Family Office

Todd Carey

Todd Carey

Boston
Todd joined Battery in 2006. Previously, he spent more than five years as an Investment Representative in the Private Investment Management group at Lehman Brothers, where he customized investment portfolios for high-net-worth individuals, family offices and mid-sized institutions.

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John Dineen

John Dinneen

Boston
John joined Battery in 2007 as the Director of Financial and Estate Planning for the firm’s Family Office. Prior to Battery, John worked in public accounting for 17 years, most recently as a Tax Principal at DiCicco, Gulman & Company, LLP. Previously, John was a Senior Tax Manager at PricewaterhouseCoopers, and earlier in his career, a Senior Auditor for BDO Seidman.

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Alison Gustie

Alison Gustie

Financial Planning Associate
Boston

Alison joined Battery in 2004 as the Financial Planning Associate. Previously, she was an operations analyst with the Asset Services Division of Fidelity Investments.

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John O'Connor

John O'Connor

Boston
John joined Battery in 2001 as the Financial Planning Manager. Previously, he was a Vice President with the Boston-based financial planning firm RINET Company, Inc.

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