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Chestnut Hill Wealth Management Group

  •  Tel: 877.759.0944
  •  Toll Free: 877-759-0944
  •  Fax: 617-507-8286
  •  info@chwmg.com
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Chestnut Hill Wealth Management Group

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Proactive Planning

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  2. About
  3. Our Team

Our Team

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Mark G. McGonagle, AIF®

Managing Director

617-848-1241
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

781-989-3312
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.

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Kerry Castonguay, AWMA®, CRPC®

Partner

617-224-1497
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

617-224-1496
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.

 

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Debra M. Stotler, CMT, CFP®

Partner

617-818-1758
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

617-224-1492
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. 

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Ian Watson

Partner

617-224-1494
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 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. He then went on to get his M.B.A at Boston University which began with the 1st year of the program in Japan.  He also has a B.S. in Economics from Boston University.

Ian has lived in many countries, as part of his family lives in Bermuda. 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 area for G-Trade electronic trading platform with Bloomberg.  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.

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Philip A Peloquin, CFP

Partner

617-307-6544
phil.peloquin@mercatorwm.com

Phil Peloquin has over 25 years of experience in the financial services industry. Phil leads the team in helping each client clearly identify the goals that are most important to them, and then working to develop a plan to achieve those goals.

Phil understands the time is a precious commodity, and so his practice has evolved in a direction intended to create time for his clients. Providing clients with a clearly articulated roadmap for managing their wealth allows them the freedom to allocate their time where it provides the greatest benefit, whether that’s growing their business, pursuing their life’s passions or spending time with friends and family.

Phil lives in Milton, Massachusetts with his wife, Kerri and two sons Oskar and Tait.

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Jennifer Baker

Sales Assistant

413-336-0318
jen.baker@chwmg.com

Jennifer Baker began her financial services career at John Hancock in 2014. She had serviced clients and advisors with annuities, long-term care and life insurance policies. Before joining Chestnut Hill Wealth Management in 2021, she had worked at one of the largest insurance providers for military retirees, their families, and federal civilians where she focused on streamlining operational processes to provide the best customer experience possible. 

Jennifer graduated from the University of New Hampshire with a B.A. degree in Cognitive Science and had spent her 2nd to last semester in Japan. Jennifer likes to spend her time traveling anywhere that requires a passport and enjoys her home life in Kingston, NH with her fiancé, David, her future stepson, Colby, and their two cats.
 

About

  • Our Team
  • Our Philosophy
  • Our Process
75 Arlington Street 10th Floor
Boston, MA
02116 United States

  •  Tel: 877.759.0944
  •  Toll Free: 877-759-0944
  •  Fax: 617-507-8286
  •  info@chwmg.com
  •  

Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. Full disclosure can be found here.

We are registered to offer securities in the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington, Wisconsin.

Securities offered through Cantella & Co., Inc. Member FINRA/SIPC 

Securities and Advisory Services offered through Cantella & Co., Inc. Member FINRA/SIPC

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