David S. Coburn is the President and Chief Executive Officer of Coburn & Meredith, Inc. David joined his father, Barry M. Coburn, and his grandfather, Robert B. Coburn, the founder of Coburn & Meredith, Inc., in 1984. David transitioned into the role of the President and CEO in 2013.
Leslie E. Archambault is committed to providing exceptional administrative and client support. Her eye for detail and technical skills are evident in everything she does for Coburn & Meredith, Inc.
As our Chief Compliance Officer and Chief Financial Officer, Elizabeth C. Derway is responsible for the firm’s compliance and financial functions including accounting, audit, and corporate finance.
Sean is the Branch Manager of the Boston office of Coburn & Meredith. He is also a firm principal and a member of the management team. Sean started his investment career in 1984 with L.F Rothschild, Unterberg, Towbin during his senior year in college.
Penny G. Nasiatka manages the back-office operations for our Simsbury, CT office. She oversees client requests such as asset movements, security transfers, trade reconciliations, and account inquiries.
Diana M. Salvucci joined Coburn & Meredith, Inc. in July of 2015 as our Client Service Specialist. She brings several years of wealth management experience to the firm, working as the main point of contact for clients, assisting them with their transactional requests.