The Regional Team
We have a robust team of professionals to cover all areas to help you grow and thrive as a financial professional in The Artisan Network. Please meet the team below!
Joseph J. Massaro, CFP ®
Regional Director
Team management, high-level business planning and advisor support, recruiting
Brenna A. Warren, CFP ®
Director of Regional Growth
Regional communication, improvement of regional tools and services, regional branding and marketing, recruiting support, tactical business planning, meeting and event organization, and advisor business growth support
Adam Andrews
IVP Portfolio Manager Market Analyst
Portfolio manager for Intrinsic Value Portfolios, client portfolio analysis, market updates and education, resource for market, portfolio, and investment questions, advisor support for client calls and meetings to provide in depth rationale and understanding
Frédéric De Baeck, Director of Operations
Operational assistance for advisor transitions and recruits, advisor business, investment and technology support, regional reporting, and accounting
Lynn Frenette,
Regional Administrative Director
Administrative assistant for Joe, regional administrative and technology support and training for advisors and other administrative assistants
Robert Borea
Assistant Planner
Regional Support Staff
Portfolio analytics, execute financial plans for advisors through Regional Planning Service. Account analysis emphasizing proper diversification. Assisting in clerical work and processing of forms.
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Tyler Reis
Director of Client Services & Administrative Support
Administrative assistant for Brenna. Assists with account opening, asset movement requests, client communication, and various types of regional support and technological support.