your unique situation, goals, attitude toward risk and time horizon. Each of us is dedicated to delivering world-class wealth management that is personal, with the perspective that never loses sight of the comfort you and your family seek.

  • More than 75 years of combined experience
  • More than 15 certifications and licenses
Les Fox

Leslie B. Fox, CFA

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Marc Sancton

Marc Sancton, CFA®, CFP®, CPA*

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Brian Bergeron

Brian Bergeron, CFP®

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

Valerie Walter

Valerie Walter, AWM, CFP®

Vice President - Senior Financial Associate

Melanie Greer

Melanie Greer

Senior Registered Client Associate


Start the next phase of your financial journey

Let’s get to know each other. Our team is available to review your portfolio, learn about you and your financial goals, and answer questions about our approach.

Arrange a conversation today.

Let's start the conversation

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