John Crisafulli

CPA & Trust Administrator

Tel. 617-748-5109

John is the firm’s Trust Administrator and a member of the tax group. As Trust Administrator, John oversees the financial management of all firm trust and custody accounts. John ensures all client, trustee, and investment advisor directed receipt, disbursement, and security transaction needs are executed correctly and timely. John is also responsible for the preparation of internal and external financial reporting for firm clients.


As a member of the tax group, John helps our clients with tax planning, consultation, and preparation services.


Northeastern University  |  Boston, MA

Master of Science in Taxation

Boston College  |  Chestnut Hill, MA

Master of Science in Finance


University of North Carolina  |  Chapel Hill, NC

Master of Business Administration


College of the Holy Cross  |  Worcester, MA

Bachelor of Arts



Member, Massachusetts Society of CPAs

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75 Federal Street  |  Boston, Massachusetts 02110

Tel. 617-748-5100

Fax 617-748-5115

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