Year: 2020

Charles D. Murphy

Charles D. Murphy

Vice President & Chief Financial Officer Charles joined AIS in 2007. He holds a BBA in Accounting from Loyola College in Baltimore, MD. Prior to joining AIS he was a Financial Advisor with Merrill Lynch and served as a Vice President of Dion Money Management. He also spent ten years in public and private accounting …

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Tricia Storti

Tricia Storti

Client Services Manager Tricia joined AIS in 2016. She holds a BS in Business Administration with a concentration in marketing and a minor in communications from Bryant College. Prior to joining AIS she held positions at Legacy Banks and Berkshire Bank, most recently Branch Officer. Tricia is an active member of the Berkshire community as …

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Sandra Potter-Stevenson

Chief Compliance Officer Sandra joined AIS in 2017 after 18 years with National Regulatory Services, a major compliance organization, as Senior Consultant & Products Manager. She has been a speaker at national compliance conferences as well as at numerous industry seminars. Her wealth of business experience includes serving as Vice President of a NY-based motor …

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David F. St. Peter

David F. St. Peter, CFA

Vice President & Director of Institutional Services David joined AIS in 2008. He received a BA from Harvard University and an MBA in Finance from Columbia Business School. Prior to joining AIS, he managed an equity portfolio using a proprietary stock screening and trading model. He previously worked as a security analyst at Loomis, Sayles …

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Mackenzie W. Waggaman

Mackenzie W. Waggaman

Vice President Mack joined AIS in 2004. He received a BA from Rochester Institute of Technology in 1975 and an MBA, with a concentration in finance, from Rensselaer Polytechnic Institute in 2003. Before joining AIS he worked as a financial consultant and broker for A.G. Edwards & Co. He previously worked in the motion picture …

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Matthew J. Svirida

Matthew J. Svirida

Vice President & Chief Operating Officer Matt joined AIS in 2005. He previously worked in the Personal Financial Services Group at JP Morgan Chase Bank in New York City and on the trading desk of two independent broker-dealers. He holds a BBA from Hofstra University and has completed graduate coursework at Mercy College, New York. …

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Michelle Ryan

Michelle Ryan

Bookkeeper Michelle joined AIS as a Bookkeeper in 2018. She assists the CFO in the maintenance and recording of financial events in the company. She graduated magna cum laude from Siena College with a BA in Psychology; magna cum laude from Albany University with a CAGS in School Psychology; and Best in Tech from New …

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Bryce Schuler

Bryce Schuler

Associate Financial Planner Bryce Schuler joined AIS in 2019. He assists the Director of Financial Planning in the development and maintenance of financial plans for prospective and existing advisory clients of the firm. Bryce graduated cum laude from Trinity College. Prior to joining the firm on a full-time basis he completed three AIS internships during …

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Tyler Warner

Tyler Warner

Tyler joined AIS in 2020. Tyler worked at Berkshire Bank as a Financial Services Representative before joining AIS. He graduated from Wichita State University in 2016 with a BA in Criminal Justice. Tyler is an ardent bowler, golfer, and professional sports fan.

Sharni C. E. Cutajar

Sharni C. E. Cutajar

Client Services Associate Sharni joined AIS in 2021. She received a Bachelor of Arts in Political Science and International Relations and a Master of Applied Finance from the University of Western Australia. Sharni lives in Great Barrington, Massachusetts.