Berry Machnowski
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Catherine Avery takes a personal approach when assisting clients as a Client Service Manager for the Berry Machnowski Team at Moneta. She strives to deliver the best service possible for every client she engages. Catherine…
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Brendan Mulhearn understands that everyone’s financial life and relationship with money is unique, and he enjoys learning about the specific goals of each client as an Advisor on the Berry Machnowski Team. He also brings…
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Mike Little started as Operations Manager of The Berry Macknowski Team at Moneta in August of 2022. Prior to joining Moneta, he spent the better part of 27 years as a Manager and Director of…
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Ashley Rieser began her career as an economic analyst for the Central Intelligence Agency (CIA), which laid the foundation for her belief that analysis is more thorough and balanced when created by a team whose…
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As a Financial Advisor on the Berry Machnowski Team at Moneta, John Quinn’s primarily helps clients with the investment and planning aspects of their wealth management. Prior to joining Moneta, John served as a Financial…
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Kristen Jenkins joined Moneta in 2021 looking for an opportunity to expand her skillset. She has a background in elementary education and brings her experience in multi-tasking and always being ready to learn something new.…
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Cathy began her financial career in 1997, working as the cashier for the Worcester, MA branch of Wells Fargo Advisors. For 13 years she managed the day-to-day cash flows for the entire office. Cathy’s courteous…
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Oliver has been with The Berry Group since 2013, serving clients in a variety of capacities while bringing strong initiative and commitment to his role as a Wealth Advisor. He provides financial advice and investment…
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Michael has worked as a Financial Advisor to both individual investors and institutions since 2000. Before moving his practice to Wells Fargo Advisors in early 2009, he worked for Smith Barney and Legg Mason. His…
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Sarah has developed an approach to advising her clients based on straight talk, common sense and simplified holistic investing. She honed her beliefs over her 35+ years as an Advisor with A.G. Edwards and Sons…
