Team

Our team has extensive experience working with wealthy families. Their guidance and expertise helps anticipate your needs and provide customized solutions.

• 

  Kevin Kavanaugh

  President & CEO

  (978) 506-1911

  kkavanaugh@1911trust.com
• 

  Lisa Garlin, CPA

  Chief Financial Officer

  (978) 666-0392

  lgarlin@1911trust.com
• 

  Charity Piao, CPA, CTFA

  Tax Director

  (978) 822-1199

  cpiao@1911trust.com
• 

  Alex Raffol, CFA^®, CFP^®

  Chief Investment Officer

  (978) 338-4014

  araffol@1911trust.com
• 

  Maureen Bouchard

  Senior Trust Officer

  (978) 703-8687

  mbouchard@1911trust.com
• 

  Matt Warlick, CFA^®, CFP^®, CTFA

  Managing Director - Relationship Management & Senior Trust Officer

  (978) 806-2171

  mwarlick@1911trust.com
• 

  Amanda Calabro

  Relationship Manager

  (978) 237-5583

  acalabro@1911trust.com
• 

  Colleen Abcunas

  Senior Trusts & Estates Counsel

  (978) 393-3986

  cabcunas@1911trust.com
• 

  Michelle MacIntyre, CAMS, CBISO

  Chief Compliance Officer, BSA, OFAC & IS Officer

  (978) 631-3192

  mmacintyre@1911trust.com
• 

  Henry Kammerer

  Director of Accounting & Operations

  (978) 393-3498

  hkammerer@1911trust.com
• 

  Lei Qin, CFA^®, CFP^®, FRM, CAIA

  Director of Equity Research and Portfolio Management

  (978) 662-9490

  lqin@1911trust.com
• 

  Alex Vlahos

  Investment Analyst

  (978) 208-2581

  avlahos@1911trust.com
• 

  Joseph Perrone, CPA

  Tax Manager

  (978) 208-2568

  jperrone@1911trust.com
• 

  Cheryl Wyman

  Tax Manager

  (978) 254-1272

  cwyman@1911trust.com
• 

  Kevin Walsh, CPA

  Senior Tax Accountant

  (978) 710-8184

  kwalsh@1911trust.com
• 

  Cindy Sandefur

  Senior Assistant Trust & Tax

  (978) 254-2932

  csandefur@1911trust.com
• 

  Cindy Williams

  Operations Administrator

  (978) 254-3414

  cwilliams@1911trust.com

Board of Directors

• David Ayer, Chairman
• Jamie Totten
• Neil Ayer
• Anne Ayer
• Laura Ladd
• Marianne Young
• Kevin Kavanaugh