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Boston Advisors

Lawrence Glazer
Boston, MA
Firm
Mayflower Advisors
Biography

Larry Glazer is Co-Founder and Managing Partner of Mayflower Advisors. Larry's passion for investing began at age seven, when he first studied the Wall Street Journal After a life of family financial dinner-table conversations, he partnered with his father, Lloyd, to create Mayflower. Larry was Senior Vice President at Advest. He helps individuals, companies and non-profit organizations navigate through a complex financial world to achieve their financial goals by providing independent, full-service financial consulting and comprehensive, customized wealth management solutions.

Larry regularly shares his knowledge on national news televisions shows such as CNBC, CNN, MSNBC and Fox News, and his ideas are featured in publications such as The Wall Street Journal, USA Today, The New York Times, and Bloomberg Business Week.

Kerry Castonguay
Boston, MA 02109
Firm
Chestnut Hill Wealth Management Group
Biography

With over 28 years of business experience, Kerry leverages his knowledge and experience to provide outstanding service to his clients. In fact, Kerry was recognized by Boston Magazine as a 2015 Five Star Wealth Manager,* a distinction awarded to qualifying wealth managers in the U.S. and Canada. As a specialist in Sustainable and Responsible Investments, Kerry was chosen to be interviewed for a CNBC article: You can have it all: Investing in ways that make you feel good.

Kerry's services include Individual and employer Retirement Savings Plans, Tax managed Investment Strategies, Personal and business Financial Planning, Executive Compensation Plans, Estate Transfer Plans, and Sustainable and Responsible Investment Strategies.

Kerry holds Accredited Wealth Management Advisor® and Chartered Retirement Planning Counselor® designations from the College for Financial Planning. He is also FINRA licensed as a Series 7 General Securities Representative, a Series 24 General Securities Principal and a Series 66 Registered Investment Advisor Representative. Prior to joining Chestnut Hill Wealth Management Group, Kerry worked as a Registered Principal and Financial Advisor at LPL Financial, and a Financial Advisor at Ameriprise Financial.

Kerry resides in Leominster, MA and serves as board member and former president of the Leominster Small Business Association, council member and former president of the Montachusett Retirement and Estate Planning Council, and board member and finance committee advisor for the Worcester County Food Bank.

Kerry's Office is located at 28 State Street, 40th Floor, Suite A, Boston, MA 02109.

Eric Roberge
Boston, MA
Firm
Beyond Your Hammock
Biography

Eric Roberge is the Founder of Beyond Your Hammock, a firm that helps motivated professionals connect with what they value, and work with them to create a plan so they can live the life they love. Eric loves teaching others how to use money as a tool to support them along the way.

Eric is a Certified Financial Planner™ (CFP®) on a mission to transform the financial planning industry. Through personalized financial coaching and investment guidance, he works to help clients organize their finances, set goals that matter to them, save and invest for their future, and take action in their career.

After working in the financial services industry for 12 years at State Street Bank, J.P. Morgan, and several independent financial planning firms, Eric founded Beyond Your Hammock to help people like himself navigate the personal finance landscape.

Eric is proud to be a personal finance expert who provides financial education through both his business and his writing on sites like Money and Forbes, and by contributing within the financial planning community — Eric is on the Board of Directors of the Massachusetts Financial Planning Association as the NexGen Director and frequently speaks at industry events and conferences.

Eric earned his undergraduate degree in finance and entrepreneurship from Babson College and strongly believes in educating younger generations about money and business. In his free time, he teaches entrepreneurship and financial literacy workshops to middle, high school, and college students.

Timothy Vanech 1
Norwood, MA
Firm
Shorepoint Capital Partners
Fee Structure
Fee only
Biography

Timothy Vanech is a founder of Shorepoint Capital Partners and has over 20 years of financial services experience. As an independent investment advisor for over 11 years, he has assisted individuals and families to develop and execute long-term planning and investment strategies. He also advises corporate and non-profit clients on their 401(k), defined benefit, and other retirement plans and has successfully nurtured long-term CPA relationships.

Tim previously worked as a financial advisor for Morgan Stanley and S.G. Cowen. After graduating from Harvard College, Cum Laude, where he played varsity baseball, he then served as a Head Teaching Fellow at Harvard University and earned Certificates of Distinction in Teaching consecutively for all three years.

 Tim’s letter to the editor on equity risk and valuation was featured in an issue of Barron’s. Recently, Tim wrote the Introduction to the latest editions of the investment classics written by Humphrey B. Neill, The Art of Contrary Thinking and The Ruminator, which have remained in print for several decades.

Tim lives in Canton, MA, with his wife, daughter and son and enjoys creative writing. His fiction has appeared in Doubletake Magazine and 25 and Under/Fiction, and his poems have been published in Sojourn. He currently serves on the Development and Investment Committees at Community Preparatory School in Providence, RI.

George Padula
CFA®, CFP®
Boston, MA
Firm
Modera Wealth Management, LLC
Fee Structure
Fee-Only
Biography

George Padula is a Principal and Wealth Manager of Modera Wealth Management, LLC. He specializes in small business owners, college planning, retirement planning, endowments and foundations and charitable giving. In addition, George also serves as Modera's Chief Investment Officer. 

Before joining Modera, George spent ten years at Danforth Associates, an investment advisory firm, serving as president from October 2004 to July 2008. While there, he was responsible for developing and directing multifaceted wealth strategies for high net worth clients and providing leadership and expertise on investment strategies, markets and economic trends.

George holds both the Chartered Financial Analyst® certification and the CERTIFIED FINANCIAL PLANNER™ certification. He earned a Master of Business Administration degree in finance from Boston College’s Carroll Graduate School of Management and a Bachelor of Arts degree from Colby College. He is also a graduate of Boston College High School.

George’s professional affiliations include the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), the Boston Security Analysts Society, the Boston Estate Planning Council and CFA® Institute.  George is an adjunct faculty member at Boston University teaching Investments in its Financial Planning Program.  George has been a featured speaker at seminars and conferences on a variety of investment topics and has been quoted in several national and local publications including: New York Times, Financial Times, Bloomberg Markets, Journal of Financial Planning, Reuters, and The Boston Globe Magazine. 

Through a partnership with the FPA of Massachusetts and the Dana-Farber Cancer Institute, George provides pro bono financial planning services to cancer patients and their families.  He lives in Westwood, Massachusetts with his wife Marjorie and their two daughters. His personal interests include running, hockey and coaching youth soccer. George has run eight marathons and four Mount Washington Road Races.

Charlo Maurer
Watertown, MA
Firm
Peace of Money
Fee Structure
Fee-Only
Biography

Charlo Maurer, the owner of the financial planning firm, Peace of Money, has been a financial advisor since 1999. Charlo Maurer started the firm in 1999 with the goal of helping people with their financial concerns, truly hoping to bring clients greater peace of mind regarding their money.

Charlo is experienced in all areas of personal finance: retirement planning, estate planning, real estate, evaluating insurance needs, asset allocation and portfolio creation, college savings planning, and evaluation of employee benefits.

Charlo's investment philosophy is centered around balancing the risks and rewards of particular investments, matching investments to clients’ goals, differentiating between short and long term needs, and stressing the importance of diversification. Recommendations of mutual funds will include index funds, funds with no loads and low fees, tax-efficient funds, and those with consistent performance and lower risk.

Charlo’s previous education and professional experience are in the fields of education and communication disorders. She lives in Watertown, MA.

Robert Reilly
Boston, MA
Firm
Sandy Cove Advisors, LLC
Biography

As Chief Investment Officer, Robert Reilly works with the firm’s Investment Committee in determining strategic portfolio asset allocation, portfolio construction, manager selection and portfolio risk management. Rob works with clients to develop customized investment strategies that meet their needs, integrates those investment strategies within the family's broader wealth management architecture, and identifies wealth management planning opportunities. He has an active passion for investing and can tap into a broad network of resources and contacts to adeptly execute investment decisions on behalf of our clients.

Prior to joining Sandy Cove, Rob held Executive Director and Managing Director roles at JP Morgan Private Bank, UBS and Lehman Brothers where he advised clients on strategy and execution. He has also dedicated his time and efforts as a financial services industry liaison for the Financial Industry Regulatory Authority (FINRA) promoting “Investor Protection and Market Integrity”.

Rob earned a BS in Finance from Providence College and an MBA with a concentration in Finance from Babson’s Olin School of Business. He is Co-Chair of Providence College’s Boston President’s Council and serves on Providence College’s Business School Advisory Council. An active member in his community, he has served on the Board of Directors of the Hingham Federal Credit Union and the South Shore Conservatory Finance Committee. He also enjoys coaching youth lacrosse and basketball. Rob lives in Hingham with his wife and children.

The Gallo-Orloff Group at J.P. Morgan Securities
Boston, MA
Firm
J.P. Morgan Securities
Biography

The Gallo-Orloff Group at J.P. Morgan Securities specializes in providing investment services for high net worth individuals, executives, money managers and institutional clients. Our team works closely with clients to craft customized strategies and techniques to help clients achieve their goals. Our competitive advantages stem from our extensive experience in trading, execution, and asset management, and our ability to leverage the resources of J.P. Morgan, one of the largest and most respected financial service companies in the world. Our capabilities include trading and execution, asset management, wealth and estate planning, and banking and lending. Our team at J.P. Morgan Securities provides clients with the intimacy and personal attention of a one on one relationship, backed by the resources of an industry leader.

J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of J.P. Morgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.

Christopher Gallo is an Executive Director and Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. He leads a team that serves both high-net-worth individuals and institutional clients, delivering equity and fixed-income trading and tailored portfolio management. As a natural complement to these services, Chris also provides restricted stock strategies for corporate executives.

Marc Orloff is a Vice President and Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan. Marc and his team focus on three segments of the investment community: high-net-worth families, corporate executives, and institutional clients. For his high-net-worth clients, who include those nearing or at retirement, individuals who have recently inherited wealth, and those with a liquidity event, he provides tailored wealth management strategies. His institutional business includes hedge funds and money managers that come to him for J.P. Morgan’s capabilities in equity and fixed income execution and for access to the firm’s research and industry-leading conferences.

Susan Moore
CFP®
Watertown, MA
Firm
Moore Financial Advisors, Ltd.
Fee Structure
Fee-Only
Biography

As a financial planner and investment manager, Susan Moore's goal is to help her clients make sense of complicated financial lives so that they can have the lives they want to live.

There were several stops along the way in Susan's path to becoming a financial planner, including as a management consultant in the health care and technology industries, and a quality improvement manager in health care. But the passion that remained constant for Susan through her career journey was learning about personal finance and investing. She has always enjoyed the challenge of working through complex concepts and solving multi-layered puzzles, and that challenge is at the heart of financial planning. Family and friends began turning to Susan for advice, and eventually she realized it was time she made one more career change - to become a financial planner.

Susan went back to school at Boston University to study financial planning. After she met the rigorous educational, ethical, and work requirements to become a Certified Financial Planner™ (CFP®) practitioner, she worked as a financial planner at a firm in Wellesley, MA. A few years later, Susan left to open her own practice in late 2002, and established Moore Financial Advisors, Ltd.

Susan enjoys earning the enthusiastic trust of her clients by tackling their financial challenges and helping them develop the peace of mind of knowing that they are on track to achieve the things that they want in life. Education has also been central to her approach: with 15 years of experience teaching courses in finance and economics in Boston-area colleges and universities, Susan likes supporting her clients in gaining a sense of comfort and control  by helping them get a firmer grasp on the financial concepts that affect their lives.

Susan has a M.S. in Financial and Operations Management and a B.A in Psychology and Sociology. Additionally, she has a Diploma in Financial Planning from Boston University, and has done graduate work in anthropology and psychology.

Christopher Moran
Waltham, MA
Firm
Alpha Dynamics, LLC
Biography

Christopher Moran is an Alpha Dynamics partner and is responsible for leading new product and strategic initiatives. In addition, he oversees all new and existing client relationships at Alpha Dynamics. Previously he was director of asset allocation and alternative products at Columbia Management. His responsibilities included new product development, product pricing/positioning and all internal and external client communication.

Christopher and his world-class team brings over 20 years of investment experience, academic excellence, and industry leading analytics capabilities. Their distinct combination of perspective and expertise sets them apart from other investment firms. They are passionate about working with clients to develop advanced, cost-effective, intellectually rigorous solutions.

During his tenure at Columbia/RiverSource, he helped grow the team's assets from $5 billion to over $12 billion in 2010. Previously, he held a variety of product and sales positions at Fidelity Investments and MFS/Sun Life. Christopher began his investment career in 1996. He received he B.S. in Business Administration from Salem State University. He is a registered investment adviser representative.

Alexander Sauer-Budge
Waltham, MA
Firm
Alpha Dynamics Investments
Biography

Dr. Alexander Sauer-Budge is an Alpha Dynamics co-founding partner and is responsible for our proprietary quantitative investment process. He is involved in all aspects of our investment activities including strategy development, risk measurement, risk allocation, portfolio construction, and trading.

Previously he was an Associate Portfolio Manager at RiverSource Investments where he led quantitative equity research for developed international and emerging markets, collaborated on domestic equity and asset allocation research, led quantitative trading research, and co-directed quantitative systems and database development.

He graduated with highest honors from the University of California, Davis, with a B.S. in Aeronautical and Mechanical Engineering. He earned his S.M. in Aeronautics and Astronautics at MIT as a student in the Information and Control Engineering Laboratory. He received his Ph.D. in Computational Fluid Dynamics with a minor in optimization methods from MIT in 2003. Much of his academic work focused on the reliability and trustworthiness of computational methods. He has published articles in the leading technical journals in the field of computational methods. He is a registered investment adviser representative.

Joshua Trubow
CFP®, MSFP
Waltham, MA
Firm
Sensible Financial Planning
Fee Structure
Fee-Only
Biography

Josh Trubow joined Sensible Financial® in 2011 as an Investment Operations Analyst. Prior to joining Sensible Financial he worked as an associate at a tax accounting company helping individuals and small businesses prepare and file their taxes. Josh has volunteered with the Volunteer Income Tax Assistance (VITA) program and is passionate about helping to give back to his community.

Josh earned both a B.A. in Finance and an M.S. in Financial Planning from Bentley University. He is a Certified Financial Planner® Certificant and an active member of the National Association of Personal Financial Advisors (NAPFA). He has taken courses in trusts, gifts and estates, federal taxation of income, portfolio management, the psychology of financial planning, and estate planning.

Josh is a soccer enthusiast (he played at Bentley) and enjoys playing in his free time. Along with soccer, Josh is also a Boston sports fan and tries to catch games at the Garden whenever possible.

Kelly Luethje
CFP®, MBA
Boston, MA
Firm
Willow Planning Group, LLC
Fee Structure
Fee-Only
Biography

Kelly Luethje’s financial planning career began when she took a hard look at her own finances. She asked herself why she wasn’t able to save outside of her 401(k) or make a bigger dent in her student loans.  She found that balancing a good salary with debt payments, high rent, and the cost of engaging in life experiences, wasn’t an easy process. Along the way she discovered how valuable financial planning is to young professionals, not just retirees. Young, busy and adventurous people need to feel good about their finances to create the life they want. Kelly launched Willow Planning Group in 2015 and now helps clients across the country plan for life’s adventures.

Born and raised in Nebraska, Kelly earned a B.A. from the University of Nebraska-Lincoln. Upon graduating, she moved to Boston, MA, and earned a Master of Business Administration from Simmons School of Management. Kelly later obtained a Certificate in Financial Planning from Boston University and most recently earned CFP® Certification.

Benjamin Campbell 1
Newton, MA
Firm
Capital Advisors Group, Inc.
Biography

Ben Campbell has more than 30 years of experience in the securities and banking industries, where he has established an outstanding track record in building trading operations and creating short-term investment strategies.

As CEO and Founder of Capital Advisors Group, Ben plays an active role in both the Company’s overall business strategy and in overseeing its investment portfolios, product development, and client relationship management efforts. He also acts as Chief Investment Officer.

Ben is a frequent speaker at industry conferences and has been quoted in publications such as Treasury & Risk and the Wall Street Journal. In June 2011, Ben was named one of the “100 Most Influential People in Finance” by Treasury & Risk for Capital Advisors Group’s work on auction-rate securities and the rollout of FundIQ® money market fund research.

He currently serves on the Board of Directors and is Vice President and Treasurer of the Seymour H. Knox Foundation, a non-profit organization that provides financial assistance to arts, education, and human services organizations. Ben also serves on the Board of Directors for the Waterfowl Research Foundation. Additionally, from 1999-2008 he served on the Finance Committee and was a Co-Chair of the Investment Sub-Committee of Ducks Unlimited, Inc., one of the country’s largest conservation organizations.

Prior to founding Capital Advisors Group, Ben was a Vice President in the money market center at The Boston Company and held various positions at Fidelity Investments.

Ben earned a B.S. degree in business management from Ithaca College.

Lance Pan
Newton, MA
Firm
Capital Advisors Group, Inc.
Biography

Lance Pan joined Capital Advisors Group in 2003. As Director of Investment Research and Strategy, Lance assesses the risk and relative value of asset classes and credits, creates advanced credit approval and surveillance procedures, issues credit opinions, and provides investment strategy recommendations. Lance oversees Capital Advisors Group’s Credit Committee.

Previously, Lance was a Senior Corporate Research Analyst at Columbia Management Group (FleetBoston Financial) in Boston, where he was responsible for fundamental analysis and related strategies for the firm’s mutual funds and large institutional accounts. Earlier in his career, Lance worked for Central Pacific Bank in Honolulu.

Lance received an MSF from Boston College, an MBA and an M.A. in communications from the University of Hawaii, and a B.A. in English from Fudan University. He is a CFA charterholder and member of the Boston Security Analysts Society.

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