H. Calvin Place Jr. CFA

H. Calvin Place Jr. CFA

President

Calvin works closely with DFM clients on the development and execution of wealth management strategies. Taking into consideration the clients’ various objectives, Calvin delivers customized investment and financial planning solutions. His additional responsibilities at the firm include setting overall investment policy, conducting investment research, and overseeing portfolio risk management.

Calvin’s investment management experience includes 9 years at Putnam Investments where he held portfolio management and analyst responsibilities as part of the Global Core Equity team. Calvin attended Bucknell University where he earned a B.S. in Economics, and went on to earn an MBA from Boston University in 2000. He also holds the Chartered Financial Analyst® designation.

Calvin is a member of the CFA Institute, the Boston Security Analyst Society, the South Shore Chamber of Commerce, and the Boston Estate Planning Council. He and his wife, Tara, live in Needham, Massachusetts with their three sons. They enjoy taking an active role in their community, coaching youth sports, and playing golf.

Mark J. Everett

Mark J. Everett

Managing Director, Financial Advisor

Bringing over 15 years of wealth management experience to DFM, Mark works with new and existing clients in the areas of financial planning, investment research, and relationship management.  Mark collaborates with both the clients and their professional advisors to fully identify client objectives, and implements the agreed upon strategy to advance clients towards their goals.

Mark began his career with Fidelity Investments, where he worked 14 years helping families and individuals with their wealth management and financial planning needs. Mark spent the last three years with a registered investment advisory firm on the South Shore, where he delivered customized wealth and financial planning solutions for clients.  Mark is a member of the South Shore, Metro South, and Norwell Chambers of Commerce.

Mark grew up in Dedham, Massachusetts and received his B.A. in General Management from Boston College.   He currently resides in Hingham with his wife, Jessica, and their daughter.  In his free time, Mark enjoys playing golf, fishing, and cooking.

William N. McKenna

William N. McKenna

Senior Consultant

Bill has been providing financial and investment advice to clients since 1982. He founded DFM, Inc. in 1986 to offer successful individuals and their families sophisticated financial planning and investment advisory services. Bill has a broad background including senior executive positions in corporate America, real estate brokerage, insurance, and extensive investment and financial market experience.

Bill continues to be involved in important aspects of the firm, including economic and investment research. He also contributes to the periodic economic and investment forecast letter for clients and friends of the firm.

Raised in Boston, Bill graduated from Milton Academy, earned a B.A. from Bucknell University and is a U.S. Air Force veteran. He and his wife, Lorrie, divide their time between Duxbury, Massachusetts and Stuart, Florida.

Sharon Wall

Sharon Wall

Finance and Operations

With over 25 years of experience in office management and administration, Sharon manages the daily operations of the company, which includes the portfolio management system and client reporting management. Sharon was raised in Norwell, MA and received her Associates Degree from Lasell College. She currently lives in Rockland, MA with her husband and son.

Carole Walsh

Carole Walsh

Client Service

Carole is responsible for servicing client relationships and assisting with the firm’s operations. Her background includes 12 years experience as executive assistant to the president of a national company, with over 20 years in accounting, management, and office administration. Carole was raised in Boston, and attended the University of Massachusetts and Wesleyan University. She lives in Weymouth, MA.