The unique personalities and experiences of our associates come together in the service of a single guiding philosophy: teamwork!
Every account has one of the following Principals overseeing it:
Rosalie DiNapoli
Carrie A. Endries
James H. Lowell, 2nd
Susan W. Lowell
Mark R. MacCallum
Diana B. Malcom
Patrick B. McCoy
Linda F. Storin
At Lowell Blake, we believe that investing is more than simply models and quantitative analysis; it is part art, part science and a big dose of common sense. As such, we value individuals with diverse backgrounds that inform their ability to respond with creativity and insight to the complexities of the market. These qualities, united with over 200 years’ experience in investing, tax, and estate planning, have served our clients well.