About Us

We offer an array of personalized services, delivered by a team of highly qualified professionals who work with your financial professional. Our professional team helps you provide financial security for you and your family. And, as a fiduciary, we always act with your best interests in mind.

Who we are

MassMutual Private Wealth & Trust is a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company. Since 1851, MassMutual has grown and thrived — surviving wars, depressions, recessions, and changing market conditions. Throughout, the company's main focus has never wavered.

We provide comprehensive trust and fiduciary services. That means we can help you with investment and trust consultations, and if needed, we can act as a professional trustee. In addition, we can see the big picture and give you options for your overall estate plan and wealth management goals.

How we work

Whether you're building your nest egg for retirement, creating a plan to transfer wealth, or want to minimize estate taxes, we can provide you with the personal trust and wealth management services that meet your unique needs.

Our Leadership

D. Michael O'Connor

MassMutual Private Wealth & Trust, FSB President

D. Michael O’Connor is head of MassMutual Private Wealth & Trust, a wholly-owned subsid...

Elithea Mas, JD

Head of Trust Fiduciary Services

Elithea and her team oversee the acceptance and administration of fiduciary accounts within MassMutual ...

Bret Valerio, CFA, CAIA, FRM

Head of Investments

Bret oversees the investment team within MassMutual Private Wealth & Trust. His team provides oversight of portfolios and managers, ...

Perry E. Brown, CFP®, CTFA

Head of Private Client Management

Perry joined the Fiduciary Team at MassMutual Private Wealth & Trust, in July 2024 as an Advanced Weal...

Samantha Carey, CTFA

Head of Private Wealth & Trust Services

As Head of Private Wealth & Trust Services, Samantha oversees a team of service professionals wh...

Financial Strength Ratings

AA+

S&P Global Ratings (Very Strong)

Aa3

Moody’s Investors Service (High Quality)

A++

A.M. Best (Superior)

AA+

Fitch Ratings (Very Strong)

MassMutual financial strength ratings are among the highest of any company in any industry.¹

¹ Ratings apply to Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company. Ratings are as of 7/1/2026 and are subject to change.

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