ABOUT US
MANAGEMENT TEAM

John LaPann brings more than 30 years of high level investment and planning experience to his role as Chairman and Chief of Advisory Services.

John R. LaPann

Chairman & Chief of Advisory Services
FSA Investment Committee
Shareholder

32 Years Experience
photo of John R. LaPann

Kristin joined the firm in 2008 bringing 20 years of financial services experience to the firm. She leads the firm, is responsible for developing investment advice and research, and is Chair of the Investment Committee.

Kristin L. Fafard, CFA

President & CIO
FSA Investment Committee Chair
Shareholder

24 Years Experience
photo of Kristin L. Fafard

Jen Murtie started at Federal Street Advisors in 2004 and serves as Chief Operating Officer. Her primary responsibilities include leadership in marketing and business development, client operations, business practices, financial performance, and strategic planning.

Jennifer S. Christian Murtie

Chief Operating Officer
15 Years Experience
photo of Jennifer S. Christian Murtie

Richard Tardiff, a Principal and the firm's Chief Compliance Officer, joined the firm in 2002. Richard is a tax attorney with 16 years of experience practicing tax law in the Boston area, many of those years serving the tax needs of several large investment advisory firms.

Richard M. Tardiff, CFP®*

Chief Compliance Officer
Shareholder

26 Years Experience
photo of Richard M. Tardiff

Dan Gross joined Federal Street Advisors in 2005, bringing 29 years of financial services experience to the firm. He is a Principal, responsible for both individual and tax-exempt clients, and is a voting member of the firm's Investment Committee.

Daniel B. Gross

Principal
FSA Investment Committee
Shareholder

29 Years Experience
photo of Daniel B. Gross

Mark Peters started with Federal Street in 2003 as a senior consultant to clients. In addition to working with high-net worth individuals, his responsibilities extend to the investment committees of the firm's charitable foundation clients.

Mark N. Peters, CFA

Principal
FSA Investment Committee
Shareholder

24 Years Experience
photo of Mark N. Peters

Charlie Walsh started with Federal Street in 2009, bringing 30 years of financial services and international business experience to the firm. In addition to working with high-net worth individuals, Charlie is a voting member of the firm’s Investment Committee.

Charles A. Walsh III

Principal
FSA Investment Committee
Shareholder

34 Years Experience
photo of Charles A. Walsh III


cfp logo * Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.