Our experienced and diligent client support team help manage our business operations and ensure timely reporting and accurate responses to client inquiries.
Patricia A. Melnick, Administrative Director
Patricia joined Seaward in March of 2003, bringing over 25 years of operations management experience to the firm. Prior to joining Seaward, she was Vice President of Operations at Babson United Investment Advisors. Patricia's responsibilities at Seaward focus on human resource management, corporate finance, information management, compliance, information technology, communications systems and network administration. Patricia received her undergraduate degree from Worcester State College in Economics and earned her MBA from Southern New Hampshire University.
Ellen M. Toli, Operations Manager
Ellen helped found Seaward in 1988. As Seaward's Operations Manager, Ellen is responsible for the day-to-day operations of the in-house portfolio accounting software and performance measurement system. Ellen originally worked with Kit Barrow at Moseley Capital Management beginning in 1984. In June 1996, Ellen a received her Associate Degree in Business Management from Newbury College.
Elizabeth A. Billups, Portfolio Accounting Associate
Elizabeth joined Seaward Management in 1994 as a Portfolio Accounting Assistant. She spent the previous eight years at Massachusetts Financial Services as an administrator in their operations department. She is responsible for the input and administration of Seaward's in-house portfolio accounting and performance measurement system. Elizabeth is currently pursuing her undergraduate degree at Northeastern University.
Nicki A. Bonanno, Associate/Trader
Nicki joined Seaward in 2016 as an Associate/ Trader and brings a combined 16 years of experience in financial services. She spent the previous eight years as the Head of Operations at Ironwood Investment Management. From 2000 to 2007 she had multiple roles at Anchor Capital Investments including lead trader of Separately Managed Accounts. Nicki earned her B.A. in Art History from Tulane University.
Beth I. Fleitman, Associate
Beth joined Seaward in 2009 as a Portfolio Administrator, brings a combined 17 years of experience in financial services. Her previous experience includes working with Natixis Global Asset Management, Atlantic Trust, and Columbia Management Investment Advisors. Beth received her Bachelors Degree in Business Administration from Anna Maria College and a Master of Science in Finance Degree from the Lemberg International Business School at Brandeis University.
Cathy A. Fougere, Associate
Cathy joined Seaward Management in September of 1995 when it merged with P.D. Sinclair & Associates. As a Portfolio Analyst, Cathy is responsible for several administrative activities and specializes in custom reporting. Prior to the merger, she was an Administrative Assistant and Research Analyst. Cathy received her B.A. in Business Administration from Salem State University.
Kerley Hairston, Associate
Kerley joined Seaward in August of 2011 as a Portfolio Administrator. She has over twenty years of experience in the financial sector. Prior to joining Seaward, Kerley spent six years at MassDevelopment as a Portfolio Administrator. Her previous employers include Wellington Management, Sasaki Associates and US Trust. Kerley received her B.S. in Business Administration from Suffolk University.
Charlene (Char) Hansen, Associate
Charlene joined Seaward Management in April of 2006. Charlene previously worked at several local schools in capacities ranging from Admissions Interviewer at Wellesley College to Director of Alumni Relations at Beaver Country Day and Director of Public Relations and Special Events at Noble and Greenough, Char entered the world of finance in 1994 at David L. Babson & Company (now Babson Capital Management LLC), working in marketing and client services with both institutional and mutual fund clients. She is a graduate of the University of Minnesota.
Brenda L. Jensen, Associate
Brenda joined Seaward Management in January 2001 as a File Clerk. In addition to managing client files, Brenda assists with operations and compliance projects. Prior to joining Seaward, she was a file clerk and receptionist at Staff Builders.
Karina Johnson, Associate
Karina joined Seaward Management in April of 2017. She spent the previous three years as executive assistant at Data for Decisions, an economic consulting firm. She is a graduate of Colby College, where she earned her B.A.in Art.
Heather Matheson, Associate
Heather joined Seaward in June of 2017 as a portfolio administrator. Before joining Seaward, she spent 20 years as an Executive Assistant. Her previous experience included working at Harbor Capital Management, and most recently for Frederick Thorne, LLC. She attended Boston University and is a certified secretary from Katherine Gibbs School.
Jean O'Rourke, Associate
Jean joined Seaward Management in May 2010 as a Portfolio Administrator. She brings a combined 35 years of experience in the financial services industry. Her previous experience includes BNY Mellon, Beacon Fiduciary Advisors, University Bank and Patriot Bancorporation. Jean received her B.S. in Education from Boston State College.
Kate Rowe, CFP®, Lead Equity Trader
Kate joined Seaward Management in June 2011. Prior to joining Seaward, she had multiple roles within performance and accounting at State Street Bank. She received her B.S. in Business from the University of Massachusetts. Kate is a Certified Financial Planner® and a member of the Boston Security Traders Association.
Sonia C. Sabino, Associate
Sonia joined Seaward Management in February of 1998 as a Portfolio Administrator. Currently, Sonia is responsible for the processing and administration of Seaward’s in-house portfolio accounting and performance measurement systems.
Susan D. Vallerand, Associate
Susan joined Seaward in July 2010 as a Portfolio Administrator. Prior to Seaward, Susan spent 19 years working in the financial sector, primarily for large institutional custodian banks. Her past employers include BankBoston, Investors Bank & Trust and State Street Bank. Susan graduated from Regis College where she received a B.A. in Economics.