Retirement Plan Rollovers
Guidance on moving retirement savings as your career or situation changes.
Investment Advisor / Wealth Manager · Lynnfield, MA
Personalized investment strategies, built for the long term.
From retirement plan rollovers and 401(k) programs to stock and bond portfolios, I help individuals, families, and businesses build a customized strategy that is monitored and reviewed as life changes.
All investing involves risk, including the possible loss of principal. No strategy can assure a profit or protect against loss.
Check the background of this investment professional on FINRA's BrokerCheck.
Since 1983in financial services
Brown UniversityBA, Organizational Behavior & Management
AAMS® · CPFA®Professional designations*
Series 63 · 65Securities exams passed
About
A relationship built on your family's goals
I have worked in the financial services industry since 1983, and I joined Capital Management Partners, LLC in May 2017. My approach focuses on a long-term strategic plan that is personalized to each individual or entity, responsive to change, and monitored often. I savor the relationships I have built with my clients over many years, engaging with each family's goals and aspirations in a direct and meaningful way. I understand that individuals have spent a lifetime accumulating their wealth, and I recognize the responsibility entrusted to me when managing each client's legacy.
I work with high-net-worth individuals, families, businesses, labor unions, and charitable foundations. Over the years, I have developed a network of professional partners, such as trust and estate attorneys, insurance experts, and tax accountants, who can be brought in when the need for their expertise arises.
Beyond the office
I graduated from Brown University in 1981, where I captained the varsity hockey team in my senior year. I have served as a selectman in the Town of Swampscott for more than 18 years. By running over 12 Boston Marathons, I have raised over $330,000 for the Mass General Hospital Pediatric Oncology Clinic, and in 2012 Mass General Hospital included me among the recipients of its "100 Award" for supporters of the fight against cancer. These community activities are personal and are not related to my investment advisory services.
Services
How I can help
401(k) Programs
Helping businesses implement retirement plan programs for their employees.
Stock & Bond Portfolios
Portfolios built around a long-term strategic plan, personalized to each individual or entity.
A Coordinated Network
Access to trust and estate attorneys, insurance experts, and tax accountants when the need arises.
Who I work with: high-net-worth individuals · families · businesses · labor unions · charitable foundations
Experience
Decades in the industry
- May 2017 – Present
Investment Advisor / Wealth Manager
Capital Management Partners, LLC · Lynnfield, MA
- Aug 2008 – May 2017
Senior Vice President, Registered Investment Advisor
Winslow, Evans & Crocker, Inc. · Boston, MA
- May 1990 – Jan 2007
Financial Advisor, Corporate Vice President, Branch Manager
A.G. Edwards & Sons, Inc.
- 2003
Accredited Asset Management Specialist™ (AAMS®) designation
College for Financial Planning, Denver, CO
- 1981
BA, Organizational Behavior & Management
Brown University
Process
What to expect
1
Conversation
We talk about your situation, goals, and questions.
2
Personalized Plan
A long-term strategy tailored to you or your organization.
3
Ongoing Monitoring
Your plan is reviewed periodically and as your circumstances change.
Capital Management Partners, LLC
50 Salem Street, Suite 200
Lynnfield, MA 01940
Office: 978.839.0400
Toll-free: 888.535.8989
Email: [email protected]
LinkedIn
50 Salem Street, Suite 200
Lynnfield, MA 01940
Office: 978.839.0400
Toll-free: 888.535.8989
Email: [email protected]