Jeff Powell - Founder + CEO As Founder and CEO of Elevage Partners, Jeff strategically guides Elevage Partners’ clients on their wealth management and financial planning needs. Email him at Jeff@elevagepartners.com Visit Jeff's full bio here.

Jeff Powell - Founder + CEO

As Founder and CEO of Elevage Partners, Jeff strategically guides Elevage Partners’ clients on their wealth management and financial planning needs. Email him at Jeff@elevagepartners.com

Visit Jeff's full bio here.

Brian K. Case - Partner Brian is a Certified Financial Planner®. He believes in a “Plan First, Then Invest” approach and gets to know his clients well enough to “stand in their shoes." Email him at Brian.Case@elevagepartners.com Visit Brian's full bio here.

Brian K. Case - Partner

Brian is a Certified Financial Planner®. He believes in a “Plan First, Then Invest” approach and gets to know his clients well enough to “stand in their shoes." Email him at Brian.Case@elevagepartners.com

Visit Brian's full bio here.

Craig A. Roncaioli - Partner As a financial planner, Craig A. Roncaioli works closely with his clients to face the challenges they meet in different stages of their lives. Email him at Craig.Roncaioli@elevagepartners.com Visit Craig's full bio here.

Craig A. Roncaioli - Partner

As a financial planner, Craig A. Roncaioli works closely with his clients to face the challenges they meet in different stages of their lives. Email him at Craig.Roncaioli@elevagepartners.com

Visit Craig's full bio here.

Brittany Fowler - Operations Manager She is the Operations Manager for Elevage Partners. She has a degree in Mass Communications from Dixie State University where she played college softball on scholarship. In her spare time she enjoys hiking, hot yoga, blogging, and being a mother. Email her at Brittany@elevagepartners.com

Brittany Fowler - Operations Manager

She is the Operations Manager for Elevage Partners. She has a degree in Mass Communications from Dixie State University where she played college softball on scholarship. In her spare time she enjoys hiking, hot yoga, blogging, and being a mother. Email her at Brittany@elevagepartners.com

 
Sue Holland - Client Service Representative Sue, who earned a bachelor’s degree in human development and family relations from the University of Connecticut, brings a diverse background to the firm. She is retired from a career as an adult probation officer for the state of Connecticut. She has worked as a crisis counselor for at-risk teens and supervised families who provided emergency shelter for teenagers. And she has experience as an assistant to an accountant, as well as dealing in antiques. A certified spinning instructor, Sue resides in Amherst, Massachusetts, with her husband and three children. In her spare time, she enjoys bicycling and hiking with her two dogs. Email her at Sue.Holland@elevagepartners.com

Sue Holland - Client Service Representative

Sue, who earned a bachelor’s degree in human development and family relations from the University of Connecticut, brings a diverse background to the firm. She is retired from a career as an adult probation officer for the state of Connecticut. She has worked as a crisis counselor for at-risk teens and supervised families who provided emergency shelter for teenagers. And she has experience as an assistant to an accountant, as well as dealing in antiques.

A certified spinning instructor, Sue resides in Amherst, Massachusetts, with her husband and three children. In her spare time, she enjoys bicycling and hiking with her two dogs. Email her at Sue.Holland@elevagepartners.com

David Smith - Wealth Management Advisor “That moment when I see the client’s shoulders relax and they start to breathe easier and gain confidence in their plan… that’s the good stuff, knowing they will be sleeping better at night.”  - David Smith Email him at David.Smith@elevagepartners.com Visit David's full bio here.

David Smith - Wealth Management Advisor

“That moment when I see the client’s shoulders relax and they start to breathe easier and gain confidence in their plan… that’s the good stuff, knowing they will be sleeping better at night.”  - David Smith Email him at David.Smith@elevagepartners.com

Visit David's full bio here.

Kristina Gambino - Client Service Representative Kristina handles client-related projects and services. She also serves as assistant bookkeeper. She previously was an office administrator for a construction firm and has worked as a 911 dispatcher. Kristina studied business administration in college. A resident of Ware, Massachusetts, Kristina lives with her two boys. She enjoys cooking, baking and watching her boys play sports. Email her at Kristina.Gambino@elevagepartners.com

Kristina Gambino - Client Service Representative

Kristina handles client-related projects and services. She also serves as assistant bookkeeper.

She previously was an office administrator for a construction firm and has worked as a 911 dispatcher. Kristina studied business administration in college.

A resident of Ware, Massachusetts, Kristina lives with her two boys. She enjoys cooking, baking and watching her boys play sports. Email her at Kristina.Gambino@elevagepartners.com

Charles Copeland - Portfolio Strategist Joining Elevage Partners in 2012, Chuck provides support to the wealth management team. He assists with investment research, facilitates portfolio rebalancing, and handles account documentation. Email him at Chuck@elevagepartners.com Visit Jeff's full bio here.

Charles Copeland - Portfolio Strategist

Joining Elevage Partners in 2012, Chuck provides support to the wealth management team. He assists with investment research, facilitates portfolio rebalancing, and handles account documentation. Email him at Chuck@elevagepartners.com

Visit Jeff's full bio here.

Bill Stephens - Communications Manager Bill Stephens, who joined Elevage Partners in 2017 after spending nearly 10 years at Bradway Financial, handles communications for the firm. He worked as a reporter, editor and editorial writer for newspapers in New York and Massachusetts. Bill also has written extensively about the railroad industry as a correspondent for Trains magazine and its website. He earned a bachelor’s degree in journalism and a master’s degree in history, both from St. Bonaventure University. Bill resides in Westfield, Massachusetts, with his wife and two children. He enjoys road biking, hiking and alpine skiing, and is an ambassador at Cannon Mountain in New Hampshire's White Mountains.    

Bill Stephens - Communications Manager

Bill Stephens, who joined Elevage Partners in 2017 after spending nearly 10 years at Bradway Financial, handles communications for the firm.

He worked as a reporter, editor and editorial writer for newspapers in New York and Massachusetts. Bill also has written extensively about the railroad industry as a correspondent for Trains magazine and its website.

He earned a bachelor’s degree in journalism and a master’s degree in history, both from St. Bonaventure University.

Bill resides in Westfield, Massachusetts, with his wife and two children. He enjoys road biking, hiking and alpine skiing, and is an ambassador at Cannon Mountain in New Hampshire's White Mountains.