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David Babb

David’s investment career spans almost 30 years working for corporations, municipalities, and families. He gained his fixed income expertise as a portfolio manager at Unum (formerly Provident Insurance Company), shepherding a $2 billion portfolio. It’s counter-intuitive, but he’s a highly entrepreneurial fixed income guy who loves to explore calculated risks to provide enhanced returns for nominal (or minimal) additional risk. His claim to fame is effecting a trade approaching $1 billion. He has added experience structuring municipal debt transactions and can tell several exciting stories about the nuances of that world. He joined Merrill Lynch in 2002 and co-founded Stone Bridge with Erik in 2011. He’s had the honor and privilege of serving as President of Signal Centers, only one of the many organizations in which David has dedicated time. David graduated from Emory University and holds an MBA from the University of Tennessee at Chattanooga. He and his wife, Paula, have two children and reside in Knoxville, TN. When not commuting, David enjoys pursuing golf as a good walk spoiled.

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Erin T. Fontana - Attorney at Law

Erin T. Fontana is an empathetic and experienced Attorney at Law whose passion lies in helping individuals and families navigate the complexities of planning for the future. With a background in Business and Bankruptcy Restructuring, Erin discovered her true calling in guiding clients through life's tough legal discussions. Her commitment to client well-being is evident in her belief that she is always just a call away for any question or concern. Erin's dedication extends beyond her legal expertise, as she actively participates in community organizations. With seven years of experience at Warren & Fontana, LLC, Erin's journey reflects her swift ascent to partner status, showcasing her comprehensive and personalized approach to legal services. Erin Fontana is not just an attorney; she is a trusted advocate and resource for those seeking guidance in securing a thoughtful and secure future for their loved ones.

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Professional Development

Education

Graduated magna cum laude from Washington and Lee University with a dual degree in Economics and Romance Languages. Earned her Juris Doctorate from Boston College Law School, graduating summa cum laude while acting as a Senior Editor of the Boston College Law Review.

Experience

Erin has practiced estate planning, probate administration, long-term care planning and residential real estate for the past 7 years. She clerked for the Honorable Peter J. Walsh Chief Judge of the United States Bankruptcy Court for the District of Delaware. And was an Associate in the Bankruptcy and Business Restructuring Group of Ropes & Gray, LLP.

Community

Erin is an active participant in the Medfield Community and has spent numerous years serving on the Executive Boards of the New ‘N Towne Club of Medfield, Inc., the Ralph Wheelock and Dale Street School PTOs, and the Medfield Coalition for Pubic Education.