Wealth Management Team

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Deborah Cartisser

Wealth Advisor

Deborah is a Wealth Advisor with North American Management. She serves as a primary client liaison and works closely with the investment management team to develop client portfolio solutions. Deborah has over twenty years of client service experience. Prior to her role on the Wealth Management Team, Deborah was North American Management's Director of Operations. Her previous experience also includes positions in account management and operations at Putnam Investments. Deborah is a graduate of Kenyon College, with a major in Political Science. She is a member of the Massachusetts General Hospital Family Advisory Council and sits on the hospital's Quality Oversight Committee.

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Mary Connelly, CFP®

Wealth Advisor

Mary is a Wealth Advisor with North American Management. She serves as a primary client liaison and works closely with the investment management team to develop client portfolio solutions. Prior to North American Management, Mary spent over twenty years with Woodstock Corporation and Woodstock Services Co., LLC working with high net worth clients. Mary earned a BA from Salem State University. She is a CFP® professional and a member of the Financial Planning Association.

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Barbara Flaherty

Relationship Manager

As a member of our Wealth Management Team, Barbara Flaherty serves as a primary client liaison and works closely with the investment management team to develop client portfolio solutions. Barbara has over twenty five years of client service and fiduciary experience working in private banking institutions in Boston. For the past seven years, she has specialized in trust and estate planning. Most recently she worked at BNY Wealth Management, providing trust administration and investment management services to clients. Barbara has a Bachelor of Arts from Boston College and a Masters of Business Administration from Suffolk University. She is also a graduate of the National Graduate Trust School.

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JonPaul McBride

Relationship Manager

JonPaul is a Relationship Manager with North American Management. As a member of our Wealth Management Team, JonPaul serves as a primary client liaison and works closely with the investment management team to develop client portfolio solutions. He previously worked in trust administration at Cumberland Trust working with high net worth clients. JonPaul is a graduate of Yale University.

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Patrick Egar, CPA

Director of Tax & Trust Services

Patrick has served as a specialist in tax, trust and estate planning for North American Management since 2002. He also serves as trust administrator for North American Fiduciary Services. Pat began his career at the Massachusetts Department of Revenue from 1987 through 1997, then worked in public accounting through 2001. He has a B.S. in Mathematics from Case Western Reserve University.