Louis J. Beaulieu, ChFC, CTFA, AEP
Senior Vice President, Managing Director

Louis Beaulieu brings over 25 years of trust, investment management and financial planning experience to Enterprise Investment Advisors. He is located in our main office in Lowell and is responsible for overseeing Enterprise Investment Advisors.

Prior to joining Enterprise, Louis served as Senior Vice President/Manager of the Personal Trust Business division at Chittenden Bank in Burlington, Vermont for 24 years. He earned a Bachelor of Science degree in Economics from St. Michael's College, and graduated with highest honors from the Bank Administration Institute at the University of Wisconsin. Louis holds the Chartered Financial Consultant (ChFC), Certified Trust and Financial Advisor (CTFA), and Accredited Estate Planner (AEP) designations.

He is a member of the Trust Executive Committee of the Massachusetts Bankers Association and a member of the Merrimack Valley Estate Planning Council. He is Chairman of the Board of Directors of the Lowell Association for the Blind and is on the Board of Directors of the Academy of Notre Dame. He is also a member of the Golf Tournament Committee for Lowell General Hospital.

Joseph R. Lussier, CFA, CPA
Senior Vice President, Chief Investment Officer

Joe Lussier currently serves as the Bank's Chief Investment Officer. During his tenure at Enterprise, Joe's held various positions including Controller and Senior Vice President of Finance. More notably, he has been responsible for managing the Bank's $130 million investment portfolio since 2001 and has served as a consultant to our Enterprise Investment Advisors since 2003.

Prior to joining Enterprise in 1999, Joe was an Assurance Manager at KPMG, LLC, a big four international accounting firm. Joe earned a Bachelor of Science degree in Finance and Accounting (Summa Cum Laude) from Merrimack College in 1993. In addition, Joe is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst (CFA) Charter holder designation.

Joe is actively involved in the community, serving as a Treasurer and Board Member of the Dracut Scholarship Foundation and as the Fundraising Chair of the Lowell Transitional Living Center.

Susan M. Rossini, CFP^®
Vice President and Relationship Manager

Susan Rossini currently serves as Vice President, Relationship Manager with Enterprise Investment Advisors. She began her Enterprise career in 1989 and was appointed Assistant Treasurer before advancing into the Enterprise Investment Advisors. Prior to joining Enterprise, Susan worked and gained extensive banking experience at First Bank.

Susan earned a Bachelor of Science degree in Finance (Magna Cum Laude) from University of Massachusetts/Lowell in 1990 and a Master of Science degree in Accountancy (With Distinction) from Bentley College in 1995. In addition, Susan attended the National Trust School of Northwestern University and holds the Certified Financial Planner^™(CFP) designation.

Susan is active as Corporator and former Board member and Treasurer of the Greater Lowell Boys and Girls Club. She also a member of the Merrimack Valley Estate Planning Council.

Robert M. Lawlor, CTFA, CFP^®
Vice President, Manager of New Business

Robert Lawlor brings over 20 years of investment, financial and estate planning experience for individuals, families and non-profit organizations to Enterprise Investment Advisors in his role as Vice President, Manager of New Business.

Prior to joining Enterprise in 1998, Robert served as a Financial Consultant with Citibank. and expanded his valuable trust experience during his tenure at Bank of Boston's Private Bank.

Rob earned a Bachelor of Arts degree in Economics at Hobart College in 1988 and is a graduate of Boston University's National Graduate Trust School. He holds the Certified Financial Planner^™ (CFP) Program designation, the professional designation of Certified Trust and Financial Advisor (CTFA).

Rob was recently awarded Enterprise's highest reward for his community involvement and active role as a member of the Development Committee for Lowell General Hospital, as well as a Director for Girls Inc. He also holds a seat on the Executive Committee for the Merrimack Valley Estate Planning Council.

Patrick Connerty
Vice President and Relationship Manager

Patrick Connerty is Vice President, Relationship Manager for Enterprise Investment Advisors. He is experienced across a full spectrum of investment disciplines that include managing and monitoring major alternative asset strategies, and managing the assets of non-profit organizations in the educational, religious and health fields.

Prior to joining Enterprise, Patrick spent twelve years with Mellon Financial Corporation. He earned his Bachelor of Science degree in Finance at Bentley College in 1994 and a Master of Science degree in Finance in 1996. In addition, Patrick is working on the Chartered Financial Analyst (CFA) designation, having already passed the second of three levels of the exam.

Jeffrey L. McDonald
Vice President, Portfolio Manager

Jeffery McDonald is a Vice President and Portfolio Manager at Enterprise Investment Advisors.  He is a member of our team of portfolio managers responsible for managing our Large-Cap Equity Core process as well as taxable and tax exempt fixed-income portfolios. He is responsible for in-depth analysis of investment portfolios, research coverage of individual stocks, bonds, mutual funds and alternative investments. Jeffery has over 20 years of investment management experience.

Prior to joining Enterprise Investment Advisors, Jeffrey was a portfolio manager at Sovereign Bank’s Wealth Management Group in Boston where he managed over $1 billion in client assets.  In addition, he served as a fixed income manager for a $3 billion pension fund in New York, worked on the institutional fixed income trading desk at Fidelity in Boston, and developed a wealth management practice at Merrill Lynch.  He holds a B.S. from Fairfield University and an M.B.A. (distinction) with Bentley College. He is currently a candidate for Level II of the CFA designation.

Jason P. Edgar
Vice President, Portfolio Manager

Jason Edgar is a Vice President and Portfolio Manager at Enterprise Investment Advisors. His duties include creating and implementing strategies for client accounts, with a focus on managing equity and fixed-income portfolios for individual and institutional clients.

Prior to joining Enterprise Investment Advisors, Jason was a portfolio manager at Sovereign Bank's Wealth Management Group in Boston where he managed over $1 billion in client assets. Jason's past experience also includes tenure as a Financial Advisor at Morgan Stanley Private Wealth Management where he was recognized as a top wealth advisor within the division. Jason holds a Bachelor of Arts degree from the University of Connecticut and was named a university scholar athlete. He also played minor league baseball in the Texas Rangers organization.

Maria Slowe
Assistant Vice President and Investment Operations Manager

Maria Slowe is an Assistant Vice President, Investments Operations Manager for Enterprise Investment Advisors. Prior to joining Enterprise, Maria held various positions with a number of financial firms including Commonwealth Financial Network, Kobren Insight Management and The Colony Group. Maria earned a Bachelor of Arts degree in Mathematics and Psychology from SUNY Stony Brook.

Lauren D. Mersereau
Relationship Manager

Lauren Mersereau is a Relationship Manager with Enterprise Investment Advisors. She began her career as a participant in Enterprise Bank's Leadership Development program where she completed an integrated rotation through key area profit centers within the organization. Upon sucessful completion of her program in 2003, Lauren advanced to Associate Relationship Manager in the Investment Advisory Group.

Lauren earned a Bachelor of Science degree in Business Administration with a concentration in Finance (Cum Laude) from of Merrimack College in 2002. Lauren is currently working on the Certified Financial Planner designation at Merrimack College. She is actively involved in the community serving as a volunteer/teacher with the Junior Achievement of the Merrimack Valley. She also serves as co-chair of the Young Professionals of Greater Lowell's Scholarship Committee and is a member of the Board of Directors of the Faith Home Corp. of Lowell.

Timothy Bugler, CFP ^®
Relationship Officer

Timothy Bugler serves as a Relationship Officer with Enterprise Investment Advisors. He began his Enterprise career in 2002 as a Credit Analyst before advancing into the role of Operations Specialist in the Investment Advisory Group in 2005. Prior to joining Enterprise Bank in 2002, Timothy served as a Series 7 and 63 licensed Financial Representative at Fidelity Investments, advancing to National Financial Services as a Bank Reconciliation Specialist in 2002.

Timothy earned a Bachelor of Science degree in International Business & Finance (Magna Cum Laude) at Johnson & Wales University in 2002. He has held the Certified Financial Planner^™ (CFP) professional designation since 2007.

Timothy actively serves as Board member and Treasurer of the Murdoch Middle Charter Public School and Innovation Academy in Chelmsford.

Rachelle Packard
Investment Account Administrator

Rachelle Packard has served as an Investment Account Administrator since joining Enterprise Investment Advisors in 2006. Prior her Enterprise career, Rachelle held various positions at Eastern Bank and Investors Bank and Trust.

Rachelle earned a Bachelor of Science degree in Sociology at Suffolk University in 2003. She is working on the Certified Trust and Financial Advisor (CTFA) designation, having already passed three out of the four levels of the program at Cannon Trust School. Rachelle is currently pursuing the Certified Financial Planner^™ (CFP) professional designation at Merrimack College.

Jennifer F. Crane
Administrative Assistant

Jennifer Crane currently serves as Administrative Assistant with Enterprise Investment Advisors. She began her career at Enterprise as a Customer Service Representative at the North Billerica branch location in 2001, and advanced to a Branch Service Manager in our Andover office.

Jennifer is actively involved with the Animal Rescue of Merrimack Valley, Sun Santa, and the Lazarus House.