New England Guild Wealth Advisors

About Us

Dedication. Experience. Diligence.

History

In 1991, we chose the word ‘Guild’ to distinguish our unique approach and capabilities among financial services firms. Our commitment to knowing our clients well, to applying a comprehensive and holistic process to achieve their goals, and to providing integrated services through a diverse, collaborative union of financial professionals continues to differentiate us from our peers. The word Guild conveys the values we endeavor to bring to our clients: exceptional skill, uncompromising standards, and an understanding born from diverse talents working together to serve a common purpose. Through a collaboration that is uncommon in our profession, we offer our clients an integrated program of advisory services and the kind of objective counsel that truly places the client's best interests first.

 
 

Our Team

 
 

PRINCIPAL

E. Patrick Logue, CPA

Patrick has over twenty-five years of broad based experience in the financial services industry. He brings special expertise in financial and tax consulting services and estate planning for small business owners and individual clients. Prior to joining The Guild, Patrick was employed as an internal consultant at Aetna providing tax/accounting/financial advice and guidance to Aetna's financial division. Patrick also served as Comptroller at Group America, a subsidiary of Connecticut Mutual, where he was responsible for all financial operations of the company.

 

Education

UNIVERSITY OF HARTFORD
M.B.A, Finance

UNIVERSITY OF MASSACHUSETTS
B.S., Business Administration

Activities & Affiliations

• Certified Public Accountant, Connecticut
 

 

 
 

 
 

PRINCIPAL

Susan M. Grayson

Sue joined The Guild following her tenure as Vice President and Senior Investment Consultant with CIGNA Investment Management. In her role as Senior Investment Consultant for CIGNA Investment Management, she provided investment consulting and expertise to CIGNA Retirement Service’s National Accounts, and was responsible for a client base totaling approximately $1 billion in assets. Prior to CIGNA, she was the Assistant Head of School at the Renbrook School in West Hartford.

 

Education

UNIVERSITY OF CONNECTICUT
M.B.A.

SPRINGFIELD COLLEGE
Bachelor of Science

Activities & Affiliations

• Hartford Foundation for Public Giving, Professional Advisory Board
• St. Johnsbury Academy, VT, Past Chairman, Board of Trustees
• St. Johnsbury Academy, VT, Investment & Executive Committees
• Connecticut Women’s Council, Member
• Hartford Conservatory, Past Board Member
• Hartford Tennis Club, Past President
Priscilla Maxwell Endicott Scholarship Fund, Treasurer, CSGA
The Country Club of Farmington, Member

 

 
 

 
 
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INVESTMENT ADVISOR

William R. Pfeiffer Jr., CFP®

Bill has fifteen years of experience in the financial services and investment management industry. Before joining The Guild, Bill was a Senior Associate in Operations at SS&C GlobeOp in Hartford where he provided operational support to high profile, billion dollar New York City area hedge fund clients. Prior to that position, he was a Portfolio Manager at Apex Investment Services, Inc., a Registered Investment Advisory firm in Hebron, CT. There, he was responsible for the management of over $70 million dollars of the firm's client portfolios. 

 

Education

BENTLEY UNIVERSITY - McCallum Graduate School of Business
M.S., Financial Planning

SAINT ANSELM COLLEGE
B.A., History

Activities & Affiliations

• CERTIFIED FINANCIAL PLANNER™
• Saint James School, Board Member
• Mary's Field, Past Board Member

 
 

 
 
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INVESTMENT OPERATIONS MANAGER

Brendan F. Fitzgerald

Brendan brings over ten years of experience in Financial Services Operations with him to The New England Guild. While at Barclays Capital, Brendan helped establish the firm’s first Fixed Income Derivative Operations Team in the United States, and specialized in the booking and settlement of Interest Rate and Mortgaged-backed derivative trades. Most recently, Brendan was employed at Wellington Management within Investment Administration. While there, Brendan worked closely with Portfolio Managers and custodian banks to fulfill client requests related to billing, reporting, and trade reconciliation.

 

 

 

Education

UNIVERSITY OF MASSACHUSETTS- Isenberg School of Management
M.B.A.

ITHACA COLLEGE
B.A., English

 
 

 
 
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CLIENT SERVICE ASSOCIATE

Claudia G. Flannery

Claudia Flannery joined the New England Guild in February 2012 as a Client Service Associate, following a career in the insurance industry. She has worked at The Travelers, Hilb, Rogal & Hobbs, and insurance agencies in the Hartford area, with experience in customer and account service, marketing, and corporate communications. At the Guild, her responsibilities include multiple aspects of client service and account administration, back office operations, and administrative support to the Investment Advisors.

 

Activities & Affiliations

• Blue Star Mothers of America, Member
• American Red Cross in the Service to the Armed Forces, Volunteer

 

Education

MARYMOUNT COLLEGE
B.A., English