About The Patriot Financial Group

Putting our team to work for you & your team.

Commitment

Loyalty

Ethics

As an independent Registered Investment Advisor, TPFG is partnered with two of the industry’s leading custodians, TD Ameritrade and Charles Schwab, to serve our advisors and their clients with the best programs and platforms to manage their assets. In addition to partnering with TD and Schwab, we are supported by Securities America for our brokers and have the ability to clear through either National Financial or Pershing to accommodate the needs of our advisors.

To top it off, our advisors utilize Black Diamond—an industry leader in technology, data aggregation and performance reporting—to deliver an incredible client experience when reviewing their portfolio. All in all, The Patriot Financial Group is uniquely positioned to add incredible value to the practice of an independent financial advisor and we look forward to serving your needs as a client.

The Patriot Group Financial Management Team

Together we grow.

The Patriot Financial Group has a track record of taking already successful advisors and helping them achieve the next level. While it may sound too good to be true, the reality is that through our team model, resources, technology and of course, one of the best back-office support teams ever assembled we can do just that. This team is ready, willing and able. They have the expertise and experience to support you now and as you grow.

David M. O'Donnell, LUTCF

Chairman

David is committed to building an environment conducive to growth, support, and lead generation.

Michael Tashjian

Chief Executive Officer

Michael is committed to helping each advisor maximize the value of their independent practice.

Ralph Proceviat, CLU, ChFC

President of Patriot Brokerage Services

President of Patriot Brokerage Services, Ralph is committed to developing impactful relationships with financial advisors.

Gregg Catsoulis

Managing Director, Employee Benefits

Businesses seeking to attract, retain, and reward current and future employees have consulted with Gregg for over twenty-five years.

Jennifer O’Donnell

Marketing Director

Jennifer’s art and marketing background make her a uniquely valuable resource to the advisors at The Patriot Financial Group.

Nicole M. Finlayson

Chief Operations Officer

Nicole oversees the operations of the firm as well as building and implementing business systems and practice management solutions.

Jill Anderson

Sr. Vice President of Business Development

With decades of experience in financial services and marketing, Jill has the unique ability to help advisors and professionals work together to help clients achieve their financial goals.

Alison Morant

Director of Account Services

In 2017, Alison joined Patriot Benefit Services, LLC as the Director of Account Services. Previously she worked in the insurance industry as an independent broker for ten years.

Maggie Dumas

Client Services Associate

Maggie provides complete back-office processing from getting advisors appointed to insurance carriers to processing and submitting applications, coordinating parameds, and responding to correspondence for Patriot Brokerage Services

Caitlyn Frament | The Patriot Financial Group

Caitlyn Frament

Chief Compliance Officer

Caitlyn has vast compliance experience starting with her degree in Legal Studies from U-Mass. She holds Series 6, 7, 24 and 66 licenses.

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