Lexington Wealth Management

Description

Address: 12 Waltham St, Lexington, MA 02421 Hours: Open ⋅ Closes 5:30PM Monday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 860-7745: : Category: Place name: : : : : Website: Website: http://www.lexingtonwealth.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.

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Lexington Wealth Management Employees

Employee
Years
Job
Industry
Andrew Putterman Andrew Putterman Washington D.C. Metro Area Details
Andrew Putterman's Lexington Wealth Management Experience December 2014 - Present
Job Key Strategic Advisor to Wealth Management Firms & Investor in Innovative Financial Technologies
Industry Financial Services
Experience
1812 Park, LLC   February 2014 - Present
Advizr   April 2015 - Present
B+ Institutional Services, LLC   June 2014 - Present
WBI  June 2014 - Present
The Princeton Private Equity Fund   October 2014 - Present
Waldron Wealth Management   April 2014 - Present
AdvicePeriod   January 2014 - Present
Lexington Wealth Management   December 2014 - Present
Traust Sollus Wealth Management  January 2014 - Present
Next Capital Management LLC  April 2014 - Present

Skills
Wealth Management, Investment Advisory, Investments, Investment Management, Portfolio Management, High Net Worth..., TAMP, Private Equity, Financial Advisory, Alternative Investments, Hedge Funds, Wealth, Investment Strategies, Due Diligence, Equities, Wealth Management..., Financial Planners, Mergers & Acquisitions, Securities, Business Planning, Consulting, Executive Management

Education
State University of New York at Binghamton   1978 — 1981
Bac, BS Accounting

Georgetown University

Michael Barbosa Michael Barbosa New York, New York Details
Michael Barbosa's Lexington Wealth Management Experience December 2012 - August 2013
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2015 - Present
Bloomberg LP  April 2014 - Present
JPMorgan Chase  September 2013 - December 2013
Lexington Wealth Management   December 2012 - August 2013

Skills
Financial Analysis, Wealth Management, Asset Allocation, Fixed Income, Bloomberg, Microsoft Excel, Data Analysis, Customer Service, Finance, Research

Education
Trinity University   2009 — 2013
Bachelor of Science (BS), Finance, General

Arlington High School

Aaron Derderian Aaron Derderian Greater Boston Area Details
Aaron Derderian's Lexington Wealth Management Experience May 2012 - Present
Job Investment Associate
Industry Investment Management
Experience
Lexington Wealth Management   May 2012 - Present
Commonwealth Care Alliance  April 2011 - September 2011

Skills
Investments, Finance, Financial Analysis, Portfolio Management, Microsoft Excel, Estate Planning, Public Speaking, Accounting, Investment Strategies, Wealth Management, Investment Advisory, Financial Advisory, Bloomberg, Strategic Planning, Strategic Financial..., Alternative Investments, Financial Planning, Project Planning, Entrepreneurship, Salesforce.com...

Education
Bentley University   2009 — 2013
Finance, Law

Westwood High School   2005 — 2009
Diploma

Robert Mikulski Robert Mikulski Atlanta, Georgia Details
Robert Mikulski's Lexington Wealth Management Experience September 2005 - September 2008
Job Client Care Coordinator at Homrich Berg
Industry Investment Management
Experience
Homrich Berg  September 2014 - Present
Callan Capital   December 2013 - September 2014
Dowling & Yahnke, LLC   October 2008 - November 2013
Lexington Wealth Management   September 2005 - September 2008
Lexington Wealth Manangement   October 2004 - September 2005

Education
University of Massachusetts Boston   2002 — 2005
B.A., Economics

Samira Alam Samira Alam Stoneham, Massachusetts Details
Samira Alam's Lexington Wealth Management Experience May 2014 - May 2015
Job Regulatory Reporting Intern at State Street
Industry Financial Services
Experience
State Street  September 2015 - Present
Epsilon  June 2015 - September 2015
Lexington Wealth Management   May 2014 - May 2015
Kumon  October 2012 - September 2013
Boston University Cognitive and Neural Systems Lab   June 2012 - April 2013
Housing Families Inc.  March 2010 - April 2013
LEAD Summer Program   June 2010 - July 2010

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Outlook

Education
Bentley University   2013 — 2016
Candidate for Bachelor of Science, Corporate Finance and Accounting

Boston University Academy   2009 — 2013

Frank Censullo Frank Censullo Greater Boston Area Details
Frank Censullo's Lexington Wealth Management Experience January 2012 - Present
Job Senior Relationship Manager at Lexington Wealth Management
Industry Financial Services
Experience
Lexington Wealth Management   January 2012 - Present
Wells Fargo Family Wealth  June 2010 - November 2011
Calibre Advisory Services, Inc.   January 2005 - June 2010
Tanager Financial Services Inc.   July 2001 - December 2004

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2000 — 2002
Master of Science, Personal Financial Planning

University of Massachusetts Boston
Bachelor of Science, Human Performance & Fitness

Jason Hastings Jason Hastings Lexington, Massachusetts Details
Jason Hastings's Lexington Wealth Management Experience 2010 - Present
Job Advisor, Lexington Wealth Management
Industry Financial Services
Experience
Lexington Wealth Management   2010 - Present
State Street  June 2008 - December 2010

Skills
Investments, Customer Service, Wealth Management, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Mutual Funds, Financial Analysis, Investment Advisory, Investment Management, Strategic Financial..., Investment Strategies, Series 7, Fixed Income, Securities, Wealth, Retirement Planning, Equities, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Financial Modeling, Public Speaking, Management, Finance, Financial Services, Strategic Planning, Analysis, Relationship Management, Financial Planning

Education
UMass Dartmouth   2004 — 2008
Bachelor's degree, Finance

Xaverian Brothers High School   2000 — 2004
High School Diploma

Ivonne-Marie Mendoza Ivonne-Marie Mendoza Greater Boston Area Details
Ivonne-Marie Mendoza's Lexington Wealth Management Experience May 2007 - March 2010
Job Private Bank Client Service Associate Trusts & Estates at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  April 2015 - Present
BNY Mellon  January 2014 - April 2015
Bank of New York Mellon  March 2010 - January 2014
Lexington Wealth Management   May 2007 - March 2010
Worcester State College  September 2007 - May 2008
Worcester State College  September 2005 - May 2006
Yankee Candle Company  September 2003 - August 2005

Skills
Conversational Spanish, Investments, Wealth Management, Microsoft Office, Research, Microsoft Excel, Customer Service, Teaching, Asset Allocation, Financial Services, Employee Training, Management, Mutual Funds, Portfolio Management

Education
Boston University   2010 — 2011
Graduate Certificate, Certified Financial Planning

Worcester State University   2005 — 2008
Bachelors in Science, Finance and Economics

Middlesex Community College   2002 — 2005
Associate's Degree, Liberal Studies

Christopher Bekel Christopher Bekel Greater Boston Area Details
Christopher Bekel's Lexington Wealth Management Experience June 2010 - August 2010
Job Financial Planning Associate at East Coast Asset Management
Industry Financial Services
Experience
East Coast Asset Management  May 2013 - Present
Boston Hill Advisors   June 2012 - April 2013
East Coast Asset Management  July 2011 - August 2011
Lexington Wealth Management   June 2010 - August 2010

Education
Bryant University   2008 — 2012
Bachelor of Science in Business Administration, with concentrations in Financial Services and Economics

Courtney Bailey Courtney Bailey Greater Boston Area Details
Courtney Bailey's Lexington Wealth Management Experience May 2014 - August 2014
Job Business Systems Analyst at athenahealth
Industry Investment Management
Experience
athenahealth  August 2015 - Present
Morgan Stanley  June 2015 - August 2015
Lexington Wealth Management   May 2014 - August 2014
Kane Built Inc   May 2012 - August 2013

Skills
Financial Analysis, Investments, Asset Management, Strategic Financial..., Microsoft Excel, Portfolio Management, Mutual Funds, Microsoft Office, Wealth Management, Tax, Research, Series 7, Customer Service, SAP, Retirement Planning, Estate Planning, Business Strategy, Entrepreneurship, Spreadsheets, QuickBooks, Financial Planning

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2015 — 2016
Master of Business Administration (M.B.A.), Information Technology

Bentley University   2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance

Kristine Porcaro Kristine Porcaro Greater Boston Area Details
Kristine Porcaro's Lexington Wealth Management Experience January 1997 - Present
Job CoFounder at Lexington Wealth Management
Industry Investment Management
Experience
Lexington Wealth Management   January 1997 - Present

Skills
Wealth Management, Investments, Investment Advisory, Wealth, Entrepreneur, Asset Allocation, Asset Management, Retirement Planning, Hedge Funds, Business Planning, Business Strategy, Strategic Planning, Mutual Funds, Financial Planning, Entrepreneurship, Strategic Financial..., Finance, Financial Advisory, Portfolio Management, Estate Planning, Alternative Investments

Education
University of Massachusetts Lowell   1988 — 1991
BS, Business Administration and Marketing

Northeastern University   2000 — 2001
Financial Planning Program

Karen E. Van Voorhis, CFP Karen E. Van Voorhis, CFP Greater Boston Area Details
Karen E. Van Voorhis, CFP's Lexington Wealth Management Experience 2011 - 2012
Job Director, Wealth Management, at Sapers & Wallack
Industry Investment Management
Experience
Sapers & Wallack, Inc.   2012 - Present
Lexington Wealth Management   2011 - 2012
Wachovia, A Wells Fargo Company  2004 - 2009
Tanager Financial Services, Inc.   1999 - 2004
Applegarth Advisory Group   1995 - 1999

Skills
Financial Planning, Tax Strategies, Wealth Management, Investments, Asset Management, Retirement Planning, Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Wealth, Financial Advisory, Financial Analysis, High Net Worth..., Finance, Strategic Financial..., Estate Planning, Wealth Management..., Tax, Investment Management, Insurance, Mutual Funds, Fixed Income, Alternative Investments, Financial Services, 401k, Securities

Education
Smith College   1991 — 1995
B.A. in Russian Civilization, Russian, French

Josh Levitt Josh Levitt Washington, District Of Columbia Details
Josh Levitt's Lexington Wealth Management Experience May 2014 - August 2014
Job Candidate for B.S. in Business Administration at McDonough School of Business, Georgetown University
Industry Management Consulting
Experience
Innovo Solutions Inc.   January 2015 - Present
McDonough School of Business Technology Center at Georgetown University   September 2013 - Present
Georgetown University's McDonough School of Business  May 2015 - July 2015
KPMG  June 2015 - June 2015
PwC  June 2015 - June 2015
EY  May 2015 - May 2015
Booz Allen Hamilton  October 2014 - May 2015
Lexington Wealth Management   May 2014 - August 2014
The Compass Fellowship  September 2013 - May 2014

Skills
Spanish, Office 2010, Non-profit Volunteer, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Leadership, Customer Service, Event Planning, Data Analysis, Teamwork, Microsoft Office

Education
Georgetown University   2013 — 2017
Junior

Sharon High School   2009 — 2013
High School Diploma, 5.8 GPA (6.0 scale)

Glenn Frank Glenn Frank Greater Boston Area Details
Glenn Frank's Lexington Wealth Management Experience April 2010 - Present
Job Director of Investment Tax Strategy, Lexington Wealth Management
Industry Investment Management
Experience
Lexington Wealth Management   April 2010 - Present
Bentley University  September 1985 - Present

Skills
Wealth Management, Investments, Alternative Investments, Strategic Financial..., Asset Managment, Investment Advisory, Tax, Investment Management, Asset Allocation, Investment Strategies, Financial Analysis, Retirement Planning, Portfolio Management, Wealth, Financial Planners, Series 7, Estate Planning, Mutual Funds, Asset Management

Education
Bentley College   1983 — 1985
Master's degree, Taxation, Honors

West Virginia University   1978 — 1980
Master of Business Administration (MBA), Honors

Penn State University   1973 — 1977
Bachelor of Science (BS), Accounting

Patrick Horstmann Patrick Horstmann West Palm Beach, Florida Area Details
Patrick Horstmann's Lexington Wealth Management Experience July 2012 - August 2012
Job Professional Basketball Player & B. Braun UK employee
Industry Hospital & Health Care
Experience
B. Braun Medical UK   May 2014 - Present
Sheffield Sharks   September 2013 - Present
B. Braun Medical UK   September 2013 - April 2014
Northwood University  January 2013 - July 2013
Northwood University  August 2011 - January 2013
Lexington Wealth Management   July 2012 - August 2012
Northwood University F   September 2009 - February 2012
Merrill Lynch  July 2011 - August 2011
Philadelphia 76ers  May 2010 - July 2010

Skills
Event Planning, Social Media Marketing, Marketing, Teamwork, Facebook, Marketing Strategy, Social Media, Management, Analysis, Data Analysis, Salesforce.com, Coaching, CRM, English, Social Networking, Time Management, Event Management, Lean Manufacturing, Public Speaking, Strategic Planning, Educational Leadership, Influence Others, Inspiring Leadership, Inspiring Teams

Education
Northwood University Florida
MBA

Northwood University Florida   2009 — 2012
BBA, International Business and Management 2012

NJIT   2008 — 2009
Business

Urspringschule   2003 — 2007
HS

Michael Tucci Michael Tucci Greater Boston Area Details
Michael Tucci's Lexington Wealth Management Experience 2001 - Present
Job CEO & CoFounder at Lexington Wealth Management
Industry Investment Management
Experience
Lexington Wealth Management   2001 - Present
Tucci & Roselli, CPA's   1991 - 2001

Skills
Investments, Wealth Management, Asset Allocation, Entrepreneurship, Wealth, Financial Advisory, Investment Advisory, Investment Strategies, Alternative Investments, Investment Management, Asset Management, Estate Planning

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1994 — 1997
MBA, Finance

Bentley College   1980 — 1984
Bachelor of Science (B.S.), Business

University of Pennsylvania - The Wharton School
CIMA

Felicia Peluso Felicia Peluso Greater Boston Area Details
Felicia Peluso's Lexington Wealth Management Experience September 2013 - Present
Job Executive Assistant
Industry Investment Management
Experience
Putnam Investments  September 2015 - Present
Lexington Wealth Management   September 2013 - Present
Abercrombie & Fitch  October 2011 - September 2013
Salem State University  2010 - 2011

Skills
Retail, Retail Marketing, Human Resources, Sales, Employee Training, Social Media Marketing, Marketing, Visual Merchandising, Merchandising, Recruiting, Hiring Employees, Customer Service, Writing, Management, Executive..., Hiring

Education
Salem State University
Bachelor of Science (BS), Communication, Concentration in Public Relations, Minor in Marketing, Overall GPA 3.5

Jordi Mullor Jordi Mullor Lexington, Massachusetts Details
Jordi Mullor's Lexington Wealth Management Experience September 2011 - Present
Job Head of Operations
Industry Investment Management
Experience
Lexington Wealth Management   September 2011 - Present
Independence Development Co   August 2009 - December 2011
ONE.org  March 2010 - August 2011
Ghana Trade and Livelihoods Coalition   June 2010 - August 2010
Diaspora African Forum Mission   June 2010 - August 2010
Cameron University  May 2008 - May 2009
Cameron University  May 2006 - May 2008

Skills
Non-profits, Corporate Finance, NGOs, Program Management, Research, Social Networking, Financial Modeling, Nonprofits, Portfolio Management, Marketing, Business Strategy, Finance, Entrepreneurship, Microsoft Office, Financial Analysis, Analysis, Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2009 — 2011
Dual Masters, MBA/MSF

Cameron University   2004 — 2008
Bachelor, Business Administration; Finance and Economics

Cameron University   2004 — 2007
Masters, Business Administration; Finance

Joshua Carruthers Joshua Carruthers Greater Philadelphia Area Details
Joshua Carruthers's Lexington Wealth Management Experience May 2014 - August 2014
Job Portfolio & Economic Strategist at Blue Hen Investment Club
Industry Financial Services
Experience
University of Delaware Equity Options Club   April 2015 - Present
Exelon Trading Center   April 2014 - Present
J.P. Morgan   June 2015 - August 2015
Blue Hen Investment Club  May 2014 - May 2015
Lexington Wealth Management   May 2014 - August 2014
Seeking Alpha  May 2014 - August 2014
Blue Hen Investment Club  April 2014 - May 2014

Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Social Media, Time Management, Economics, PowerPoint, Photoshop, English, Java, Windows, SQL

Education
University of Delaware - Lerner College of Business and Economics   2013 — 2017
Bachelor of Science (BS), Economics/ Finance, 3.53/4.00

Courtney McKinney Courtney McKinney Braintree, Massachusetts Details
Courtney McKinney's Lexington Wealth Management Experience May 2013 - August 2013
Job Associate 2, Career Development Rotation Program
Industry Financial Services
Experience
State Street  June 2014 - Present
Reebok  September 2013 - December 2013
Lexington Wealth Management   May 2013 - August 2013
New York Life Insurance Company  May 2012 - September 2012
Parent Involvement Program   June 2011 - January 2012

Skills
Time Management, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Social Media, Leadership, Microsoft Word, Salesforce.com, SAP, Customer Service, Close Attention to..., Quantitative Analytics, Morningstar, Bloomberg, Excel, Multi-currency Horizon

Education
Bentley University   2010 — 2014
Bachelor of Science (B.S.), Economics Finance

Braintree High School   2006 — 2010
3.8

Steven Heller Steven Heller Morristown, New Jersey Details
Steven Heller's Lexington Wealth Management Experience May 2013 - August 2013
Job Analyst at RegentAtlantic
Industry Financial Services
Experience
RegentAtlantic  June 2014 - Present
Lexington Wealth Management   May 2013 - August 2013
TD  November 2012 - March 2013
Ripco Real Estate Corp  May 2012 - August 2012
Equity One, Inc  May 2011 - August 2011
Equity One, Inc  May 2010 - August 2010

Skills
Rebalancing, Bloomberg Software, Google Earth, Outlook, Schwab Institutional, Microsoft Excel, PowerPoint, Portfolio Management

Education
Bentley University   2013 — 2014
Master of Science (MS), Financial Planning and Services

Bentley University   2009 — 2013
Bachelor of Science (BS), Finance, General

Avon Old Farms

Felix Garcia Felix Garcia Lawrence, Massachusetts Details
Felix Garcia's Lexington Wealth Management Experience May 2011 - August 2011
Job Planning & Development, Inspectional Services at City of Lawrence, Massachusetts
Industry Government Administration
Experience
City of Lawrence, Massachusetts  March 2015 - Present
City of Lawrence, Massachusetts  January 2014 - March 2015
Respiratory Motion, Inc.   June 2013 - January 2014
Service Learning Center, Bentley University   January 2010 - May 2013
Yahoo!  January 2012 - April 2012
Bentley University  May 2011 - August 2011
Lexington Wealth Management   May 2011 - August 2011
Bentley University  March 2010 - May 2011

Skills
Microsoft Excel, Research, Microsoft Office, Team Building, PowerPoint, Program Management, Microsoft Word, SPSS, SAP, Outlook, Financial Analysis, Data Analysis, Public Speaking, Customer Service, CRM, Munis, Social Media

Education
Bentley University   2009 — 2013
Bachelor of Science, Management with Dual Major in Health Science, Minor in Spanish

Universitat Pompeu Fabra   2012 — 2012
Management and Spanish Language

University of Ghana, Accra   2010 — 2011
Public & Environment Health

Massachusetts Cities Leadership Institute
Leadership and Social Innovation, Class of 2015

James Jay Barrett V, CFP® AIF® James Jay Barrett V, CFP® AIF® Greater Boston Area Details
James Jay Barrett V, CFP® AIF®'s Lexington Wealth Management Experience May 2012 - September 2012
Job MBA CFP® AIF® | Financial Advisor at Grimes & Company, Inc.
Industry Investment Management
Experience
Grimes & Company  August 2015 - Present
Financial Foundations, Inc  December 2013 - August 2015
Financial Foundations, Inc  June 2013 - December 2013
Financial Foundations, Inc  February 2013 - June 2013
Bentley University  August 2011 - May 2013
Lexington Wealth Management   May 2012 - September 2012
Eagle Bank  March 2012 - March 2012
Wainwright Bank (since been acquired by Eastern Bank in 2011)   June 2007 - January 2011
Liberty Mutual Group  April 2010 - September 2010

Education
Wake Forest University
Graduate Certificate in Financial Planning

Bilkent University
Went abroad through Bentley University in January, 2012.

Bentley University   2011 — 2013
MBA, Economics and Financial Markets at McCallum Graduate School of Business

Assumption College
Bachelor of Arts (B.A.), Economics with Business Concentration

St. John's Prep

Oliver Ball Oliver Ball Greater Boston Area Details
Oliver Ball's Lexington Wealth Management Experience 2013 - 2014
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

Jim Berkowitz Jim Berkowitz Greater New York City Area Details
Jim Berkowitz's Lexington Wealth Management Experience December 1993 - February 1996
Job Business Analyst at Centerline Partners
Industry Financial Services
Experience
Centerline Partners  December 2012 - February 2013
BNY Mellon Hedge Fund Services   June 2012 - December 2012
Tullet Prebon / OTC Valuations (Division Closed)   June 2011 - January 2012
Citi Hedge Fund Services  June 2010 - May 2011
Viteos Hedge Fund Services   March 2008 - March 2009
Variman LLC   September 2005 - January 2008
Global Investment Systems   February 1998 - September 2005
Bankers Trust Company  February 1996 - February 1998
Lexington Wealth Management   December 1993 - February 1996

Education
Lehigh University   1989 — 1993
BA, Accounting

Lehigh University
Bachelor of Arts, Accounting

Kerry Luria Kerry Luria Lexington, Massachusetts Details
Kerry Luria's Lexington Wealth Management Experience September 2014 - Present
Job Managing Director Advisor Service at Lexington Wealth Management
Industry Investment Management
Experience
Lexington Wealth Management   September 2014 - Present
Peak Financial Management  September 2009 - September 2014
Peak Financial Management  April 2005 - September 2009
Peak Financial Management  April 1999 - April 2005
Peak Financial Management  August 1996 - April 1999
Keystone Investments  May 1995 - August 1996
Boston University  January 1989 - May 1995

Skills
Investment Management, Personal Financial...

Education
University of Massachusetts Boston   1991 — 1994
Bachelor of Science (BS), Management, Summa Cum Laude

Newbury College
Pastry Arts Certificate