Broker Check

Our Advisors

David A. Izzi

Partner

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David A Izzi joined Brown Lisle Cummings as an equities trader in December 1990. A graduate of Providence College (Class of 1989) with a Bachelor of Arts degree in Economics, David became a partner in 1997 and has served as the firm's...

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Scott S. Lisle

Partner

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Scott began his investment career in Seattle. In 1995 he joined Murphy Favre, the investment division of Washington Mutual. In 1999 he joined D.A. Davidson as a senior vice president and financial advisor.After a successful client...

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John A. Marginson

Partner

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John has been with Brown Lisle Cummings for over 30 years having joined the firm not long after graduating from the University of Rhode Island where he received a Bachelor of Science Degree from the College of Business with a...

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Joseph H. McGinn, Jr., CFP®

Partner, Certified Financial Planner

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Joseph Hugh McGinn, Jr., CFP and Partner, has been with the firm since 1996. A graduate of LaSalle Academy and Williams College, he received his Certificate of Financial Planning (CFP) from Boston University. After graduation, Joe...

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Louis G. Murphy, Jr.

Partner

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Louis G. Murphy, Jr., partner, has been with the firm since 1982. Louis is a 1981 graduate from the University of Rhode Island with a Bachelor of Science degree. He has been awarded the Five Star Wealth Manager, as seen in RI Monthly,...

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Jonathan R. Knowles

Partner Emeritus

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Jonathan graduated from Deerfield Academy in 1956 and graduated from Colby College in 1960 with a BA degree. He was commissioned in the Navy and was active for 3 years. He remained in the Naval Reserve for a total of 22 years and...

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Peter G. Lisle

Partner Emeritus

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Peter G. Lisle began his career as an investment advisor after receiving his B.A. from Williams College in 1960. After two years with National Shawmut Bank in Boston as a credit analyst and loan-officer trainee, he attended Wharton...

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Mark H. Chafee

Financial Advisor

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Mark H. Chafee, financial advisor, joined the firm in 2009. He is a 1985 graduate of Middlebury College and has a MBA from Babson College. His career includes stints in banking, management consulting and financial management in several...

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Clifford B. Tracy, Jr., RICP®

Financial Advisor, Retirement Income Certified Planner

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With over 30 years of experience in Capital Markets, Tip brings a unique perspective to the financial planning process. His specialties include asset and risk management strategies as well as financial advisory services for retirement...

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*Click here for additional information on Five Star Wealth Manager Disclosure.