Meet Our Leadership Team

Built by industry leaders and with an over 25 year track record, KFA has developed a team of experts who treat clients as they would their own family.

We're Here to Help

From Asset Management to the most complex Family Governance issues, our team has the expertise to help.

We're Here to Help

Colleen Kelleher Sorrentino CFA, Managing Director

Sean Kelleher President

Bart Weisenfluh CFP®, Managing Director

Michael Ouellette Managing Director

Art Goetchius Chief Executive Officer

Neil Cataldi Managing Director

Thomas Burnett CFA, Vice Chairman and Director of Research

Keith Marks, J.D. Chief Compliance Officer

James Miller Chief Information Officer

Nicole Parascandola Client Services Manager

William K. Lavin, Jr. Executive Managing Director