St. Germain Investment Management

Mary Kate Frodema is a CFP® professional with 15 years of industry experience, currently with St. Germain Investment Management since 2022. Her prior work includes roles at Hart & Patterson Financial Group and MassMutual entities spanning from 2011 to 2021. She serves as a board member for Springfield Prep Charter School, a non-investment role involving governance and oversight. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets and employs a long-term, asset-allocation-driven investment approach utilizing both quantitative and qualitative analysis.

Jason Irwin is a financial advisor at St. Germain Investment Management with two years of industry experience. He previously worked at Equitable Advisors, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, he serves as an administrator and co-executor of a family trust. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs a model-based asset allocation approach combining quantitative and qualitative analysis, offering customized investment strategies and integrating personalized financial planning.

Polly Cordle is a financial advisor with St. Germain Investment Management in Springfield, MA, holding Series 63, Series 65, and Series 66 licenses and with 20 years of industry experience. Her prior roles include positions at Encompass Financial Advisors, Resurgent Financial Advisors, and Marriott Securities. Outside of her advisory work, she owns and operates Oh the Pollybilities, a vintage, collectibles, and arts and crafts resale business in Belchertown, MA. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm manages approximately $3.8 billion in assets and employs a long-term, asset-allocation-driven investment approach.

Christine Andrzejewski is a financial advisor at St. Germain Investment Management with 14 years of industry experience. She has been with St. Germain since 2010 and holds a Series 65 designation. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs model-based asset allocation using quantitative and qualitative analysis with a long-term investment horizon and offers tailored strategies incorporating various securities and ESG options.

Laura Bovino is a financial advisor with St. Germain Investment Management and holds a Series 66 designation. She has six years of industry experience, including prior work at Ameriprise Financial Services from 2009 to 2022. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs model-based asset allocation with both quantitative and qualitative analysis and integrates personalized financial planning into its advisory services.

Angelo Fiore is a financial advisor at St. Germain Investment Management with one year of industry experience. He holds a Series 65 designation and has prior work experience including six years at Cima Restaurant & Chop House and roles in education and landscaping. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs a model-based asset allocation strategy combining quantitative and qualitative analysis with a long-term investment focus.

Kelly Selkirk is a CFP® and Series 65 licensed financial advisor with St. Germain Investment Management in Springfield, MA, where she has worked since 2018. She has seven years of industry experience, including four years at the Jewish Community Centers of Greater Boston prior to joining St. Germain. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach that combines quantitative and qualitative analysis, focusing on long-term investment strategies and personalized financial planning.

Thaddeus Welch is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at St. Germain Investment Management since 2015. He previously worked at St. Germain Securities, Inc. from 2015 to 2024. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach that combines quantitative and qualitative analysis and integrates personalized financial planning into its advisory services.

Richard Bleser is a financial advisor at St. Germain Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Germain since 2015. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs model-based asset allocation utilizing both quantitative and qualitative analysis, focusing on long-term investment strategies with continuous portfolio monitoring.

Paul Marchese is a financial advisor with St. Germain Investment Management in Springfield, MA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at D.J. St. Germain Co., Inc. since 2002 and was also affiliated with St. Germain Securities, Inc. from 2002 until its FINRA registration withdrawal in 2024. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs model-based asset allocation combining quantitative and qualitative analysis, with an emphasis on long-term investment strategies and continuous portfolio monitoring.

Christopher Milne is a financial advisor with St. Germain Investment Management in Northampton, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with St. Germain Investment Management since 1983 and was also associated with St. Germain Securities, Inc. for 41 years. Milne is an owner of Gage-Wiley & Co, Inc., an investment-related entity no longer registered but still involved in non-commission activities. St. Germain Investment Management provides discretionary portfolio management and financial planning to individual investors, high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach combining quantitative and qualitative analysis with a focus on long-term investment horizons and continuous portfolio monitoring.

Tatyana Shut is a financial advisor at St. Germain Investment Management with eight years of industry experience. She has been with St. Germain Investment Management since 2017 and holds a Series 65 designation. Outside of her advisory role, she serves as an accountant for the Gordon Cross Corporation and works as a consultant for Vozik LLC. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets and employs a long-term, asset-allocation-driven approach using both quantitative and qualitative analysis.

David Modzelewski is a Series 65-licensed financial advisor with three years of industry experience, currently with St. Germain Investment Management. He has previously worked at Florence Bank, Putnam Investments, and Merrimack. He serves as a volunteer member of the Finance Committee for the YWCA of Western Massachusetts. St. Germain Investment Management offers discretionary portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets using model portfolios that combine quantitative and qualitative analysis with a long-term, asset-allocation-driven approach.

Timothy Suffish is a CFA® charterholder with 24 years of industry experience, currently serving as an advisor at St. Germain Investment Management since 2010. He previously worked at St. Germain Securities Inc. for 20 years. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach combining quantitative and qualitative analysis, with a focus on long-term investment horizons and ongoing portfolio monitoring.

Maurice Bowerman is a financial advisor at St. Germain Investment Management with three years of industry experience. He previously worked at NBT Bank and Salisbury Bank & Trust. Outside of advisory work, he is also an independent insurance agent specializing in property and casualty insurance. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, and institutions. The firm employs model-based asset allocation with both quantitative and qualitative analysis, focusing on long-term investment strategies and personalized financial planning.