Our Team

James C. Pinney established the firm in 1984. He graduated from Harvard College in 1967 and co-chairs the investment committee. He is a Certified Financial Planner™ (CFP®) and a Chartered Financial Analyst charterholder (CFA). Jim enjoys philosophy, politics and economics and is in our Cambridge, MA office.

Dean A. Scofield graduated from Lehigh University in Pennsylvania in 1985, with a degree in Finance. He joined the firm in 1986 and became a partner in 1989. Dean co-chairs the investment committee and is a Chartered Financial Analyst charterholder (CFA). He is in our Jackson, WY office and has two boys with whom he enjoys fly fishing, skiing and many other outdoor activities. Dean is an amateur trumpet player and is active in the land trust community.

John Goddard graduated from Bentley College in 1996 with a degree in Economics and Finance and is the head of our financial planning committee. He is a Certified Financial Planner™ (CFP®) and before joining us in 2007, worked at Merrill Lynch, Ameriprise and John Hancock. John is in our Cambridge, MA office. He enjoys reading, basketball, golf and spending time with his wife and two sons.

Ryan McCarthy, our office manager, studied teaching at the University of New Hampshire. She is responsible for opening new accounts, downloading data from our clients’ custodians, internal accounting and running the office. Ryan joined us in 2008 from another investment advisory firm and is in our Cambridge, MA office. She and her dog Sierra enjoy camping and hiking.

Sierra graduated from New England Puppy School in 2008 with a degree in obedience. She is in charge of warm greetings at the door and general stress reduction for clients and staff. Sierra joined us from Ocean Spray Labradors and is located in our Cambridge, MA office. She enjoys fetch, running, eating and sleeping.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.