meetTheTeam

Meet the Senior Management Team

Robert C. DughiExecutive Chairman
Bob Dughi is the Chairman of Financial Soundings, LLC, the holding company for Financial Soundings Benefit Services, LLC and Financial Soundings Investment Advisor, LLC. In this role Bob is keenly focused on our strategic positioning and key business principles that will allow Financial Soundings to grow in depth and scale as an industry leader in employee benefits.

Prior to his current role, Bob was the co-founder of The Copeland Companies which was later acquired and became a division of Citigroup. In turn, Copeland became the Associates Division of CitiStreet when Citigroup and State Street Bank formed the CitiStreet joint venture in 2000. Bob recently retired as president and member of the board of CitiStreet, the global benefits delivery company.

In his role as Chairman and CEO of Copeland and later as President of CitiStreet and Chairman and CEO of the Associates Division, Bob attracted key management talent and developed the strategies that led to the growth of Copeland and CitiStreet. By 2006, under his leadership, the Associates Division sales organization grew to 25 Regional offices with 500 captive sales representatives. The Associates Division generated over $150m in revenue annually, and strongly contributed to CitiStreet becoming the second largest retirement plan record keeper in the country.

Steve MaschinoPresident & CEO
Steve Maschino is the President of Financial Soundings, LLC, the holding company for Financial Soundings Benefit Services, LLC and Financial Soundings Investment Advisor, LLC. As President, Steve is responsible for the go to market strategy including the development of alternate distribution channels. Steve’s responsibilities include the development of Financial Soundings’ captive Benefit Consultants and the overall productivity and profitability of Financial Soundings sales efforts.

Prior to his current role, Steve was Senior Vice President for Citistreet/Copeland. In this role he was responsible for the Defined Contribution and Employee Benefit sales efforts for The Copeland Companies and Citistreet. Steve’s responsibilities over the 23 years he was with Copeland and CitiStreet included case acquisition, case retention, management of the Regional Sales Managers and their Sales Representatives.

Lee TupperCTO
Lee Tupper is the Chief Technology Officer of Financial Soundings, LLC, the holding company for Financial Soundings Benefit Services, LLC and Financial Soundings Investment Advisor, LLC. Lee is responsible for all technology related initiatives including security, infrastructure, quality assurance, and software development.

Prior to his current role, Lee held several key senior technical positions within the software industry. As a Senior Technical Consultant with Axway, Lee was responsible for architecting and implementing secure file transmission platforms in the Financial Services industry. As a Senior Systems/Network Administrator with Inovis, Lee was responsible for architecting and maintaining the Inovis data center and suite of B2B applications.

Bobby Dughi, M.S.VP Client Relations
Bobby Dughi joined Financial Soundings in 2005, as a Benefit Consultant. In 2008, Bobby left Financial Soundings to earn a Master’s degree in Sport Psychology. He co-founded Achieve Insights in 2010, a performance consulting firm that specializes in maximizing performance for athletic and corporate teams. In 2013, Bobby returned to Financial Soundings in his current role of Client Relationship Manager. His current responsibilities include the marketing and promotion of Retirement Planning Insights nationally, specifically focused on supporting the Advisors who use the Financial Soundings Insights program as their custom total retirement readiness solution.