William T. Novelline, Jr. CFA

William T. Novelline graduated from Boston College with a B.A. degree in economics in 1962. After attending the University of Chicago Business School he began his career in finance with Loomis Sayles, a leading Boston based investment counseling firm. In 1973 he joined David L. Babson & Co. of Boston, where he served as a Senior Investment Analyst.

Mr. Novelline founded Abbot Financial Management in 1983, with the primary focus of providing investment counseling to individuals and smaller entities. Client service and communication are paramount in Mr. Novelline's business philosophy.

Mr. Novelline believes in remaining informed about the latest trends in the field of investment management. He was awarded the Chartered Financial Analyst(CFA) designation, is a member of the Boston Security Analysts Society and the CFA Institute(CFAI). He is a founder, director and past president of the Bank Analysts Society of Boston. He also serves on the Merrimack College Finance Committee.

Andrew J. Novelline, CFA

Andrew J. Novelline joined Abbot Financial Management in September, 1999, as an investment advisor. Prior to that, he spent 2 years working for Thomas Real Estate Advisors, Inc. as a financial analyst and project manager. He worked extensively on projects for the Pacific Stock Exchange, Electronic Arts, Inc., and Stanford University. He also worked at First Call Corp. in Boston as a research analyst.

Mr. Novelline is actively involved in the day to day management of client portfolios and assists in the firm's research efforts. He is also responsible for the internal operations and is the Chief Compliance Officer for the firm.

Mr. Novelline is NASD series 65 & series 7 registered, and is a graduate of Boston College's Carroll School of Management. He has also been awarded his Chartered Financial Analyst(CFA) designation, and is a member of the Boston Security Analysts Society and the CFA Institute(CFAI). He also serves on the Board of Lawrence Rotary and is treasurer of the Board of Fidelity House Human Services, a nonprofit agency that provides services to individuals with disabilities and their families.

Robert A. McLemore

Robert McLemore is responsible for the day to day management of client portfolios. He conducts periodic reviews of accounts with clients and updates their investment objectives in one-on-one meetings, and assists in the firms research efforts.

Mr. McLemore has 16 years of experience in the investment business. Before joining Abbot Financial Management in May, 2000, he was a Financial Consultant with Salomon Smith Barney for 13 years. While there, he worked with high net worth clients and business owners, and has experience in the equities and fixed income markets. Prior to that, he was an Account Executive with Merrill Lynch & Co. for 3 years.

Before entering the investment business, Mr. McLemore was President of International Energy Engineering, Inc., a firm that provided consulting services to the electric power generation industry, as well as various other commercial and industrial clients. He is a graduate of Wentworth Institute and is a Registered Professional Engineer.