Years of Experience
5-20+ Years
BOSTON, MA
2 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Boyd is an investment advisor representative associated with Stifel, Nicolaus & Company, Inc. The firm's main office is located in St. Louis, Missouri, and Christopher's branch office is located in Boston, Massachusetts. Christopher has been active in the financial services industry for over 10 years and has registrations in 45 states for both securities and investment advisory services. Christopher has a Series 7, Series 66, and SIE licenses and is dedicated to providing personalized financial guidance and investment management strategies to meet individual client needs.
SPECIALIZATIONS
BOSTON, MA
10 Years Experience
0 Disclosures
ADVISOR BIO
Evan Windsor Hayes is a financial advisor with Fidelity Personal AND Workplace Advisors. Evan has been in the financial industry since March 2015. Evan has a Series 7, Series 63 and Series 66 registration and is registered as a broker-dealer in 34 states and is an Investment Advisor Representative in two states. Evan specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations and other businesses, and pension and profit-sharing plans. Evan works out of the New York, NY branch office of Fidelity Personal AND Workplace Advisors. Evan is also a trustee for two rental properties in Illinois. Evan is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
BOSTON, MA
12 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Blanchette is a financial advisor with Fidelity Personal And Workplace Advisors. Nicholas has been in the industry since 2012. Nicholas is registered with the Financial Industry Regulatory Authority (FINRA) and has been licensed to provide securities and investment advisory services. Nicholas's areas of expertise include financial planning, retirement planning, and college savings. Nicholas is committed to providing his clients with personalized financial advice that helps them achieve their goals.
SPECIALIZATIONS
BOSTON, MA
11 Years Experience
0 Disclosures
ADVISOR BIO
Brandon Espinosa is a financial advisor with Fidelity Personal and Workplace Advisors, with over 10 years of experience in the industry. Brandon has been with Fidelity since 2013, previously working at Charles Schwab. Brandon specializes in providing financial planning services for individuals, businesses, and institutions. Brandon is a registered representative in Colorado and Texas.
SPECIALIZATIONS
BOSTON, MA
23 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Russo is a financial advisor with Fidelity Personal and Workplace Advisors. Christopher has been in the financial services industry for over 20 years. He has a background in securities and has a Series 66, Series 7, Series 9, Series 10, and Series 24. He has a CFP® certification. Christopher has been registered with Fidelity Personal and Workplace Advisors since 2018. Prior to that, Christopher worked for UBS Financial Services Inc. Christopher has experience in providing financial planning and investment advice to individuals and businesses. Christopher is also able to select other advisors for clients. His firm manages assets for high-net-worth individuals, corporations, and pension plans.
SPECIALIZATIONS
BOSTON, MA
3 Years Experience
0 Disclosures
ADVISOR BIO
Angad Singh Sawhney is a financial advisor with Cowen and Co., headquartered in Boston, MA. Angad has been in the industry for over two years and is licensed in Massachusetts and New York. He holds the Series 7TO, SIE, and Series 63 licenses.
SPECIALIZATIONS
No specializations listed.
Boston, MA
12 Years in Business
0 Disclosures
ADVISOR BIO
Seth Felix Libert is a financial advisor with Wealthpenn.comllc. Seth has been in the financial industry since 2012 and holds Series 7, 31, 63 and 66 securities licenses. Seth previously worked at MORGAN STANLEY SMITH BARNEY. Wealthpenn.comllc provides a range of services, including financial planning, investment management, pension consulting, and educational seminars. Seth is registered with the state of Texas as an investment advisor representative.
SPECIALIZATIONS
Boston, MA
0 Disclosures
ADVISOR BIO
Brian Rivotto is an Investment Advisor Representative at Captrust with offices in Boston, MA. Brian is registered with the state of Massachusetts and Florida. Brian has a Personal Financial Specialist designation and specializes in providing financial planning, portfolio management, and pension consulting services. Brian has over 20 years of experience in the financial services industry.
SPECIALIZATIONS
BOSTON, MA
31 Years Experience
0 Disclosures
ADVISOR BIO
Gerard Verbeek is a financial advisor with over 30 years of experience in the financial services industry. Gerard currently works at Osaic Wealth, Inc., providing financial advice to individuals, businesses, and charitable organizations. Gerard has a deep understanding of the financial markets and a proven track record of success in helping clients achieve their financial goals. Prior to joining Osaic Wealth, Gerard worked at The Lincoln National Life Insurance Company and Cigna Financial Advisors, Inc.. Gerard is a registered representative in 31 states and a registered investment advisor in 4 states. Gerard holds the Series 6, 7, 63, and 65 licenses.
SPECIALIZATIONS
BOSTON, MA
0 Disclosures
ABOUT FIRM
Spectrum Equity is a Boston, MA-based investment firm managing approximately $8.32 billion in assets for 29 pooled investment vehicles. They provide portfolio management for pooled investment vehicles and do not offer financial planning or other advisory services.
SPECIALIZATIONS
