Putting
people first.
Get to know our leadership team
Leadership at the Tri-Harbor Financial Group – Wellesley office is dedicated to doing good for our clients, employees and community.
Scott joined Northwestern Mutual in 1993. In March of 2011, Scott was appointed Chief Development Officer for The Wellesley Group. The Chief Development Officer works with the Managing Partner in leading growth within and across the organization. Scott collaborates with the Managing Partner on leadership development...
Scott joined Northwestern Mutual in 1993. In March of 2011, Scott was appointed Chief Development Officer for The Wellesley Group. The Chief Development Officer works with the Managing Partner in leading growth within and across the organization. Scott collaborates with the Managing Partner on leadership development activities such as developing infrastructure and systems for coaching, mentoring, and development of frontline leaders. His responsibilities also include the development of Financial Representatives with less than five years in the business. Scott attended the University of Massachusetts and went on to obtain his MBA from Suffolk University. He is married to Janice and enjoys hockey, golf and spending time with family and friends.
Amy Bosso
Director of Operations
Amy is an Operations leader who specializes in strategies that harmonize process, people and technology to achieve greater levels of growth and profitability. With over 20 years of experience developing and leading complex global operations strategies for major multi-national financial service organizations,...
Amy is an Operations leader who specializes in strategies that harmonize process, people and technology to achieve greater levels of growth and profitability. With over 20 years of experience developing and leading complex global operations strategies for major multi-national financial service organizations, Amy has proven success in managing and leading large scale change efforts that have revitalized operations, improved process and team performance consistently. She is a passionate people leader who strives to always connect the people and process to the overall business strategy. She believes everyone plays an integral role and looks for new and innovative ways to drive herself and her team towards excellence. Amy graduated with a Master of Business Administration degree and currently resides in Watertown, MA with her husband and three daughters.
Joseph Grillo
CLF®
Chief Supervision Officer
Joe joined the Northwestern Mutual in 2005 as the Director of Supervision. In 2019 Joe became the Chief Supervision Officer. As the Chief Supervision Officer, Joe supports the Managing Partner/Managing Director in shaping the culture of the office. Joe is responsible for developing the supervision strategy for...
Joe joined the Northwestern Mutual in 2005 as the Director of Supervision. In 2019 Joe became the Chief Supervision Officer. As the Chief Supervision Officer, Joe supports the Managing Partner/Managing Director in shaping the culture of the office. Joe is responsible for developing the supervision strategy for the office, developing the network office strategies based on the corporate and local visions. Proactive training as needed for Financial Representatives and staff on compliance, regulatory, or related topics. Joe is a key member of the leadership team and is a trusted advisor to representatives and other leaders.
Shayne Kaminski, CLU®, started his career at Northwestern Mutual in 2016 as an intern while attending Wesleyan University. After two successful summers with Northwestern Mutual, he graduated with an Economics degree and started his full time career as an advisor. Shayne also holds the title as College Unit Director...
Shayne Kaminski, CLU®, started his career at Northwestern Mutual in 2016 as an intern while attending Wesleyan University. After two successful summers with Northwestern Mutual, he graduated with an Economics degree and started his full time career as an advisor. Shayne also holds the title as College Unit Director where he develops and mentors current college representatives. His mission as a leader, simply put, is to give individuals the tools and guidance to not only change their career trajectory, but to positively impact the financial security of their communities. Shayne resides in Boston, in his free time enjoys working out and being with friends and family. As a self proclaimed "foodie," you can typically find him enjoying a nice meal at one of Boston’s many great restaurants.
Kali Macera
Director of Internship Development
Kali graduated in 2013 with a degree in Business and Entrepreneurship. She joined Northwestern Mutual in 2014. Prior to her current role, Kali spent one year assisting a high producing Advisor with their day-to-day operations. With her passion for recruiting and development, she joined the campus team in 2015....
Kali graduated in 2013 with a degree in Business and Entrepreneurship. She joined Northwestern Mutual in 2014. Prior to her current role, Kali spent one year assisting a high producing Advisor with their day-to-day operations. With her passion for recruiting and development, she joined the campus team in 2015. Shortly after, she worked closely with the Managing Partner as the Director of Operations as well as Director of Recruitment. In her role today as the Director of Internship Development, Kali is responsible for driving Internship recruiting and new representative development. Kali has a unique opportunity to work closely with all intern candidates that join our firm. She coaches a select group of both Full Time and Intern representatives. Kali resides in Boston; is an avid beachgoer (yes, even in the winter), she enjoys spending time with family/friends, staying active and enjoys giving back to local animal rescue leagues.
Bridget O'Brien
Chief Marketing Officer
Bridget O‘Brien joined our group in late 2022. As the Chief Marketing Officer, she works with the firm’s top financial advisors to create marketing plans that support their short- and long-term business goals. She leads a team of digital marketing and event planning professionals who work to enhance the brand...
Bridget O‘Brien joined our group in late 2022. As the Chief Marketing Officer, she works with the firm’s top financial advisors to create marketing plans that support their short- and long-term business goals. She leads a team of digital marketing and event planning professionals who work to enhance the brand of the firm and its financial representatives. Before joining Northwestern Mutual, Bridget spent the bulk of her career in healthcare marketing. Bridget graduated from Marist College with a bachelor’s degree in advertising. She currently lives in Long Island with her partner, Brendan, and their daughter, Fiona.