Team

Matthew D. Maclean, J.D.

Co-Founder and Managing Principal

Matt serves as a lead advisor to successful and sophisticated families and individuals throughout the United States. In that role, he counsels clients across the full spectrum of wealth management, planning and structuring issues including overall investment and asset allocation decisions, estate plan design and monitoring, transfer tax planning, balance sheet management, charitable planning and family education.

Where appropriate and desired, Matt also serves in various fiduciary capacities for clients including as a professional trustee and executor.

Prior to co-founding Rossmore, Matt was a Managing Director at U.S. Trust where he spent more than 10 years leading a team of wealth management professionals who provided investment management, fiduciary and wealth planning services to a national client base. Matt is an attorney and practiced law as an estate planner in Massachusetts and Connecticut prior to joining U.S. Trust. He earned a B.A. in Political Science (cum laude and Phi Beta Kappa) from the University of Vermont and a J.D. (with honors) from the University of Connecticut School of Law. Matt resides in Glastonbury, CT with his wife and two children where he enjoys attending his children’s many activities and family travel.

Brian J. Sheehan, J.D. and CFP®

Co-Founder, Managing Principal and Chief Compliance Officer

bsheehan@rossmore.com | 860.200.6090

Brian advises families and individuals on a broad spectrum of wealth planning matters, including asset allocation and investment management decisions, the formation and management of trusts, the structuring of multi-generational wealth transfer plans, the creation of charitable legacies, and the use of credit. Brian also serves in various fiduciary capacities, including as a professional trustee and executor, on behalf of clients for whom an independent personal fiduciary is desired and appropriate.

Prior to co-founding Rossmore, Brian was a Senior Vice President at U.S. Trust where he advised private clients for more than a decade on their trust, portfolio management and banking needs. Earlier in his career, Brian practiced law as a tax and estate planning attorney at Withers Bergman (in New Haven, Connecticut) and also worked as an associate at PricewaterhouseCoopers (in Hartford, Connecticut and Boston, Massachusetts).

Brian graduated from Boston College, cum laude, with a B.S. in Business Administration (concentrating in finance and information systems) and earned his law degree from the University of Connecticut School of Law. In the community, Brian serves as Chair of the Board of Directors of the Malta House of Care in Hartford, CT and he is also a Knight in the Order of Malta. Brian resides in Glastonbury, CT with his wife and two sons. In his free time, Brian enjoys coaching youth sports and playing the piano.

Alex A. Gomez, CFA® and CFP®

Co-Founder, Managing Principal and Chief Investment Officer

agomez@rossmore.com | 860.200.6085

Alex manages investment portfolios and crafts customized investment solutions for individuals, families and their related entities (including trusts, limited liability companies, retirement accounts and charitable vehicles). He has over 30 years of experience in the field of financial services and spent a majority of that time in wealth management as a portfolio manager and analyst.

Prior to co-founding Rossmore, Alex spent over a decade at U.S. Trust where he was a Senior Portfolio Manager and Senior Vice President managing $1 billion in assets for individuals, families and charitable organizations.

Alex earned a B.S. in Finance from Florida State University and an MBA from the University of South Florida. He holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations. Alex resides in Avon, CT and has 3 children. In his free time, he enjoys spending time with his family and volunteering at local charities such as Habitat for Humanity and Loaves and Fishes.

Andrew Baldassarre, CFA®

Principal and Chief Market Strategist

abaldassarre@rossmore.com | 860.200.6084

Andrew joined Rossmore in 2020 as a principal and Chief Market Strategist for the firm. As he has done for most of his career, Andrew serves as an advisor to individuals and families. Andrew has over 30 years of experience in financial services, having worked at UBS from 2008 to 2020 and at US Trust from 1999 to 2008. Earlier in his career, Andrew was a member of the equity management teams at Keystone Investments and Frontier Capital Management.

Andrew holds the Chartered Financial Analyst® certification. He earned a B.A. in economics from Saint Anselm College and an M.S. in finance from Boston College. Andrew resides in Bloomfield, CT and has three children. He is the Immediate Past Chair of the Board at the Village for Families and Children and a member of the Estate and Business Planning Council of Hartford. Outside the office, Andrew enjoys playing golf and participating in vintage car events.

Katy Mooney

Principal and Head of Operations

kmooney@rossmore.com | 860.200.6072

Katy manages the resources, services and technology that form the critical core of Rossmore’s operational capabilities. From account structuring and reporting to client communications and data security, Katy leads the firm in its commitment to deliver the very best client experience day by day.

Katy joined Rossmore in 2017. She earned a B.A. from Dartmouth College. Outside of the office, Katy enjoys running, cooking and spending time with her daughters and husband.

Laurence W. Ayers, CFA®

Managing Director

layers@rossmore.com | 860.426.6701

Larry joined Rossmore in 2022 as a Managing Director and advises high net worth clients in all aspects relating to their financial objectives. Larry has over four decades of experience in the investment management business and has worked over that time with individuals, trustees, family foundations, endowment funds, and corporate pension plans. Before coming to Rossmore, Larry was a Senior Portfolio Manager at Bank of America Private Bank in New Haven, CT, where he managed customized portfolios for private clients and their related entities. Earlier in his career, he spent several years as an institutional and retail stockbroker for the firm Kidder, Peabody in Hartford, CT. Larry earned his B.A. from the University of Hartford and he also holds the Chartered Financial Analyst® designation.

Outside of work, Larry devoted many years to coaching youth baseball and basketball, including numerous travel and regional AAU teams. Larry and his wife live in Old Saybrook, CT, where they raised their three children. In his spare time, he enjoys reading, playing golf and spending time with his family.

Nancy Jacy

Senior Research and Portfolio Analyst

njacy@rossmore.com | 860.200.6075

In her role, Nancy researches, tracks and produces key data and analytics to facilitate the management of Rossmore client portfolios. She monitors portfolio objectives, executes trades and produces client reports that often include information pertaining to private investments. In addition, Nancy works regularly with key third-parties, assuring smooth communications among, e.g., trustees, custodians, fund managers, clients and our firm.

Internally, Nancy is a power user vis-à-vis critical software applications, and she also serves as lead facilitator for our Investment Committee. Finally, Nancy provides key support to the firm’s regulatory compliance function.

Nancy joined Rossmore in 2020, having worked for many years in financial services at Aetna, The Hartford Investment Management Company, and BlackRock. She earned a B.A. in mathematics from Bates College and an M.B.A. with a concentration in finance from The University of Connecticut. Outside of the office, Nancy enjoys playing tennis and traveling.

Joel Bailey

Client Relationship Associate

jbailey@rossmore.com | 860.200.6074

Joel supports Rossmore’s clients by handling essential administrative and operational matters. This includes interacting directly with clients to facilitate transactions, coordinating with their tax and legal advisors, and monitoring details that are important to the execution of their plans.

Joel joined Rossmore in 2021, having worked for many years in the alternative investments industry with a focus on the hedge fund of funds space. He earned a BSBA with a concentration in accounting from Bryant University. Outside the office, Joel enjoys playing golf and spending time with family and friends.

Aida Alihodzic

Client Relationship Associate

aalihodzic@rossmore.com | 860.200.6077

Aida supports Rossmore’s clients by handling essential administrative and operational matters. This includes interacting directly with clients to facilitate transactions, coordinating with their tax and legal advisors, and monitoring details that are important to the execution of their plans.

Aida joined Rossmore in 2021. She graduated from the University of Louisville with a bachelor’s degree in Political Science. Aida and her husband reside in Wethersfield, CT with their two children. In her free time, she enjoys spending time with family and friends, traveling and reading.