Davinci Capital Management, Inc.

Richard Etling is a financial advisor at Davinci Capital Management, Inc. with 25 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at L.M. Kohn & Company for 23 years. Outside of advising, he is the sole owner of Qualified Pension Services, Inc., a third-party administration business serving small business qualified plans since 1988. Davinci Capital Management provides advisory services to individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and generally operates in a non-discretionary capacity, incorporating third-party money managers and customized client strategies.

Thomas Boyle is a financial advisor with Davinci Capital Management, Inc. in Cambridge, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Davinci and Comprehensive Insurance Providers, Inc. since 2013 and at CIP Capital Management LLC since 2024. Outside of advisory roles, he is involved in a fixed insurance business. Davinci Capital Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plan sponsors, offering asset management, financial planning, and retirement consulting. The firm employs a range of analytical approaches and generally operates in a non-discretionary capacity, incorporating third-party money managers and negotiated custodial arrangements in portfolio management.

Jason Pisciotta is a financial advisor at Davinci Capital Management, Inc. with 33 years of experience in the industry. He holds Series 63 and Series 65 licenses and has worked at Davinci Capital Management since 2012 and The CIP Group, Inc. since 2016. He is also a founding member of Financial Partners in Sudbury, MA, where he provides investment advice and insurance sales. Davinci Capital Management provides advisory services to individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering asset management, financial planning, and retirement plan consulting. The firm employs various analytical approaches and generally operates in a non-discretionary capacity, often utilizing third-party money managers.