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