People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Andrew Belastock

Portfolio Associate

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As a Portfolio Associate, Andrew is responsible for the creation, execution, and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, assisting and supporting the investment management team in investment decisions, and working with advisors to communicate the firm’s investment philosophy to clients. He is a CFA Level I Candidate.

Prior to joining the firm, Andrew was a Financial Analyst on the Commercial Finance team at Welch’s where he provided in-depth financial analysis and consulting for their domestic business.

Andrew earned his B.A. in Finance from the Isenberg School of Management at The University of Massachusetts, Amherst. When not in the office, Andrew enjoys playing golf, skiing, and playing basketball.