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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

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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. 

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