Inspiring. Leadership.

Our team of financial professionals works with you to develop an integrated plan and portfolio for the long-term.

Christopher J. Seeley

Partner

Christopher J. Seeley has been advising private and corporate clients since 2002 with a single purpose–to help them reach their financial goals by providing an unparalleled level of service, advice, and accessibility. Chris has grown his practice by listening to clients and focusing on their unique needs. This approach has helped them grow their assets, address any challenges, and secure their legacies.

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Chris specializes in intergenerational wealth transfers, estate planning, and preparing clients for retirement.  Chris began his career as a Financial Advisor at UBS Paine Webber in Boston and Smith Barney in Springfield. Chris graduated with a B.A. in Philosophy from George Washington University. He holds the Series 7 and 66 licenses and is registered in 44 states. He has offices in Washington, D.C., Boston, and Springfield.

Steven T. Howard, AIF®

Partner

Steven T. Howard joined the firm following a 20-year career creating and managing client portfolios at Morgan Stanley and predecessor companies. As a Managing Director based in New York, he focused his attention on helping high net worth individuals build and preserve wealth using a disciplined, process-based approach to investing.

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Steve has also held various strategy and research positions within Citigroup. He spent two years managing the Citi Private Client Investment Strategy team in London and worked as the financial services strategist for Smith Barney in New York. He received an M.B.A. degree in Accounting and Finance from New York University’s Stern School of Business. Steve’s background in portfolio management, asset allocation, and macroeconomics dovetail well with the team’s client-first approach to wealth management. Steve lives in Longmeadow, MA with his wife and four children.

Richard Ohanesian, AIF®

Partner

Dick’s focus since 1977 has been on the management of defined contribution plans and defined benefit plans. He is actively involved in the design, installation, and ongoing asset management of retirement plans. He represents both public and privately held corporations throughout the East Coast.

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He employs an extensive list of rigorous standards and practices in managing pension plans as established by the Foundation for Fiduciary Studies. Dick also advises numerous trusts and foundations in establishing Investment Policy Statements and setting up monitoring policies and practices to encompass their stated investment objectives. As an Accredited Investment Fiduciary®, he is a co-fiduciary of the plans he advises. Prior to joining O/L, Dick worked at major Wall Street firms including Paine Webber and E.F. Hutton trading institutional corporate and municipal bonds. He received an AB from Kenyon College.

Jeffrey Cohan

Vice President – Investments

Jeff manages investments for individual, retirement, and institutional clients focused on growth and total return objectives. He began his career in 1980 as compliance and operations manager with Denton and Company, a Hartford-based regional broker.

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In 1990, he opened and managed the Hartford office of Boston-based regional broker Fechtor Detwiller. Before joining O/L in 2006, he was managing partner at Hartford’s Buell Securities Corp. Jeff received a BS in economics and finance from the University of Hartford and attended University of New Hampshire’s Whittmore School of Business.

Kenneth A. Rizzio, CLU®, ChFC®, AIF®

Financial Advisor & Partner

Ken has been advising clients in the areas of individual portfolio management, corporate retirement plans, and personal and corporate life insurance since 1981. Ken was affiliated with O/L for more than 10 years while a principal with Arthur A. Watson Co., Inc., and joined the  firm full time in 2007.

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He uses asset allocation model portfolios designed specifically for the client’s risk tolerance and time horizon. Ken holds the Chartered Life Underwriter and Chartered Financial Consultant® designations from the American College and the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies.

Michael Lecours, CFP®

Financial Advisor

Michael heads up financial planning and strategic direction for the team. He works to proactively identify planning issues for clients. He leverages his background in advertising to distill complex client situations into straightforward strategies, to provide a clear roadmap for the client to follow and injects a disciplined approach to all facets of the process.

Kari A. McLeod, MBA

Financial Advisor & Planner

Kari focuses on advising women-owned small businesses and those in life transition navigate the complexities of each stage of financial planning from a holistic standpoint.

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She uses her experience in retirement & estate planning to build strong, long-lasting client relationships based on dedication, approachability, and execution. Kari received both a BA in Accounting & Finance and a MBA in Business Management from Southern New Hampshire University.

Ronald G. Lecours, M.Ed.

Financial Advisor, Retired

Ron injects his deep experience on both the investment research and financial planning for the team. He was a major force in building the investment firm and now manages more than $100 million of retirement assets for his clients.

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He specializes in the unique rules, investment management, distribution, and estate planning considerations for IRAs and other assets for retirement income planning. Ron received a BA in psychology from the University of Connecticut and an M.Ed. from Boston College.

H.L. Rives III, CPA

Senior Advisor

Hal helps to translate client goals into investment strategies. Effectively, he bridges the investment management side with financial planning for the team. Hal has been providing financial consulting services for over 35 years.

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Hal’s first investment management firmwas based on the concept of an organization of professionals with multi-dimensional expertise that could comprehensively serve the needs of individuals, endowments and foundations. He continues to practice this business philosophy with Ohanesian / Lecours.

Cliff Jarvis

Investment Advisor

Cliff heads up investment research and is key to developing sustainable portfolios for clients. He brings a strong and deep understanding of the economic environment to investment and planning discussions.

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Cliff has been assisting individuals with comprehensive investment planning and implementation since 1983. He has been with O/L since 1991. He received a BA in economics from the University of Hartford and an MA in economics from the University of New Hampshire.

Associated Branch Offices

Seeley Capital Management
Steven Howard
Christopher Seeley
Michael Stein

Richard Caruso – Bristol, CT
Kevin Losty – Hudson, MA

Check the background of investment professionals on FINRA’s BrokerCheck.