Rich began his career in the financial industry in 1975 after graduating with a Bachelor of Arts degree from Colgate University. President and...
Our Team
|
President, CFP® |
CFO, Chief Compliance Officer Office:
(781) 431-9421 Gil has over 25 years of experience in finance and operations including more than 20 years in the financial services industry. He has worked for... |
|
Director of Client Services, CFP® Jeff Sutton joined the Kraematon Group in 1998. During his tenure, he has worked in various capacities, as a Client Relationship Manager,... |
Educational Meeting Coordinator
Since starting at the Kraematon Group in 1988, Sheri has held a variety of positions. Currently the 401(k) Education Meeting Coordinator... |
|
Client Manager Michelle Cannan joined The Kraematon Group in September 2005. As Client Manager she designs and manages retirement plans that are aligned with... |
Marketing Strategist, Retirement Counselor Ashley Huff joined the Kraematon Group in 2011 as Marketing Strategist and Retirement Counselor. She is working to design and implement marketing... |
|
Compliance / Insurance Administrator Carol joined Kraematon in 1999 and serves as Compliance Administrator for both Kraematon’s broker dealer (Donegal Securities, ... |
Accountant Cynthia Petrillo works as an Accountant at the Kraematon Group and is QuickBooks’s Pro Certified and H&R Block Tax... |