Mintz Levin Financial Advisors, LLC
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Mintz Levin Financial Advisors, LLC Employees
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
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
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
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
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
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
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
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)
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
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