Massachusetts Private Banking, Investments Expert #46078

I have 9 years of experience, and specialize in the field of wealth management and private client services with specific knowledge in the areas of investment management, asset allocation and wealth preservation. I have published on such topics as retirement planning, modern portfolio theory and wealth transfer strategies. Over my career I have raised and managed more than $250 million of private client assets providing the full suite of wealth management and private banking services. In addition I’ve been involved with over 8 startup companies as either a founder, investor, business advisor or board director.

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