Top Wealth Managers in Greater Boston Area
Tea Vilic
Associate Wealth Manager
Greater Boston Area
Associate Wealth Manager
Senior Portfolio Administrator
Investment Specialist
Legal Assistant
Boston University - Metropolitan College
Boston University
Recommendations: 1
Portfolio Management
Analysis
Research
Investments
PowerPoint
Microsoft Word
Microsoft Excel
Outlook
t****[email protected]
Clifford Caplan
Wealth Manager
Greater Boston Area
Wealth Manager
Boston Universiity
The University of Connecticut School of Business
Recommendations: 0
c*****@nvfp.com
Michael Curran
Vice President, Senior Wealth Manager
Greater Boston Area
Vice President, Senior Wealth Manager
MFS Investments
Equity Trader
Babson F.W. Olin Graduate School of Business
New England School of Banking
University of Vermont
Recommendations: 0
Wealth Management
Private Banking
Asset Management
Wealth
Estate Planning
Investment Management
Equity Trading
Fiduciary
m****[email protected]
m****[email protected]
George V. Howe
Wealth Manager and LPL Registered Principal
Greater Boston Area
Wealth Manager and LPL Registered Principal
Wealth Advisor and Registered Principal
Financial Advisor
Vice President/Director of Sales
Global Head/Vice President of Service Operations
Director of Service Strategy
Vice President - Sales, Service and Operations
University of Massachusetts, Amherst
Recommendations: 0
Investments
Wealth Management
Financial Services
Series 7
Retirement
Finance
Mutual Funds
Wealth
g****[email protected]
Jeffrey Keating
Director, Retirement Plan Services
Greater Boston Area
Director, Retirement Plan Services
Assistant Vice President, Regional Associates Manager
Sergeant
Private Wealth Manager
Pace University
Recommendations: 0
Pensions
Relationship Management
Series 7
Series 63
Investments
Mutual Funds
Retirement
Retirement Planning
k****[email protected]
k****[email protected]
Christopher Annello,CFP®
Assistant Branch Manager; Varied Roles
Greater Boston Area
Assistant Branch Manager; Varied Roles
Wealth Manager and Fee-Only CFP® professional
Associate Advisor
Associate Advisor
Boston University
Bryant University
Recommendations: 0
Money Management
Financial Life Planning
Employee Stock Options
Excecutive Compensation Planning
Financial Planning
Wealth Management
Retirement Planning
Investments
c****[email protected]
Kristina George
Wealth Manager
Greater Boston Area
Wealth Manager
CPA
Merrimack College
Northeastern University
Bentley College
Recommendations: 0
Asset Allocation
Investments
Mutual Funds
Investment Management
Wealth
Certificed Divorce Financial Analyst (CDFA)
Interdisciplinary Collaborative Practice
Tax-advantaged Investment Strategies
k****[email protected]
Alan Reese
Wealth Manager
Greater Boston Area
Wealth Manager
President
Senior Managing Director and Head of Corporate Operations
Trustee
Chief Financial Officer
SVP and Chief Financial Officer
Director of Operations for Consumer Lending/Chief Financial Officer for Personal Banking
Partner
Practice Fellow
University of Wisconsin-Eau Claire
Recommendations: 0
a****[email protected]
a****[email protected]
Jordan Mooney
Investment Administrator
Greater Boston Area
Investment Administrator
Wealth Manager Service Associate II
Associate, Trade Operations
Compliance Intern
University of Massachusetts Boston
Recommendations: 0
Mutual Funds
Securities
Investments
Fixed Income
Equities
Economics
Analysis
Derivatives
j****[email protected]
Steven Dalton, CFP®, ChFC®, CRPC®, AAMS®
Wealth Manager
Greater Boston Area
Wealth Manager
Registered Representative
University of Notre Dame
Recommendations: 0
s****[email protected]
Chris Hale
Retired
Greater Boston Area
Retired
VP IT Senior Project Manager
Senior Project Manager
Client Technology Manager -Middle Office On-boarding
Vice President, IT Global Project Management Office
Director - Institutional Custody System Support
Manager of Trust Operations, Trust Systems and Tax
SEI Accounting System Implementation and Trust Systems Administration
Client Relationship Manager and Operations Specialist
Wealth Manager Services
Manager Trust Services
Williams College
Recommendations: 0
Financial Services
IT Strategy
Fixed Income
Securities
Financial Risk
Investments
Trading
Integration
c****[email protected]
Marcus Rodrigues
Associate Wealth Manager
Greater Boston Area
Associate Wealth Manager
Portfolio Administrator
Portfolio & Client Assistant
Senior Customer Service Rep & Retirement Plans Specialist
Northeastern University
Fairfield University
Xaverian Brothers High School
Millis Public Schools
President Avenue School
Recommendations: 0
Wealth Management
Investments
Portfolio Management
Investment Strategies
Investment Management
Wealth Management Services
Estate Planning
Private Banking
m****[email protected]
Chris Weiss, CIMA®
Financial Advisor
Greater Boston Area
Financial Advisor
Wealth Manager - Vice President - Private Client Group
Managing Director
AVP, SMA Portfolio Specialist
Senior Managed Accounts Analyst
Internal Wholesaler
Trinity College-Hartford
Holyoke High School
Recommendations: 0
c****[email protected]
Mark Soukup
Managing Director - Investment Officer
Greater Boston Area
Managing Director - Investment Officer
Executive Director-Investments
Wealth Manager
University of Massachusetts, Amherst
Lexington High School
Recommendations: 0
Equities
Hedge Funds
Securities
Retirement Planning
Capital Markets
Equity Research
Fixed Income
Financial Modeling
m****[email protected]
