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Dina Malancea

Dina Malancea

(Operations Support Specialist)

Dina Malancea is a rising professional originally from Moldova, who relocated to West Springfield, MA in 2010 during her childhood. She embarked on her academic journey at Springfield Technical Community College before making a successful transition to Western New England University, where she majored in finance. Having cultivated a passion for art during her early…

Austin Smith

Austin Smith

(Operations Support Specialist)

Austin Smith grew up in Palmer, MA, and still lives there today. He is a notable alumnus of Western New England University, where he graduated in May 2021 with a degree in Business Analytics and Information Management. From his childhood through his teenage years, Austin was actively involved in various sports, including soccer, tennis, and…

Joe Dunn - Pioneer Valley Financial

Joe Dunn

Research Analyst, Fixed Income

As a Research Analyst, Joe analyzes fixed income portfolios & individual fixed income securities, responds to advisor requests, and assists with fixed income market research Joe earned his BS in Finance from UMass Amherst.

Meghan Monaghan - Pioneer Valley Financial

Meghan Monaghan

(Client Relationship Manager)

Client Relationship Manager, Meghan Monaghan, was born in Monson, MA and attended Monson High School. Beginning from a young age, Meghan developed a passion for soccer, playing all year-round from kindergarten throughout high school. Following graduation, Meghan furthered her education at Bentley University in Waltham, MA.  As a former finance intern at PV Financial, Meghan…

Sarah Hargreaves - Pioneer Valley Financial

Sarah Hargreaves

Platform Manager, Investment Management and Research

As platform manager, Sarah provides platform-based support for Commonwealth’s discretionary investment solution, Preferred Portfolio Services Select. In addition, she helps respond to ad-hoc investment research requests and identifies strategies to enhance adoption of the platform. Sarah holders her FINRA Series 7 and 66 securities registrations. She earned a degree in Marketing from Elon University.

Sara Bray - Pioneer Valley Financial

Sara Bray

Research Associate, Investment Management and Research

As an investment research associate, Sara support analysts on the fixed income team with due diligence and research activities as well as assisting with aggregating investment analysis, performance reporting, and attribution reports. Sara graduated from Bentley University in May 2021 with a BS in Finance.

Justin Cleare - Pioneer Valley Financial

Justin Cleare, CFA®

Research Analyst, Real Assets

As an investment research analyst, Justin facilitates due diligence and research activities on real asset-focused investments (e.g., real estate, infrastructure, natural resources, and commodities). Justin is a Chartered Financial Analyst® (CFA®) charterholder and holds FINRA Series 6, 26, and 99 securities registrations. He earned his bachelor’s degree from the University of Massachusetts Amherst in Finance and…

Wayne Richardson - Pioneer Valley Financial

Wayne Richardson, CFA®

Research Analyst, Equity

As a research analyst, Wayne provides due diligence and research activities on mutual funds, exchange traded-funds, and equities. He evaluates and selects managers and disseminates research in the mid-cap equity asset class. He also assists the Investment Management team with calculating, analyzing, and updating internal performance and attribution reports. Wayne graduated from UConn with a bachelor’s…

Tom Scarlata - Pioneer Valley Financial

Tom Scarlata

Senior Research Analyst, Fixed Income

As a fixed income analyst, Tom is responsible for responding to Fixed Income inquires including portfolio and fund reviews. He is also responsible for manager evaluation, due diligence and selection on the Fixed Income side of the Mutual fund recommended list. Tom also assists in market research and commentary as it relates to Fixed Income.…

Peter Roberto - Pioneer Valley Financial

Peter Roberto

Senior Research Analyst, Equity

As a research analyst, Peter provides due diligence and research activities on mutual funds, exchange traded-funds, and equities. He evaluates and selects managers and disseminates research in Global and Foreign SMID markets asset classes. He also assists the Investment Management team with calculating, analyzing, and updating internal and external performance and attribution reports. Peter graduated from…