Tanager Financial Services
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Tanager Financial Services Employees
Daintree Advisors LLC March 2010 - Present
Wachovia November 2004 - March 2009
Tanager Financial Services October 1995 - October 2004
Education
Northwestern University - Kellogg School of Management 1978 — 1980
Masters of Management, Finance, Accounting
Wesleyan University 1974 — 1978
BA, College of Social Studies, Economics
Wise Counsel Research October 2008 - Present
Vanderbilt University March 2015 - Present
Abbot Downing January 2007 - December 2009
Boston College Center on Wealth and Philanthropy July 2004 - December 2009
Abbot Downing January 2006 - December 2006
Abbot Downing January 2005 - December 2005
Tanager Financial Services July 2004 - December 2004
Boston College September 1998 - June 2004
Pioneer Institute for Public Policy Research 2002 - 2003
Skills
Wealth Management, Estate Planning, Strategic Financial..., Wealth, Financial Services, Wealth Management..., High Net Worth..., Trusts, Financial Planners, Business Planning, Investments, Asset Managment, Retirement Planning
Education
University of Chicago 1993 — 1998
Doctor of Philosophy (Ph.D.), Social Thought
Boston University 1991 — 1993
Master's degree, Classics and Classical Languages, Literatures, and Linguistics
Boston University 1989 — 1993
Bachelor's degree, Philosophy
Abbot Downing (Wells Fargo's Ultra High Net Worth business) March 2001 - Present
Wells Fargo Family Wealth 2008 - 2012
Calibre Advisory Services 2004 - 2008
Tanager Financial Services 2001 - 2004
Independent Freelancer 1999 - 2001
Cambridge Associates 1987 - 1991
Skills
Alternative Assets, Private Equity, Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Portfolio Management, Investment Advisory, Investment Management, Venture Capital, Asset Management, Corporate Finance, Investments, Mutual Funds, Due Diligence, Hedge Funds, Equities
Education
MIT Sloan School of Management 1991 — 1993
Master of Science (MS), Finance, Operations, Information Technology, Accounting
Harvard University 1981 — 1985
Bachelor of Arts (BA), History, cum laude
Delaware Ladera Management October 2013 - Present
Rothstein Kass May 2012 - September 2013
Rex Capital Advisors / MLCM 2005 - 2011
Tanager Financial Services 1999 - 2004
Saltonstall & Co 1993 - 1999
Shapiro, Weiss and Company 1990 - 1993
Caplice, Ciaramicoli and Company 1987 - 1990
Skills
Family Office, High Net Worth..., Alternative Investments, Strategic Financial..., Wealth Management, Tax, Estate Planning, Investments, Hedge Funds, Private Equity, Investment Management, Asset Allocation, Finance, Insurance, Investment Strategies, Trusts, CPA, Auditing, Wealth Management..., Financial Reporting, Estate Tax Planning, Internal Controls, Income Tax, Tax Preparation, Due Diligence, GAAP, SEC filings, Tax Accounting, Asset Management, Financial Analysis, Financial Services, Financial Planning
Education
Bentley College
Master of Science, Finance
Bentley College
Master Financial Planner (MFP), Graduate Certificate in Financial Planning
Bridgewater State University
Bachelor of Science, Accounting and Finance
My Virtual COO 2007 - Present
Virtual Solutions for Advisors 2009 - Present
PSA Financial Center 2006 - 2007
Sullivan Bille P.C. 2003 - 2005
Tanager Financial Services 1999 - 2002
Skills
Salesforce.com, Strategic Financial..., Project Management, Wealth Management, Public Speaking, Outsourcing, CRM, Workflow and Processes, Software and..., Financial Advisory, Training, Marketing, Management, Small Business, Leadership, Strategy, Investment Advisory, Technology, Financial Services, Financial Planning
Education
Boston University 2001 — 2002
Graduate, Financial Planning
Enrolled Agent Studies 2001 — 2002
Enrolled Agent classes
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 1999
Graduate Studies in Taxation, Regression Analysis and Finance, Taxation and Finance
State University of New York at Buffalo 1994 — 1995
Graduate Studies in Operations, Operations and Business Management
State University of New York College at Geneseo 1990 — 1993
Bachelor, Management Science
Amherst High School 1986 — 1990
Honors, General Studies
Miller Russell Associates October 2011 - Present
GenSpring Family Offices 2009 - October 2011
GenSpring Family Offices 2007 - 2009
Inlign Wealth Management 2004 - 2007
Tanager Financial Services 2001 - 2004
Education
Northeastern University 2001 — 2003
Certificate Program, Financial Planning
Wheaton College 1997 — 1997
Clinical Psychology
Northwestern College 1991 — 1995
Bachelor of Science, Psychology, Biblical Studies
Raytheon March 2015 - Present
Raytheon February 2010 - March 2015
Wells Fargo/Calibre July 2000 - February 2010
Wells Fargo Family Wealth 2000 - 2010
Harcourt General August 1999 - July 2000
Renaissance Worldwide May 1998 - August 1999
Tanager Financial Services July 1996 - May 1998
Summit Technology 1995 - 1996
Candela 1990 - 1995
Shocket & Dockser 1989 - 1990
Skills
Executive Level..., Executive Calendar..., Business Travel, Expense Reports, Data Analysis, Meeting Planning, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Lotus Notes, Letter Writing, Phone Etiquette, Office Management, Paraplanning, Human Resources, Management, Proposal Writing, SharePoint, Strategy, Team Building, Visio, Software Documentation, Customer Service, Microsoft Office, Analysis
Education
Framingham State College 1984 — 1988
Bachelor of Arts (B.A.), Graphic Design Major / Art History Minor, 3.13
Coldwell Banker Residential Brokerage June 2015 - Present
Self-Employed January 2012 - January 2015
Meridian Investments August 2010 - August 2011
State Street Bank August 2008 - July 2010
State Street June 2006 - August 2008
Progress Software June 2005 - June 2006
Tanager Financial Services August 2002 - June 2005
Skills
Financial Analysis, Accounting, Investments, Risk Management, Financial Modeling, Banking, Analysis, Business Analysis, Real Estate Economics, Real Estate License, International Real..., Real Estate Transactions, Financial Services, Finance, Investment Advisory, Client Relations, Portfolio Management, Asset Management, Consulting, Real Estate Due..., Due Diligence, Account Management
Education
Bentley University 2002 — 2005
Bachelor's Degree, Accounting
Research Assistant to Nationally Syndicated Health Columnist 2011 - Present
University of Oxford August 2011 - August 2011
University of Oxford July 2011 - July 2011
The Center for Anxiety and Related Disorders at Boston University May 2009 - February 2010
Youth Advocacy Project 2006 - 2007
The Robert F. Kennedy Children's Action Corps 2005 - 2006
The Committee for Public Counsel Services November 2004 - March 2005
The Robert F. Kennedy Children's Action Corps 2003 - 2005
Massachusetts Correctional Legal Services March 2004 - May 2004
Tanager Financial Services 2002 - 2004
Education
Boston University 2008 — 2009
MA, Psychology
Tufts University
Bachelor of Arts (B.A.), American Studies, concentration in African American Studies, Graduated Magna Cum Laude
Daintree Advisors LLC August 2010 - Present
Wells Fargo Private Bank October 2004 - August 2010
Tanager Financial Services August 2000 - October 2004
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Boston University
M.Ed, Business Education