Bruce W. Hardy
President  
Chief Investment Officer

NASD Series 2, 26, 65

Bruce is a former mutual fund portfolio manager and has been an innovator in the development of financial products for both institutional and individual clients.

For more than 20 years he has held key management positions with W.E. Donoghue & Co. Inc., David L. Babson & Co. Inc. and BankBoston.

Bruce received his MBA from Boston University and a BA from Middlebury College.

Walter S. Frank
PRI's Consulting Economist


Walter has been Chief Investment Officer of MONEYLETTER. for 15 years. Over his  40-year career, Walter has served as a consultant to the House of Representatives Banking and Currency Committee and as contributing editor to The Economist.

He is quoted often in national financial publications including The Wall Street Journal, USA Today, Money, and The New York Times.

Walter is a graduate of Harvard and Oxford Universities and is a former Rhodes Scholar.

Ted Gelsthorpe
Vice President
Financial Planner

NASD Series 7, 63, 65

Following a successful corporate career spanning more than 25 years, Ted joins the firm from American Express Financial Advisors.

As an experienced financial planner, he has worked primarily with affluent professionals, working and retired individuals, and families to provide comprehensive wealth management services.

Ted completed graduate work at Boston University and received a BA from California State University, Fullerton.