Kimberly W. Tirrell
Marketing Manager
 
Kim provides research, compliance and marketing services for AR&M. Before joining the firm in 2005, she held marketing, market research, accounting and client service positions with non-profits and financial companies. Kim received a BA from St. Lawrence University.

Donna M. Maxim
Operations Manager
 
Donna oversees operational and administrative activities. Before joining AR&M in 2000, she held managerial positions in the institutional accounting and operations departments of Putnam Investments. Donna has a BA from Bryant College and an MBA from Babson College.

Ann J. Carney
Communications Specialist
 
Ann provides specialized communication services for clients, including writing gift letters and foundation grants and handling tax filings and account applications. A graduate of Southeastern Massachusetts University, Ann was a teacher before joining AR&M in 1991.

Maria A. Welter
Client Entity Specialist
 
Maria provides specialized accounting and bookkeeping services for partnerships, foundations and other client entities. She also handles AR&M’s tax and accounting operations. Before joining the firm in 1990, Maria provided bookkeeping services for non-profits.

Nathan D. Stewart
Analyst / Specialist
 
Nate provides portfolio reconciliation and client reporting services for AR&M. Before joining AR&M in 2010, he was an investment support manager for a registered investment advisor and previously held institutional compliance and accounting positions with State Street Corporation and Fidelity Investments. Nate earned his Master’s degree in Financial Economics from Boston University and a B.S. from the University of Massachusetts at Amherst. Nate is currently a candidate for the CFA designation.