Jerrold N. Dorfman, CPA/PFS®
Jerrold “Jerry” Dorfman has over 30 years of experience as a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). Prior to his role at Apella, Mr. Dorfman was a Principal of Convergence Wealth Advisors LLC in Providence, RI, formerly LGC&D Wealth Management. He was associated with LGC&D and its predecessor beginning in 1974, serving as tax principal there from 1985 until 2014. He has also served as adjunct professor of Partnership Taxation in the Bentley University Graduate Tax Program.
Mr. Dorfman is a member of the American Institute of Certified Public Accountants and Personal Financial Planning Section, the Rhode Island Society of Certified Public Accountants and the Rhode Island Foundation’s investment committee. He is also the Treasurer for the Institute for the Study and Practice of Nonviolence. Mr. Dorfman holds a B.S. in Business Administration from the University of Rhode Island and a M.S. in Taxation from Bentley University. In his spare time, he enjoys swimming and playing classical guitar. Mr. Dorfman currently resides in Providence, RI with his wife, Amy.
James P. Scanlan, CFP®
Director of Business Development & Supervision
Senior Financial Advisor
With over 30 years of experience in the financial services industry, James P. Scanlan brings a wealth of knowledge and experience to Apella Capital, LLC. In his current capacity, Mr. Scanlan directs nationwide business development efforts and provides managerial oversight across offices. Prior to joining Apella, he was the Director and Planning Officer at Weston Financial Group, Inc., a large RIA headquartered in Wellesley, MA. Mr. Scanlan specializes in retirement plan management and asset management, as well as estate planning for business owners, high net worth individuals and successful professionals.
Mr. Scanlan was formerly involved with a number of civic organizations, including the Providence Athenaeum Investment Committee. He also served as a board member of the Providence Rotary Charities Foundation and on the Wannamoisett Country Club Board of Governors. He holds a B.A. in Finance from Stonehill College in Easton, MA, where he previously served as a member of the Alumni Council.
Kristin E. Dexter
Client Relationship Specialist
Kristin “Kris” Dexter is a Client Relationship Specialist at Apella Capital’s Providence, RI office. Previously, Ms. Dexter performed her same role at Convergence Wealth Advisors LLC in Providence, RI, formerly LGC&D Wealth Management. She also has more than 20 years of development experience in the not-for-profit sector.
Ms. Dexter holds a B.A. in Psychology from Eastern University. She currently resides in Cranston, RI and has a daughter who lives in Vermont. In her spare time, she enjoys gardening, traveling and writing.
Connor S. Maniatty*
Connor Maniatty joined Symmetry Partners, Apella Capital’s sister firm in 2014. In his role as Senior Associate, Connor provides financial planning and technology support to the firm’s financial advisors. He also provides cross-departmental support for company growth initiatives.
Mr. Maniatty received his B.S. in Finance from the Dolan School of Business at Fairfield University. He currently resides in Avon, CT.
In his role as Paraplanner, Leland Bergen partners with Apella Capital’s financial advisors to prepare financial analyses and comprehensive financial plans. He also provides client service and client relationship management support.
Mr. Bergen holds a B.A. in Economics and History from Fairfield University. He currently resides in Bloomfield, CT.
Client Relationship Specialist
Mr. Longo provides administrative, operational and systems support to Apella Capital’s growing network of financial advisors. In his previous role as Marketing Specialist for Symmetry Partners, LLC, Apella Capital’s sister company, Mr. Longo focused on digital communications, web administration and CRM implementation.
He holds a B.A. in Communications from the University of Connecticut and currently resides in Glastonbury, CT.
* Support staff located in Glastonbury, CT
Please be advised that Apella Capital, LLC does not provide tax or legal advice and nothing stated or implied here in this material should be inferred as providing such advice.