New England Private Wealth Advisors

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New England Private Wealth Advisors Employees

Employee
Years
Job
Industry
Adam Bolduc Adam Bolduc Boston, Massachusetts Details
Adam Bolduc's New England Private Wealth Advisors Experience December 2010 - May 2011
Job Equity Product Management Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management  September 2013 - January 2015
Wellington Management  February 2012 - September 2013
Sun Life Capital Advisers   October 2011 - December 2011
New England Private Wealth Advisors   December 2010 - May 2011
Bracebridge Capital  December 2009 - September 2010
Red River Computer Company  May 2007 - August 2007

Skills
Fixed Income, Alternative Investments, Portfolio Management, Financial Reporting, Investments, Mutual Funds, Analysis, Bloomberg, Asset Allocation, Investment Management, Finance, Equities

Education
Bentley University   2010 — 2011
MS, Financial Planning

Bentley University   2006 — 2010
BS, Finance

Jenna Skaar Jenna Skaar Boston, Massachusetts Details
Jenna Skaar's New England Private Wealth Advisors Experience May 2011 - February 2012
Job Financial Analyst at CBRE
Industry Commercial Real Estate
Experience
CBRE  August 2015 - Present
Cushman & Wakefield - Formerly DTZ  June 2014 - August 2015
TD Bank Group  February 2012 - June 2014
New England Private Wealth Advisors   May 2011 - February 2012
Providence College  September 2010 - May 2011
Abercrombie & Fitch  May 2008 - September 2010
US SAILING  June 2010 - August 2010
General Dynamics Electric Boat Corporation  June 2009 - August 2009

Skills
Investments, Financial Analysis, Microsoft Excel, Risk Management, PowerPoint, Financial Planning, Sales, Financial Modeling, Argus Modeling

Education
Providence College   2007 — 2011
BS, Finance and Marketing

Lyme-Old Lyme High School   2003 — 2007

Matthew Wessels, CPA Matthew Wessels, CPA Greater Boston Area Details
Matthew Wessels, CPA's New England Private Wealth Advisors Experience August 2012 - February 2013
Job Banking and Capital Markets Assurance Staff at EY
Industry Accounting
Experience
EY  August 2013 - Present
New England Private Wealth Advisors   August 2012 - February 2013
Ernst & Young  June 2012 - August 2012
SBLI of Massachusetts  May 2011 - May 2012
Collegiate Entrepreneurs  September 2009 - August 2010
Collegiate Entrepreneurs  November 2008 - September 2009

Education
Bentley University   2012 — 2014
Master of Business Administration (MBA), Accounting

Bentley University   2008 — 2012
BS, Corporate Finance and Accounting

Nicholas Fahmie Nicholas Fahmie Greater New York City Area Details
Nicholas Fahmie's New England Private Wealth Advisors Experience September 2010 - December 2010
Job Equity Research Associate at Barclays
Industry Capital Markets
Experience
Barclays Investment Bank  July 2014 - Present
Barclays Capital  July 2012 - July 2014
Hughey Center for Financial Services  September 2011 - May 2012
Barclays Capital  June 2011 - August 2011
New England Private Wealth Advisors   September 2010 - December 2010
Morgan Stanley Smith Barney  June 2010 - August 2010

Skills
Derivatives, Equities, Investments, Equity Derivatives, Equity Trading, Trading, Capital Markets, Derivatives Trading, Volatility, Financial Structuring, Fixed Income, Bloomberg, Hedging, Wealth Management, Equity Research

Education
Bentley University   2008 — 2012
BS, Economics & Finance, Quantitative Perspectives, Psychology

Jeremy Sandler Jeremy Sandler Greater Boston Area Details
Jeremy Sandler's New England Private Wealth Advisors Experience May 2014 - Present
Job Senior Financial Advisor at Wealth Management Company
Industry Financial Services
Experience
New England Private Wealth Advisors   May 2014 - Present
The Colony Group  July 2012 - May 2014
Mintz Levin Financial Advisors  August 2011 - June 2012

Skills
Finance, Investments, Asset Allocation, Financial Planning, Portfolio Management, Estate Planning, Retirement Planning, Wealth Management, Financial Analysis, Equities

Education
Babson College   2005 — 2007
Master of Business Administration (MBA), Entrepreneurship

Emory University   1998 — 2002
Bachelor of Business Administration (BBA), Finance and Information Technology

Milana Fields Milana Fields Miami Beach, Florida Details
Milana Fields's New England Private Wealth Advisors Experience September 2009 - May 2010
Job A financial research and due diligence professional seeking exciting work opportunities
Industry Financial Services
Experience
Research Foundation of CUNY  September 2010 - March 2012
New England Private Wealth Advisors   September 2009 - May 2010
Stillwater Capital Partners  August 2007 - March 2009
Federal Reserve Bank of Boston  June 2006 - September 2006
Greenwood Investments Inc   February 2006 - September 2006
MFS Investment Management  September 2005 - May 2006
Cambridge Consumers' Council   January 2005 - August 2005

Skills
Investments, Valuation, Financial Reporting, Due Diligence, Analysis, Recruiting, Finance, Strategic Planning, Spanish, Training, Management, Marketing, Portfolio Management, Research, Economics, Hedge Funds, Statistics, Interviews, Securities, Project Management, Access, Public Speaking, Financial Analysis, Data Analysis

Education
Brandeis University, Lemberg - International Business School   2005 — 2007
MA in International Economics and Finance

Tel Aviv University   2006 — 2006
MA, Business, Marketing

Brandeis University   2004 — 2006
BA, Economics

Newton South High School   1998 — 2002

Andrew O'Brien, CFA Andrew O'Brien, CFA Boston, Massachusetts Details
Andrew O'Brien, CFA's New England Private Wealth Advisors Experience October 2010 - March 2011
Job Equity Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  June 2014 - Present
Putnam Investments  July 2011 - June 2014
Babson College Fund  September 2010 - June 2011
New England Private Wealth Advisors   October 2010 - March 2011

Skills
Investments, Financial Analysis, Financial Modeling, Equities, Equity Research, Mutual Funds, Bloomberg, Factset

Education
Babson College   2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, Concentrations: Finance and Economics

London School of Economics and Political Science   2009 — 2010
1 Year General Course, Finance and Economics

Andrew McFarlin Andrew McFarlin Greater Boston Area Details
Andrew McFarlin's New England Private Wealth Advisors Experience January 2014 - Present
Job Financial Planning Assistant at New England Private Wealth Advisors
Industry Financial Services
Experience
New England Private Wealth Advisors   January 2014 - Present
MFS Investment Management  February 2013 - Present
Boston Partners Financial Group, LLC  July 2012 - October 2012
LBA Wealth Management, LLC   June 2011 - June 2011

Skills
Series 6, Series 63, Microsoft Office, Bloomberg, Producer Licensing

Education
Stonehill College   2008 — 2012
Bachelors, Bachelors of Science in Business Administration: Finance; Bachelor of Arts: Economics

acton boxborough regional

Jacob Hixon Jacob Hixon Greater Boston Area Details
Jacob Hixon's New England Private Wealth Advisors Experience May 2010 - December 2010
Job Associate at Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group  March 2014 - Present
NewStar Financial  June 2012 - February 2014
Kamylon Capital  November 2011 - February 2012
State Street  June 2011 - August 2011
New England Private Wealth Advisors   May 2010 - December 2010

Skills
Bloomberg, Capital IQ, Microsoft Office, Morningstar Office, Bloomberg Terminal, Financial Modeling, Financial Analysis, Valuation, Investments, Corporate Finance, Equities, Portfolio Management, Fixed Income, Leveraged Finance, Private Equity, DCM, Capital, Credit Analysis, Asset Allocation

Education
Bentley University   2008 — 2012
Bachelor of Science, Finance and Economics

Lorenzo de'Medici   2011 — 2011
Economics, Marketing, Italian

Christopher Freeman, CAIA Christopher Freeman, CAIA Greater Boston Area Details
Christopher Freeman, CAIA's New England Private Wealth Advisors Experience December 2006 - June 2007
Job Performance & Analytics Manager
Industry Financial Services
Experience
Man Numeric   May 2015 - Present
Numeric Investors LLC  August 2014 - April 2015
Numeric Investors  March 2013 - August 2014
State Street  August 2009 - March 2013
Wellington Management  September 2007 - May 2008
New England Private Wealth Advisors   December 2006 - June 2007
Fallon Ambulance  May 2004 - September 2005

Skills
VBA, Microsoft Excel, Financial Modeling, Fixed Income, Predictive Analytics, R, SQL, Access, Analytics, Finance, Valuation, Financial Analysis, Investments, Equities, Trading, Alternative Investments, Python, Performance Measurement, Performance Attribution, Tableau, GIPS Compliance, RapidMiner, Risk Analytics

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2009
Master of Business Administration (MBA), Global MBA concentration, 3.3

Northwestern University   2012 — 2014
Master of Science (MS), Predictive Analytics, 3.4

Bentley University   2003 — 2005
Bachelor of Science (BS), Finance

Arik Schechet CFP, CPA Arik Schechet CFP, CPA Greater Boston Area Details
Arik Schechet CFP, CPA's New England Private Wealth Advisors Experience November 2011 - December 2013
Job Vice President, Relationship Management at Wellesley Investment Advisors
Industry Financial Services
Experience
Wellesley Investment Advisors, Inc.   January 2014 - Present
New England Private Wealth Advisors   November 2011 - December 2013
The Colony Group  September 2010 - October 2011
Merrill Lynch  September 2009 - August 2010
Tax One Solutions   January 2010 - April 2010
CBIZ Tofias  January 2009 - April 2009
TD Ameritrade  October 2006 - May 2008
Axa Advisors  2003 - 2006

Skills
Investments, Asset Allocation, Finance, Estate Planning, Tax, Small Business, Investment Strategies, Forecasting, Retirement, Analysis, Cash Flow, Microsoft Excel

Education
D'Amore-McKim School of Business at Northeastern University   2008 — 2009
MSA/MBA, Accounting

Dickinson College   1999 — 2003
BS, Computer Science

Chelsea (Moriarty) Davis Chelsea (Moriarty) Davis Greater Boston Area Details
Chelsea (Moriarty) Davis's New England Private Wealth Advisors Experience September 2006 - December 2006
Job Finance and Family Office Manager at Spark Capital LLC
Industry Financial Services
Experience
Spark Capital LLC  August 2014 - Present
Bain Capital  June 2014 - August 2014
Bain Capital  June 2010 - June 2014
Bain Capital  January 2007 - June 2010
New England Private Wealth Advisors   September 2006 - December 2006
NYS Department of Tax & Finance  June 2006 - August 2006

Skills
Microsoft Office, Excel, PowerPoint, Microsoft Word, Superior Client Service, High Net Worth..., Private Equity, Alternative Investments, Investments, Data Analysis, Highly detail oriented, Asset Managment, Financial Reporting, Investor Relations, Sungard, Bloomberg, High Level Of Accuracy, Success Driven, Dedicated to work, Client Confidentiality, Charitable Trusts, Estate Planning, Umbrella Insurance, Property & Casualty..., Private Banking, Mortgage Servicing, Microsoft Excel

Education
Bentley University   2003 — 2007
MS Finance, Finance, Law

RMIT University   2006 — 2006
Study Abroad Program

Bentley College - Elkin B. McCallum Graduate School of Business
Master's Degree, Financial Planning and Services