Catalyst Financial Partners began out of a desire to offer an innovative and modern approach to wealth management. We bring together proven entrepreneurs who have built premier financial service and investment advisory businesses with a team of advisors who gained their expertise at a national wealth management firm.

We took this step forward because we wanted to focus on clients and investment excellence, without the distractions of working within a larger organization. Our clients deserve a more customized and holistic approach than is normally found at traditional banks and brokerage firms.

As a fiduciary, we offer independent and objective advice. Our clients come first and are served directly by Catalyst’s owners and decision makers — a team of experienced advisors with complementary backgrounds.

Team

Timothy B. George

Managing Director

Keith Gibbons

Managing Director

Michelle Zancanaro

Senior Director

Daniel Ronan

Managing Director

Caroline O'Donnell

Director of Client Services

Mark LoBello

Managing Director

Gene Covino

Managing Director

David Wray

Senior Investment Strategist

The achievement of any professional designation, certification, deagree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CFP is engaged, or continues to be engaged, to provide investment advisory services.

In the community

Our team makes it a priority to support many local and nationally-recognized organizations through board representation, volunteer efforts, and financial contributions.