parallax background

  • H. Calvin Place Jr. CFA


  • Mark J. Everett


  • Sharon Wall


  • Jennifer Porter


H. Calvin Place Jr. CFA


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 has over 30 years of investment experience, including 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 and the Boston Security Analyst Society. 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


Bringing 20 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 spent 14 years helping families and individuals with their wealth management and financial planning needs.  Following his work within Fidelity’s Private Client Group, Mark spent 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 Norwell Chamber of Commerce and the Boston Estate Planning Council.

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. They enjoy taking an active role in their community, including volunteer work with local charities and involvement in the Hingham Public School System. In his free time, Mark enjoys playing golf, fishing, and cooking.

Sharon Wall


Sharon manages the daily operations of the company, which includes the portfolio management system, client billing, client reporting, general accounting and reporting.  Sharon also plays an integral role assisting DFM’s Chief Compliance Officer in all aspects of the compliance program.  Having joined DFM in 2001, Sharon values the multi-decade relationships she has with the firm’s clients, while also contributing to positive long-term change and growth at the company.

Sharon has over 40 years of experience in corporate management and administration, and received her Associates Degree in Administrative Assistance from Lasell College.  Sharon grew up in Norwell and lives in Rockland with her husband.

Jennifer Porter


Jennifer is the first point of contact for the firm’s clients and plays a key role in running the daily operations of the company. Joining DFM in 2021, she manages many aspects of the portfolio management systems while playing an integral role in the preparation and distribution of client communications and investment reporting.

Her background includes 14 years’ experience as an Executive Assistant and various client service roles, primarily with Cowen & Company and Bank of America. Jennifer grew up in Sudbury and earned a B.A. in Management from Hartwick College. She lives in Hanover, MA with her husband and four sons and is an active member of the community while enjoying family activities.


  • John Morgan, MBA, CFP, CRPC


  • Tara Place, MBA


John Morgan, MBA, CFP, CRPC


John has more than 25 years of experience in the financial services industry.  Today he is a partner and portfolio manager at Morgan Capital Family Office, LLC where he runs balanced equity portfolios and invests in multiple start-up companies. He is also a guest lecturer on global investing at The Johnson Business School at Cornell University and an adjunct professor teaching Capital Markets to Masters in Finance students at Babson College.

John began his career at Putnam Investments in institutional sales and marketing where he worked for seven years and became a Vice President before he left for business school at Cornell University. After he graduated, he returned to Putnam and became a global equity analyst covering the industrials, energy and materials sectors and spent over 10 years working on U.S. and international investment teams, eventually becoming the lead portfolio manager for the Putnam Global Resources fund. In 2012, John was hired by Epoch Investment Partners as a co-portfolio manager and senior equity analyst covering the industrials, consumer, healthcare and technology sectors for the International and Global Small Cap Funds. He became the lead portfolio manager and the Chief Investment Officer in 2017. In 2020, John joined Corbin Advisors a corporate strategy and investor relations firm as Senior Vice President and head of Corbin’s Advisory Business, overseeing all retainer clients and managing a team of corporate strategy and investor relations specialists.

John holds a BA from Denison University, an MBA from the Johnson School at Cornell University and is a CERTIFIED FINANCIAL PLANNER and CHARTERED RETIREMENT PLANNING COUNSELOR.

Tara Place, MBA


Tara joined Catamaran as Vice President, Human Resources and Organizational Effectiveness in November 2021. She brings more than 20 years of experience in all aspects of human resources, implementing organizational strategies to drive business results and support high-growth companies. Tara has broad experience and proven expertise in building cultures that attract, retain and develop world class talent. Prior to joining Catamaran, Tara led human resources at Chiasma, Inc., where she oversaw all organizational development and HR initiatives, including talent acquisition, leadership development, and employee retention strategies, as the company transitioned to a commercial biotech organization. During her tenure with Vertex Pharmaceuticals and Biogen, Tara held leadership roles in many aspects of human resources, including talent acquisition, learning and development, employee engagement, and diversity and inclusion. Tara holds a BA in Psychology from Boston University and an MBA from Simmons Graduate School of Management.