Mark F. Greco
Mark is Wingate’s Chief Operating Officer and Chief
Compliance Officer. In addition to day-to-day responsibilities for Client Services,
IT, and Investment Operations, Mark works with the Board on strategic
initiatives, business planning, and business development.
Mark brings more than 25 years of investment operations
experience to Wingate. Prior to joining Wingate, Mark held executive level
positions at several large financial services firms, including: Vice President,
Client Management at State Street Corporation; Senior Vice President and Chief
Operating Officer for the broker/dealer at SEI Investments; and Vice President,
Chief Operations Officer at New England Securities. He holds a BA from Boston College
and an MBA from Babson
College.
Mark enjoys spending time with his four grown children, landscape
photography, golf, travel, Boston
sports, and his Martin HD-28.
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Jenifer H. Cannon
Is responsible for business development and new client relations at Wingate. Her focus is working with business partners, institutions, and prospective clients. She has over 15 years of experience in the investment industry.
Most recently, Jenifer spent four years at Charles Schwab & Co., Inc. as an investment counselor managing a large, diverse client base. Prior to this, Jenifer was responsible for the Charles Schwab & Co., Inc. Investor Education program in New England and New York, where she presented on various investment-related topics to large groups of clients. Jenifer began her career as a mutual fund wholesaler at Putnam Investments and then Fidelity Investments.
Jenifer is currently enrolled in the Certified Financial Planner designation program and has a Bachelor of Arts degree from the University of New Hampshire in Durham, NH.
Jenifer is married with two young sons. She enjoys running, reading, and spending time at the park with her boys.
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Joseph N. Evangelista
As our portfolio analyst, Joe is responsible for the ongoing review of client investment portfolios. He prepares portfolio analyses, reviews asset allocation and manager selection in client portfolios, and designs investment portfolios consistent with the client’s investment goals and objectives and the guidelines developed by Wingate’s Investment Committee.
Prior to joining Wingate in 2003, Joe owned a financial planning practice, where he was responsible for all aspects of his clients’ financial, investment, insurance, and estate planning goals. He holds a Chartered Mutual Fund Counselor professional designation and is currently enrolled in the Certified Financial Planner program. He holds a Bachelor of Science Degree from Boston College and a Juris Doctor from Suffolk University.
Joe is married with four young children, and enjoys golf, hockey and sailing.
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Laura T. Wilson
As a Portfolio Manager, Laura is responsible for reviewing client portfolios. She works closely with client counselors in designing portfolios that are consistent with client's goals and objectives and the guidelines developed by Wingate's Investment Committee.
Before joining Wingate in 2007, Laura worked at Massachusetts General Hospital
where she divided her time between the business development office and as the
patient services coordinator for the child psychiatry department. Laura is enrolled in the Registered ParaplannerSM designation program and holds a Bachelor of Arts Degree from Occidental College.
Laura is married and spends her free time reading, taking black and white portraits and honing her boxing skills.
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Elizabeth W. Gustin
Liz has been with Wingate since its inception in 1986. She is one of the integral people who have helped us grow into the firm we are today. Liz has held many different positions throughout the years. In 2008 she transitioned from being our CFO to becoming one of our financial planners. She has passed her Certified Financial Planner® exam and is waiting to receive the official designation. Liz loves working with our clients and helping them to find the best path to reaching their financial goals.
Prior to joining Wingate, Liz held management positions at Digital Equipment Corporation and taught accounting at both Champlain College and Dean College. She received her undergraduate degree in accounting from University of Vermont and her MBA from Babson College.
Liz and her husband enjoy taking long walks with their dog and visiting their children in Baltimore, MD and Charlotte, NC. Liz spends a great deal of her time volunteering. She is currently involved in an organization called Budget Buddies which assists low income women with getting their financial situation in order.
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