There is no secret that,

to create an amazing business,

you need amazing people.

MEET OURS.

Todd Fithian
Todd Fithian
Responsible for the business
Todd is our fearless leader and responsible for the growth and direction of the firm.
Rob Falvey
Rob Falvey
Responsible for the advisors
Rob leads our coaching practice and actively works with hundreds of advisors.
Chris Venn
Chris Venn
Responsible for the message
Chris is our Canadian Partner, is responsible for the Legacy message and specializes in Relationship Intelligence Marketing for Financial Advisors.
Susan Denisevich
Client Experience Manager

Susan brings a wealth of knowledge, experience and a real desire to help.

Susan Denisevich
Susan Denisevich
Client Experience Manager
Susan Denisevich
Client Experience Manager

Susan brings a wealth of knowledge, experience and a real desire to help.

Jen Thiboutot
Client Experience Manager

Jen ensures advisors get access to the Legacy resources they need and also runs our network meetings.

Jen Thiboutot
Jen Thiboutot
Client Experience Manager
Jen Thiboutot
Client Experience Manager

Jen ensures advisors get access to the Legacy resources they need and also runs our network meetings.

Holly Dubay
Client Experience Manager

Holly is a gatekeeper for independent advisors who are part of the Legacy Program.

Holly Dubay
Holly Dubay
Client Experience Manager
Holly Dubay
Client Experience Manager

Holly is a gatekeeper for independent advisors who are part of the Legacy Program.

Paul Shervish
Faculty

Paul is a professor at Boston College and is an expert in the implications of wealth for ultra-high-net worth families.

Paul Shervish
Paul Shervish
Faculty
Paul Shervish
Faculty

Paul is a professor at Boston College and is an expert in the implications of wealth for ultra-high-net worth families.

George Pransky
Faculty

Dr. Pransky’s thinking helped formulate some of our original approaches to our core processes.

George Pransky
George Pransky
Faculty
George Pransky
Faculty

Dr. Pransky’s thinking helped formulate some of our original approaches to our core processes.

Courtney Pullen
Faculty

Courtney facilitates family meetings and helps advisors have more powerful interactions with clients who are wealth holders.

Courtney Pullen
Courtney Pullen
Faculty
Courtney Pullen
Faculty

Courtney facilitates family meetings and helps advisors have more powerful interactions with clients who are wealth holders.