Braver Wealth Management, LLC
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
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
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
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
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
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
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
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
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
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
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