Our Team

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Executive Team

Link to: Robert Stimson
Robert Stimson, CPA

Robert Stimson, CPA

Founder, CEO and CIO

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Link to: Jeremy David
Jeremy David, ESQ., CFP®

Jeremy David, ESQ., CFP®

Managing Director, CCO

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Link to: James Moise
James Moise

James Moise

Managing Director

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Investment Team

Link to: Robert Stimson
Robert Stimson, CPA

Robert Stimson, CPA

Founder, CEO and CIO

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Link to: James Moise
James Moise

James Moise

Managing Director

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Link to: David Mullen, CFA®
David Mullen, CFA®

David Mullen, CFA®

Assistant Portfolio Manager

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Senior Advisors

Link to: Jeremy David
Jeremy David, ESQ., CFP®

Jeremy David, ESQ., CFP®

Managing Director

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Link to: Robert Murphy
Robert Murphy, CPA, MST

Robert Murphy, CPA, MST

Managing Director

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Link to: Mark Cross-Powers
Mark Cross-Powers

Mark Cross-Powers

Senior Wealth Management Advisor

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Client Service/Operations

Link to: James Moise
James Moise

James Moise

Managing Director

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Link to: Lynn Kelly
Lynn Kelly, MBA

Lynn Kelly, MBA

Wealth Management Project Specialist

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Link to: David Mullen, CFA®
David Mullen, CFA®

David Mullen, CFA®

Assistant Portfolio Manager

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Little House Capital, LLC

  • 35 Braintree Hill Park
    Suite #100
    Braintree, MA 02184

  • 71 Elm Street
    Worcester, MA 01609

  • 15 Constitution Drive
    Suite 1A
    Bedford, NH 03110

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