Support Team

We Look Forward To Meeting You!

At Condon & Co Wealth Advisors, we leverage our experience and knowledge to help clients pursue their financial goals throughout life.

Meet our team of professionals, based in Boston, Massachusetts...

Casey Sciortino, CTS™

Manager, Equities Operations

781-262-8376

781-201-4600

csciortino@condoncowa.com

Casey joined the Condon Sullivan team in November of 2017 as an intern, graduated in May 2018, and has come on full time as a client relationship manager to help us continue to provide a top notch experience for our clients. Casey...

Eric Vandiver

Chief of Staff

781-262-8280

781-201-4600

evandiver@condoncowa.com

Eric Vandiver is retired Navy Officer with 22 years of experience leading and managing teams. After graduating from Auburn University in 1998 with a Bachelor of Science in Aviation Management, including a strong emphasis in Business...

Kate Cunningham, CRPS™, RICP®

Client Service Advisor

781-262-8403

781-201-4600

kcunningham@condoncowa.com

Kate has worked in the financial services industry since 1992. She has worked in multiple senior support roles at several firms including JP Morgan Chase, ManuLife, and John Hancock. Kate is passionate about the client service aspect...

Bradley teDuits

Client Service Administrator

781-262-8199

781-201-4600

bteduits@condoncowa.com

Bradley joined the Condon Sullivan team in June of 2023 as an intern, graduated in May 2024, and has come on full-time as a client service administrator to help us continue to provide a top-notch experience for our clients. Bradley...

Erin Marquardt

Intern & Special Projects

781-262-8868

781-365-9003

emarquardt@condoncowa.com

Julie Anderson

Operations

781-552-4900

781-201-4600

janderson@condoncowa.com

Julie Anderson brings a broad background in asset management, product development, and investment operations. Prior to joining the firm, she contributed to the research, client service, and product strategy initiatives at several...

Leah Jacques

Client Service Admin – Intern

Leah is a junior at Northeastern University studying Finance and Entrepreneurship, with a growing interest in wealth management and client-focused financial planning. Through academic coursework, they have developed a strong foundation...

Trina Cassady, LUTCF®

Manager, Insurance Operations

781-202-6149

781-201-4600

tcassady@condoncowa.com

Trina Cassady is an experienced life, annuity, and long-term care specialist with over 21 years of experience in the insurance industry. She enjoys listening to and educating clients through a consultative approach, collaborating with...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.