Top Senior Investment Advisors in Greater Boston Area
Jennifer Dougherty, CFA, MBA, MSE
Senior Investment Advisor
Greater Boston Area
Senior Investment Advisor
Angel Investor
Principal & Wealth Manager; COO
Managing Director
Director, Higher Education Partnerships, Business Development
Special Assistant to Senior Vice President
Managing Associate, Senior Associate, Associate
Member of Technical Staff, Engineer in the Consumer Products Division
Harvard Business School
University of Michigan
Vanderbilt University
Miami Palmetto Senior High
Recommendations: 0
Investments
Wealth Management
Business Strategy
Strategic Planning
Management
Mutual Funds
Retirement Planning
Strategic Financial Planning
j****[email protected]
Eileen Rocha-Norton
Vice President Sponsor Relations
Greater Boston Area
Vice President Sponsor Relations
Vice President Product & Platform Development
Vice President Product Management & Development
Capital Markets - Consultant
Capital Markets Trading Liaison
Senior Investment Advisor Representative
Northeastern University, Massachusetts
Securities Industry Institute, The Wharton School
Recommendations: 0
Alternative Investments
Capital Markets
Mutual Funds
Series 7
Investments
Asset Management
Financial Services
Wealth Management
e****[email protected]
Mark CFP®
Professional Football Player
Greater Boston Area
Professional Football Player
Senior Investment Advisor
Founder/Chief Investment Officer
Chief Investment Officer
Senior Fixed Income Analyst
Loyola University Maryland
Loyola University Maryland
Recommendations: 0
Fixed Income
ABS
Portfolio Management
High Yield
CDO
CMBS
Trading Strategies
Hedge Funds
a****[email protected]
Andrea Vasconcelos
Senior Investment Advisor
Greater Boston Area
Senior Investment Advisor
Senior Investment Advisor (Key Accounts)
Investment Advisor
Key Account Manager
Account Manager - Lease & Car loans
Account Manager
Account Executive
Universidad Latina de Costa Rica
Recommendations: 0
Banking
Investments
Financial Services
Loans
Customer Service
Portfolio Management
Business Strategy
Credit
v****[email protected]
![](https://s3-us-west-1.amazonaws.com/co-directory-images/paul-"nick"-petronelli-0750118.jpg)
Paul "Nick" Paul "Nick" Petronelli
Financial Advisor
Greater Boston Area
Financial Advisor
Investment Advisor Representative
Managing Investment Advisor/ Operations Officer
Senior Investment Advisor-
University of Massachusetts Boston
Leadership Southcoast
Recommendations: 0
n****[email protected]
