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Get to Know Our Dedicated Team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Operations Chelsea V McDonald

Chelsea V McDonald

Director of Operations

Chelsea began her career with Northwestern Mutual in 2016. Since joining Northwestern Mutual, she's been a valuable asset to our practice working first in Compliance & Investment Operations and then assisting clients throughout the insurance application and underwriting process. Today, Chelsea's role is all-encompassing as she builds financial plans and works with clients on both the insurance and investment portions of their plans. Chelsea holds her Life, Accident & Health Insurance Licenses, as well as her Series 6 & 63 securities registrations. Chelsea grew up on Cape Cod & graduated from UMass Boston with a degree in Business Management. In her spare time, she enjoys gardening, cooking, and spending time with her husband Colin, daughter, and her golden retriever Daisy.

Photo of Financial Advisor Joe Torgersen

Joe Torgersen

Financial Advisor

Joe joined Northwestern Mutual in 2018 upon graduating from Quinnipiac University. He and his team specialize in working with emerging affluent professionals and high-net-worth pre-retirees. They focus a great deal of their efforts on individuals in sales, real estate, and various medical professionals around the country. Collectively, it is their goal to understand their clients’ unique situations, and build tailored financial plans around their goals and dreams.

 

On a personal level, Joe enjoys spending time with his friends and family, playing basketball and coaching during his free time. He is the oldest of three boys, and wants nothing more than to see his brothers succeed.

 

 

Photo of Financial Planning Analyst Jessica Gigliotti

Jessica Gigliotti

Financial Planning Analyst

Jessica is from Pembroke, Ma where she grew up and attended Pembroke High School. After graduating high school, she attended Emmanuel College in Boston where she studied math and business. Following her graduation from Emmanuel College in 2021,  Jessica lived in Brighton, Ma with four of her close friends while also working as an assistant branch manager at Tremont Credit Union. While working at Tremont Credit Union, Jessica made so many life-long connections and found a love for helping people. She came to Northwestern Mutual to make so many new connections and help as many people as she can.

 

Jessica currently lives in Beacon Hill with her boyfriend, Trevor. She loves getting to walk around and explore the city with her friends and family that live nearby. She loves to play tennis and is an avid Boston sports fan, living near TD Garden is perfect!

 

Jessica believes in working hard, being kind to others, and living life to the fullest.

Photo of Growth and Development Director Joseph Fine

Joseph Fine

Growth and Development Director

Joe is originally from Cumberland, Rhode Island. He and his fiancé, Kate, currently reside in Boston, MA. Joe enjoys spending time with friends, family and watching football. Joe is a proud graduate of Cumberland High School. Upon graduation, Joe went on to attend Bryant University where he played Division 1 football and started 33 consecutive games.

Joe brings a unique coaching background to his role as a Financial Advisor. Having come from a family rooted in football coaching, Joe understands the value of strategic planning, teamwork, and disciplined execution. These principals seamlessly translate into the approach to financial advising, where he coaches clients towards their goals with a winning strategy.

Photo of Director of Investments Christopher Ray

Christopher Ray

CFA®

Director of Investments

Chris joined Northwestern in 2018 as a financial advisor before transitioning to his current role as Director of Investments for the Boston office in 2019. He has 30+ years of investment management experience having worked as an analyst & senior portfolio manager with Putnam Investments, portfolio manager & head of investments-US with Mercer Global Investments, director of consultant relations with HighVista Strategies & head of institutional portfolio management with Man-Numeric.

 

Chris earned his MBA from Boston University & his bachelor’s degree from Marquette University. He is a CFA® charterholder & CFA Society Boston member. Chris holds FINRA Series 7, 24 & 63 licenses, as well as his life, accident, & health state licenses in MA.

 

In his spare time, Chris enjoys outdoor activities including running, skiing, golf & walks with his wife, Becky, their two children & their dog. His life’s motto is: Find the good in it, stay positive, go for a run.

Photo of Chief Marketing Officer Angela Canale

Angela Canale

Chief Marketing Officer

A native of Boston, Angela has more than 25 years of experience navigating the business landscape. Angela is a strategic and collaborative thought leader generating growth, engaging audiences, and innovates brands. She has an accomplished track record of maintaining high level projects, transforming the client landscape, creating meaningful relationships, and leading teams. Angela was an active board member of the March of Dimes from 2004- 2020. Outside of her work life, Angela is active with her children's schools and youth sports. Angela and her husband John live in Milton with their 4 children (Amanda, Kristina, Johnny & Michael) and their Frenchie pups Brody & Sophie.

Photo of Marketing Associate Madison Capezzuto

Madison Capezzuto

Marketing Associate

Maddie began her career with several small businesses across MA’s north shore, which etched into her an unwavering desire to serve others. Though data-driven and a strategist, she prides herself on understanding that good business blooms from first being a good human, and that great marketing is rooted in genuine human connection.

In 2020, Maddie brought her skillset to the financial services industry, where she combines her passion for elevating brand awareness and driving sales with her soft skills: a love of leading teams and, perhaps most of all, creating meaningful relationships. Her adaptable, integrated approach to marketing, paired with her unique perspective as a Life and Health-licensed and Series 6- and Series 63-registered associate financial representative, render her an ace on the NM Boston team.

Maddie lives in Peabody with her boyfriend, Keith, where she can often be found cooking, working out, and spending time with their friends and very large families.

Photo of Senior Director of Recruitment and Selection Kaitlyn M Pagliocco

Kaitlyn M Pagliocco

Senior Director of Recruitment and Selection

Katie joined Northwestern Mutual in March of 2013 , a few years after graduating from Bryant University. Her passion is building collaborative relationships and helping others to succeed. As the Senior Director of Recruitment and Selection, Katie recruits top talent to our firm and helps each office exceed their recruiting goals.  Personally she loves travelling with her husband Joe, trying out new breweries and spending time with family and friends.  

Photo of Recruiter Amanda Canale

Amanda Canale

Recruiter

Photo of Training and Development Associate Hannah Julia Stone

Hannah Julia Stone

Training and Development Associate

K F

Katlyn Fine

Recruiter

Get to Know Our Network of Specialists

Through Northwestern Mutual, we have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Wealth Management Advisor and Co-Founder Michael J. Raposa II

Michael J. Raposa II

CFP®, CLU®, ChFC®

Wealth Management Advisor and Co-Founder

Our team specializes in working with successful professionals helping them achieve their financial goals in a tax efficient manner. Much of our work is focused around clients entering retirement or owners of closely held businesses and their planning needs.

Photo of Wealth Management Advisor and Co-Founder Adam Christopher Baur

Adam Christopher Baur

CFP®, ChFC®, CLU®

Wealth Management Advisor and Co-Founder

Our team is focused on helping you to protect and grow your wealth towards your most important financial goals. Your plan is a journey and our objective is to educate you on your options along the way.

Photo of Founder and Partner Ralph J. Rotman

Ralph J. Rotman

CLU®, AEP®, CAP®, ChSNC®, RICP®

Founder and Partner