Meet Our Team
Meet the advisers and professionals who work with your board, committee, and staff to help manage your organization’s investment program.
Nonprofit & Association Investment Advisory Team
We are focused on serving nonprofit and association clients with investment management, policy development, and fiduciary education. Each client relationship is supported by a lead adviser, a supporting adviser, and a client service manager, providing continuity and depth as your investment program evolves over time.
Professional Credentials
Our team members hold a range of professional designations and certifications across investment management, financial planning, fiduciary standards, and performance measurement. Below is an overview of the credentials represented on our team and what each requires or represents. Please visit individual team member bios to see which designations each person holds.
Chartered Financial Analyst® Certificant
The CFA® charter is awarded by CFA Institute to individuals who pass three exams covering investment analysis, portfolio management, and ethical standards, and who have four years of qualifying work experience. CFA® charterholders are bound by a code of ethics and standards of professional conduct.
CERTIFIED FINANCIAL PLANNER® Certificant
The CFP® certification is awarded by CFP Board to individuals who complete a comprehensive education program, pass a certification exam, meet experience requirements, and adhere to ethical standards. CFP® professionals are trained to provide integrated financial planning across investments, taxes, retirement, and estate planning.
Certified Investment Management Analyst® Certificant
The CIMA® certification is awarded by Investments & Wealth Institute® to professionals who complete an executive education program at an approved institution, pass a certification exam, and meet experience requirements. CIMA® professionals are trained in asset allocation, due diligence, risk management, and investment policy development for institutional and high-net-worth clients.
Accredited Investment Fiduciary® Certificant
The AIF® designation is awarded by Fi360, Inc. to individuals who demonstrate knowledge of fiduciary responsibility and investment management best practices. AIF® designees are trained to implement and maintain fiduciary investment processes, and must complete ongoing continuing education.
Certificate in Investment Performance Measurement
The CIPM® credential is awarded by CFA Institute to individuals who pass two exams covering performance measurement methodologies, attribution analysis, and Global Investment Performance Standards (GIPS®)
Sustainable Investing Certificate
This certificate, offered by CFA Institute, covers the integration of environmental, social, and governance (ESG) factors into investment decision making processes.
Our Professionals
Learn more about each individual’s experience, credentials, and role within the Raffa team by clicking the “View Bio” link under their name.
Dennis P. Gogarty, CFP®, AIF®
President, Principal & Co-Founder
Joe Guest, CIMA®
Senior Portfolio Manager
Juliana Salamone, CFP®
Senior Portfolio Manager
Lauren Kidwell
Senior Marketing Manager
Mark P. Murphy, CFA
Chief Investment Officer
Matt O’lone, CIMA®
Portfolio Manager
Michelle Heery
Associate Portfolio Manager
Ryan Frydenlund, CIMA®, CIPM
Director of Operations & Strategic Adviser
Samantha Pnazek
Client Service Manager
Disclosures:
Raffa is an investment adviser firm registered with the U.S. Securities and Exchange Commission (SEC). Committed to providing comprehensive investment management services customized to reflect each client’s unique goals and investment preferences, we prioritize our clients’ best interests by acting as fiduciaries, offering transparent advice and personalized strategies for long-term financial wellness. For more information on our firm, please view our Form ADV Part 2 which can be found on the disclosures page of our website. The Form ADV Part 2 is the disclosure document that outlines material arrangements and business practices as well as how Raffa addresses conflicts of interest. Information pertaining to Raffa’s advisory operations, services, and fees is set forth in Raffa’s Form ADV Part 2. In addition to supporting nonprofit clients, Raffa also provides advisory services to qualified retirement plans and individual investors.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CIPM® is a registered trademark owned by CFA Institute.
GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CIMA® and Certified Investment Management Analyst® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute®.
AIF® is a registered trademark of Fi360, Inc.