Waltham, MA Office

Michael Delduchetto is a financial advisor at Excalibur Management Corp with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Excalibur since 2003. He serves as a board member for Spectrum for Living, a nonprofit supporting approximately 500 adults with developmental disabilities in New Jersey. Excalibur Management Corporation provides discretionary investment management and financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held businesses. The firm employs a research-based investment process that combines macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to clients' specific liquidity, tax, concentration, and cash-flow needs.

Marc Ohler is a CFA® charterholder with 21 years of industry experience. He has been with Excalibur Management Corp in Waltham, MA, since 2004. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held business entities. The firm employs a research-based investment process combining macroeconomic analysis with fundamental and technical security analysis, tailoring portfolios to clients’ specific liquidity, tax, concentration, and cash-flow needs.

Brendan Herlihy is a CFP® with 26 years of industry experience. He has been with Excalibur Management Corp since 2019 and also operates The Herlihy Company, which he founded in 2001. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth clients, including families, trusts, and foundations. The firm employs a research-based investment process combining macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to individual client needs.

David Leggett is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Excalibur Management Corp since 2020 and previously spent 10 years at Sierra Financial Management Corporation. He is also a managing member of ELECTECH SYSTEMS, LLC, a research and development company. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth clients, including individuals, families, trusts, and foundations. The firm employs a research-based investment approach that combines macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to clients’ specific liquidity, tax, and cash-flow needs.

Kimberly Leggett is a financial advisor at Excalibur Management Corp with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Excalibur in 2020, she worked for Sierra Financial Management Corporation for 10 years. She is also a co-owner of Leggett & Leggett, PC, an accounting practice that provides CPA/PFS accounting and tax services. Excalibur Management Corporation offers discretionary investment management and integrated financial planning to high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a research-based investment process focused on risk assessment and customizes portfolios to suit clients' liquidity, tax, and cash-flow needs.