Since 2017, Shawn O’Sullivan has been working with Apella Capital’s clients to help them achieve their long-term goals. In his role as Financial Advisor, Mr. O’Sullivan utilizes his experience, as well as Apella’s deep bench of resources to bring a high level of service and expertise to our clients.  Additionally, Mr. O’Sullivan oversees Apella’s Portfolio Analyst Team and is a member of the firm’s investment committee.

Prior to becoming a Financial Advisor, Mr. O’Sullivan held roles in client service, portfolio management and operations leadership.

Mr. O’Sullivan graduated from the University of Connecticut with a major in Economics and currently resides in Cheshire, CT.

Matt joined Apella Capital in October of 2019 as a Portfolio Analyst and Paraplanner. Prior to Apella, he worked at Northwestern Mutual as a financial advisor specializing in life and disability insurance from 2017-2019. As Portfolio Analyst at Apella Capital, Matt works with Apella’s team of financial advisors and investment managers to implement portfolios which are designed to be tax efficient, diversified asset allocation strategies. In addition to his responsibilities as a Portfolio analyst, Matt is also a Paraplanner working with clients and the advisors to create and implement comprehensive financial plans. 

Lisa Lettieri joined Apella Capital in 2020 as Senior Paraplanner with over 30 years’ experience in financial industry. She holds the Certified Financial Planner™ designation and focuses on all aspects of our clients’ plans, including tax, retirement, estate and college planning. Prior to joining Apella Capital, Lisa was with Northwestern Mutual Company and before that Merrill Lynch Wealth Management as a Registered Financial Advisor. Lisa holds a B.S. in Business (Marketing) from Manhattan College and an MBA from Fordham University. She spends much of her free time delivering food and clothes for the needy, and is a member of Building Equitable Opportunity. Grants Committee of CT Community Foundation in Waterbury, CT. 

Jennifer Biamonte provides client relationship support to Apella Capital's team of financial advisors. She has more than 15 years of experience in financial services and has worked with individual investors, small businesses and endowment plans. Prior to joining Apella, Ms. Biamonte was employed by the Chief Investment Officer at the University of Connecticut Foundation to assist with investment committees and hedge fund manager due diligence. She was awarded the Excellence in Fundraising Award for her work with the University of Connecticut's Newtown, CT scholarship fund. Ms. Biamonte lives in Storrs, CT with her three children.

Stephanie Gamache provides client relationship support to Apella Capital’s teams of financial advisors.  In addition to providing world class customer service, she also assists in different projects to enhance the firms technological capabilities.  Prior to joining Apella in 2019, Ms. Gamache was employed by Beaulieu Financial Services as an administrative assistant. She has more than 20 years of experience in both banking and financial services.