DaVinci Capital Management Inc.

Richard Etling is a financial advisor at Davinci Capital Management, Inc. with 26 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Davinci in 2025, he spent 23 years at L.M. Kohn & Company and has operated a third-party administration business serving small businesses since 1988. Davinci Capital Management provides advisory services primarily to individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, retirement plan consulting, and utilizes various analytical techniques to develop investment strategies, operating largely on a non-discretionary basis.

Robert Mcgowan is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Davinci Capital since 2005 and is also involved with The CIP Group, where he operates as an insurance agency agent. Davinci Capital Management serves individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering portfolio management, asset allocation, retirement plan consulting, and the option to work with third-party money managers. The firm operates largely on a non-discretionary basis with a range of analytical techniques to tailor investment strategies.

Gregg Semprucci is a ChFC®-designated financial advisor with 38 years of industry experience, currently serving at Davinci Capital Management, Inc. since 2007. Prior to his advisory role, he has involvement in insurance services through Comprehensive Insurance Providers Group. Davinci Capital Management provides advisory services to individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, asset allocation, retirement plan consulting, and may use a range of analysis techniques while operating primarily on a non-discretionary basis.

James Mcsweeney is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 37 years of industry experience. He has been with Davinci Capital since 2001 and also serves as president of Comprehensive Insurance Providers, Inc., an insurance agency and benefits administration firm. Additionally, he owns SafeHire Investigations, a company specializing in employment background checks and screening, and holds a real estate license. Davinci Capital Management provides advisory services primarily to individual investors and pension and profit-sharing plan sponsors, offering portfolio management, asset allocation, retirement plan consulting, and fee-in-lieu brokerage arrangements. The firm operates largely on a non-discretionary basis and utilizes a variety of analytical techniques when recommending investment strategies.

Thomas Boyle is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at CIP Capital Management LLC since 2024 and has been involved with Comprehensive Insurance Providers, a fixed insurance business, since 2013. Davinci Capital Management provides advisory services to individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering individualized portfolio management, retirement plan consulting, and access to third-party money managers. The firm operates primarily on a non-discretionary basis with client approval required for trades.

Jason Pisciotta is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Davinci Capital Management since 2012 and The CIP Group, Inc. since 2016. Pisciotta is a founding member of Financial Partners in Sudbury, MA, where he provides investment advice and insurance sales. Davinci Capital Management primarily serves individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, asset allocation services, and retirement plan consulting, operating mainly on a non-discretionary basis with client approval required for trades.