- Mark Govoni
- Clayton “Skip” Poole
- Keith Burbank
- Cheryl Coletti
- James Steproe
- Anthony Janicki
- Elevina Vergato
President & Managing Director
About Mark Govoni
Mark has 30 years of experience as an investment advisor. He is responsible for the New England division of Boston Asset Management and specializes in portfolio management for high net worth individuals and institutions. Previously, Mark served as Vice President and Portfolio Manager for U.S. Trust Bank of America, where he was responsible for the investment of $400 million in institutional and individual assets. Mark is a 1981 graduate of Colby College in Waterville, Maine.
Clayton “Skip” Poole
Senior Vice President
About Clayton “Skip” Poole
Skip brings over thirty-six years of experience in the financial services industry to his position as Senior Vice President. Skip’s experience includes tenures with GE Capital, Citizens Bank, Fleet Bank, Bank of America U.S. Trust and Merrimack County Savings Bank. Skip was most recently a Senior Vice President and Senior Wealth Advisor for People’s United Bank Wealth Management.
Skip is very involved with the local community, having sat on several boards in the past and currently serving on the Board of Directors at Havenwood Heritage Heights as well as Concord Hospital Trust. Additionally, Skip is extremely passionate about the performing arts and serves as the Music Director of The Capital Jazz Orchestra in residence at The Capitol Center for the Arts. Skip is a New Hampshire native and has been a resident of Bow, New Hampshire, for the past fifteen years where he resides with his wife of twenty-eight years, Marie, and their sons CJ and Nicholas.
Vice President, Investment Officer
About Keith Burbank
Keith has 13 years of experience as an investment adviser. He specializes in portfolio management for high net worth individuals and institutions. Prior to joining Boston Asset Management, Keith served as Vice President and Investment Officer for Merrimack County Savings Bank where he was responsible for developing and managing the investment process for the Wealth Management Department. Keith graduated from the University of New Hampshire, Durham, New Hampshire. A resident of Concord, New Hampshire, Keith serves his community as a trustee of the South Church Relief Society and is currently the Treasurer of The Friends Program.
Vice President of Business Development
About Cheryl Coletti
Ms. Coletti is dedicated to expanding the firm’s footprint in the greater New England area focusing on bringing business owners and resources together to create wealth and sustainability for her clients’ professional and personal success. Cheryl received her Bachelors Degree in Communication from the University of Massachusetts, Amherst and her Masters Degree in Business Administration from the University of New Hampshire. Cheryl comes to us from Casella Waste Systems, where she was responsible for their Northern New England operations.
Cheryl sits on the Board of Directors for both the Greater Chamber of Commerce and Intown Concord. She is a member of the Leadership NH Class of 2015 and is an active member of the Business and Industry Association of New Hampshire and the Concord Rotary. She enjoys living in Concord with her two small children.
Senior Vice President
About James Steproe
Jim has broad-based expertise in assisting high net worth individuals, families and institutions in the areas of wealth management and planning. His experience includes working for a New York law firm specializing in estate planning and estate administration following graduation from law school. More recently, he served as a Vice President and Trust Officer for TD BankNorth for nine years, in a similar capacity at U.S. Trust / Bank of America for seven and most recently as a Senior Vice President at People’s United Bank.
He received his Bachelor’s degree cum laude from C.W Post College of Long Island University and his Juris Doctor degree from Brooklyn Law School, where he was a member of the Brooklyn Law Review. Jim also has a Master of Arts in Liberal Studies degree from Dartmouth College, and he is a graduate of Cannon Financial Institute’s Trust School at Boston University, earning him the professional designation of Certified Trust Financial Advisor.
Jim lives with his wife and daughter in New London, New Hampshire.
About Anthony Janicki
Anthony contributes with the professional athlete and private client divisions of Boston Asset Management by assisting with research, due diligence, concierge services and active participation in the athletes’ foundations. Before joining BAM, Anthony developed the first budget for a large holding company and its 15 subsidiaries and oversaw the transition of trust accounting and CRM software for the largest special needs trust administrator in the nation. Anthony graduated from John Carroll University with a Masters of Business Administration and Bachelors of Science in Computer Information Systems. He is also involved in the community contributing his efforts with the East West Shrine Game Committee and St. Petersburg Catholic Baron Touchdown Club. Anthony lives in St. Petersburg with his wife, Caitlin.
About Elevina Vergato
Elevina joined Boston Asset Management in August of 2009 after working at US Trust, Bank of America Private Wealth Management for 12 years. Prior to working at US Trust, she worked in Trust Services and Retirement Services for Fleet Bank. Her role within the firm is to assist our advisors with client interaction, handling administrative requests and account reconciliation to opening accounts and monitoring asset transfers and day to day support. Elevina provides our clients with exceptional personal service.