Catalyst Financial Partners

Michelle Zancanaro is a financial advisor at Catalyst Financial Partners with four years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon for eleven years. Michelle is based in Boston, MA. Catalyst Financial Partners provides investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, retirement plans, foundations, and trusts. The firm manages just over $1 billion in assets and offers diversified portfolio strategies across a range of risk profiles, utilizing equities, fixed income, ETFs, mutual funds, alternatives, and private funds.

Will Frain is a financial advisor at Catalyst Financial Partners in Boston, MA, holding a Series 65 designation. He is part of an eight-advisor team at the firm. Catalyst Financial Partners manages approximately $1.722 billion for around 347 clients, including high-net-worth individuals, family offices, closely held businesses, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, employing diversified, long-term portfolios across various risk profiles using multiple analysis methods and investment vehicles.

Keith Gibbons is a CFP® professional with eight years of industry experience, currently serving as an advisor at Catalyst Financial Partners since 2021. Prior to this, he worked for 14 years at BNY Mellon Wealth Management. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, retirement plans, and other entities. The firm manages just over $1 billion in client assets and employs customized, diversified portfolio strategies tailored to client objectives, utilizing a range of investment vehicles and both discretionary and non-discretionary account management.

Mark Lobello is a financial advisor at Catalyst Financial Partners in Boston, MA, holding Series 63 and Series 65 licenses with four years of industry experience. He joined Catalyst Financial Partners in 2021 after sixteen years at BNY Mellon. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, closely held businesses, retirement plans, foundations, trusts, and other entities. The firm manages just over $1 billion in client assets and implements diversified portfolio strategies using a range of investment vehicles tailored to clients' objectives, operating both on discretionary and non-discretionary bases.

Margaret Gallogly is a financial advisor at Catalyst Financial Partners with a Series 65 designation and two years of industry experience. She previously worked at GW&K Investment Management, BNY Mellon, Washington Trust Company, and the University of Connecticut. Catalyst Financial Partners provides investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, retirement plans, and other entities. The firm manages over $1 billion in client assets and offers diversified portfolio strategies tailored to client objectives, utilizing equities, fixed income, alternatives, and other instruments through discretionary and non-discretionary management.

Daniel Ronan is a financial advisor at Catalyst Financial Partners in Boston, MA, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BNY Mellon for 13 years before joining Catalyst Financial Partners in 2021. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, closely held businesses, retirement plans, foundations, and trusts. The firm manages just over $1 billion in client assets and offers diversified portfolio strategies tailored to client objectives, utilizing a range of investment vehicles and an institutional platform relationship with Schwab.

David Wray is a CFA® charterholder with six years of industry experience. He is currently with Catalyst Financial Partners, where he has worked since 2022. His prior experience includes roles at KLR Wealth Management, LLC and BNY Mellon Private Wealth Management. Catalyst Financial Partners serves high-net-worth individuals, family offices, businesses, and other entities with discretionary and non-discretionary investment supervisory and wealth management services. The firm manages just over $1 billion in assets and utilizes diversified portfolio strategies tailored to client objectives, combining various investment vehicles and maintaining both discretionary and non-discretionary management options.

Timothy George is a financial advisor at Catalyst Financial Partners in Boston, MA, holding a Series 65 credential with four years of industry experience. Prior to joining Catalyst Financial Partners in 2021, he worked at BNY Mellon for 11 years. He serves as a co-trustee for an irrevocable family trust, overseeing its administration and management. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, retirement plans, foundations, and trusts. The firm manages over $1 billion in client assets and employs diversified portfolio strategies tailored to client objectives, utilizing a range of investment vehicles and both discretionary and non-discretionary account management.

Eugene Covino is a CFP® professional at Catalyst Financial Partners with four years of industry experience. He previously worked at BNY Mellon Corp for ten years before joining Catalyst Financial Partners in 2021. Outside of his advisory role, he manages an income property through a separate business venture. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, closely held businesses, retirement plans, foundations, and trusts. The firm manages just over $1 billion in client assets and employs diversified portfolio strategies tailored to a range of investment objectives.