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Meet the&#160;<span id="_mce_caret" data-mce-bogus="true"><strong>Condon &#38; Co&#160;</strong><span id="_mce_caret" data-mce-bogus="true">team</span></span>

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

781-262-8287

781-201-4600

mcondon@condoncowa.com

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.

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Robert Sherman

Vice President, Equities Operations

Robert Sherman has over 35 years experience in the financial services industry. He has 5 years experience in the banking industry and has spent the last 30 years working for Hornor Townsend and Kent LLC (HTK) in various roles.Rob’s...
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Financial Associates

Zuly Feliz

Zuly Feliz, CFP®, CDFA®

Client Strategy & Planning Service Advisor

781-262-8242

781-201-4600

Support Team

Casey Sciortino,

Casey Sciortino, CTS™

Manager, Equities Operations

Trina Cassady

Trina Cassady, LUTCF®

Manager, Insurance Operations

Eric Vandiver

Eric Vandiver

Chief of Staff

Bradley teDuits

Bradley teDuits

Client Service Administrator

Erin Marquardt

Erin Marquardt

Intern & Special Projects

Leah Jacques

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.

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