Meet the Condon & Co team
At Condon & Co Wealth Advisors, our mission is simple: to provide you with personalized guidance and the highest standard of service. Leading our team is Matthew J. Condon, a Certified Financial Planner™ with more than 20 years of experience in helping individuals and families build lasting financial strategies. He is supported by a seasoned team that includes CFP® professionals Kyle Anderson and Zuly Feliz, and Series 7-licensed advisors Kate Cunningham and Casey Sciortino—together offering over four decades of combined industry insight and client service excellence.
Leadership
Matthew J. Condon, CFP®, CEPA®.
Founding Partner
781-201-4600
Matthew J. Condon, CFP®, CEPA®, has over 20 years of experience in the financial planning field and is a HTK Investment Adviser Representative. His passion lies in building strong relationships with his clients.
Robert Sherman
Vice President, Equities Operations
Financial Associates
Support Team
Casey Sciortino, CTS™
Manager, Equities Operations
Kate Cunningham, CRPS™, RICP®
Client Service Advisor
Trina Cassady, LUTCF®
Manager, Insurance Operations
Eric Vandiver
Chief of Staff
Bradley teDuits
Client Service Administrator
Erin Marquardt
Intern & Special Projects
Julie Anderson
Operations
Leah Jacques
Client Service Admin – Intern
Your trust. Our experience.
Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.