Mintz Levin Financial Advisors, LLC

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Mintz Levin Financial Advisors, LLC Employees

Employee
Years
Job
Industry
Danielle MacKinnon, CFP® Danielle MacKinnon, CFP® Greater Boston Area Details
Danielle MacKinnon, CFP®'s Mintz Levin Financial Advisors, LLC Experience November 2004 - June 2012
Job Vice President, Senior Finanacial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group  July 2012 - Present
Mintz Levin Financial Advisors, LLC   November 2004 - June 2012
RINET Company, LLC  June 2001 - November 2004

Education
Isenberg School of Management, UMass Amherst   1997 — 2001
BBA, Finance and Operations Management

Craig Harasimowicz Craig Harasimowicz Charlotte, North Carolina Details
Craig Harasimowicz's Mintz Levin Financial Advisors, LLC Experience February 2010 - June 2011
Job Associate at Moore & Van Allen, PLLC
Industry Law Practice
Experience
Moore & Van Allen, PLLC   September 2014 - Present
North Carolina Business Court  July 2013 - August 2013
Moore & Van Allen, PLLC   May 2013 - June 2013
Mintz Levin Financial Advisors, LLC   February 2010 - June 2011
Mintz Levin Financial Advisors, LLC   May 2008 - January 2010
Smith Barney  June 2007 - August 2007

Skills
Estate Planning, Investments, Wealth Management, Strategic Financial..., Equities, Legal Research, Legal Writing, Westlaw, Risk Management, Analysis, Lexis

Education
Wake Forest University School of Law   2011 — 2014
Juris Doctor (J.D.), Cum Laude

Davidson College   2005 — 2008
B.A., Political Science

Boston College   2004 — 2005

Peter Mitrano CFA, CFP® Peter Mitrano CFA, CFP® Greater Boston Area Details
Peter Mitrano CFA, CFP®'s Mintz Levin Financial Advisors, LLC Experience October 2005 - June 2012
Job Vice President Senior Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group  July 2012 - Present
Mintz Levin Financial Advisors, LLC   October 2005 - June 2012
Legg Mason Wood Walker Inc.  2004 - 2005
US Bank N.A.   1998 - 2004
Merrill Lynch  1995 - 1997

Skills
Financial Advisory, Retirement Planning, Insurance, Financial Services, Asset Allocation, Investment Advisory, Financial Planners, Wealth Management...

Education
University of Massachusetts at Lowell   1987 — 1991
Bachelor of Science in Business Administration, Finance

Boston University

Patrick Donnelly, CFP® Patrick Donnelly, CFP® Greater Boston Area Details
Patrick Donnelly, CFP®'s Mintz Levin Financial Advisors, LLC Experience March 2005 - June 2012
Job Principal & Senior Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group, LLC   July 2012 - Present
Mintz Levin Financial Advisors, LLC   March 2005 - June 2012
State Street  2001 - 2005
Cowen and Company  2001 - 2001
U.S. Chamber of Commerce   2000 - 2000

Skills
Personal Financial..., Wealth Management, Investments, Asset Allocation, Portfolio Management, Retirement Planning, Tax Advisory, Estate Planning, Charitable Gift Planning, Insurance, Education Funding

Education
Boston University   2005 — 2007
Certificate in Financial Planning

Susquehanna University   1997 — 2001
BA, Economics and Philosophy

Hingham High School   1993 — 1997

Lutheran College Washington Consortium

Lisa J.B. Peterson, CFP® Lisa J.B. Peterson, CFP® Greater Boston Area Details
Lisa J.B. Peterson, CFP®'s Mintz Levin Financial Advisors, LLC Experience June 2005 - May 2007
Job FeeOnly, Comprehensive Financial Planning to Help You Reach Your Goals and Fulfill Your Dreams
Industry Financial Services
Experience
Lantern Financial, LLC  January 2008 - Present
Simmons College  June 2013 - Present
Simmons College, Alumnae Association Executive Board   June 2011 - June 2013
Mintz Levin Financial Advisors, LLC   June 2005 - May 2007
Citigate Global Intelligence  2002 - 2005
Kroll  1999 - 2002

Skills
Financial Planning, Financial Counseling, Insurance, Retirement, Investments, Estate Planning, Budgeting, Strategic Financial..., Mutual Funds, Financial Accounting, Wealth Management, Financial Advisory, Finance, Budgets, Asset Allocation, Retirement Planning, Financial Services, Small Business, Holistic Financial..., Personal Financial..., Securities, Business Planning, Entrepreneurship, Investment Advisory, Series 7, Portfolio Management, 401k, Management Consulting, Business Strategy, Blogging, Investment Management, Alternative Investments, Economics, Financial Planners, Leadership, Investment Strategies, Management, Public Speaking, Microsoft Office, Social Media, Nonprofits, Event Planning

Education
Boston University   2005 — 2007
Center for Professional Education - Certification in Financial Planning, Financial Planning

Simmons College   2000 — 2003
Bachelor of Science, Economics, Mathematics

Gordon College   1996 — 1998
N/A, Youth Ministry, Communications

Middleborough High School   1992 — 1996
Diploma, Honors Level Courses

Abbey Henderson Abbey Henderson Greater Boston Area Details
Abbey Henderson's Mintz Levin Financial Advisors, LLC Experience November 1998 - December 2001
Job Owner, Abaris Financial Group LLC
Industry Financial Services
Experience
Abaris Financial Group, LLC   January 2002 - Present
Boston University - Metropolitan College  2002 - 2006
Middlesex Community College  2002 - 2004
CFP Board of Standards' Board of Examiners   2002 - 2002
Mintz Levin Financial Advisors, LLC   November 1998 - December 2001
TFS Financial Advisors   September 1997 - October 1998
CBIZ Tofias  September 1996 - September 1997

Skills
Retirement Planning, Estate Planning, Strategic Financial..., Financial Planners, Financial Advisory, Investments, Estate Tax Planning, Wealth Management, Portfolio Management, Asset Allocation, Retirement, Education Funding

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2002
MSF, Portfolio Management

Boston University Center for Professional Education   1998 — 2000
Diploma in Financial Planning

Boston University Questrom School of Business   1996 — 1997
MBA, Accounting

Dartmouth College   1992 — 1996
BA, Economics

Shaun Thompson, CFA, CFP(R) Shaun Thompson, CFA, CFP(R) Cambridge, Massachusetts Details
Shaun Thompson, CFA, CFP(R)'s Mintz Levin Financial Advisors, LLC Experience June 2005 - June 2011
Job Financial Counselor
Industry Financial Services
Experience
The Colony Group  July 2012 - Present
Mintz Levin Financial Advisors, LLC   June 2005 - June 2011

Skills
Wealth Management, Estate Planning, Investments, Retirement, Financial Advisory, Financial Planning

Education
Boston University   2001 — 2005
B.S. in Business Administration, Finance, Economics

Boston University

Michael Wright, JD Michael Wright, JD Greater Boston Area Details
Michael Wright, JD's Mintz Levin Financial Advisors, LLC Experience October 2011 - July 2012
Job Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group  January 2015 - Present
The Colony Group  July 2012 - January 2015
Mintz Levin Financial Advisors, LLC   October 2011 - July 2012
Riemer & Braunstein LLP  September 2008 - December 2010
Goodwin Procter LLP  June 2004 - July 2005

Education
Boston University   2010 — 2011
Certificate of Financial Planning

The University of Connecticut School of Law   2005 — 2008
Juris Doctor, Law

University of Massachusetts, Amherst   2001 — 2004
Bachelor of Arts, History and Classics

University College Cork   2002 — 2003
Study Abroad (Academic Year)

Carin Hofer, CFP® Carin Hofer, CFP® San Francisco Bay Area Details
Carin Hofer, CFP®'s Mintz Levin Financial Advisors, LLC Experience September 2008 - January 2011
Job CFP® professional
Industry Financial Services
Experience
Wilmington Trust, N.A.   January 2011 - December 2012
Mintz Levin Financial Advisors, LLC   September 2008 - January 2011
Boston Private Bank  September 2004 - September 2008
Vinfen  February 2003 - September 2004

Skills
Wealth Management, Asset Allocation

Education
Providence College   1998 — 2002
B.S. Accountancy

Erin Manganello, CFP® Erin Manganello, CFP® Greater Boston Area Details
Erin Manganello, CFP®'s Mintz Levin Financial Advisors, LLC Experience August 2004 - June 2012
Job Senior Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group  July 2012 - Present
Mintz Levin Financial Advisors, LLC   August 2004 - June 2012
The Shaw Group  March 2000 - July 2004

Education
St. Francis University   1993 — 1997
B.A., Mathematics