Tanager Financial Services

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Tanager Financial Services Employees

Employee
Years
Job
Industry
David Beatty David Beatty Greater Boston Area Details
David Beatty's Tanager Financial Services Experience October 1995 - October 2004
Job CEO at Daintree Advisors LLC
Industry Financial Services
Experience
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

Keith Whitaker Keith Whitaker Greater Boston Area Details
Keith Whitaker's Tanager Financial Services Experience July 2004 - December 2004
Job Researcher on Wealth and Philanthropy; Consultant to Enterprising Families
Industry Financial Services
Experience
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

Nina Streeter Nina Streeter Boston, Massachusetts Details
Nina Streeter's Tanager Financial Services Experience 2001 - 2004
Job Director, Asset Management at Abbot Downing
Industry Financial Services
Experience
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

Barbara J. Princiotta, CPA, CGMA, MFP Barbara J. Princiotta, CPA, CGMA, MFP Greater Boston Area Details
Barbara J. Princiotta, CPA, CGMA, MFP's Tanager Financial Services Experience 1999 - 2004
Job Director of Finance and Controller
Industry Financial Services
Experience
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

Jennifer Goldman Jennifer Goldman Greater Boston Area Details
Jennifer Goldman's Tanager Financial Services Experience 1999 - 2002
Job My Virtual COO
Industry Financial Services
Experience
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

Christina Burroughs, CFP® Christina Burroughs, CFP® Phoenix, Arizona Details
Christina Burroughs, CFP®'s Tanager Financial Services Experience 2001 - 2004
Job Managing Partner, Senior Wealth Management Professional
Industry Financial Services
Experience
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

Ali Solomont Ali Solomont Greater Boston Area Details
Ali Solomont's Tanager Financial Services Experience July 1996 - May 1998
Job Executive Assistant at Raytheon Network Centric Systems
Industry Financial Services
Experience
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

Michael Torra Michael Torra Greater Boston Area Details
Michael Torra's Tanager Financial Services Experience August 2002 - June 2005
Job Real Estate Sales Associate
Industry Financial Services
Experience
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

Amanda Paolitto Amanda Paolitto Greater Boston Area Details
Amanda Paolitto's Tanager Financial Services Experience 2002 - 2004
Job Research Assistant
Industry Research
Experience
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

Mary Shahian Mary Shahian Greater Boston Area Details
Mary Shahian's Tanager Financial Services Experience August 2000 - October 2004
Job Managing Director at Daintree Advisors LLC
Industry Financial Services
Experience
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