Martha's Vineyard Investment Advisors, LLC

Raymond Laporte is a financial advisor at Martha's Vineyard Investment Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial, LLC for 20 years prior to joining his current firm in 2019. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to a diverse client base, including high-net-worth individuals, trusts, estates, and institutional clients. The firm builds customized portfolios using a combination of traditional and alternative investments guided by Modern Portfolio Theory, and it operates as a wholly owned subsidiary of Martha’s Vineyard Savings Bank.

Leslie Stovall is a financial advisor at Martha's Vineyard Investment Advisors, LLC with two years of industry experience. She holds a Series 66 designation and has worked at LPL Financial LLC and Martha's Vineyard Investment Advisors. Outside of her advisory role, she serves as a notary in the state of Massachusetts. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to a range of clients including individuals, trusts, foundations, and corporations. The firm builds customized portfolios using Modern Portfolio Theory and combines various investment vehicles with proprietary strategies and independent managers.

Colleen Mc Gettrick is a financial advisor at Martha's Vineyard Investment Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, Martha's Vineyard Bank, Bank of America, and Merrill Lynch. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to individuals, trusts, estates, foundations, endowments, corporations, and retirement plans. The firm employs a Modern Portfolio Theory approach, combining various asset classes and both proprietary and independent strategies to create customized portfolios tailored to clients' risk tolerance and financial goals.

Thomas Juster is a CFP® with 10 years of industry experience, currently serving as an advisor at Martha's Vineyard Investment Advisors, LLC since 2019. He also owns a retail business through Slate LLC. Prior to his current role, he worked at Pathstone Federal Street in 2016. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to a diverse client base including individuals, trusts, estates, foundations, and institutional clients. The firm employs a customized portfolio approach guided by Modern Portfolio Theory, combining various asset types and strategies while maintaining ongoing account monitoring and tailored allocations.

James Anthony is a financial advisor at Martha's Vineyard Investment Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at several financial institutions, including Chesapeake Bank & Trust Company, Severn Savings Bank, Ironworks Investments, Inc., and Martha's Vineyard Savings Bank. He has been with Martha's Vineyard Investment Advisors since 2018. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to individuals, trusts, estates, foundations, corporations, and pension plans. The firm builds customized portfolios using Modern Portfolio Theory and combines various investment vehicles with proprietary strategies and selected independent managers, while maintaining ongoing account monitoring and periodic rebalancing.

Edward Murphy IV is a financial advisor with Martha's Vineyard Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at firms including LPL Financial, Purshe Kaplan Sterling Investments, Pearson Financial Services, and Hellman Jordan Management. Murphy is also affiliated with Martha’s Vineyard Savings Bank. Martha's Vineyard Investment Advisors provides financial planning, investment management, and wealth management services to individuals, trusts, estates, foundations, corporations, and pension plans. The firm employs a customized portfolio approach based on Modern Portfolio Theory, incorporating a range of asset types and both proprietary and independent strategies.