Meet Our Team - Fernwood Investment Management

Seasoned investment professionals with over 100 years combined investment experience

Meet the Fernwood Investment Team

Founder, Managing Member
Thomas P. Reilly

Founder, Managing Member

Director of Wealth Management
Jeffrey J. Vincent, MBA, CFP®

Director of Wealth Management

Director of Client Services
Kristen J. Holland

Director of Client Services

Porfolio Management Associate
Shaobei Ge Daniels (Betty)

Porfolio Management Associate

Office Manager and Compliance Associate
Collette B. Rajotte

Office Manager and Compliance Associate

Frederick M. Warburg

Managing Director

Portfolio Manger
In Memorium of Michael D. Reilly

December 31, 1985 to December 1, 2019