Jennifer Michelle Wolfsberg
Algemeen Directeur bij Centerpoint Advisors LLC
Profiel
Ms. Jennifer M.
Wolfsberg is a Managing Principal at Centerpoint Advisors LLC and a Member at The Commonwealth Institute (Boston).
She has over 20 years of wealth management experience.
She leads the team’s communications with clients and their families.
She manages the overall client and family planning needs and thrives on the synergistic coordination and collaboration of team with our client’s other advisors and professionals including, but not limited to their CPAs, estate, divorce and corporate attorneys, and insurance professionals.
She received her undergraduate degree from Stonehill College, Inc..
Actieve functies van Jennifer Michelle Wolfsberg
| Bedrijven | Functie | Begin |
|---|---|---|
Centerpoint Advisors LLC
 Centerpoint Advisors LLC Investment ManagersFinance Founded in 2006, Centerpoint Advisors is a registered investment advisor located in Needham, Massachusetts. The firm provides a range of investment advisory and wealth management services to individuals, families, businesses, and institutions. | Algemeen Directeur | 01-01-2006 |
The Commonwealth Institute (Boston)
 The Commonwealth Institute (Boston) Miscellaneous Commercial ServicesCommercial Services The Commonwealth Institute is a non-profit organization based in Boston, MA. The non-profit company is dedicated to promoting women in leadership positions in business. | Corporate Officer/Principal | - |
Opleiding van Jennifer Michelle Wolfsberg
| Stonehill College, Inc. | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Centerpoint Advisors LLC
Centerpoint Advisors LLC Investment ManagersFinance Founded in 2006, Centerpoint Advisors is a registered investment advisor located in Needham, Massachusetts. The firm provides a range of investment advisory and wealth management services to individuals, families, businesses, and institutions. | Finance |
The Commonwealth Institute (Boston)
The Commonwealth Institute (Boston) Miscellaneous Commercial ServicesCommercial Services The Commonwealth Institute is a non-profit organization based in Boston, MA. The non-profit company is dedicated to promoting women in leadership positions in business. | Commercial Services |
