Broker Check


Thomas Pacilio

Senior Managing Partner

(203) 429-0450

Tom, our firm’s Senior Managing Partner, has vast experience and knowledge of wealth management and the financial services industry. Initially as an investment advisor, then advancing into management roles at Merrill Lynch and...

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Daniel Besse

Managing Partner CIMA®

(203) 429-0452

Dan has always channeled his entrepreneurial spirit through not only the Wealth Management business, but also in charitable endeavors as well as mentorship programs. He had been involved in the strategy development and formation of a...

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Walter Rich

Managing Director

(203) 429-0438

Walter is the Managing Director of Business Development for Clapboard Hill Private Wealth. Prior to joining Clapboard Hill, he spent over 10 years as the New England Regional Sales Manager for Sector SPDR exchange traded funds. Walter...

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Stacey Williams

Senior Client Relationship Manager

(888) 850-8931

(203) 429-0032

Stacey is the Senior Client Relationship Manager and specializes in making your client experience a memorable and easy journey. As the director of first impressions, Stacey heads up our client service platform, plays an integral role...

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Michael Blank

Investment Strategist

(203) 429-0436

Mike has worked in the private wealth management industry for over 6 years under the leadership of Tom & Dan in various capacities. Currently as the team’s Investment Strategist, he oversees the investment platform including, but...

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