Top Investment Consultants in Greater Boston Area

Iria Veiga

Director Santander Assist (Retail Support)

Greater Boston Area

Director Santander Assist (Retail Support)

Project Manager

Senior Consultant

Trade and Investment Consultant

Project Consultant

Internship

Massachusetts Institute of Technology - Sloan School of Management

Universidad de A Coruna

Recommendations: 5

Analytics

Strategy

Process Improvement

Operations Management

Change Management

Strategy Implementation

Customer Experience

Problem Solving

i****[email protected]

Elizabeth Dang Ryan

Investment Consultant

Greater Boston Area

Investment Consultant

Recommendations: 2

Small Business

Public Speaking

Event Planning

Marketing

Social Networking

Investment Advisory

Personal Financial Planning

Strategic Financial Planning

l****[email protected]

Tim MacDougall

Investment Consultant

Greater Boston Area

Investment Consultant

Business Development Specialist

Investment Solutions Representative

REALTOR®

Trader

Cedarville University

Recommendations: 1

Investments

Financial Analysis

Portfolio Management

Risk Management

Getting to Yes

Teamwork

Equity Trading

Fixed Income Analysis

t****[email protected]

Jay Lawrence, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

Greater Boston Area

CERTIFIED FINANCIAL PLANNER™ practitioner

Co-Owner/Manager

CERTIFIED FINANCIAL PLANNER™ practitioner

Investment Consultant

University of New Hampshire

Recommendations: 1

Uniform Combined State...

Investment Strategies

Financial Goals

Asset Allocation

Investments

Certified Financial...

Series 63

Mutual Funds

n****[email protected]

Jacob Vigneau

Recreational Camp Counselor

Greater Boston Area

Recreational Camp Counselor

Financial Analyst Intern

Internal Investment Consultant

Resident Assistant

Research Analyst Intern

Community Assistant

Intramural Sports Referee

Financial Planning Specialist

University of New Hampshire

University of New Hampshire -- Peter T. Paul College of Business and Economics

Hingham High School

Recommendations: 0

Leadership

Team Building

Time Management

Public Speaking

Goal Seeking

Report Writing

Priority Management

Business Analysis

Kevin Connolly

Investment Consultant

Greater Boston Area

Investment Consultant

Regional Marketing Associate

College of the Holy Cross

Middlesex School

The Fenn School

Recommendations: 0

Series 7

Series 6

Series 63

Salesforce.com

Mutual Funds

Fixed Income

Alternative Investments

Equities

k****[email protected]

Shelley O'Hara

Investment Consultant

Greater Boston Area

Investment Consultant

Vice President, Senior Relationship Manager

Principal, Junior Relationship Manager

Associate, Reporting Analysts

Fixed Income Assistant

Simmons School of Management

Northeastern University

Recommendations: 0

Superior Client Service

Sales

Fixed Income

Financial Markets

Equities

Portfolio Management

Asset Management

Investments

Andrew Morehouse, CRPC®, AAMS®

Financial Planning Consultant

Greater Boston Area

Financial Planning Consultant

Registered Representative

Personal Banker

Financial Representative Resource Coordinator

Financial Advisor / Internal Investment Consultant

Advisory Transition Project / Investment Operations Associate

University of Vermont

Universidad de Sevilla

Recommendations: 0

a****[email protected]

Laura Gray

Relationship Manager

Greater Boston Area

Relationship Manager

Wealth Management Advisor

Vice President - Investment Consultant

New England Law | Boston

Wheaton College (MA)

Recommendations: 0

Brendan Sheehan

Investment Consultant

Greater Boston Area

Investment Consultant

Financial Representative

Premium Service Representative

Licensed Financial Representative

Iota Sigma Chapter Treasurer

University of New Hampshire

Nashua High School South

Recommendations: 0

Todd Mulligan, CFA®, CFP®

Vice President, Financial Advisor

Greater Boston Area

Vice President, Financial Advisor

Private Wealth Committee Member

Vice President, Financial Consultant

Investment Consultant

Financial Advisor

Colgate University

Boston University

Recommendations: 0

t****[email protected]

Doug Hartley CIMA®

Director, Regional Investment Consulting

Greater Boston Area

Director, Regional Investment Consulting

Regional Investment Consultant

University of Massachusetts, Amherst

Recommendations: 0

d****[email protected]

William Everts

Investment Consultant

Greater Boston Area

Investment Consultant

Relationship Manager

International Trading Rep

PMD- Financial Advisor Trainee

Intern- Research

Ithaca College

Needham High School

Recommendations: 0

e****[email protected]

Christian Thienel

Consultant

Greater Boston Area

Consultant

Investment Consultant

Intern

Undergraduate Researcher

Manufacturing and Accounting Associate

Tufts University

Westhampton Beach High School

Recommendations: 0

Matlab

Modeling

Chemical Engineering

VBA

Microsoft Office

Mathematics

MathCAD

Thoroughbred Breeding

c****[email protected]

Brendan Mahoney, CFA

Senior Vice President Sales

Greater Boston Area

Senior Vice President Sales

Vice President, ETF Institutional Business Development

Strategist, ETF Global Capital Markets Group

ETF Sales National Broker Dealer Channel

Investment Consultant

Account Manager

Boston University

Franciscan University of Steubenville

The Trivium School

Recommendations: 0

Corporate Development

Mutual Funds

Hedge Funds

Capital Markets

Alternative Investments

Financial Advisory

Asset Allocation

Equity Research

David Wonn CFA

Managing Director, Investment Strategy Innovation

Greater Boston Area

Managing Director, Investment Strategy Innovation

Managing Director, Institutional Investment Strategist

Vice President

Client Portfolio Manager

Senior Vice President - Institutional Portfolio Manager

Vice President

Senior Investment Officer

Director of Research and Investment Consultant

Investment Analyst

Systems Programmer / Internal Audit

University of Pittsburgh

Duquesne University

South Hills Catholic

Recommendations: 0

Asset Allocation

Valuation

Private Equity

Emerging Markets

Corporate Finance

Bonds

Investment Banking

Investment Management

d****[email protected]

d*****@tiaa-cref.org

Vince Lorusso

Portfolio Manager

Greater Boston Area

Portfolio Manager

Project Manager / Investment Consultant

Boston College - Wallace E. Carroll Graduate School of Management

Boston College

Recommendations: 0

v****[email protected]

Eugene Hsieh

Regional Director

Greater Boston Area

Regional Director

Investment Consultant- Team Leader

Investment Consultant

Regional Marketing Associate

Dealer Marketing Services

Wholesaler

University of Massachusetts, Amherst

Tufts University

Recommendations: 0

Series 7

Series 6

Series 63

Mutual Funds

401k

Equities

Fixed Income

Investments

e****[email protected]

Jay AIF®

Senior Investment Consultant

Greater Boston Area

Senior Investment Consultant

Vice President, Institutional Markets - DCIO Sales

Investment Consultant

Financial Advisor

Professional Athlete

Northeastern University

American Society of Pension Professionals & Actuaries

The College of Financial Planning

Recommendations: 0

Jonathan G.

Manager Selection

Greater Boston Area

Manager Selection

Hedge Fund Product Managment Analyst

Investment Consultant

Chief Investment Officer

Area Director of Finance

Associate

Harvard Business School

Harvard University

Bowdoin College

Recommendations: 0

Craig Anzlovar, CFA

Fixed Income Client Portfolio Manager

Greater Boston Area

Fixed Income Client Portfolio Manager

Fixed Income Institutional Portfolio Manager

Vice President, Fixed Income Investment Director

Fixed Income Investment Consultant

Lead Trust Accountant

Portfolio Administrator

Babson College

Fairfield University

Recommendations: 0

Investments

Fixed Income

Client Relations Skills

Product Management

Portfolio Management

Mutual Funds

Series 7

Series 63

c****[email protected]

Sean Bamforth

Assistant Vice President Financial Solutions Advisor

Greater Boston Area

Assistant Vice President Financial Solutions Advisor

Financial Consultant

Investment Consultant

Temple University

Upper Perkiomen High School

Recommendations: 0

Series 7

Series 63

Series 66

George Mellman, CFA, CIPM, FRM, CFP

Arthur Viera

Vice President of Sales

Greater Boston Area

Vice President of Sales

Account Executive

Investment Consultant

Financial Consultant

Financial Advisor

Account Representative

University of Massachusetts, Amherst

Recommendations: 0

Enterprise Software

E-commerce

Salesforce.com

Solution Selling

Account Management

SaaS

Cloud Computing

Sales

a****[email protected]

Emily Meyer

Business Development

Greater Boston Area

Business Development

Co-Head, Global Marketing & Communications

Vice President, Strategic Relationships & Business Development

Director of Distribution

Regional Investment Consultant

Financial Advisor

Bryant University

Vanderbilt University

Lorenzo D'Medici

Recommendations: 0

ETFs

Foreign Currency

Product Strategy

Alternative Investments

Investments

Mutual Funds

Asset Management

Investment Analytics

e****[email protected]

Vice President, Institutional Investment Consultant

Greater Boston Area

Vice President, Institutional Investment Consultant

Director of Consultant Relations

Instructor in Finance and Investments

Investments & Finance Consultant

High Yield Bond Analyst

MIS Consultant

Economics and Investments Strategy Consultant

Carnegie Mellon University - Tepper School of Business

Boston University

Recommendations: 0

Investments

Asset Allocation

Asset Managment

Financial Modeling

Data Analysis

Portfolio Performance Analysis

Investment Research

Investment Consulting

Bin Fu

Executive Assistant to the President

Greater Boston Area

Executive Assistant to the President

Senior Analyst

Summer Intern

Investment Consultant

Co-Founder

Babson College - Franklin W. Olin Graduate School of Business

Southern New Hampshire University

Recommendations: 0

Financial Modeling

Competitive Analysis

Market Research

Financial Analysis

Equity Research

Solar Energy

Strategic Planning

Cleantech

Seth Buks, CIMA

Investment Consultant, RVP

Greater Boston Area

Investment Consultant, RVP

Security Supervisor

Marketing Coordinator

Financial Representative

Northeastern University

Recommendations: 0

Series 7

Investment Management

Investments

Portfolio Management

Mutual Funds

Wealth Management

Asset Management

Finance

Christian Cipolla, CRPC

Sr. Director - Insurance & DCIO Relationship Management

Greater Boston Area

Sr. Director - Insurance & DCIO Relationship Management

Senior Regional Investment Consultant

Client Services Account Manager

Retirement Specialist

Rhode Island College

Our Lady of Providence

Recommendations: 0

c****[email protected]

Timothy Rheaume, CFA

Regional Director - Fiduciary Services

Greater Boston Area

Regional Director - Fiduciary Services

Investment Consultant - Institutional Services

Portfolio Analyst

Investment Performance Junior Analyst

Corporate Finance Intern - Expense Sourcing and Services

Internship

University of New Hampshire -- Peter T. Paul College of Business and Economics

Richmond, the American International University

Merrimack Valley High School

Recommendations: 0

Alternative Investments

Series 7

Mutual Funds

Bloomberg

Investments

Asset Allocation

Equities

Asset Managment

t****[email protected]

Kathy Vasel

Senior Mortgage Consultant

Greater Boston Area

Senior Mortgage Consultant

President

Licensed Mortgage Banker

Vice President of Mortgage Lending

Senior Loan Officer

RE Mortgage Investment Consultant

United First Agent

RE Mortgage Investment Consultant

President

University of Massachusetts Lowell

Chelmsford High School

Recommendations: 0

Refinance

Loans

Mortgage

Residential

Sellers

Mortgage Lending

First Time Home Buyers

Jed Petty, CFA

Director of DC Strategies and Relationship Manager

Greater Boston Area

Director of DC Strategies and Relationship Manager

Vice President and Relationship Manager

Investment Consultant

Vice President

The London School of Economics and Political Science (LSE)

Bucknell University

Recommendations: 0

Pensions

Defined Benefit

Investment Strategies

Investments

401k

Asia

Mutual Funds

Institutional

Andrew Bois

Regional Director

Greater Boston Area

Regional Director

Investment Consultant

Regional Marketing Associate

E-Commerce Account Manager

Premium Seating Sales Intern

University of Central Florida - College of Business Administration

Kennebunk High School

Recommendations: 0

a****[email protected]

Kyle T Kadish

Regional Vice President

Greater Boston Area

Regional Vice President

On-Ice Official

Regional Director

Investment Consultant

Operations Manager

Bryant University

Recommendations: 0

Alternative Investments

Asset Allocation

Asset Management

Wealth Management

FINRA

Equities

Fixed Income Strategies

Practice Management

k****[email protected]

Matthew S. Bradfield

CEO

Greater Boston Area

CEO

Chairman and CEO

Chairman/Founder

CEO

Research Technician, Phytoplankton Ecology Lab

Project manager and Research Director

Freelance Alternative Energy Investment Consultant

Bioenergy Intern

University of Newcastle

St Paul's School, London

Recommendations: 0

Michael Szablak, CFP®

Investment Consultant

Greater Boston Area

Investment Consultant

Financial Representative II

Investment Solutions

Financial Representative

Business Development

Branch Manager

Customer Service

Boston University

Wheaton College (MA)

Danish Institute for Study Abroad

Tyngsboro High School

Recommendations: 0

Michael Muccio

Sales

Greater Boston Area

Sales

Vice President

Senior Analyst

Media Finance Analyst

Investment Consultant

Market Research Intern

Senior Vice President, Intern

Bentley University

Recommendations: 0

Market Research

Competitive Analysis

Bloomberg

Forecasting

Accounting

Customer Service

Database Administration

Derivatives

Robert Fanelli, CFA

Investment Consultant - Manager Due Diligence

Greater Boston Area

Investment Consultant - Manager Due Diligence

Boston University Questrom School of Business

Boston College

Recommendations: 0

r****[email protected]

Jermaine Evans

Real Estate Investment Consultant

Greater Boston Area

Real Estate Investment Consultant

University of Phoenix

Massachusetts College of Liberal Arts

Recommendations: 0

Sales

Investment Properties

New Business Development

Investors

Real Estate Transactions

Private Equity

Multilingual

Marketing Communications

Giovanna Zaffina

Investment Consultant Associate

Greater Boston Area

Investment Consultant Associate

Service Center Associate

Practice Management Operations Specialist

Babson College - Franklin W. Olin Graduate School of Business

Simmons College

Recommendations: 0

Series 7

Mutual Funds

Management

Investments

Securities

Series 63

Wealth Management

FINRA

Robert Spierdowis, CFP®

Sales Manager

Greater Boston Area

Sales Manager

Lieutenant Colonel, Chief of Public Affairs 102IW

Financial Solutions Advisor

Investment Consultant - Managed Solutions

VP - Group Operations Manager / Process Design Manager

Branch Administrative Manager

Financial Consultant

Director of Service Quality

Major, USMCR

Registered Representative / Annuity Specialist

University of Massachusetts, Amherst

Recommendations: 0

Stefanie Haug

Child and Family Therapist

Greater Boston Area

Child and Family Therapist

School Counselor

Psychotherapist

School Therapist

Clinical Social Worker

School Counselor

Board Member

Investment Consultant

Vice President, Environmental Analyst

Junior Policy Advisor, Gender in Development Programme

Consultant, Administrator

Simmons College

Columbia University - School of International and Public Affairs

Tufts University

Recommendations: 0

Social Services

Psychotherapy

Interventions

Adolescents

Mindfulness

Training

International Development

Play Therapy

s*****@comcast.net

Mathew Demikat

Financial solutions advisor

Greater Boston Area

Financial solutions advisor

Investment Consultant

Internal Wholesaler

Financial Representative

Campus Coordinator

Intern

Volunteer

Westfield State University

Recommendations: 0

Fundamental Analysis

Technical Analysis

Microsoft Office

Technology

Social Media

Customer Service

PowerPoint

Microsoft Word