Team Richard C. Cella, III, CWS® Managing Partner, Financial Services 978.777.6554 978.777.6560 firstname.lastname@example.org The founder of Ipswich Bay Advisors, Richard began his financial services career in 1983 as a life insurance agent for John Hancock. After achieving many of their highest professional awards, in 1986 he directed his efforts towards... Read more H. Clifford Watkin, SPHR, SHRM-SCP Managing Partner, Head of Human Resources 978.817.2852 978.777.6560 email@example.com As a Managing Partner of Ipswich Bay Advisors, Clifford has over 25 years of human resources and employee benefits experience. Throughout his career, Cliff has built a reputation for effective leadership, critical communication and... Read more Pamela Brown Senior Director, Human Resources Consulting 978.871.2044 978.777.6560 firstname.lastname@example.org Pam is a Human Resources Executive with 30 years of experience. Her passion is providing strategic HR solutions for her clients by helping them build their HR infrastructure through technology, compliance and people. Pam’s... Read more Dave Denniston Chartered Financial Analyst and Investment Committee Chairperson with Capital Advisory Group Advisory Services email@example.com Dave is the lead analyst and Chief Investment Officer for Capital Advisory Group Advisory Services, the RIA business of Ipswich Bay Advisors. He specialized in asset allocation, heads the investment research team and manages due... Read more Willie J. Harris HR Client Account Manager 978.817.2855 978.777.6560 firstname.lastname@example.org Willie joins Ipswich Bay Advisors after recently graduation from Salem State University. He completed a Bachelor of Arts program with a concentration in business in 2019. We are very excited have Willie join our team with his passion... Read more Amy R. Kraft Executive Assistant 978.817.2859 978.777.6560 email@example.com As Executive Assistant for Ipswich Bay Advisors, Amy is passionate about providing outstanding customer service. Amy is an accomplished assistant offering over 23 years of administrative experience. She is a consummate professional... Read more Brody Ledingham Managing Director, Retirement Plan Services 978.817.2858 978.777.6560 firstname.lastname@example.org Brody brings over 15 years of experience in defined contribution plans to Ipswich Bay Advisors where he has worked in a variety of different roles, working with companies of all shapes and sizes. He excels at helping plan sponsors with... Read more Brett Machtig Registered Investment Advisor and Accredited Investment Fiduciary with Capital Advisory Group Advisory Services email@example.com Brett began his financial career at Prudential-Bache Securities after graduating from Mac Murray College Cum Laude with a degree in Business Administration, Accounting, and Economics and attending the Fuqua School of Business' MBA... Read more Deborah Myers Investment Advisor 978.817.2860 978.777.6560 firstname.lastname@example.org Deb comes to Ipswich Bay Advisors with a solid track record in managing financial processes, investment analysis and wealth planning. In addition to her Series 7 and 66 licenses, she is a Financial Paraplanner Qualified Professional... Read more Michael Perez HR Client Account Manager 978.817.2857 978.777.6560 email@example.com Michael has more than 20 years of human resources and career management experience. His expertise lies in developing strong relationships, coaching and advising on human capital matters, such as HR Compliance, Career Coaching, Employee... Read more Natalie Spiro Leadership Development Consultant 978.777.6554 Natalie Spiro came to the USA in 2000 from South Africa with a Masters Degree in Industrial Psychology and an MBA in Corporate Strategy and Marketing. San Diego was a far cry from her life in Johannesburg, but her insatiable curiosity... Read more Have a Question? Name Email Question Thank you! Oops!