OUR TEAM

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    Edward H. Benway
    Founder & President
    Edward H. Benway is the Founder and President of Measured Wealth Private Client Group. With nearly 30 years of combined experience in the financial services industry, he specializes in comprehensive estate and business planning. His career began in the United States Air Force, where he served six years and received both the Air Force Achievement Medal and the Air Force Commendation Medal for his service to our country.

    After completing his tour of duty, Ed brought the military values he had learned to the private sector. In 1991, he earned the “Rookie of the year” award during his first year with one of the nation’s largest insurance companies, and later became a managing director, receiving numerous awards and recognition for profitability and growth.

    Throughout his career, he has authored numerous articles on wealth management, estate and business planning. He has been a guest lecturer for the New Hampshire Bar Continuing Education, presenting on the complexities of estate planning in financial services. For eight years Ed hosted the widely recognized “Talking Money” radio show which aired across the north New England seacoast.

    When he’s not helping clients prepare for their financial future, Ed likes to travel, golf, read, and most importantly spend time with his wife, Nancy, and his children.
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    Edward H. Benway is the Founder and President of Measured Wealth Private Client Group. With nearly 30 years of combined experience in the financial services industry, he specializes in comprehensive estate and business planning. His career began in the United States Air Force, where he served six years and received both the Air Force Achievement Medal and the Air Force Commendation Medal for his service to our country.

    After completing his tour of duty, Ed brought the military values he had learned to the private sector. In 1991, he earned the “Rookie of the year” award during his first year with one of the nation’s largest insurance companies, and later became a managing director, receiving numerous awards and recognition for profitability and growth.

    Throughout his career, he has authored numerous articles on wealth management, estate and business planning. He has been a guest lecturer for the New Hampshire Bar Continuing Education, presenting on the complexities of estate planning in financial services. For eight years Ed hosted the widely recognized “Talking Money” radio show which aired across the north New England seacoast.

    When he’s not helping clients prepare for their financial future, Ed likes to travel, golf, read, and most importantly spend time with his wife, Nancy, and his children.
    D. Bruce
    D. Bruce McNamee, CPA, CFP®
    Financial Advisor
    Bruce has more than 30 years’ experience providing tax, financial planning and consulting for individuals, corporations, trusts, partnerships and limited liability companies.  Before joining Measured Wealth, Bruce was Owner/Portfolio Manager of CLM Capital Management, LLC, a registered investment advisory firm, which he co-founded in 1998.  He is a Certified Public Accountant, a Personal Financial Specialist, and Certified Financial Planning Professional™.  He is a graduate of Colby College and earned a certificate of accounting from Bentley College.
    Bruce resides in Waterboro, Maine with his wife Linda.  He enjoys skiing, boating, golfing, quality time with children and grandchildren and serves as church treasurer.

     

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    Bruce has more than 30 years’ experience providing tax, financial planning and consulting for individuals, corporations, trusts, partnerships and limited liability companies.  Before joining Measured Wealth, Bruce was Owner/Portfolio Manager of CLM Capital Management, LLC, a registered investment advisory firm, which he co-founded in 1998.  He is a Certified Public Accountant, a Personal Financial Specialist, and Certified Financial Planning Professional™.  He is a graduate of Colby College and earned a certificate of accounting from Bentley College.
    Bruce resides in Waterboro, Maine with his wife Linda.  He enjoys skiing, boating, golfing, quality time with children and grandchildren and serves as church treasurer.

     

    Duncan
    Duncan Black, MBA, AAMS
    Managing Director

    As a trusted financial advisor since 1986, Duncan Black brings over 30 years of experience to Measured Wealth. Throughout his career, Duncan has provided high net worth clients with professional guidance and worked with clients to build, leverage and distribute their wealth in the most tax advantageous ways.

    Duncan believes that the details of family legacy planning and asset protection are of particular importance.  He works closely with his clients to ensure that accounts are properly established and that beneficiary designations, trustee, and executor assignments are in place. He has dedicated his career to delivering the personalized wealth planning services his clients deserve.

    Duncan previously served clients as a Premier Advisor for the Wells Fargo Advisor Private Client Group, a distinction reserved for the firm's most elite professionals based on production, educational attainment, client-services and the integration of best practices.

    Duncan lives with his wife Debra in the historic seaside community of Portsmouth, NH and cherishes spending time with his five grandchildren.

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    As a trusted financial advisor since 1986, Duncan Black brings over 30 years of experience to Measured Wealth. Throughout his career, Duncan has provided high net worth clients with professional guidance and worked with clients to build, leverage and distribute their wealth in the most tax advantageous ways.

    Duncan believes that the details of family legacy planning and asset protection are of particular importance.  He works closely with his clients to ensure that accounts are properly established and that beneficiary designations, trustee, and executor assignments are in place. He has dedicated his career to delivering the personalized wealth planning services his clients deserve.

    Duncan previously served clients as a Premier Advisor for the Wells Fargo Advisor Private Client Group, a distinction reserved for the firm's most elite professionals based on production, educational attainment, client-services and the integration of best practices.

    Duncan lives with his wife Debra in the historic seaside community of Portsmouth, NH and cherishes spending time with his five grandchildren.

    Jay
    Jay H. Levy, CFP, CRPC
    Senior Vice President

    Jay H. Levy, awarded 1st place by the voting public for financial planning for both 2017 & 2018 for Seacoast Media Group’s “Best of The Seacoast” is Senior Vice President in the Portsmouth, NH office, with over 30 years of experience in the financial industry. He is dedicated to providing individuals, families, and business owners with an individually tailored approach to investing and wealth management.

    Jay draws upon his vast experience and Measured Wealth’s resources to develop personalized, strategic solutions to help address today’s complex needs. Together with specialists in different areas of expertise, he offers clients a comprehensive range of services.

    Jay is a Certified Financial Planner (CFP®), Chartered Retired Planning Counselor (CRPC®) and a graduate of Florida Atlantic University in Boca Raton, FL. Jay has served on numerous Boards including the Portsmouth Rotary, the Wentworth Douglass Hospital Stewardship and Plan Advisory Council. He currently serves on the Wentworth Douglass Hospital Board of Trustees in his capacity as Chair of the Foundation’s Board of Directors. He also served as Chairman of the Portsmouth Chamber of Commerce Board of Directors in 2008. Jay has been extremely active in political campaigns on the local, state and national levels.

    Jay currently resides in Stratham with his wife, Kelly and has two sons Grant and Adam who (to everyone’s delight) are both self-reliant working in the chemical engineering and IT industries in Boston, MA, respectively.

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    Jay H. Levy, awarded 1st place by the voting public for financial planning for both 2017 & 2018 for Seacoast Media Group’s “Best of The Seacoast” is Senior Vice President in the Portsmouth, NH office, with over 30 years of experience in the financial industry. He is dedicated to providing individuals, families, and business owners with an individually tailored approach to investing and wealth management.

    Jay draws upon his vast experience and Measured Wealth’s resources to develop personalized, strategic solutions to help address today’s complex needs. Together with specialists in different areas of expertise, he offers clients a comprehensive range of services.

    Jay is a Certified Financial Planner (CFP®), Chartered Retired Planning Counselor (CRPC®) and a graduate of Florida Atlantic University in Boca Raton, FL. Jay has served on numerous Boards including the Portsmouth Rotary, the Wentworth Douglass Hospital Stewardship and Plan Advisory Council. He currently serves on the Wentworth Douglass Hospital Board of Trustees in his capacity as Chair of the Foundation’s Board of Directors. He also served as Chairman of the Portsmouth Chamber of Commerce Board of Directors in 2008. Jay has been extremely active in political campaigns on the local, state and national levels.

    Jay currently resides in Stratham with his wife, Kelly and has two sons Grant and Adam who (to everyone’s delight) are both self-reliant working in the chemical engineering and IT industries in Boston, MA, respectively.

    Tim
    Tim Hamilton
    Financial Advisor

    Tim brings more than 10 years of experience as a financial industry professional. He helps individuals and families with a variety of financial needs, including financial planning, Social Security, Medicare, and college planning. Working closely with the investment management team he helps to build and monitor portfolios for a variety of client needs from growth to income strategies.  Tim strives to provide peace of mind to his clients, building trusted relationships through integrity and mutual respect.

    Tim graduated from the University of Massachusetts Dartmouth, where he earned a Bachelor of Science in Finance and Economics. He holds his Series 7, 6, 63, 65 and Life and Health licenses. Originally from Massachusetts, Tim now resides in Hampton, New Hampshire with his wife and daughter. 

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    Tim brings more than 10 years of experience as a financial industry professional. He helps individuals and families with a variety of financial needs, including financial planning, Social Security, Medicare, and college planning. Working closely with the investment management team he helps to build and monitor portfolios for a variety of client needs from growth to income strategies.  Tim strives to provide peace of mind to his clients, building trusted relationships through integrity and mutual respect.

    Tim graduated from the University of Massachusetts Dartmouth, where he earned a Bachelor of Science in Finance and Economics. He holds his Series 7, 6, 63, 65 and Life and Health licenses. Originally from Massachusetts, Tim now resides in Hampton, New Hampshire with his wife and daughter. 

    Kelly
    Kelly Foss-Root, CRPC, CRPS, CMFC
    Financial Advisor

    Kelly is an experienced professional who began her career as a financial adviser with Citigroup in 1999. She then moved to an Independent Advisory firm, Salem Advisory Group, in June of 2010 before joining Measured Wealth Private Client Group in November 2013.

    Kelly has a Bachelor's degree in Business Management from Plymouth State University of New Hampshire, where she also participated as a collegiate athlete in field hockey and basketball. She then received her MS degree in Financial Planning from the College of Financial Planning based out of Denver, CO. She holds her FINRA Series 6, 63, 65 and 7 and is licensed in Health and Life Insurance in the State of Maine. Kelly has also earned the professional designations of Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Plans Specialist (CRPS®), and Chartered Mutual Fund Counselor (CMFC®). She believes trust to be the most important part of the client-advisor relationship, and is recognized for her commitment to serving her clients.

    Kelly was born and raised in Southern Maine and currently resides in Saco, ME with her husband Chris and twin daughters, Avery and Savannah. Kelly enjoys time with her family, kayaking, golfing and traveling.

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    Kelly is an experienced professional who began her career as a financial adviser with Citigroup in 1999. She then moved to an Independent Advisory firm, Salem Advisory Group, in June of 2010 before joining Measured Wealth Private Client Group in November 2013.

    Kelly has a Bachelor's degree in Business Management from Plymouth State University of New Hampshire, where she also participated as a collegiate athlete in field hockey and basketball. She then received her MS degree in Financial Planning from the College of Financial Planning based out of Denver, CO. She holds her FINRA Series 6, 63, 65 and 7 and is licensed in Health and Life Insurance in the State of Maine. Kelly has also earned the professional designations of Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Plans Specialist (CRPS®), and Chartered Mutual Fund Counselor (CMFC®). She believes trust to be the most important part of the client-advisor relationship, and is recognized for her commitment to serving her clients.

    Kelly was born and raised in Southern Maine and currently resides in Saco, ME with her husband Chris and twin daughters, Avery and Savannah. Kelly enjoys time with her family, kayaking, golfing and traveling.

    Ed-Miller-LG-1
    Edward Miller, CFA
    Chief Investment Officer
    Ed comes to Measured Wealth over 25 years of investment industry experience in areas including investment strategy, portfolio management, research, and trading.
    Most recently, Ed was the Senior Research Analyst & Portfolio Manager at The Colony Group. He has also served as a Senior Investment Strategist & Portfolio Manager at Aurora Financial Advisors prior to merging with The Colony Group in early 2019. Previously, he was the Portfolio Manager at The Legacy Foundation, a comprehensive wealth management firm in Charlottesville, VA. His experience also includes serving as a Portfolio Manager & Macro Strategist at Haber Trilix Advisors and as a Portfolio Manager at Batterymarch Financial Management. Ed also worked at 1838 Investment Advisors and Guardian Life Insurance, where he was Director of Quantitative Research & Portfolio Manager.
    Ed graduated from Dickinson College in Carlisle, PA with a Bachelor of Arts degree in Economics, earned his Master of Business Administration degree in Finance from New York University’s Stern School of Business, and holds both the Chartered Financial Analyst® and Chartered Market Technician® designations.
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    Ed comes to Measured Wealth over 25 years of investment industry experience in areas including investment strategy, portfolio management, research, and trading.
    Most recently, Ed was the Senior Research Analyst & Portfolio Manager at The Colony Group. He has also served as a Senior Investment Strategist & Portfolio Manager at Aurora Financial Advisors prior to merging with The Colony Group in early 2019. Previously, he was the Portfolio Manager at The Legacy Foundation, a comprehensive wealth management firm in Charlottesville, VA. His experience also includes serving as a Portfolio Manager & Macro Strategist at Haber Trilix Advisors and as a Portfolio Manager at Batterymarch Financial Management. Ed also worked at 1838 Investment Advisors and Guardian Life Insurance, where he was Director of Quantitative Research & Portfolio Manager.
    Ed graduated from Dickinson College in Carlisle, PA with a Bachelor of Arts degree in Economics, earned his Master of Business Administration degree in Finance from New York University’s Stern School of Business, and holds both the Chartered Financial Analyst® and Chartered Market Technician® designations.
    Ken
    Kenneth Groppi
    Director of Operations
    Ken began his wealth management career in October 2008 where he quickly learned the inner workings of wealth and trust operations. Ken's focus over the years included establishing and stabilizing operational procedures, developing vendor relationships and assisting front office teams with ways to best service client needs. Ken's operational knowledge also has helped in bridging opportunities between wealth, trust and banking business lines.

    Ken previously held a senior role with Boston Private Wealth as the Managing Director of Wealth & Trust Operations. He was responsible for overseeing the firm’s day to day back office operations team as well as having a leadership role with the firm's management team.

    Ken lives in Wakefield, MA with his wife, three stepdaughters and two Siberian huskies.

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    Ken began his wealth management career in October 2008 where he quickly learned the inner workings of wealth and trust operations. Ken's focus over the years included establishing and stabilizing operational procedures, developing vendor relationships and assisting front office teams with ways to best service client needs. Ken's operational knowledge also has helped in bridging opportunities between wealth, trust and banking business lines.

    Ken previously held a senior role with Boston Private Wealth as the Managing Director of Wealth & Trust Operations. He was responsible for overseeing the firm’s day to day back office operations team as well as having a leadership role with the firm's management team.

    Ken lives in Wakefield, MA with his wife, three stepdaughters and two Siberian huskies.

    Deborah
    Debora H. Curtis, EA
    Director of Client Services
     

    Debora has nearly ten years experience in the financial industry, working as an office manager and tax preparer. In 2009, she earned the Enrolled Agent designation from the Internal Revenue Service, admitting her to practice before the IRS. Deb is also a Notary Public.

    As Director of Client Services, Debora plays a key role in client communications, continually evaluating our processes and procedures to ensure exceptional, personalized service.

    Debora lives in Hampton, NH with her husband, Jeff. She enjoys cooking, reading, and working in her garden.

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    Debora has nearly ten years experience in the financial industry, working as an office manager and tax preparer. In 2009, she earned the Enrolled Agent designation from the Internal Revenue Service, admitting her to practice before the IRS. Deb is also a Notary Public.

    As Director of Client Services, Debora plays a key role in client communications, continually evaluating our processes and procedures to ensure exceptional, personalized service.

    Debora lives in Hampton, NH with her husband, Jeff. She enjoys cooking, reading, and working in her garden.

    Melinda
    Melinda Anthony
    Administrative Assistant
     

    Melinda began her career in financial services more than 15 years ago and has worked in firms both small and large.  She has held a range of positions from administrative assistant to licensed associate as well as a legal assistant within an attorney’s office.

    In 2018, Melinda relocated to Maine with her husband, Chris and joined Measured Wealth’s Portsmouth, New Hampshire office as an Administrative Assistant, where she can use both her financial and legal experience in delivering exceptional service to all its clients.

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    Melinda began her career in financial services more than 15 years ago and has worked in firms both small and large.  She has held a range of positions from administrative assistant to licensed associate as well as a legal assistant within an attorney’s office.

    In 2018, Melinda relocated to Maine with her husband, Chris and joined Measured Wealth’s Portsmouth, New Hampshire office as an Administrative Assistant, where she can use both her financial and legal experience in delivering exceptional service to all its clients.

    mw-key

    The Key Factors in Planning Your Future.


    • Working with an experienced partner that you can trust that fully understands your specific needs and goals.
    • Developing a custom, well-researched plan to fit your current lifestyle and build for the future.
    • Transparent communication with monitoring and re-evaluating of your plan by professional experts.