Our Team

Mark G. McGonagle, AIF®

Managing Director

Phone: 617-848-1241

E-mail: mark.mcgonagle@chwmg.com

Mark G. McGonagle founded Chestnut Hill Wealth Management Group in 2013. As the Managing Director, Mr. McGonagle brings twenty years of experience in the investment industry, designing strategies to help individuals and families with a wide variety of financial planning issues. Additionally, Mr. McGonagle has extensive experience with various foundations and endowments, and corporate 401k and pension plans.

Mr. McGonagle earned his Master of Business Administration from the Wallace E. Carroll School of Management at Boston College and a Bachelor of Science in economics from Northeastern University. In his career in the Investment Advisory and Brokerage Industry, he has served as Branch Manager, Registered Principal, and Financial Advisor. Mr. McGonagle is a registered broker with The Financial Industry Regulatory Authority (FINRA) and holds FINRA Series 7, 24, 63, and 65 certifications.

Mr. McGonagle has extensive experience serving on Boards and as Committee Chairs of various charitable foundations. Currently, he is a member of the Leadership Council at the Dana Farber Cancer Institute in Boston. Mr. McGonagle lives in Wayland, MA, where enjoys various coaching and leadership roles with his three children. In addition, Mr. McGonagle enjoys golf, skiing, and squash in his spare time.

Sean P. Flaherty

Partner

Phone: 781-989-3312

E-mail: sean.flaherty@chwmg.com

Sean P. Flaherty is a native of Boston, MA, and joined Chestnut Hill Wealth Management Group in 2013. As a twenty-year veteran of the investment industry, Sean brings a wealth of experience helping individuals and families articulate and meet their financial goals. He is a graduate of Boston College High School and earned his Bachelor of Science degree at Northeastern University. Prior to joining Chestnut Hill, Sean was a Wealth Management Advisor and Retirement Plan Specialist at LPL Financial Services and a Financial Consultant at Smith Barney.

He began his investment career as an account executive at Morgan Stanley Dean Witter. A registered FINRA broker, he holds his Series 7, 63, and 65 certifications, as well as insurance licenses. An avid golfer, Sean lives in Canton, MA with his wife and son, where he coaches youth basketball and Little League.

Kerry Castonguay, AWMA®, CRPC®

Partner

Phone: 617-224-1497

E-mail: kerry.castonguay@chwmg.com

Mr. Kerry E. Castonguay leverages his knowledge and experience to provide competent and thoughtful advice to investors. His ability to explain complex concepts in terms that are understandable helps his clients feel confident with their investment decisions.

Through Socially Responsible Investing (SRI), Kerry helps investors structure investments that are aligned with their values, including Fossil Free Investments.

Services include:

Individual and Employer Retirement Savings Plans
Tax-managed Investment Strategies
Personal and Business Financial Planning
Estate Transfer Plans

Kerry holds Accredited Wealth Management Advisor^® and Chartered Retirement Planning Counselor^® designations from the College for Financial Planning. He is also holds Series 7, Series 24 General Securities Principal and a Series 66 Registered Investment Advisor Representative FINRA licenses. Prior to joining Chestnut Hill Wealth Management Group in 2014, Kerry worked as a Branch Manager at LPL Financial and a Financial Advisor at Ameriprise Financial.

Kerry was recognized by Boston Magazine as a recipient of the 2015 Five Star Wealth Manager award. As a specialist in Sustainable and Responsible Investments, Kerry interviewed by CNBC: You can have it all: Investing in ways that make you feel good

Kerry resides in Leominster, MA and serves as a member and former president of the Montachusett Retirement and Estate Planning Council, and former director and finance committee advisor for the Worcester County Food Bank.

Vincent M. Recchia, CRPC®

Partner

Phone: 617-224-1496

E-mail: vincent.recchia@chwmg.com

Vincent concentrates on the financial and investment needs of individuals, families, and small business owners by helping clients develop strategies to manage their finances. Vincent stresses a long-term approach to investing and emphasizes the use of a financial plan to help clients achieve their financial goals and reduce risk. He dedicates himself to protecting and growing client investment and also helps clients plan for retirement, save for educational expenses, and reduce taxes. He differentiates himself by developing trusted relationships and providing exceptional customer service to clients.

Vincent obtained a Certificate of Financial Planning from Boston University. Vincent holds the Chartered Retirement Planning Counselor® designation from the College of Financial Planning. He currently also holds his Series 7 and 66 FINRA licenses. Vin spent fifteen years with a large local multi-national consulting firm providing excellent client service in the civil engineering industry after graduating from Worcester Polytechnic Institute with a Bachelor of Science. He resides in the Boston area with his family and is a life-long resident of Massachusetts.

Debra M. Stotler, CMT, CFP®

Partner

Phone: 617-818-1758

E-mail: debra.stotler@chwmg.com

Debra Stotler began her Financial Advisor career at Prudential Securities where she obtained her Certified Financial Planner® designation. She then moved on to work at Merrill Lynch where she was one of the top new producers in her first year. From there she moved to Smith Barney and became a Chartered Market Technician, making her not only a Financial Advisor, but also a Registered Analyst. Debra usually starts her client relationships with a Financial Plan, and then she develops a personalized portfolio geared to the client’s risk tolerance and financial goals. A financial plan can be comprehensive, covering retirement, insurance, investment, tax, college, and estate planning, or it can cover just one or more of those topics. Once the plan is in place, Debra designs a personal portfolio of stocks, bonds, and in some cases options, with the idea of reaching each of the goals set out in the financial plan. Each plan and portfolio is custom designed with the individual in mind.

Debra teaches Technical Analysis and Option trading in the town of Brookline. She holds FINRA licenses 3, 6, 7, 66, 86 and 87. She is an active member of the Market Technicians Association, and occasionally the CFP^®Board invites her to Washington, D.C. to write questions for the CFP^® exam. She resides in Brighton, MA with her husband and her son, Jack, while her other two children, Eric and Katie, live nearby. She graduated from Rutgers University, and continued to study for her Ph.D. at the University of Massachusetts. In her spare time she grows a large variety of orchids, and is a member of the Massachusetts Orchid Society and the American Orchid Society.

Please contact me if you want to set up an appointment for a Financial Plan or free consultation.

David Farbman

Phone: 617-224-1492

E-mail: david.farbman@chwmg.com

Mr. Farbman grew up in the NY area and graduated Washington University in St. Louis with honors and an AB degree in Economics.

He started his career at Merrill Lynch in NYC and has called the Boston area home for over 30 years. He has worked at LF Rothschild, Bears Stearns, and Oppenheimer, focusing on institutional and individual investors before joining Moors & Cabot in 2012.

David focuses on high net worth investors seeking safety of principal, income and growth.

His interests include boating and fishing.

David is active with several local charities that focus on the homeless and mentoring young people.

Ian Watson

Partner

Phone: 617-224-1494

E-mail: Ian.watson@chwmg.com

Focus

Ian works with a select group of families and business to help build, manage, preserve and transition wealth.

Background and experience

With nearly three decades in the industry, he has experienced a broad range of market events. Fundamental to navigating these cycles is the personal service and attention to specific client concerns and needs, which forms the foundation of each relationship.

Ian began his career at Standish, Ayer and Wood -Investment Counsel in Boston, where he worked in the International Asset Management area as a Portfolio Accountant and Project Manager. He then went on to get his M.B.A at Boston University which began with the 1st year of the program in Japan.

Ian has lived in many countries, as part of his family live Bermuda but are originally from the U.K. He was Head of International Stockbroking at The Bank of Bermuda, as well as a manager in the Private Banking Department. While in Bermuda he also ran the credit and operations areas for G-Trade (Bloomberg Tradebook) electronic trading platform. He has also lived in Dublin Ireland, while with PNC Bank managing their Alternative Investment Services area. More recently, Ian was with Wells Fargo Advisors as a Financial Advisor in their downtown Boston offices, for a total of 8 years.

Away from the office

Returning to Boston in 2007 to raise a family, Ian settled in Belmont with his wife Alexandra and 4 children. Alexandra is a medical doctor at Mt Auburn Hospital. Their children are in public school in Belmont, which has worked out well. They both participate in supporting the Museum of Fine Arts, Greater Boston Food Bank, and the French Cultural Center. Ian is also involved in the Belmont Historical Society, Bermuda National Trust, Irish Georgian Society and Historic New England, as well as being a Town Meeting Member for the Town of Belmont.

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

Our Team

Mark G. McGonagle, AIF®

Managing Director

Sean P. Flaherty

Partner

Kerry Castonguay, AWMA®, CRPC®

Partner

Vincent M. Recchia, CRPC®

Partner

Debra M. Stotler, CMT, CFP®

Partner

David Farbman

Ian Watson

Partner

Focus

Background and experience

Away from the office

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

You are here

Our Team

Mark G. McGonagle, AIF®

Managing Director

Sean P. Flaherty

Partner

Kerry Castonguay, AWMA®, CRPC®

Partner

Vincent M. Recchia, CRPC®

Partner

Debra M. Stotler, CMT, CFP®

Partner

David Farbman

Ian Watson

Partner

Focus

Background and experience

Away from the office