People

Relationship Management
Allison E. Popeo, CPA Director of Relationship Management
Deborah N. Cartisser Senior Relationship Manager
Barbara Flaherty Senior Relationship Manager
Gail A. Sullivan Senior Relationship Manager
   

Financial & Tax Planning
Patrick K. Egar, CPA Director of Tax and Planning Services
Julie M. Wallace, CFP® Senior Technical Specialist
   

North American Fiduciary Services, LLCs (NAFS)*
Earl E. Watson III, CPA, MST, PFS Managing Member of NAFS
Robert G. Scott Managing Member of NAFS
Blake Stuart Managing Member of NAFS

 

* North American Management has established limited liability companies, each named North American Fiduciary Services, LLC; the first in Massachusetts to serve as a trustee and the second to act as a trust advisor and protector in other states.