Insider

Leadership

Sammy Azzouz

Sammy was born in Boston and spent most of his life here – though he’s also lived overseas, and in Baltimore, Toronto and Rochester, New York. He earned his BA from the University of Toronto and his Juris Doctor from the University of Maryland. After passing the Bar in Maryland, Sammy decided to pursue wealth… More >

Ann Smith

Ann was born in Puerto Rico to American parents who worked in the sugar industry. She lived two years in Puerto Rico, then three years in Maine, before moving to southern Louisiana. Ann and her three siblings grew up on an 1800s-era sugar plantation surrounded by Cajun music, food and culture. She earned a music… More >

Robert Weisse

Bob’s a Massachusetts native with an entrepreneurial spirit. In middle school, his father explained to him that his college savings was in a stock mutual fund; that meant that Bob was an owner of many of America’s best businesses, and received a tiny fraction of the profit every time a Happy Meal® was sold. This… More >

James Scally

Jim grew up in Stoneham, Massachusetts, and it didn’t take long for his life’s calling to reveal itself. In 6th grade, he was part of a team that won a statewide stock market contest. His course was set. He found he was fascinated with financial markets and the way they work. A public school product,… More >

Charles Bean, III

Chuck Bean is New England to the core. The son of a farmer, Chuck grew up in Westwood, Massachusetts. He worked on the family business from sunup to sundown. Later, he painted houses, managed bars and ran a landscaping business. Great believers in the power of education, Chuck’s parents worked hard to give their sons… More >