Pillar Financial Advisors
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Pillar Financial Advisors Employees
Pillar Financial Advisors November 1997 - Present
AEGON Capital Management October 1989 - October 1997
AEGON Institutional Markets 1989 - 1997
Coopers & Lybrand January 1987 - October 1989
Skills
Strategy, Management, Finance, Employee Benefits, Financial Advisory, Investment Management, Investments, Project Planning, Retirement Planning, Strategic Financial..., Financial Analysis, Personal Finance, Insurance, Asset Management, Investment Advisory
Education
University of Louisville 1981 — 1986
Bachelor of Science (BS), Accounting
Trinity High School 1976 — 1981
Argent Wealth Management 2013 - Present
Pillar Financial Advisors March 1986 - November 2013
NAPFA - National Ass'n of Personal Financial Advisors September 2009 - September 2010
Babson Financial Management 1983 - 1986
Deloitte 1975 - 1976
Skills
Estate Planning, Wealth Management, Investments, Strategic Financial..., Investment Management, Investment Advisory, High Net Worth..., Retirement Planning, Financial Planners, Wealth, Financial Advisory, Personal Finance, Finance, Portfolio Management, Personal Financial..., Asset Management, Retirement, Asset Allocation, Wealth Management..., Investment Strategies, Tax, Estate Tax Planning
Education
Boston University School of Law 1980 — 1983
LLM, Taxation
Boston College Law School 1972 — 1975
JD, Law
University of Cincinnati 1970 — 1972
BBA, Accounting
Weston Financial October 2011 - Present
Bentley University January 2014 - Present
The Washington Trust Company October 2011 - Present
Town of Winchester March 2007 - Present
Wells Fargo Family Wealth March 2004 - April 2011
Pillar Financial Advisors January 2000 - March 2004
Deloitte August 1989 - January 2000
Weston Financial Group 1986 - 1989
Prior Experience 1977 - 1985
Skills
High Net Worth..., Thought Leadership, Wealth Management, Team Management, Investment Management, Estate Planning, Intergenerational..., Charitable Trusts, Wealth Management..., Wealth, Personal Financial..., Personal Finance, Financial Planning, Financial Advisory, Financial Planners, Retirement, Retirement Planning, Tax Advisory, Trust Taxation, IRAs, Investments, Investment Advisory, Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Series 7
Education
Boston University School of Law
J.D., Law
Massachusetts Institute of Technology
S.B., Economics
Greenwich Investment Management January 2010 - Present
Greenwich Investment Management January 2007 - December 2009
Stollman & Zuccarini Associates / Northwestern Mutual Financial Network 2004 - 2006
Oldham Resource Group 1999 - 2004
Pillar Financial Advisors September 1999 - May 2000
Education
Bentley University 1996 — 2000
BS, Finance
Jonathan Law 1992 — 1996
Fidelity Investments March 2012 - Present
Pillar Financial Advisors January 2001 - August 2011
BlueCross BlueShield of SC September 1999 - October 2000
Mutual of Omaha May 1997 - September 1999
Mutual of Omaha January 1997 - January 1999
American National Bank January 1994 - January 1997
Skills
Administrative..., Calendaring, Office Administration, Confidentiality, Calendars, Travel Arrangements, Spreadsheets, Interviews, Accounts Payable, Concur, Invoicing, Office Management, Leadership, Management, File Management
Education
Metropolitan Community College 2002 — 2005
AS, Applied Science
Tempur Sealy International March 2015 - Present
Tempur Sealy International September 2013 - March 2015
Leadership Strategies Group August 2012 - August 2013
Citizens Union Bank May 2009 - January 2012
Pillar Financial Advisors May 2011 - August 2011
Skills
Finance, Loans, Banking, Accounting, Credit Analysis, PowerPoint, Microsoft Excel, Team-oriented, Portfolio Management, Microsoft Office, Financial Analysis, Managerial Finance, Leadership, Marketing, Teamwork, Strategic Financial..., Financial Modeling, Microsoft Word, Mortgage Servicing, Public Speaking
Education
Western Kentucky University 2012 — 2013
Master's of Business Administration (MBA), 3.91
Georgetown College 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Finance, 3.52
Peak Financial Management, Inc. September 2014 - Present
Rowling & Associates March 2012 - May 2014
Moss Adams Wealth Advisors LLC September 2011 - February 2012
Pillar Financial Advisors April 2004 - May 2011
Quebrada Baking Company 1997 - 2004
Skills
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Budgeting, Cash Flow Management, Strategic Financial..., Investment Management, Asset Allocation, Portfolio Management, Risk Management
Education
Schwab Executive Leadership Program 2014 — 2014
Boston University 2005 — 2007
Center For Professional Education, Financial Planning
Babson College 2001 — 2003
B.S., Finance
Fiduciary Trust Company May 2005 - Present
Pillar Financial Advisors June 1997 - May 2005
Education
Babson College 1995 — 1997
Bachelor of Science (BS), Finance and Investments
University of Rochester 1993 — 1995
Xaverian Brothers High School 1989 — 1993
U.S. Trust May 2015 - Present
Atlantic Trust February 2012 - May 2015
Pillar Financial Advisors April 2008 - February 2012
Lowell Blake and Assoc November 2003 - April 2008
Education
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
MSF, Finance
Fairfield University 1992 — 1996
SCS Financial February 2013 - Present
Pillar Financial Advisors November 2006 - January 2013
Fidelity Investments 2003 - 2006
Skills
Estate Planning, Retirement Planning, Financial Planning, Investment Advisory, Wealth Management, Financial Modeling, Strategic Financial...
Education
Boston University School of Law, Graduate Tax Program 2001 — 2003
LLM, Tax Law & Estate Planning
New England Law Boston 1997 — 2000
JD, Law
Ithaca College 1994 — 1997
BA, Psychology
Pepperdine University 1993 — 1994
Pillar Financial Advisors Client Services AdministratorArgent Wealth ManagementFebruary 1999 - Present
Education
University of Hartford 1969 — 1973
Argent Wealth Management September 2014 - Present
LitmanGerson Associates,LLP December 2013 - September 2014
Edelstein & Company, LLP June 2012 - December 2013
Pillar Financial Advisors February 2001 - June 2012
Winchester Boat Club May 1993 - April 2011
Berman DeValerio Pease Tabacco Burt & Pucillo September 1989 - May 1992
Wang Laboratories September 1985 - May 1988
Nixdorf Computer 1983 - 1985
Skills
Payroll, QuickBooks, Accounts Payable, Accounts Receivable, General Ledger, Financial Statements, Accounting, Finance, Account Reconciliation, Budgets, Bank Reconciliation, Invoicing, Microsoft Excel, Peachtree, Journal Entries
Education
Massachusetts Bay Community College 1979 — 1982
Associates, Accounting
The Sher Wealth Management Group June 2003 - Present
RINET Company, LLC February 2000 - February 2003
Pillar Financial Advisors February 1998 - February 2000
Price Waterhouse Coopers January 1992 - February 1998
Skills
Certified Financial..., Certified Public..., Strategic Financial..., Tax, Estate Planning, High Net Worth..., Financial Planners, Wealth Preservation..., Financial Analysis, College Education..., Protection..., 529 Plans, Separately Managed..., Employee Stock Options, Charitable Gift Planning, Investment Advisory...
Education
Northeastern University Graduate School of Professional Accounting 1997 — 1999
Masters of Science, Taxation
Northeastern University Graduate School of Professional Accounting 1989 — 1991
Masters of Science in Accounting /Masters of Business Administration, Accounting
Tufts University 1985 — 1989
Bachelor of Arts (BA), Economics, Cum Laude
UDesign LLC April 2012 - Present
Rochdale Investment Management January 2008 - April 2011
Rochdale Investment Management October 2005 - December 2007
Pillar Financial Advisors August 2004 - August 2005
Plante & Moran, PLLC May 2003 - August 2003
Skills
Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Equities, Fixed Income, Investment Management, Investments, Investment Strategies, Bloomberg, Mutual Funds, Valuation, Private Equity, Financial Modeling, Strategic Financial..., Equity Research
Education
Boston College 2000 — 2004
B.A. in Management, Finance, Corporate Reporting and Analysis