Position:
Owner at Sound View Financial Advisors LLC
Work:
Sound View Financial Advisors LLC
since Sep 2010
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Owner
Back Bay Financial Company
Mar 2006 - Mar 2010
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Wealth Manager
Family Financial Architects, Inc.
2002 - 2006
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Financial Planner
State Street Research & Management Company
1981 - 2001
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Financial Analyst
Education:
Boston University 2002 - 2003
University of California, Los Angeles - The Anderson School of Management 1980 - 1981
MBA, Finance/Accounting
Mount Holyoke College 1972 - 1976
AB
Skills:
Investments, Investment Advisory, Asset Allocation, Wealth Management, Strategic Financial Planning, Investment Management, Retirement
Interests:
Investment management, comprehensive financial planning, New England history, gardening
Certifications:
Chartered Financial Analyst, CFA Institute
Certified Financial Planner, CFP Board of Standards