Paul Duval has served as president of Genesis Wealth Advisors, LLC since 2011 and its predecessor firm, Genesis Capital Advisors, Inc., since 1993. In this role, Paul is responsible for leading the firm’s growth and managing several client relationships.
Ron has served as a vice president at Genesis Wealth Advisors, LLC since 2011 and its predecessor firm, Genesis Capital Advisors, Inc., since 1997. In his role as vice president, Ron is responsible for integrating financial planning and investment strategy for clients.
Nick de Peyster
Chief Investment Officer
Nick de Peyster has served as a Managing Director and Chief Investment Officer of Genesis Wealth Advisors, LLC since 2011. In this role, Nick is responsible for directing the firm’s overall investment strategy.
Client Service Manager
Suzanne DiFalco is the Client Service Manager at Genesis. Her responsibilities include account opening and contracting as well as maintenance and cashiering. She is the primary point of contact for most of our client requests.
Manager, Technology Solutions
Dan Duval is the Manager of Technology Solutions and a Financial Planning Consultant. He also manages the firm’s trading desk. Dan worked part-time at Genesis throughout high school and college and has been a full-time employee since 2009.
Joan M. Gagnon
Senior Wealth Consultant
Joan has served as a senior wealth consultant with Genesis since 2013 when she merged Gagnon Wealth Management, the firm that she founded, with Genesis Wealth Advisors.
Geoff Kurinsky is a Portfolio Manager focusing primarily on fixed income solutions. He has worked for several large institutional money managers including MFS where he managed MFS Bond Fund and the fixed income portion of MFS Total Return Fund.
Manager, Business Development
Paul F. Stone is the Manager of Business Development and a Financial Planning Consultant working in the Stoughton, MA office. Paul has been in the Financial Services industry since 1999.