Our Team
The NEPWA team is talented, knowledgeable, and committed to providing you with a top-tier client experience.
Ira Rapaport, MST, CPA/PFS, CIMA®, CFP®, AIF®
Chief Executive Officer
Melissa Boccaci, CFP®, ChFC®
President, Chief Compliance Officer, Senior Wealth Advisor
Matthew MacLachlan, CFP®
Chief Operating Officer
David Young
Chief Growth Officer
Sarah Lewis, MSFP, CFP®
Vice President, Senior Wealth Advisor
Nick DiStefano, MBA, CPA
Chief Planning Officer
Steve Serrano, CFA®
Chief Investment Officer
Sara Shores, MBA, CFP®
Senior Wealth Advisor
Caitlin Polson, CFP®
Senior Wealth Advisor
Jeremy Sandler, MBA, CFP®
Senior Wealth Advisor
Kelly Saffery, CFP®
Senior Wealth Advisor
Jay Karamourtopoulos, CFP®, CEPA®
Senior Wealth Advisor
Tim Dempsey
Senior Strategic Advisor*
Katerina Baltas
Associate Wealth Advisor
Abby Slatalla
Associate Wealth Advisor
Anna Brodhead
Associate Wealth Advisor
Eileen Chaput
Accounting Manager
Jonathan Liff
Client Service Operations Specialist
Paul Proctor
Strategic Advisor, Technology*
Cynthia Freedman
Strategic Advisor, Operations*
*Strategic Advisors are independent contractors and not employees of NEPWA.
Let’s connect and start building your future together.
We’d love to learn more about you. A member of our team will follow up to share how NEPWA can earn your trust with objective, thoughtful, and personalized service.