Braver Wealth Management, LLC

Description

Address: 85 Wells Ave Suite 109, Newton, MA 02459 Phone: (617) 969-0223: Hours: : Place name: Category: : : : Website: : Website: http://www.braverwealth.com/ Category: Financial consultant 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.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Braver Wealth Management, LLC Employees

Employee
Years
Job
Industry
Brian Durkin Brian Durkin Marshfield, Massachusetts Details
Brian Durkin's Braver Wealth Management, LLC Experience March 2015 - Present
Job Chief Compliance Officer at Braver Wealth Management, LLC
Industry Financial Services
Experience
Braver Wealth Management, LLC   March 2015 - Present
SS&C PORTIA   November 2013 - February 2015
Congress Asset Management  March 2007 - July 2013
Cadence Capital Management  February 2001 - May 2006
Thomson Financial  February 1999 - January 2001
InterLynx Technology   May 1994 - November 1999
Putnam Investments  July 1992 - April 1994
Fidelity Investments  July 1989 - June 1992

Education
University of Massachusetts, Amherst   1986 — 1989
Bachelor of Arts (B.A.), Economics

Cohasset High School   1982 — 1985

Biserka Rashkova Biserka Rashkova Needham Heights, Massachusetts Details
Biserka Rashkova's Braver Wealth Management, LLC Experience September 2012 - February 2014
Job Operations Analyst and Trading Assistant at Braver Wealth Management, LLC
Industry Investment Management
Experience
Braver Wealth Management, LLC   September 2012 - February 2014
Braver Wealth Management   January 2007 - August 2012
Cellar Leather, LLC   May 2003 - October 2007

Skills
Auditing, Time Management, Financial Analysis, Portfolio Management, Marketing, Microsoft Excel, Accounting, Management, Sales, Team Building, Financial Reporting, Finance

Education
Suffolk University   2004 — 2006
BSBA, Interdisciplinary Business Studies

First English Language High School, Sofia, Bulgaria
High School Diploma

William Royer William Royer Greater Boston Area Details
William Royer's Braver Wealth Management, LLC Experience October 2012 - Present
Job Portfolio Manager, AVP
Industry Higher Education
Experience
Braver Wealth Management, LLC   October 2012 - Present
Wentworth Institute of Technology  2011 - October 2012

Education
University of New Hampshire   2009 — 2011
Master of Science (MS), Mathematics, 3.71

David J. D'Amico, CFA David J. D'Amico, CFA Needham Heights, Massachusetts Details
David J. D'Amico, CFA's Braver Wealth Management, LLC Experience April 2008 - Present
Job President & Chief Market Strategist
Industry Investment Management
Experience
Braver Capital Management   April 2008 - Present
Braver Wealth Management, LLC   April 2008 - Present
Lee Munder Capital Group  March 2006 - April 2008
MassMutual  January 2001 - April 2008
Babson Capital Management  May 2001 - May 2005
Bingham Legg Advisors   February 1999 - May 2001
Congress Asset Management  January 1996 - February 1999
First national bank of Ipswich  1994 - 1995
The Boston Company  1989 - 1994

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1993
Masters Degree, Finance

Bentley University   1987 — 1990
BS, Accounting / Finance

Brad Sharp, CFP® Brad Sharp, CFP® Greater Boston Area Details
Brad Sharp, CFP®'s Braver Wealth Management, LLC Experience September 2008 - Present
Job Vice President at Braver Wealth Management LLC
Industry Financial Services
Experience
Braver Wealth Management, LLC   September 2008 - Present
Fidelity Investments  April 2004 - September 2008
Fidelity Investments  1998 - 2004
Fidelity Investments  1996 - 1998
Delta Air Lines  1990 - 1996

Education
Colorado State University   1988 — 1990
Bachelors, Economics

Mary Hoey, CFP® Mary Hoey, CFP® Greater Boston Area Details
Mary Hoey, CFP®'s Braver Wealth Management, LLC Experience January 2011 - Present
Job Vice President Operations and Technology
Industry Financial Services
Experience
Braver Wealth Management, LLC   January 2011 - Present
Eaton Vance  April 2008 - December 2010
Fidelity Investments  October 2004 - April 2008

Education
University of Massachusetts, Amherst   2000 — 2004
BA, Legal Studies, Economics

Joe Ludwig Joe Ludwig Greater Boston Area Details
Joe Ludwig's Braver Wealth Management, LLC Experience January 2003 - Present
Job Founder and Managing Director at Braver Wealth Management, LLC
Industry Investment Management
Experience
Braver Wealth Management, LLC   January 2003 - Present

Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology   1965 — 1966
MS, Management

Rutgers University-New Brunswick   1960 — 1965
BS, Electrical Engineering

Rutgers University-New Brunswick   1960 — 1965
BA, Liberal Arts

Rutherford High School

Joel Sciabarrasi Joel Sciabarrasi Greater Boston Area Details
Joel Sciabarrasi's Braver Wealth Management, LLC Experience March 2015 - Present
Job Relationship Manager Associate at Braver Wealth Management, LLC
Industry Financial Services
Experience
Braver Wealth Management, LLC   March 2015 - Present
Footballnation.com   June 2014 - February 2015
CoStar Group  January 2013 - June 2014
Crestwood Advisors LLC  June 2011 - August 2011

Skills
Research, PowerPoint, Customer Service, Account Management, Microsoft Excel, Microsoft Word, Marketing Strategy, Microsoft Office, Public Speaking, Social Media, Time Management, Outlook, Philanthropy, Sales, Market Research, Real Estate, Advertising, Sports, Data Analysis

Education
University of Maryland College Park   2009 — 2012
Bachelor of Arts (B.A.), Criminology

Charles M. Toole, CFA, CFP® Charles M. Toole, CFA, CFP® Greater Boston Area Details
Charles M. Toole, CFA, CFP®'s Braver Wealth Management, LLC Experience February 2006 - Present
Job Vice President, Portfolio Manager at Braver Wealth Management, LLC.
Industry Financial Services
Experience
Braver Wealth Management, LLC   February 2006 - Present
Boston Engineering  February 2000 - February 2006
Parametric Technology Corporation  June 1997 - February 2000

Education
Northeastern University   2001 — 2005
MS, Mechanical Engeering

Worcester Polytechnic Institute   1993 — 1997
BS, Mechanical Engineering

James Philbin James Philbin Greater Boston Area Details
James Philbin's Braver Wealth Management, LLC Experience January 2002 - November 2012
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP  January 2014 - Present
Braver PC  January 1990 - 2014
Braver Wealth Management LLC  January 2002 - November 2012
Tofias PC  1987 - 1990

Skills
Finance, Auditing, Management Consulting, Tax, Investments, SEC filings, Strategic Planning, Tax Preparation, Financial Reporting, Start-ups, Strategic Financial..., Income Tax, Management, Accounting, Estate Planning, CPA, Corporate Finance, New Business Development, High Net Worth..., QuickBooks, Financial Analysis, Mergers & Acquisitions, Small Business

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1998 — 2001
MS, Taxation and Financial Planning

Boston College   1980 — 1984
BS, Accounting and Economics

Boston Latin School   1973 — 1980
Diploma, College Prep