About AIS

Neil D. Holden, DBA, Chair

Mr. Holden is an experienced advisor to senior management of financial institutions. A specialist in industry analysis, strategic planning, and economics, his experience was shaped over many years in the corporate sector and more recently in academia. He has served in management positions at Chase Manhattan Bank, Chemical Bank, Manufacturers Hanover Trust, The CIT Group, …

Neil D. Holden, DBA, Chair Read More »

Gerald E. Sohan, PhD.

Dr. Sohan (USAF, Retired) is currently Division Chief at the Air Force District of Washington. He is charged with combined inter-agency exercises planning, execution and evaluation, Readiness Reporting and Aerospace Expeditionary Forces planning in the National Capital Region. During more than 25 years with the U.S. Air Force he has served in numerous capacities including …

Gerald E. Sohan, PhD. Read More »

Nelson E. Furlano, CPA

Mr. Furlano is founder and principal of Furlano & Arace PC, an accounting and professional services firm located in Pittsfield, MA. He has over 35 years of experience providing audit, advisory, computer, tax, bookkeeping and compliance services to private corporations, non-profit institutions, foundations, municipalities, and individuals. He has provided expert testimony in federal and state …

Nelson E. Furlano, CPA Read More »

Roy Bouffard, CFP

Mr. Bouffard was a  principal and financial advisor with the firm Bouffard & Ramsey a financial advisory practice of Ameriprise Financial Services, Inc.. Mr. Bouffard holds degrees in literature and education and was a humanities teacher for many years in Connecticut schools. He is a voting member and current member of the standing committee of …

Roy Bouffard, CFP Read More »

John L. Barry

John L. Barry

President & CEO John joined AIS in 1994. He previously served as an analyst with Prudential Insurance and for eight years as an officer in the U.S. Air Force, where in his last duty assignment he held the rank of Captain and served as an instructor of economics at the U.S. Air Force Academy.He earned …

John L. Barry Read More »

Luke Delorme

Luke Delorme, CFP®

Director of Financial Planning Luke joined AIS in 2016.  He received a BS in economics and an MBA from Boston College, where he received the Wall Street Journal award for the top finance student.  He has worked at AIER, State Street Global Markets, BC Center for Retirement Research, and Analysis Group. Luke lives in Great …

Luke Delorme, CFP® Read More »

Seth L. Hoffman

Seth L. Hoffman

Vice President Seth joined AIS in 2003. He holds a BA in International Studies from Vassar College and an MBA from the Thunderbird School of International Management. Seth completed the global management associate training program at American International Group (AIG) and was a political risk underwriter and country risk analyst at American International Underwriters prior …

Seth L. Hoffman Read More »

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 …

Charles D. Murphy Read More »

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 …

Tricia Storti Read More »

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 …

Sandra Potter-Stevenson Read More »