New England Private Wealth Advisors
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New England Private Wealth Advisors Employees
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
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
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
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
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
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
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
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
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
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
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
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