Our Team
David A. Izzi
Partner
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...
Scott S. Lisle
Partner
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...
John A. Marginson
Partner
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...
Joseph H. McGinn, Jr., CFP®
Partner, Certified Financial Planner
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...
Louis G. Murphy, Jr.
Partner
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,...
Clifford B. Tracy, Jr., RICP®
Partner, Financial Advisor, Retirement Income Certified Planner
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...
Jonathan R. Knowles
Partner Emeritus
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...
Mark H. Chafee
Financial Advisor
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...
Peter G. Lisle
- Retired -
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...
Maria Plante
Compliance Officer
Maria joined the Compliance Department of Brown Lisle Cummings in 2004 and has over 30 years of experience in the financial services industry. Currently in her role as a compliance officer, Maria, who works directly with the...
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