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
8 Years Experience
0 Disclosures
ADVISOR BIO
Laura Alspaugh is an investment advisor representative. Laura is a Chartered Financial Analyst and has been in the industry since 2016. Laura currently works for Kaleel Investment Advisors, LLC and has a Series 7, Series 63 and SIE license. Laura also works for The Kaleel Company, Inc. Laura has specializations in Portfolio management for individuals, Pension consulting and Financial planning.
SPECIALIZATIONS
BOSTON, MA
0 Disclosures
ADVISOR BIO
John Osbon is an investment advisor representative with Osbon Capital Management, LLC, registered in Massachusetts and Texas. John has been in the industry for over 40 years and holds Series 3, 7, 8, 63, and 65 licenses. John's experience includes previous roles at Credit Suisse First Boston LLC, AT Investor Services, Inc., and Morgan Stanley & Co., Incorporated. Osbon Capital Management, LLC is a registered investment advisor with a focus on providing portfolio management services for individuals, businesses, and pooled investment vehicles.
SPECIALIZATIONS
BOSTON, MA
0 Disclosures
ADVISOR BIO
Frederick Maurice Pryor is a registered investment advisor representative with TFC Financial Management Inc., based in Boston, Massachusetts. Frederick has been in the financial industry since 1979 and has a diverse background, having worked with both Collaborative Equities, Inc. and Compass Securities Corporation. Frederick holds a Series 1, 39 and 63 licenses and is actively registered in Massachusetts. Frederick has a wide range of experience and specializes in providing financial planning, portfolio management for individuals, and selection of other advisers.
SPECIALIZATIONS
BOSTON, MA
0 Disclosures
ADVISOR BIO
Robert Hurley is a financial advisor with Investor Resources Inc. located in BOSTON, MA. Robert has over 30 years of experience in the financial services industry. He is registered with the state of Massachusetts as an Investment Advisor Representative. Robert has a strong background in financial planning, portfolio management for individuals, and investment advisory services. Robert’s services include providing financial planning and portfolio management for individuals. The firm, Investor Resources Inc., manages over $14,972,171 in assets for 13 clients.
SPECIALIZATIONS
BOSTON, MA
0 Disclosures
ADVISOR BIO
Todd Kanter is an investment advisor representative with Silvercrest Asset Management Group LLC, located in Boston, MA. Todd has been in the industry since 1979 and is registered with the state of Massachusetts. Todd has experience with a variety of investment strategies, including portfolio management for individuals and businesses, as well as pooled investment vehicles.
SPECIALIZATIONS
BOSTON, MA
46 Years Experience
0 Disclosures
ADVISOR BIO
Alfred Cutler Barnes McNevin is a financial advisor with over 40 years of experience in the industry. Alfred is registered with B. Riley Wealth Advisors, Inc., a firm with approximately 7.6 billion dollars in assets under management. Alfred has been with B. Riley Wealth Advisors, Inc. since March 2021 and is also a registered agent with B. Riley Wealth Insurance Corporation. Alfred has a broad range of experience, holding securities licenses including Series 7, Series 63, and Series 65. Alfred is a registered representative in over 20 states. In addition to working for B. Riley Wealth Advisors, Inc., Alfred is also licensed as an agent with B. Riley Wealth Insurance Corporation. Alfred's experience and expertise allow to provide a wide array of financial services to a diverse clientele, including high-net-worth individuals, families, trusts, estates, retirement plans, and charitable organizations.
SPECIALIZATIONS
BOSTON, MA
0 Disclosures
ADVISOR BIO
Donald Collins is a registered investment advisor representative of Ironwood Investment Management, LLC. Donald Collins has been in the industry since 1978 and has been with Ironwood Investment Management, LLC since 1998. Donald Collins is registered with the state of Massachusetts. Donald Collins has passed the General Securities Representative Examination (Series 7) and the Uniform Securities Agent State Law Examination (Series 63).
SPECIALIZATIONS
BOSTON, MA
46 Years Experience
0 Disclosures
ADVISOR BIO
Michael Barry Wasserman is an investment advisor representative with over 40 years of experience in the financial services industry. Michael is registered with Moors & Cabot, Inc. and has been with the firm since 2005. Michael has a broad range of experience, including working with individuals, corporations, and charitable organizations. Michael also has a deep understanding of investment products and strategies. Michael is committed to providing his clients with personalized financial advice that helps them achieve their goals.
SPECIALIZATIONS
Boston, MA
46 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Ferrante is a financial advisor currently registered with Morgan Stanley. Joseph has over 40 years of experience in the financial services industry. Joseph has worked at several firms including Citigroup Global Markets Inc., Lehman Brothers Inc., and Merrill Lynch. Joseph holds a variety of licenses and certifications including Series 3, 5, 63, 65, 66, and 7. Joseph specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.
SPECIALIZATIONS
