Broker Check

Biography

David Brunelle

Managing Director

(508) 799-2196

(508) 799-7896

[email protected]

Mr. David Brunelle is a seasoned financial professional with more than 14 years experience serving high-net worth individuals, foundations, universities, professional athletes, business owners and executives.

As the co-founder and managing director for North Pointe Wealth Management, Mr. Brunelle helps clients manage their assets using stocks, bonds, mutual funds and trust management.

Prior to founding North Pointe Wealth Management, Mr. Brunelle worked for Paine Webber, Raymond James and First Union Securities.

Mr. Brunelle, who received his Bachelor of Arts degree from Colgate University, lives in Paxton, MA with wife, Jodi and two boys, Jay and Matthew.

David is licensed to do business in: California, Connecticut, Florida, Illinois, Massachusetts, Michigan, New Jersey, New York, Ohio, Oregon, Rhode Island and Virginia.

Mark Quercio

Managing Director

(508) 799-2196

(508) 799-7896

[email protected]

Mr. Mark Quercio has been an Investment Professional for 20 years, with his practice focused on asset management for trusts, high net worth individuals and business owners. He incorporates a team approach, by utilizing both legal and accounting professionals to develop the most comprehensive investment plans for his clients.

Prior to founding North Pointe Wealth Management, Mr. Quercio was the Equity Services Coordinator for Metropolitan Life. He later worked for Paine Webber, Raymond James and left his position as Vice President of Investments at First Union Securities to found North Pointe.

Mr. Quercio lives with his wife Lisa and three children, Emma, Elizabeth and Andrew, in Douglas Massachusetts.

Mark is licensed to do business in Alaska, Arizona, California, Colorado, Connecticut, Florida, Maine, Massachusetts, Michigan, , New Hampshire, North Carolina, Ohio, Texas, Vermont and Virginia.

Keith Reardon, CRPC®

Financial Advisor

(508) 799-2196

(508) 799-7896

[email protected]

Mr. Keith Reardon works as a holistic financial planner. His practice is focused on working with high net worth individuals, corporation, and trusts. He uses a unique approach to financial planning encompassing asset management, protection planning, estate planning, and specific goal planning to develop a sound financial analysis and recommendations.

Prior to joining North Pointe Wealth Management, Mr. Reardon was a financial advisor with Ameriprise Financial. During his time with Ameriprise Financial he successfully attained his Chartered Retirement Planning Counselor designation through the College for Financial Planning. Furthermore, he was an advisor coach training other financial professionals.

Mr. Reardon is a member of the Holy Cross Varsity Club and is involved with a number of other charitable organizations in the Worcester area.

Mr. Reardon, who received his Bachelor of Arts degree from The College of the Holy Cross, lives in Worcester, MA.

Keith is licensed to do business in Colorado, Florida, New York, Massachusetts, and Rhode Island.

Brian Pelczarski, CRPC®

Financial Advisor

(508) 799-2196

(508) 799-7896

[email protected]

Mr. Brian Pelczarski works as a comprehensive financial advisor. His practice is focused on working with high net worth individuals, businesses and their qualified plans, and trusts to develop a well balanced financial plans to help attain their specific goals and concerns as quickly as possible.

Prior to joining North Pointe Wealth Management, Mr. Pelczarski was a financial advisor with Ameriprise Financial. During his time with Ameriprise Financial he successfully attained his Chartered Retirement Planning Counselor designation through the College for Financial Planning. Furthermore, he was an advisor coach training other financial professionals.

Mr. Pelczarski, who received his Bachelor of Science degree from Worcester State College, lives in Leicester, MA with his wife Kim.

Brian is licensed to do business in New Hampshire and Massachusetts.

Henry A. Greenberg

Financial Consultant

(508) 799-2196

(508) 799-7896

[email protected]

Henry A. Greenberg is an investment professional and experienced Financial Advisor serving clients worldwide since 1985.

Mr. Greenberg graduated from Franklin Pierce College with a Bachelor of Arts Degree and continued on to Bentley College to further his business education. In 1985, he began his career at Paine Webber, Inc. Nearly ten years later he joined the firm of AG Edwards & Sons, Inc. as Vice President of Investments and remained with that firm prior to joining North Pointe Wealth Management.

Mr. Greenberg raised his family in Worcester, MA and has two children, Max and Samantha.

Henry is licensed to do business in Arizona, California, Connecticut, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina and , South Carolina, and Vermont.

Kathryn M. Cataldo

Financial Consultant

(508) 799-2196

(508) 799-7896

[email protected]

Kathryn Cataldo works as a Financial Advisor to small businesses, non-profit organizations and high net-worth clients developing strategic investment portfolios, serving as a member of a client’s team consisting of legal and accounting professionals to ensure a comprehensive approach to the client’s needs.

Prior to joining North Pointe Wealth Management, Ms. Cataldo worked for A.G. Edwards as an Investment Advisor. Before that, she was a partner and served as the CFO of a small technology company for 15 years.

Ms. Cataldo is a graduate of Northeastern University, and resides in Bolton, MA with her two sons.

Kathryn is licensed to do business in Massachusetts, New Hampshire, Connecticut, and Florida.

H. Louis Rocheleau III

(508) 799-2196

(508) 799-7896

For over 20 years, Louis has been helping individuals and their families maximize their personal and financial wealth. He is a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter (CLU) and a Registered Employee Benefits Consultant (REBC).

Louis represents a third generation within the insurance industry and respects the principles of hard work, honesty, loyalty, and dedication. He builds a relationship with each client to gain a better understanding of what is important to them, their goals and values. This foundation serves as a guide in aligning money decisions with what is important in clients’ lives, and in making sound financial decisions for their future.

Prior to joining North Pointe Wealth Management, Louis spent fifteen years as a Senior Advisor with AspenCross Financial Group, member of The John Hancock Financial Network before founding his own firm, Whitetail Wealth Management in 2009. Louis is a member of the National Association of Insurance and Financial Advisors, the Million Dollar Round Table, as well as a current member and past President of the Society of Financial Service Professionals.

Louis is a role model for his clients and colleagues with his commitment to both his family and his progressively evolving career as a financial consultant. Besides his business schedule, he is an active outdoorsman and sports enthusiast. He enjoys spending time with his wife, Cheryl and their two children Danielle and Curtis.

Investment products and services and fee-based advisory services are only available to residents of: Arizona, Connecticut, Florida, Massachusetts, and New Hampshire