Jennie has led Cantella’s strategic direction for over two decades. Under her leadership, Cantella expanded the scope of its offerings to our financial advisors, broker-dealers, and RIAs that affiliated with us, while maintaining our distinction as a female-led and employee-owned firm. She joined Cantella as the assistant to the president in 2000 and went on to work in multiple departments, including recruiting, compliance, operations, advisory services, and relationship management, eventually buying the firm with her partners in 2014. During that time, she worked closely or collaborated with clearing partners – including Fidelity, Pershing, Raymond James, and Bear Stearns – to enhance solutions for advisors. This breadth of experience provides her with a unique understanding of advisor challenges, the industry landscape, and strategies for efficient growth.

Passionate about advisor success, Jennie focuses on streamlining business efficiencies and providing advisors with essential tools and technology. Today, as an enterprise leader for Cambridge, her deep understanding of the business, Cantella’s mission, and its advisors continues to drive the firm's success. 

Jennie graduated from Boston College with a Bachelor of Arts in education. She holds FINRA Series 7, 24, and 66 licenses.

Sheelagh first joined Cantella in 2003 as an ambitious intern from Ireland – and she’s been with the firm ever since. Over the years, her knack for troubleshooting and implementing creative, effective, and pragmatic solutions has been crucial in transforming Cantella into the efficient, forward-thinking operation it is today. Her journey across various departments – including operations, advisory services, and leading the Transitions Department – allows Sheelagh to play a key role in streamlining the firm’s processes. As Director of Corporate Development, she worked hand-in-hand with Compliance to ensure both clients and advisors were safeguarded, while maintaining Cantella’s pro-business and compliance-friendly stance throughout the firm’s growth. In 2018, Sheelagh took on the role of Chief Compliance Officer, where she played a pivotal role in shaping the firm's compliance strategies.

Although she finds compliance work fulfilling, Sheelagh’s true passion lies in working closely with advisors, helping them to thrive by ensuring they are fully supported and equipped with the right tools and systems to succeed. Thanks to the support of Cambridge, and their mantra of supervision and advocacy, she’s able to focus more time on that aspect of her role – shaping the firm while helping others grow along the way. 

Originally from Ireland, Sheelagh earned a Bachelor of Commerce degree from University College Dublin, specializing in banking and finance. She holds the FINRA Series 7, 24, and 66 licenses, along with the AIF® designation. Sheelagh was also honored to be elected by industry peers to the Mid-Size Firm seat on the FINRA District Committee for District 11, serving from 2018 until her transition to Cambridge in 2022, at which point she was no longer eligible to hold the position.

Dave leads Cantella’s operations with a focus on delivering exceptional, responsive, and personalized support to advisors. His nearly 20 years of experience, including working directly with Fidelity and Pershing, provide him with a deep understanding of independent advisors’ needs and a unique ability to address those needs. Dave ensures Cantella's home office works in lock step (or close alignment) with Cambridge, and leverages technology and expertise to optimize operational efficiency and streamline processes. This allows advisors to focus on providing top-tier service to their clients and efficiently onboard new business. In addition to his leadership role, Dave is a financial advisor. In this role, he has insight into the day-to-day realities and challenges faced by advisors. This practical knowledge allows him to ensure the Cantella team is truly responsive and effective in meeting their needs.

Dave graduated from North Shore Community College with an Associate of Science degree in business management. He enlisted in the Massachusetts National Guard in 2009 and was deployed to Afghanistan in 2011 with the 181st Infantry Regiment. During that time, Dave earned several awards including the Army Commendation Medal. He completed his military service in 2015, achieving the rank of Sergeant. He holds FINRA Series 4, 7, 24, 53, and 66 licenses, as well as the New Hampshire Life, Accident & Health license.

Taylor joined Cantella in 2018 and currently serves as a Compliance Supervisor. He helps advisors with a range of compliance matters from onboarding and advertising approvals to social media oversight, compliant texting, and branch office audits. He ensures advisors are properly equipped and informed. Prior to compliance, Taylor worked with Cantella's advisory platform and operations teams, helping advisors create efficiencies within their advisory books and enhance their financial planning practices. Taylor is also a financial advisor, and his experience and knowledge support Cantella's advisor-friendly compliance approach, helping advisors safeguard their businesses.

Taylor graduated from The University of New Hampshire Peter T. Paul College of Business and Economics with a degree in business administration and finance. He holds FINRA Series 4, 7, 24, 63, and 66 licenses and is a licensed New Hampshire Life, Accident & Health Insurance producer.

With over 20 years of experience in operations, product strategy, and consulting – including working directly with Fidelity and Pershing in the independent space – Marc leads Cantella’s Product and Platform Services. He collaborates closely with advisors to optimize their service models, driving efficiency, revenue growth, and client satisfaction. As Cantella’s resident advisory platform expert, Marc works hands-on with advisors to run portfolio analyses on current clients or books in general, as well as prospective clients, to create optimal portfolios, develop proposals and help them win new business. 

Marc earned a bachelor’s degree in finance from Bentley University. He holds FINRA Series 7 and 65 licenses.

As Cantella's in-house IT Help Desk expert for over 10 years, Yu plays a crucial role in ensuring advisor efficiency. He's the go-to resource for advisors, from ensuring proper initial setup to ongoing support, to helping troubleshoot thereafter – handling everything from simple password resets and cell phone app troubleshooting to complex software and equipment selection. Yu is dedicated to ensuring advisors are efficiently set up from day one and is readily available via direct email and phone, and can also remote access your computer to diagnose and resolve IT issues.

Yu attended Salem State University, where he majored in computer science.

Joining Cantella in 2022, Kaelen has quickly become a jack of many trades, navigating a range of responsibilities. Primarily, he dedicates his efforts to conducting branch audits and working with advisors on day-to-day operations and client service items. However, he also assists with recruiting – helping advisors looking to add a junior advisor or an opportunity to buy a book, or simply to add another advisor to the branch. His fresh perspective helps ensure that Cantella maintains a proactive and efficient approach to our advisor support model. Tasked with driving efficiency, quality, and accuracy, Kaelen strives to cultivate "stark raving fans" through getting to know our advisors’ operations and delivering relevant and exceptional customer service. Adding a unique dimension to his professional profile, Kaelen is an aspiring stand-up comedian, offering an unexpected bonus (we hope!) to his interactions with Cantella's advisors. 

Kaelen graduated from the University of New Hampshire with a Bachelor of Arts in history. He holds FINRA Series 7, 24, and 66 licenses.

Since joining Cantella in 1985, Terri has developed a deep understanding of the firm's operations and the industry in general, having worked across compliance, compensation and billing, and operations. As a Relationship Manager, she utilizes this broad experience to provide top-tier support to advisors. Terri is known for her problem-solving abilities and nurturing approach, ensuring advisors' businesses run efficiently and addressing any issues that arise. She regularly and proactively liaises with Cambridge’s Client Service Team, collaboratively striving for supreme efficiency, quality, and accuracy, and aims to ensure our advisors remain “stark raving fans” through exceptional customer service. She is a dedicated advocate for advisors, troubleshooting operational challenges and intervening on their behalf when necessary. Terri is also key to home office operations, overseeing the handling of Cantella’s advisor and client newsletters, our advisor database, event planning, and overall office administration.

Terri attended Suffolk University and Essex Aggie, majoring in horticulture. She is a certified arborist.  

Tom joined Cantella in 1999 as a member of the Operations Team, expanding his expertise to the trading desk and later compliance. His drive, leadership, and team-building skills have made him a vital asset to the firm. As Operations Manager beginning in 2009, he led significant growth, tripling the department’s size while enhancing efficiency and productivity. His efforts streamlined workflows, strengthened cross-training, and improved response times for advisors. In 2019, Tom transitioned to compliance, continuing to work closely with advisors while leveraging his operations expertise to navigate regulatory changes and optimize processes, ensuring Cantella’s continued support and protection of its advisors.

Beyond Cantella, Tom’s passion for coaching has left a lasting impact. He was an assistant coach at Augsburg College (1995–1999) and head wrestling coach at MIT (1999–2019). A decorated coach, he was named 2013 NCWA Men’s Coach of the Year and played a key role in Augsburg’s 1995 NCAA Division III Wrestling Championship, winning the 150-pound title and Outstanding Wrestler honors. His contributions earned him inductions into the New England Wrestling Association and Maine Amateur Wrestling Alliance Halls of Fame.

Tom holds FINRA Series 7, 24, 53, and 63 licenses and earned a Bachelor of Science in Business Administration from Western New England College.