Our Advisors

Paul, David, and Frank are an extraordinary team. Paul’s expertise is within the microeconomic realm of portfolio management, cash flow management, and multigenerational asset transference. David’s expertise is within the macroeconomic realm of coordinating, synchronizing, and advancing individual and family goals. Frank is exceptionally skilled at weaving every detail of both the macro and micro elements of each client's agenda. With their expertise, Paul, David, and Frank are able to implement a highly personalized approach, focused on encompassing all aspects of your financial picture.

David L. Ferrucci

Managing Partner

More than 25 years ago, David began helping individuals, couples, and families make balanced—and smart!—financial decisions. Earning bachelor’s and master’s degrees from Trinity College, David focused his studies within the field of behavioral finance, an academic discipline that factors human elements into traditional economic assumptions. David also holds a master's degree from Columbia University, where he examined the complex relationship between personal finance and family dynamics. Currently, David is pursuing a Master of Philosophy degree through Wesleyan University, deepening his understanding of personal, family, community, and global matters as they relate to finances.

David and his wife, Michele, live in Essex, Connecticut, with their children, Madeline, Ella, and Nicholas. David's personal interests include watching his children's athletic games, playing beautiful golf courses, and enjoying a good walk with family and friends!

Paul V. Ferrucci

Managing Partner

More than 25 years ago, Paul began helping individuals, couples, and families make balanced—and smart!—financial decisions. Earning bachelor’s and master’s degrees from Trinity College, Paul focused his studies in the areas of financial economics, applied portfolio theory, and personal finance. Paul completed the University of Pennsylvania’s private wealth management program at Wharton School, where he examined a rich assortment of personal and family case studies. 

Paul and his wife, Jennifer, are long-time residents of Essex, Connecticut. They have four children: Andrew, Ben, Charlie, and Hanley. Paul has served on numerous community and club boards, including the Essex Library Association, St. John’s Church, and the Essex Yacht Club. A successful lacrosse player at the collegiate level, Paul has enjoyed coaching the sport at various youth levels for more than 25 years. His personal interests include golfing, fishing, and watching his four children compete in various sports. 

Frank B. Abel IV

Wealth Enhancement Assistant

Frank received his bachelor of arts degree from Colby-Sawyer College. He provides client service support and assists in maintaining clients’ financial plans.

Frank lives in East Haddam, Connecticut, with his wife Jen and daughter Reese.