Centerpoint Advisors

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General Info

Centerpoint Advisors provides a range of investment and wealth management services to individuals, small businesses, non-profit institutions, and money management firms. Our primary focus is on wealth accumulation, asset allocation, and retirement planning. And our strong commitment to individual service is at the very heart of what we do. Principals Richard Greene and Jennifer Wolfsberg have combined experience of more than 40 years in nearly every aspect of the investment field. Along with their experience, they bring a solid team approach to Centerpoint Advisors Supported by the resources of National Securities Corporation, Centerpoint Advisors is able to provide complete, world-class investment programs and services to every client, large or small. We would be happy to meet with you to discuss your specific investment needs. Contact us to make an appointment. With more than 30 years of experience in financial services, Richard Greene brings a deep knowledge of the industry to his clients. Alongside his private client practice, he has covered institutional relationships with firms such as Fidelity International, Paradigm Capital, the law firm of Hale & Dorr, and numerous Boston-based hedge funds. In addition, he has helped small companies raise capital through private placements. Richard Greene received a B.S. in Political Science from Brandeis University in 1976. He is an Investment Advisor Representative through National Asset Management, and is FINRA licensed ( Series 7, 63 & 65 ) as an Investment Specialist with National Securities Corporation. Richard Greene is co-founder of the Brandeis University Business and Professional Network. He also serves on the Endowment Committee for Congregation Mishkan Tefila in Chestnut Hill. Jennifer's solid background in client management, qualified plans, complex securities transactions, and trading make her ideally suited to Centerpoint's team approach. Her skills include portfolio management, client development and communications, and trading and operations. After graduating from Stonehill College with a B.S. in business administration, Jennifer began her career in financial services with Harold C. Brown, one of Buffalo's largest investment advisors. Jennifer is also an Investment Advisor Representative through National Asset Management, and FINRA licensed ( Series 7, 63, 65 & 24 ) as an Investment Specialist with National Securities Corporation. Jennifer is also licensed to provide life, accident and health insurance in Massachusetts. His professional experience includes 14 years at Bear Stearns, where he was a Managing Director-Principal covering midsized institutions in all areas of fixed income. Prior to that, he was a specialist at PricewaterhouseCoopers in Boston, assisting venture capital backed private companies going public. John is licensed as a representative through National Asset Management, and FINRA licensed ( Series 7, 63 & 65 ) as an Investment Specialist with National Securities Corporation. Olga Poltoratskaya Okaty joined the Centerpoint team in July 2007. Olga's efforts are focused on financial planning, financial modeling, new product development, and investment research. Olga is a CERTIFIED FINANCIAL PLANNER' professional and specializes in financial planning for retirement and education. Olga received a Master's Degree in International Finance and Economics from Brandeis University International Business School in May 2007. Olga also holds Bachelors degrees from Brandeis University in Russian Language and Literature, European Cultural Studies, and Economics. Olga is an Investment Advisor Representative through National Asset Management, and is FINRA licensed ( Series 7, 63 & 65 ) as an Investment Specialist with National Securities Corporation. Carolyn Sullivan joined the Centerpoint team as a Client Associate in September 2008, specializing in client relations, operations, and office management. Carolyn is a 2006 graduate of Brandeis University, with

Extra Phones

Fax: (617) 213-4019

TollFree: (888) 213-4010

Payment method

amex, cash, discover, master card, visa

Other Link

https://centerpointadvisors.net/contact

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (617) 213-4000

Address: 175 Highland Ave Ste 302, Needham Heights, MA 02494

Website: https://centerpointadvisors.net/contact