john barryJohn L. Barry, President & CEO

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John joined AIS in 1994. He previously served as an analyst with Prudential Insurance and for eight years as an officer in the U.S. Air Force, where in his last duty assignment he held the rank of Captain and served as an instructor of economics at the U.S. Air Force Academy. He earned an MA in Economics from the University of California Santa Barbara in 1991 and an MBA from the University of Montana in 1988. He graduated magna cum laude from the University of Notre Dame in 1984 with a BBA in finance. John lives with his family in Lenox, Mass. He is an avid runner and enjoys nordic skiing.

biopg delormeLuke Delorme, Director of Financial Planning

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Luke joined AIS in 2016.  He received a BS in economics and an MBA from Boston College, where he received the Wall Street Journal award for the top finance student.  He has worked at AIER, State Street Global Markets, BC Center for Retirement Research, and Analysis Group. Luke lives in Great Barrington with his wife, daughter, and dog Yogi. He enjoys biking, running, and hiking, and he recently completed the Josh Billings triathlon. (click for longer bio)

amanda gershonAmanda Gershon, Director of Operations

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Amanda joined AIS in 2013.  She received a BA in Chemical Engineering and Management from Renssalear Polytechnic Institute and an MBA with a concentration in Finance from the University of Connecticut.  She was previously Vice President of Portfolio Administration at Wright Investors' Service.

seth hoffmanSeth L. Hoffman, Vice President

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Seth joined AIS in 2003. He holds a BA in International Studies from Vassar College and an MBA from the Thunderbird School of International Management. He completed the global management associate training program at American International Group (AIG) and was a political risk underwriter and country risk analyst at American International Underwriters prior to joining AIS. He serves as a board member of the Great Barrington Little League and a past director of the Lenox Childrens Center.

charles murphyCharles D. Murphy, Vice President & Chief Financial Officer

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Charles joined AIS in 2007. He holds a BBA in Accounting from Loyola College in Baltimore, MD. Prior to joining AIS he was a Financial Advisor with Merrill Lynch and served as a Vice President of Dion Money Management. He also spent ten years in public and private accounting preparing tax returns and conducting audits for corporate, partnership and individual clients.

Tricia Storti, Client Services Administrator

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Tricia joined AIS in 2016. She holds a BS in Business Administration with a concentration in marketing and a minor in communicatinos from Bryant College. Prior to joining AIS she held positions at Legacy Banks and Berkshire Bank, most recently Branch Officer. Tricia is an active member of the Berkshire community as a member of the Sheffield Kiwanis and works on various volunteer projects.

david stpeterDavid F. St. Peter, CFA, Vice President & Director of Institutional Services

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David joined AIS in 2008. He received a BA from Harvard University and an MBA in Finance from Columbia Business School. Prior to joining AIS, he managed an equity portfolio using a proprietary stock screening and trading model. He previously worked as a security analyst at Loomis, Sayles & Co. in Boston and was a financial analyst with Goldman, Sachs & Co. in New York City.

matt sviridaMatthew J. Svirida, Vice President & Chief Operating Officer

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Matt joined AIS in 2005. He previously worked in the Personal Financial Services Group at JP Morgan Chase Bank in New York City and on the trading desk of two independent broker-dealers. He holds a BBA from Hofstra University and has completed graduate coursework at Mercy College, New York. Matthew is currently a Certified Financial Planner (CFP) candidate.

mackenzie waggamanMackenzie W. Waggaman, Vice President

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Mack joined AIS in 2004. He received a BA from Rochester Institute of Technology in 1975 and an MBA, with a concentration in finance, from Rensselaer Polytechnic Institute in 2003. Before joining AIS he worked as a financial consultant and broker for A.G. Edwards & Co. He previously worked in the motion picture and television industry where he held numerous executive positions including Vice President and General Manager of Medialab Studio, L.A.

 

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