"Experience has taught us many lessons about how best to meet a wide variety of client needs. To that end, we aim to build enduring relationships rooted in high quality, practical and distinctly personal service."

Michael Puzo, Managing Director, Treasurer and Chair of the Investment Committee

“The best way to make informed investments is to become an informed partner. Your HTC advisor is a professional you can trust to carefully manage your assets and interests.”

Michael O’Leary, CFA, Chief Investment Officer

"Backed by years of experience in estate planning, corporate, real estate, nonprofit and tax law, you can be confident that our trustees have the expertise to manage your complex trust issues."

Nancy Dempze, Managing Director & Kurt Somerville, Managing Director