Curbstone Financial Management Corporation
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What's New?

MORE THAN HALF OF RETIREES REGRET POOR PLANNING

Survey also finds employer guidance is generally underused MSNBC.com BOSTON - While [more]

Lots of Gain and No Pain!

Americans prefer to be deceived rather than face the hard [more]

Economic View

[more]

741 Chestnut Street
Manchester, New Hampshire 03104
phone: 603-624-8462   fax: 603-624-8274

info@curbstonefinancial.com

Note: If you wish to contact any of our people, simply click on their name below.

Thomas M. Lewry, CFP®
Principal

President and Chief Executive of Curbstone, having founded the firm in 1982. Mr. Lewry is a member of the National Association of Securities Dealers, the International Association of Financial Planners, the American Society of Certified Financial Planners, and the Boston Stock Exchange. He has served as Chairman of the Business Conduct Committee, New England Region, National Association of Securities Dealers. He received his B.A. in Finance from Pennsylvania State University, served five years as a Captain in the United States Army, is a Certified Financial Planner (CFP®), and a Chartered Retirement Planning Counselor (CRPC). He also serves on the Board of Directors and as Vice President of Shareholder Relations for RAAM Global Energy Company, an oil and gas exploration company operating primarily in the Gulf of Mexico. He also serves on the Board of Directors of the Regional YMCA and the Manchester Community Music School. Tom is married to Stephanie, has four children, and remains dedicated to a variety of outside causes.

Pamela Diamantis
Principal

The partners of Curbstone Financial Management Corporation are pleased to welcome Pamela Diamantis to the firm. Pamela most recently served as the Regional Director for U.S. Trust Company, N.A. in New Hampshire and is the former President of State Street Bank & Trust Company of NH. She has over 25 years of investment management experience and fiduciary expertise. Pamela specializes in servicing the total wealth management needs for high net worth individuals and not-for-profit organizations.

A Manchester, New Hampshire native, Pamela started her career at Amoskeag National Bank & Trust Company. Shortly after the consolidation of the banking industry in the early 90's, she moved her career to Boston, Massachusetts and joined Bay Banks Investment Management, a registered SEC investment advisory firm. Pamela's career continued to evolve in positions with Bank of Boston, State Street Global Advisors and U.S. Trust Company. Throughout her career, her philosophy has been to deliver client focused, holistic solutions to complex financial needs of high net worth investors.

In addition to her strong commitment to her clients, Pamela believes in investing in her community. She is a dedicated volunteer and holds board positions with the Currier Museum of Art, the Greater Manchester YMCA, the Heritage United Way and the Women's Fund of NH.

Melvin J. Severance III, CFP®
Principal

Completed a degree in Business Administration at NH College (Southern NH University) and a Masters degree in Occupational Education (University of New Hampshire). Joined Curbstone in 1986 to provide Settlement Services to trial attorneys. Mel is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS). He is currently serving as a Board member for Northeast Delta Dental. He has recently participated in the "Making Corporate Boards More Effective" program at Harvard University.

Mel started managing money for individual and corporate clients in 1988, initiating the use of no-load mutual funds with Charles Schwab for our clients, providing an innovative, cost effective approach for implementing customized client asset allocation strategies. More recently he has pioneered the use of iShares (Exchange Traded Funds) as a further cost-reduction strategy for clients. With over 18 years of money management experience, Mel has focused his practice on providing his clients with a comprehensive risk assessment integrating a risk-adjusted management strategy customized for each client. He has co-authored publications titled "Guide for Structured Settlements" and "Educated Investing". Mel resides in Concord with his wife Janice.

Robert W. Main, Jr.
Account Executive

Bob has served clients in the investment business for over thirty years, specializing in serving the needs of the retired. He began his career with Charles A. Day & Co. in Boston in 1971, serving clients throughout New England. He remained in Boston until 1989 when he joined Curbstone Financial Management Corporation. Bob is a graduate of Valley Forge Military Academy and earned his B.S. in Economics from New England College. He resides in Bedford, NH, with his wife Catharine and has two grown children.

Lori Ann Fournier
Associate

Lori joined Curbstone in 1999, after spending ten years as a legal assistant. She handles all bookkeeping, financial reporting, coordinates all SEC and NASD reporting, and manages account relations. In that regard, she coordinates all communications between our office, our clients, our custodians, and the managers. Lori is married to Rick, resides in Manchester, and is an extremely active mother of two.

Janice Severance
Associate

Janice joined the firm in 1989.  She is a graduate of NH College (Southern NH University) with a degree in Business Administration. Janice maintains the custodial relationship and reporting for the iShares management program accounts linking our clients to Charles Schwab. She is responsible for maintenance of the Advent reporting software system, and reconciles all management transactions within these accounts. Janice is married to Mel, resides in Concord, and maintains an active interest in personal consulting.

Karen Varney
Associate

Karen joined the firm in 2005. She is a graduate of Hesser College, where she received an Associates Degree in Executive/Administrative Assistant and Business Science in 1996. Karen joins Curbstone after working with the Eastern Cooperative Oncology Group in Boston. She is responsible for building and maintaining client relationships and handles various client communications.  Karen reconciles all trading activity, monitors the Firm's continuing education program and maintains all internal and external collateral for the Firm. She resides in Derry, NH, with her dog, Bo.