formerly Prospect.
Company Information
Website
Employee count
29
Industry
Financial Services
Headquarter
Concord, Massachusetts, United States
Dave Clayman, CMT®, C(k)P®, AIF®, CPWA®
Co-Founder and CEO, Wealth Manager
Chris Cahill, J.D., CFP®, CAP®
Partner and Principal in the Family Office division
Kimberly Van Winkle
Chief Compliance Officer
Daniel Sharkey, CFP®, CEPA
Senior Relationship Manager
Steve B.
Chief Investment Officer