Wealth Manager Matt joined AIS in 2025. He received a BA in Psychology and minor in Finance from the State University of New York at Plattsburgh and an MBA with a focus on Taxation from the State University of Albany’s Massry School of Business. Prior to joining AIS, Matt was an investment adviser representative of […]
Matthew L. Burnell, CFP Read More »
Mr. Holden is an experienced advisor to senior management of financial institutions. A specialist in industry analysis, strategic planning, and economics, his experience was shaped over many years in the corporate sector and more recently in academia. He has served in management positions at Chase Manhattan Bank, Chemical Bank, Manufacturers Hanover Trust, The CIT Group,
Neil D. Holden, DBA, Chair Read More »
Mr. Furlano is founder and principal of Furlano & Arace PC, an accounting and professional services firm located in Pittsfield, MA. He has over 35 years of experience providing audit, advisory, computer, tax, bookkeeping and compliance services to private corporations, non-profit institutions, foundations, municipalities, and individuals. He has provided expert testimony in federal and state
Nelson E. Furlano, CPA Read More »
Mr. Bouffard was a principal and financial advisor with the firm Bouffard & Ramsey a financial advisory practice of Ameriprise Financial Services, Inc.. Mr. Bouffard holds degrees in literature and education and was a humanities teacher for many years in Connecticut schools. He is a voting member of AIER. He currently serves as the Chairman
President & CEO 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
John L. Barry, ChFC Read More »
Vice President, Senior Wealth Manager 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
Chief Operating Officer Tricia joined AIS in 2016. She holds a BS in Business Administration with a concentration in marketing and a minor in communications 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
Chief Compliance Officer Sandra joined AIS in 2017 after 18 years with National Regulatory Services, a major compliance organization, as Senior Consultant & Products Manager. She has been a speaker at national compliance conferences as well as at numerous industry seminars. Her wealth of business experience includes serving as Vice President of a NY-based motor
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Vice President, Senior Wealth Manager 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.
David F. St. Peter, CFA Read More »
Vice President, Senior Wealth Manager 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
Mackenzie W. Waggaman Read More »