About

 

Aligning the Individual Strengths of a Highly Experienced and Accomplished Team

Our practice was founded on a simple tenet – that by aligning the right elements, we can make more of our team's talents and more of our clients' wealth. It's a reflection of the sophisticated wealth management and investment planning we offer to the select individuals and families we serve.

Daniel L. Pimental
Registered Principal
dan@alignfg.com

Applying more than 20 years of experience as a financial industry professional serving affluent clients, Dan helps successful individuals enhance the personal rewards and potential of their wealth.

Over the course of a financial services career that began in 1991, Dan has worked with J.P. Morgan, Credit Suisse and Goldman Sachs, developing a particular insight into the unique demands of substantial wealth.

A graduate of Tufts University, where he earned a Bachelor of Arts, Dan received his Master of Business Administration from the Wharton School of the University of Pennsylvania.

Originally from Falmouth on Cape Cod, Dan now resides in Hingham, Massachusetts, with his wife, Grace, and their three children, Jack, Eliza and Ava. In addition to his roles as advisor, husband and father, Dan is a world-class dead bait billfisherman, a community lacrosse coach, and an avid golf, tennis and squash player.

Susan A. Skahan
Business Manager
susan@alignfg.com

Susan is dedicated to providing an outstanding experience for every client by delivering consistent, reliable and truly personal service.

Her 18-year financial services career has included positions with Goldman Sachs, Credit Suisse, Jefferies and J.P. Morgan, where she managed a group of sales assistants and interns.

She attended the University of Massachusetts at Dartmouth, where she received a Bachelor of Science in marketing. Susan also holds Series 7 and Series 63 securities registrations.

A native of Belmont, Massachusetts, she has called South Boston home for several years. In her spare time, she enjoys playing tennis, traveling and cooking.

Brian M. Kenney
Registered Principal
BK@alignfg.com

Brian believes that personal responsibility, honesty and integrity are the key elements to success in life and business. With over 25 years of experience, he believes the financial industry has become overly concerned with its own profits and the individual investor is paying the price.

Brian joined Alignment Financial Group in 2009 after a 23-year career with Fidelity Investments. Among other roles, Brian was the original account executive to start Fidelity's Private Client Group in 1998. Most recently, he led the New England Private Client Group while also managing the Fidelity office serving the needs of clients throughout the South Shore, Cape Cod and the Islands. As a result of these experiences, Brian brings a unique perspective to the group.

Brian is a 1986 graduate of the University of Connecticut, where he received a Bachelor of Arts in economics. A native of Falmouth, Massachusetts, where he still maintains a seasonal residence, Brian now lives in Hingham, Massachusetts, with his wife, Kerry, and sons, Matt and Will. He serves on the Board of Governors for the Woods Hole Golf Club and has been a Hingham Youth Hockey head coach for the past several years. In his free time, Brian enjoys playing tennis, golf, fishing and spending time with family and friends.

Joseph W. McCarthy, CFP®
Account Executive
joe@alignfg.com

Joe brings transparency in all he does. He is a diligent worker who brings a solid work ethic and strong convictions to the approach and manner in which he strives to help his clients achieve overall financial goals. He believes most investment products have too many needless fees and costs, which serve only to increase the profits of the investment firms offering them. These costs are paid by the investor and could severely reduce investment returns in the long run. 

Prior to joining Alignment Financial Group, Joe worked at Fidelity Investments for over 25 years, implementing solutions to his clients' investment portfolio and financial planning needs. His most recent role with Fidelity was vice president and senior account executive managing a practice of over $1.2 billion. During his tenure at Fidelity, Joe was frequently recognized with both the annual Achiever Award for Excellence in Service as well as the prestigious President Circle Award.

Joe received his Bachelor of Arts degree from Stonehill College and has held the designation of Certified Financial Planner™ practitioner for more than 15 years.

Joe and his wife, Liz, have four children, Carolyne, Joseph Jr., Sarah and Angela. Over the years, Joe has volunteered in different areas supporting his community, various youth sport activities, and continues volunteering time to his church. He also enjoys skiing, golf, kayaking, reading, cooking, and spending time with family and friends.

CFP® | Certified Financial Planner
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Garrett M. Read
Business Development
garrett@alignfg.com

Garrett diligently strives to connect prospective and current clients with appropriate wealth management solutions to fulfill their unique investment needs and goals. He values being a trusted partner and establishing lasting relationships with a select group of clients, and holds the Series 7 and 66 registrations.

Garrett joined Alignment Financial Group in 2014 and started full-time in 2015. He came to the firm after earning a Bachelor of Arts in Economics from Tufts University. While at Tufts, he was a two-time national champion and served as captain of the men's lacrosse team.

Garrett is orginally from Medfield, Massachusetts. When not working, he enjoys spending his winters skiing and his summers on the water.

Timothy L. Cecil, CFA, CAIA, FRM
Chief Operating Officer & Chief Financial Officer
tim.cecil@alignfg.com

Tim's financial services career involves 18 years of international experience in Operations, Finance and Risk Management. Tim believes allocating capital properly and strong risk management are vital to their client's success.

Prior to joining Alignment Financial Group, Tim ran the risk management group for a Global Reinsurance Company listed on the NYSE and was the Group Chief Risk Officer for a global multi-strategy offshore hedge fund. Previously Tim held a number of senior management positions, including Director of Credit Research and Direct of Market Risk at HSBC.

A graduate of the University of Western Ontario, where he earned a Bachelor of Arts in Statistics, Tim received his Masters of Finance from the London Business School and a Masters of Business Administration from The Wharton School of the University of Pennsylvania. In addition, he holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and the Financial Risk Manager (FRM) designations.

A native of Point-Claire Quebec, he has lived and worked in Canada, United States, United Kingdom, Bermuda and Switzerland. As a former member of a National Championship Football team in University, Tim still enjoys a wide range of sports, working with his community and travelling extensively.

Chad Milando

Programmer

Chad believes that the use of computer tools by investment advisors can greatly enhance a client's portfolio. Since 2010, Chad has worked with Alignment advisors on their proprietary quantitative rebalancing program.

Chad graduated cum laude from Tufts University with a Bachelor of Science in Environmental Engineering. Originally from Sparkill, New York, Chad now lives in Palo Alto, California, and is attending Stanford University. He is pursuing a Master of Science in Environmental Engineering, with a focus on Atmosphere and Energy. He continues to design computer programs to aide research endeavors.

When he is not writing code for Alignment or studying, Chad enjoys playing ultimate frisbee, trombone, and surfing.

Chad Milando is not affiliated with Raymond James or Alignment Financial Group.

 
 
2 HMS ESSINGTON Dr. Hingham Shipyard  |  Hingham, MA 02043  |  T: 781.741.2540  |  T: 877.741.2540  |  F: 781.741.2541