Our Team

Our Team

 

Vinson Brod Profile Picture Vinson Brod Vice President Vinson Brod is a Vice President at Mayflower Advisors, LLC. His primary duties involve servicing our corporate retirement plans and working with participants. Vin holds Series 7 and Series 63 and 65 registrations.

Vin started his career in financial services over 15 years ago as a financial consultant for Oppenheimer & Company and Baron Chase Securities. He then became a Senior Sales Associate with New England Securities before joining H.C. Wainwright & Company in 1999 to manage its mutual fund and 529 plan research efforts. He later became a Retail Product Analyst at Winslow Crocker & Evans, before reuniting with the Principals at Mayflower Advisors in 2004.

Vin holds a B.S. in Economics from Northeastern University and has been nominated as Associate of the Year at Wells Fargo Advisors Financial Network.

Vin is an avid runner and "sports parent" to his two young sons.

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Lou Chong Profile Picture Lou Chong, CFP® Senior Vice President Lou Chong is a Senior Vice President at Mayflower Advisors, LLC. His primary focus is on advising companies and non-profit organizations on how to structure cost efficient and regulatory compliant retirement plans which are customized to the unique needs of the organization, and help maximize retirement outcomes for employees. He has his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, as well as Chartered Retirement Planning Counselor (CRPC®) and Accredited Investment Fiduciary® (AIF®) designations.

Lou has over 25 years of experience in the retirement plan and institutional investment industry, with a particular focus on helping plan sponsors meet their fiduciary obligations, construct diversified investment line-ups, develop effective Investment Policy Statements and deploy education strategies for plan participants. Prior to joining Mayflower, Lou was Senior Vice President at Hartford Investment Management, managing business development of investment strategies for corporate and public pension funds. Prior to that, he was Senior Vice President and head of Defined Contribution Services for Franklin Templeton Investments, managing their 401(k) product and a team of wholesalers. Lou also spent nearly 10 years at Fidelity Investments in their Retirement Plans Division.

Lou is a graduate of Colby College where he received a B.A. He has Series 7, 26, and 63 Securities Licenses.

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Damien DePeter Profile Picture Damien DePeter Senior Vice President, Investments Damien DePeter is a Senior Vice President, Investments with over 20 years of experience in helping people and financial organizations plan their financial futures.

Damien has earned a reputation in dealing with complex financial decisions. He focuses on providing guidance to corporate employees with concentrated positions in company stock compensation programs, and business owners with questions about how to navigate their unique financial decisions.

Prior to Mayflower Advisors, Damien was a Partner and Financial Advisor at UBS, where he received their distinctive Wealth Advisor designation. Damien was a licensed Corporate Stock Benefit Consultant, and he was identified as a select advisor, capable of supporting their Corporate Executive Clients under that designation.

Damien has also been a Management Consultant and Business Strategy Consultant to Fortune 500 financial organizations prior to joining UBS.

Damien graduated from Connecticut College with Honors in Economics. He received the Brown Brooks Award for Outstanding Leadership/Scholarship in the graduating class. He was recognized as a scholastic All-American, as well as an athletic All-American in lacrosse. Damien lives with his wife and three daughters in Winchester, MA.

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Steven Dimitriou Profile Picture Steven Dimitriou Managing Partner Steven Dimitriou is a Managing Partner at Mayflower Advisors with over 25 years of retirement plan industry experience. He graduated from Colby College with a B.A. in both Honors Physics and Economics, and currently holds his Accredited Investment Fiduciary (AIF) and Certified 401(k) Professional (C(k)P) designations. Prior to founding Mayflower, Steve was a Managing Director at H. C. Wainwright & Co., a Vice President at BT Alex Brown, and one of the original members of the Retirement Sales Team at Massachusetts Financial Services (MFS).

In 2009, PLANSPONSOR Magazine named Steve "Retirement Plan Adviser of the Year," one of two major industry awards. In 2010, he became the only person to win that award and be named a Finalist for the second, the ASPPA-Morningstar Leadership Award. Steve has been named repeatedly to PlanAdviser Magazine's Top 100 Retirement Plan Advisors list and was inducted into the Magazine's inaugural Hall of Fame class. In 2010 & 2012, Steve was named one of the 50 Most Influential Advisors in Defined Contribution by The 401kWire.

In March 2014, Steve became President of the National Association of Plan Advisers (NAPA), the Nation's largest retirement plan advocacy group with over 7,500 members and a sister organization to ASPPA. The organization works directly with Congress and regulatory agencies to shape legislation and rule-making.

Steve has been recognized both locally and nationally for his knowledge, having appeared on CNBC, Fox Business, U.S. News and World Report, Kiplinger, Investment News, the Financial Times, and other publications.

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Plan Sponsor RPAY award criteria based on qualitative & quantitative factors, including input form clients. Nominations solicited from advisors, their employers, plan sponsors & working partners (investment vendors, pension administrators, accountants, attorneys, etc.) quantitative factors include ability to impact plan participation, cost savings & service enhancements. The Top 100 & Best of the Best Awards based solely on quantitative factors submitted during the same process. ASPAA-Morningstar Leadership Award Finalists selected from nominations by advisors, their employers, plan sponsors and other contributors to the retirement industry. Criteria considered were qualitative and quantitative factors including production and interviews. ASPPA membership was not required and ASPPA staff and management and Board members were ineligible to nominate. PLANADVISER Hall of fame inductees include recipients of the Plan Sponsor RPAY Award along with other important contributors to the retirement plan industry.
Jillian Duddy Profile Picture Jillian Duddy Senior Associate Jillian Duddy joined Mayflower Advisors in 2012 as a Senior Associate, bringing with her an extensive background in client service and relationship management.

She assists with advanced wealth planning strategies to individuals and families. Jillian works with our clients to gain insight into their needs and ambitions to help us formulate a process that is customized. She works diligently to provide an exemplary experience for all of our clients, whether it's in person or on the phone.

Jillian utilizes a dynamic team approach to grant clients access to high quality strategies for any financial challenge. She liaises with experienced professionals in various investment and planning fields, as well as clients' other trusted advisors, such as attorneys and CPAs. Jillian was awarded "Mayflower Advisors - Employee of the Year" in recognition of her outstanding and dedicated client service.

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“Jonida Jonida Papajani, CFA® Senior Portfolio Manager Jona possesses over a decade of experience as an investment analyst and mutual fund specialist. She leads the firm’s investment and portfolio analytics and is directly responsible for research and portfolio design. Jona coordinates our ongoing investment due diligence and oversees the construction of our quarterly monitoring reports and manager searches. She earned a Bachelor of Arts in Finance from University of Tirana and a Master of Science in Investment Management from Boston University, both with High Honors. Jona holds the CFA Charter from CFA Institute and the FINRA 65 registration. She is a member of the CFA Institute and the CFA Society Boston. Prior to joining Mayflower, Jona worked with Bank of America, State Street Corporation and H&H Investment Advisors gaining experience in both the retirement plan and wealth management industries.
Michael Robbins Profile Picture Michael Robbins Senior Financial Advisor Michael Robbins is a Senior Financial Advisor with over 55 years of industry experience. Michael has spent the vast majority of his career at Advest, Inc., where he was a Partner before it became a public company. Michael was also Partner and Director at Burgess & Leith. Michael, who has been active over the years in Investment Banking in the Banking/Financial sector, brings a nearly unparalleled wealth of experience to his client relationships.

Michael received his B.A. in Economics and Political Science from Williams College and is currently a Senior Member of the Brookline Town Meeting. He is politically active and holds junior and senior local positions in one of the major political parties. Michael has also been a member of the Winter Place Associates investment club since the 1960s. On a personal note, Michael is still an outdoors enthusiast and can boast of climbing the Himalayas.

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Olivia Schmidlapp Profile Picture Olivia Schmidlapp Branch Administrator Olivia Schmidlapp serves as the Branch Administrator in Mayflower's Boston office. She is responsible for overseeing office administration and management. She also helps direct clients to areas within Mayflower that are best able to assist or resolve issues that may arise. She completed her undergraduate studies at Boston College with a major in Applied Psychology and Human Development and Economics.

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Susan Schoenig Profile Picture Susan Schoenig Client Associate Susan is a Client Associate and joined Mayflower Advisors in 2013, bringing with her considerable experience in client service and relationship management support. Susan's priorities are to help ensure our clients receive exceptional service and attain their financial goals. When she is not enjoying her passion for running road races, Susan devotes time with her family in Maine.

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Pamela Shea Profile Picture Pamela Shea Administrative Manager Pamela Shea serves as the Administrative Manager in Mayflower's new Westborough office, where she is responsible for overseeing the operations of client administration and office management. Originally from Massachusetts, she spent many years in California before returning to her home state. Her philosophy is to treat people the way you'd like them to treat you, so feel free to give her a call with any questions or concerns. She's always happy to help.

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Philip Stathos Profile Picture Philip Stathos Partner Philip Stathos, a Partner at Mayflower Advisors, helps coordinate the investment and financial needs of his clients to assist them in achieving life goals with their money, including retirement, education, and wealth transfer strategies. His goal is to position his clients to support their life goals to allow them to focus on other aspects of their busy lives.

Prior to joining Mayflower Advisors in September of 2012, Phil was a Senior Vice-President at Wells Fargo Advisors, which acquired A. G. Edwards, where Phil began his advisory career in 1998.

Phil has been recognized nationally by the media for his views on the investment markets. Prior to his work in private wealth management, Phil worked in institutional equity sales for Keefe Bruyette and Woods, and then Fidelity and Scudder Kemper Investments, where he worked in strategic marketing.

Phil is a graduate of Bowdoin College in 1987, where he was captain of the sailing team and the Olin Graduate School of Business at Babson College, where he obtained an MBA in 1993. In addition, Phil holds a Diploma in Financial Planning from Boston University, which he received in 2002.

Outside of the workplace Phil is active as a member of the Board of the Courageous Sailing Center, and he is involved in charitable programs associated with the schools he has attended. Phil and his, wife Alice, stay busy with their three young and active boys, Nic, Cam, and Alexander. The family can be found sailing, skiing, and finding outdoor adventures throughout New England.

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John Wilcox Profile Picture John Wilcox, CFP® Vice President John Wilcox has dedicated his career as a leader to helping businesses, families and individuals plan for their financial, retirement and investment goals. John joined Mayflower Advisors in August of 2010 to help open the Westborough Office, bringing a solid financial services background and more than 18 years of experience in helping to build and preserve wealth for his clients. He also has proven experience in directing companies to manage their retirement plans. In 2011, John was selected as one of the 300 Most Influential Advisors of 2011 by 401kWire.com and included in PLANADVISOR Magazine’s Top 100 Advisors for 2011.

Previously employed by Wells Fargo Advisors, John earned his AAMS® (Accredited Asset Management SpecialistSM) designation in 2003 and the CERTIFIED FINANCIAL PLANNER™ certification in 2009 and AIF® (Accredited Investment FiduciarySM) designation in 2013. In addition, he has obtained the Series 6, 7, 63 and 66 securities registrations, as well as life and disability insurance licenses. John has also been named to Wells Fargo Advisors Premier Advisors in 2011, 2012 and 2015.1 In 2015 and 2018, John was awarded the Five Star Wealth Manager Award, which recognizes the top 4% of 19,400 licensed wealth managers in Massachusetts based on 10 objective screening criteria.

Before his work in wealth management, John spent several years in the Corporate Retirement Plan Market in Communications with Fidelity Investments and as an AVP of Marketing at Scudder Retirement Services. There he managed relationships with Fortune 500 companies and improved their communications and education programs for the plans and their participants.

John serves on Blackstone Valley Education Foundation Board, was past President and Board Member of the Worcester Tennis Club, and is currently involved on the National Association of Plan Advisors’ Government Action Committee. Additionally, John is a member of Corridor 9 Chambers of Commerce, and a Director Consultant for Business Networking International (BNI), leading chapters and their growth. He is also an avid competitive tennis player and a member of the U.S. Professional Tennis Association and U.S. Tennis Association, and he carries high local, national, and international rankings as of 2018. Consistently he donates tennis lessons to a variety of different charities that are near and dear to him. John earned a BA in Advertising from San Jose State University in California. He and his wife, Jacqueline, live in Upton, Mass., where they are active members of their community.

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1 The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards. ; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 2819 Boston wealth managers were considered for the award; 532 (19% of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority of Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

300 Most Influential Advisors of 2011 were selected from an on-line survey of retirement plan industry insiders by The401kWire.

PlanAdviser Top 100 Award is based on nominations from retirement plan advisors, their employers and/or broker/dealers, and plan sponsors. Criteria based on quantitative factors including qualified plan assets under management and number of plans advised. Investment performance is not an explicit component.