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Industry leaders.Personalized approach.

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

Maggie Gallogly

Senior Portfolio Management Associate

David Wray

Senior Investment Strategist

Timothy B. George

Managing Director

Tim is dedicated to serving the unique needs of wealth creators, entrepreneurs, and generational families. He has extensive experience in working with and solving the challenges of clients with wealth, such that they can meet both long-term financial and non-financial goals. A thoughtful listener, he strives to provide meaningful advice that enables clients to make informed decisions.

With more than two decades of investment experience, Tim joins Catalyst after 17 years at BNY Mellon Wealth Management as Senior Wealth Manager, responsible for more than $1 billion in client assets.

Tim is a graduate of Noble and Greenough School and Boston University. With deep family ties to New England, Tim has never tired of skiing in the East or a walk ruined on the golf course. His love of travel has taken him all over the world, including stints living in Japan and France. Tim and his wife live on the North Shore of Boston with their son and two daughters.

Keith Gibbons

Managing Director

Keith specializes in meeting the unique financial needs of his clients by focusing on their overall balance sheet, including private and public investments, credit and liquidity needs, and estate and charitable planning. His approach is collaborative with a focus on a prudent, long-term plan of action for each client. He has much experience helping tech, software, and healthcare professionals as well as entrepreneurs, executives, and retirees.

For 14 years prior to joining Catalyst, Keith was a Senior Wealth Manager at BNY Mellon Wealth Management where he was responsible for $800 million in client assets. He has an undergraduate degree from Bryant University and an MBA from Bentley University. Keith is also a CERTIFIED FINANCIAL PLANNER^TM professional.

Keith enjoys doing his own landscaping and is continuously striving to have his lawn as pristine as the infield at Fenway Park. With his two boys off to college and beyond, he and his wife recently took on pet ownership for the very first time—a Pembroke Welsh Corgi. Keith also loves getting behind the grill and cooking great BBQ for family and friends.

Michelle Zancanaro

Senior Director

Michelle helps her clients live a life with confidence and financial clarity. Many of her clients are women seeking financial advice for life events such as divorce, death, remarriage, and retirement. Michelle also works with many working professional families as well as families with generational wealth. Michelle provides comprehensive wealth management, including complex financial and estate planning, portfolio strategies, philanthropic ideas, and banking and credit needs to her clients.

Prior to joining Catalyst, Michelle was a Wealth Manager at BNY Mellon Wealth Management where she was responsible for implementation and strategy execution for over $1 billion of client assets. Michelle earned an MBA from Boston University, Questrom School of Business and a BS in Business Administration from the University of New Hampshire, Whittemore School of Business.

Away from the office, Michelle enjoys running. She has completed three marathons, including Boston and Chicago. Her passion for traveling started at a young age when she lived abroad in England and Australia. Michelle lives in Winchester with her husband and son.

Daniel Ronan

Managing Director

Dan is committed to a collaborative approach with clients and their advisors to achieve holistic wealth solutions. In addition to leading strategic growth for the firm, Dan helps families with estate and wealth transfer strategies, financial planning, philanthropy, and banking and credit needs. He also advises on investment opportunities across public and private markets.

Prior to joining Catalyst, Dan served as a Senior Client Strategist at BNY Mellon Wealth Management for 13 years. He earned both his JD and BS degrees from Boston University where he co-captained the men’s ice hockey team. He is admitted to practice law in the Commonwealth of Massachusetts. He also earned a Certified Exit Planning Advisor designation, focusing on advising owners of privately held companies.

Dan followed his collegiate and professional hockey career into a passion for coaching. After well over a decade of coaching hockey prior to having children, he now coaches his son and daughter. When not at the office or in a rink, Dan loves to spend time on the golf course, at Lake Winnipesaukee, or in his wife’s hometown of Miami.

Caroline O'Donnell

Director of Client Services

Caroline strives to ensure all aspects of the Catalyst experience exceed client expectations. She plays a critical role in many aspects of client management including onboarding, setting up and navigating online portal access, and coordinating important and timely client deliverables. Caroline works seamlessly with clients and Senior Wealth Managers on an ongoing basis to support, maintain and enhance client relationships.

Prior to joining Catalyst, Caroline spent 5 years at BNY Mellon Wealth Management, most recently as a Senior Sales Associate where she was responsible for day-to-day client services including account management, client support and coordination of internal company teams with external client advisors.

Caroline earned her bachelors from The College of the Holy Cross in Worcester, MA and currently lives in Boston. Away from the office, Caroline enjoys triathlons and running, most recently completing the 2021 Boston Marathon. She also gives back with charity work for local breast cancer organization, Runway for Recovery, and the TB12 Foundation.

Mark LoBello

Managing Director

In addition to helping oversee strategic growth for the firm, Mark advises clients on estate and wealth transfer, financial planning, philanthropic endeavors, banking and credit needs, as well as customizing appropriate investment strategies. He truly believes that the most effective approach to serving clients is through a collaborative, team-oriented process that helps them plan for life’s ever-changing turns.

Mark has more than 20 years of wealth management experience. Prior to joining Catalyst, he spent 16 years as a Senior Client Strategist with BNY Mellon Wealth Management. Mark earned a BS degree in Finance from Georgetown University where he captained the school’s nationally ranked lacrosse team.

Mark resides in Winchester with his wife and two daughters, and loves spending the summer with family at Goose Rocks Beach in Kennebunkport, Maine. When he’s not in the office, he also enjoys watching his girls compete in high school cross country, ice and field hockey, and lacrosse.

Gene Covino

Managing Director

Gene focuses on creating comprehensive financial planning strategies and carefully constructed investment portfolios, designed to meet the unique needs and specific goals of successful individuals and families. In addition, Gene spends a significant amount of time assisting closely held and multi-generational business owners and the newly retired achieve their long-term objectives.

Prior to joining Catalyst, Gene worked at BNY Mellon for over 20 years, most recently as a Senior Wealth Manager managing $600 million in client assets. Gene holds a BS from Salem State University and graduate certificate in financial planning from Boston University. Gene is a CERTIFIED FINANCIAL PLANNER^TM professional, a Certified Trust Financial Advisor, and a Certified Exit Planning Advisor.

When not at work, Gene can be found enjoying his sons’ hockey and lacrosse games. He loves spending time in the summer at Lovell Lake in New Hampshire, taking in Cape Cod League Baseball games, and vacationing with his wife, Natalie, and their sons on annual family road trips.

Maggie Gallogly

Senior Portfolio Management Associate

Maggie is a Senior Portfolio Management Associate at Catalyst Financial Partners. She supports the team in maintaining all aspects of client relationships, including financial planning, portfolio positioning, and tax planning.

Prior to joining Catalyst, Maggie worked on the private wealth team at GW&K Investment Management in a client services and reporting capacity. She began her investment career at BNY Mellon Wealth Management where she was responsible for servicing the day-to-day needs of a $1 billion client base.

Maggie earned her bachelor’s degree from the University of Connecticut in Storrs. She now resides in Boston’s North End. Outside of the office, Maggie enjoys live music, supporting Boston sports teams, and traveling to new places.

David Wray

Senior Investment Strategist

David Wray is the firm’s Senior Investment Strategist. In this role, David formulates and delivers views on macroeconomic themes and their effects on capital markets. He also works closely with the firm’s Portfolio Strategy Committee to translate these views into portfolio construction for clients.

David has more than 40 years of Wealth Management experience. David began his investment career with Tucker Anthony & R.L. Day. From 1998 – 2019, David served as a Senior Portfolio Manager for BNY Mellon Wealth Management and was a member of the bank’s Investment Strategy Committee, responsible for making firm-wide asset allocation decisions. David later served as Chief Investment Officer and Chair of the Investment Committee for a Rhode Island based Registered Investment Advisor.

David holds a BA in Economics from Amherst College and is a member of the CFA Society of Boston.

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.

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One Marina Park Drive
16^th Floor
Boston, MA 02210
617.239.8101

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