John K. Sargent, Jr., CFA President and Managing Director
Investment experience since 1990
John joined Middleton & Company in 1993 and has responsibilities in both portfolio management and investment research. He enjoys working with families and institutions to help them articulate their long-term objectives and construct an investment portfolio to address their specific financial and broader investment goals. John works as a member of the Investment Committee to support the firm’s investment strategy, generate new investment ideas, and has helped to develop the firm’s venture/private equity offerings.
John graduated magna cum laude in Economics from Princeton University. He is a CFA® charterholder and is a member of the CFA Society Boston, the CFA Institute and the Boston Economic Club.
Prior to joining Middleton, he spent several years at Corporate Decisions, Inc., a consulting firm specializing in the development of profitable growth strategies for large, multinational clients.
John is currently Chairman of the Board of Trustees for the South Shore Christian Academy, and has served in numerous capacities at his church and with youth activities.
Alice K. Walsh, CFP Chairman of the Board and Managing Director
Investment experience since 1978
Ali came to Middleton & Company in 1995 from her own financial consulting company, where she worked with corporate, government, and individual clients. She has more than 38 years of experience in the field of personal investment counseling. Prior to her own firm, Ali was a Trust Officer at Bank of Boston for 10 years. A Certified Financial Planner, Ali holds a B.A. and M.Ed. from the University of Massachusetts at Amherst. She is a member of the Boston Estate Planning Council, the Financial Planning Association, the CFA Society Boston, and the CFA Institute.
Maria McCormack, CFA Chief Compliance Officer and Managing Director
Investment experience since 1985
Maria manages investment portfolios for individuals, families, trusts, and charitable institutions. As Chief Compliance Officer, she oversees the firm’s policies and procedures to ensure adherence with the Investment Advisors Act. Maria is a member of the Investment Committee.
Prior to joining Middleton & Company, Maria worked at David L. Babson & Company and Boston Trust and Investment Management Company in various roles including portfolio manager, equity analyst, economic researcher and securities trader. She earned her B.A. in Economics at Boston College and her M.B.A. from Boston University. Maria is a CFA® charterholder and is a member of the CFA Society Boston, the CFA Institute, and the Boston Economic Club. She is also a manager of the Boston Port and Seamen’s Aid Society.
Rob joined the firm in 2013 as an equity research analyst and is responsible for several sectors. As Chief Investment Officer, he is also responsible for overseeing the research efforts in all of the sectors as well as leading investment strategy discussions as part of the Investment Committee. He has helped introduce tools to aid in stock selection and portfolio management in his time with the firm.
Prior to Middleton & Company, Rob was a senior associate for a firm in Connecticut, advising clients in the chemical industry on M&A transactions and investing for the firm. Rob graduated with a B.S. in Chemical Engineering from Pennsylvania State University and an M.B.A. from the MIT Sloan School of Management. He is a CFA® charterholder and a member of the CFA Society Boston.
Donna joined Middleton & Company in the Summer of 2017 having spent twenty-eight years as a wealth and portfolio manager at both large private banking institutions – BNY Mellon and Bank of America – and small boutique investment and fiduciary firms – Boston Financial Management and Winslow Wealth Management. Donna works with families and estates, individuals, foundations and endowments, specializing in the management of trusts and deferred-compensation plans (Profit Sharing and Defined Benefit). Donna graduated from Boston College’s Carroll School of Management with both undergraduate and graduate degrees with a concentration in accounting and finance.
Yasmine joined Middleton & Company in 2017. As a member of the Research team, her responsibilities involve building and maintaining financial models to support the firm’s investment strategy and presenting stock-specific analyses to the investment committee to facilitate buy and sell decisions.
Yasmine graduated magna cum laude in Business Administration with a dual concentration in Finance and Entrepreneurship & New Venture Management from Northeastern University. She was the recipient of the Harold S. Geneen Charitable Trust scholarship and inducted into the Huntington 100 Program and the Beta Gamma Sigma Honor Society.
Prior to Middleton, Yasmine gained industry experience working at Goldman Sachs and Wellington Management Company.
John Pini Portfolio Analyst
Investment experience since 2010
John joined Middleton & Company in 2017. John’s work focuses on the investment and fiduciary needs of families and estates, individuals, institutions and foundations. John leverages his expertise in collaboration with his clients’ accountants and estate attorneys to fully support each unique circumstance. As a member of the Investment Committee, John supports the firm’s investment strategy.
Prior to joining Middleton & Company, John’s multi-faceted role at Winslow Wealth Management was focused in the areas of fixed income, equity and fiduciary management and administration. John joined Winslow after serving in a supervisory capacity in Bank of New York Mellon’s Accounting and Reporting division.
John graduated with a B.S. in Economics and Finance from Bentley University. He is a CFA charterholder and a member of the CFA Society Boston.