Argent Wealth Management

Description

Address: 200 5th Ave, Waltham, MA 02451 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 290-4900: : : Category: Place name: : : Website: : Website: http://www.argentwm.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Argent Wealth Management, LLC Posting publicly on the Web Write a review Reviews 1 Google review

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Argent Wealth Management Employees

Employee
Years
Job
Industry
Richard Kahn Richard Kahn Greater Boston Area Details
Richard Kahn's Argent Wealth Management Experience February 1999 - Present
Job Managing Director at Argent Wealth Management
Industry Financial Services
Experience
Medway Foundation for Education   2006 - Present
Argent Wealth Management   February 1999 - Present
Strata Bank  2002 - 2009
CML Group, Inc.   November 1991 - February 1999
Deloitte & Touche  September 1983 - November 1991

Skills
Investment Advisory, Strategic Financial..., Estate Planning, Financial Services, Tax, Financial Planners, Asset Management, Investment Management, Asset Allocation, Finance, Due Diligence, Wealth Management, Management, Financial Planning, Mergers & Acquisitions, Mutual Funds, Strategic Planning, Financial Analysis, Investments, Private Equity, Strategy, Alternative Investments, Financial Modeling, Portfolio Management, Estate Tax Planning

Education
Boston University School of Law   1984 — 1989
LLM - Taxation

New England School of Law   1980 — 1983
Doctor of Law (JD), Law

SUNY Albany   1976 — 1980
BS, Economics

Northport High School   1975 — 1976

Rita Borochin Rita Borochin Greater Boston Area Details
Rita Borochin's Argent Wealth Management Experience August 2012 - February 2014
Job Operations Manager / Business Development at Luxe
Industry Consumer Goods
Experience
Luxe  June 2015 - Present
Manicube  April 2014 - Present
Boston Real Property   August 2011 - Present
Argent Wealth Management   August 2012 - February 2014
Jewish Community Centers of Greater Boston  July 2007 - July 2012
Arigo  September 2011 - February 2012
Brook Venture Partners  August 2011 - February 2012
City Realty Group  April 2009 - August 2011
The Omerta Group  January 2011 - May 2011

Skills
Finance, Marketing, Real Estate, Portfolio Management, PowerPoint, Financial Modeling, Investments, Microsoft Office, Financial Analysis, Social Media, SEO, Microsoft Excel, Morningstar, Entrepreneurship, Strategic Planning, Customer Service, Valuation, Corporate Finance, Asset Management, Venture Capital, Management, Leadership

Education
University of Massachusetts at Amherst - Isenberg School of Management   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Mathematics, 3.8

Imperial College London
Finance, 4.0

William Baldwin William Baldwin Greater Boston Area Details
William Baldwin's Argent Wealth Management Experience 2013 - Present
Job Managing Director at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management   2013 - Present
Pillar Financial Advisors  March 1986 - November 2013
NAPFA - National Ass'n of Personal Financial Advisors   September 2009 - September 2010
Babson Financial Management   1983 - 1986
Deloitte  1975 - 1976

Skills
Estate Planning, Wealth Management, Investments, Strategic Financial..., Investment Management, Investment Advisory, High Net Worth..., Retirement Planning, Financial Planners, Wealth, Financial Advisory, Personal Finance, Finance, Portfolio Management, Personal Financial..., Asset Management, Retirement, Asset Allocation, Wealth Management..., Investment Strategies, Tax, Estate Tax Planning

Education
Boston University School of Law   1980 — 1983
LLM, Taxation

Boston College Law School   1972 — 1975
JD, Law

University of Cincinnati   1970 — 1972
BBA, Accounting

Joseph Finn Joseph Finn Greater Boston Area Details
Joseph Finn's Argent Wealth Management Experience July 2010 - Present
Job Director, Business Development at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management   July 2010 - Present
P-Solve  June 2005 - February 2010
Eastern Bank  June 2000 - June 2005
Bank of Boston  1993 - 2000
Fidelity Investments  January 1990 - December 1992
Boston Safe Deposit & Trust Co   June 1986 - December 1989
American Express  March 1982 - June 1986
American Express Service Establishment Marketing   1979 - 1982

Skills
Wealth Managment, Sales and Marketing, Investment Strategies, Investments, Asset Managment, Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Fixed Income, Investment Management, Wealth Management...

Education
Fairfield University   1973 — 1977
B.S., Marketing

Emily Yiannis Emily Yiannis Greater Boston Area Details
Emily Yiannis's Argent Wealth Management Experience July 2004 - December 2006
Job Associate Relationship Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust  April 2008 - Present
Sapers & Wallack  March 2007 - 2008
Argent Wealth Management   July 2004 - December 2006
Rinet Company   July 2002 - June 2004

Skills
Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Financial Services, Investment Strategies

Education
Keir   2011 — 2011

Bentley College - Elkin B. McCallum Graduate School of Business   2004 — 2007
Masters, Financial Planning

Bentley University   1998 — 2002
Bachelor's degree, Finance, General

Laconia High School   1994 — 1998

James Gilloran, CFP® James Gilloran, CFP® Waltham, Massachusetts Details
James Gilloran, CFP®'s Argent Wealth Management Experience March 2015 - Present
Job Financial Advisor at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management   March 2015 - Present
Argent Wealth Management   June 2012 - March 2015

Skills
Investment Advisory, Financial Modeling, Tax Preparation, Data Analysis, Research, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Teamwork

Education
Bentley University   2008 — 2012
Bachelor of Science (BS), Economics-Finance

Choate Rosemary Hall   2004 — 2008

Glen T Silverman, MST (617) 216-6624 Glen T Silverman, MST (617) 216-6624 Greater Boston Area Details
Glen T Silverman, MST (617) 216-6624's Argent Wealth Management Experience October 2004 - April 2010
Job Managing Director at Fenway Search Group
Industry Staffing and Recruiting
Experience
Fenway Search Group   June 2014 - Present
Michael Page Taxation   January 2011 - May 2014
Argent Wealth Management   October 2004 - April 2010
Kforce, Inc.   March 1998 - August 2004
Ernst & Young  1997 - 1998
KPMG  1994 - 1997

Skills
Internet Recruiting, Talent Management, Recruiting, Due Diligence, Investments, Financial Services, SEC filings, Networking, Tax, Internal Controls, Private Equity, Executive Search, Corporate Tax, US GAAP, Finance, SEC Filings, Financial Analysis, Accounting

Education
Bryant University   1992 — 1994
MST, Taxation

Bryant University   1987 — 1991
Bachelor's degree, Accounting

Oliver Ball Oliver Ball Greater Boston Area Details
Oliver Ball's Argent Wealth Management Experience August 2014 - Present
Job Financial and Tax Planning Associate at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management   August 2014 - Present
Lexington Wealth Management  2013 - 2014
Post University  May 2011 - January 2013

Skills
Microsoft Office, Finance, Financial Analysis, PowerPoint, Teamwork, Customer Service, Leadership, Economics, Research, Team Leadership, Tax Preparation, Tax Returns, Microsoft Word, Microsoft Excel, Outlook, Access, Investments

Education
Bentley University   2010 — 2014
Bachelor's Degree, Economics and Finance, 3.61

Jeffrey B. Augustine, CFA, CFP® Jeffrey B. Augustine, CFA, CFP® Greater Boston Area Details
Jeffrey B. Augustine, CFA, CFP®'s Argent Wealth Management Experience June 2013 - Present
Job Senior Advisor at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management   June 2013 - Present
Lift Ministries  2006 - 2014
Augustine Financial Solutions LLC   January 2009 - May 2013
Standard and Poor's  2008 - 2009
Upstream Technologies, LLC   2004 - 2005
Putnam Investments  1998 - 2005
Investortools, Inc.   May 1995 - December 1997
Colonial Management Associates, Inc   1985 - 1995

Education
Loyola University of Chicago   1971 — 1975
Bachelor of Science, Biology

Wheaton Central High School   1967 — 1971
Diploma

Lynn (Lavoie) Waples, CFP® Lynn (Lavoie) Waples, CFP® Greater Boston Area Details
Lynn (Lavoie) Waples, CFP®'s Argent Wealth Management Experience February 2008 - Present
Job Financial Planning Consultant
Industry Financial Services
Experience
Argent Wealth Management   February 2008 - Present
State Street  2007 - 2008
Investors Bank & Trust  July 1988 - July 2007

Skills
Wealth Management, Asset Management, Investment Advisory, Financial Modeling, Financial Services, Fund Accounting, Risk Management, Estate Planning, Strategic Financial..., Retirement Planning, Personal Finance

Education
Boston College - Carroll School of Management   1990 — 1992
Master's degree, Finance

University of Vermont   1983 — 1987
Bachelors of Science, Business Administation

David Duchesneau David Duchesneau Greater Boston Area Details
David Duchesneau's Argent Wealth Management Experience 2013 - Present
Job Managing Director at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management   2013 - Present
Argent Wealth Management   December 1992 - October 2013
Arthur Andersen  1984 - 1992

Skills
Asset Management, Investments, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Investment Management, Fixed Income, Estate Planning, Investment Strategies, Mutual Funds, Wealth Management..., Hedge Funds, Wealth Management, Portfolio Management, Retirement, Financial Advisory, High Net Worth..., Equities

Education
Western New England College School of Law   1981 — 1984
JD

Bryant University   1977 — 1981
BSBA, Accounting

Rita Cianciarulo Rita Cianciarulo Greater Boston Area Details
Rita Cianciarulo's Argent Wealth Management Experience September 2014 - Present
Job Account Administrator/Client Services at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management   September 2014 - Present
LitmanGerson Associates,LLP  December 2013 - September 2014
Edelstein & Company, LLP   June 2012 - December 2013
Pillar Financial Advisors  February 2001 - June 2012
Winchester Boat Club  May 1993 - April 2011
Berman DeValerio Pease Tabacco Burt & Pucillo  September 1989 - May 1992
Wang Laboratories  September 1985 - May 1988
Nixdorf Computer  1983 - 1985

Skills
Payroll, QuickBooks, Accounts Payable, Accounts Receivable, General Ledger, Financial Statements, Accounting, Finance, Account Reconciliation, Budgets, Bank Reconciliation, Invoicing, Microsoft Excel, Peachtree, Journal Entries

Education
Massachusetts Bay Community College   1979 — 1982
Associates, Accounting

Jerry Jacobs Jerry Jacobs Greater Boston Area Details
Jerry Jacobs's Argent Wealth Management Experience January 2006 - Present
Job Chief Investment Officer at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management   January 2006 - Present
Putnam Investments  October 1996 - December 2005

Skills
Hedge Funds, Fixed Income, Portfolio Management, Asset Allocation, Alternative Investments, Capital Markets, Investments, Asset Managment, Mutual Funds, Investment Advisory, Asset Management, Investment Strategies, Investment Management, ETFs, Securities, Series 7

Education
University of Pennsylvania - The Wharton School   1976 — 1980
BS, Economics

Lingzi Sun Lingzi Sun Greater Boston Area Details
Lingzi Sun's Argent Wealth Management Experience January 2014 - May 2014
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  January 2015 - Present
Argent Wealth Management   January 2014 - May 2014
Grant Thornton LLP  January 2012 - April 2012
Momenta Pharmaceuticals  January 2011 - June 2011

Education
Northeastern University
BS, Accounting, Music Industry