Gary joined the East Coast Asset Management team as a principal and Senior Managing Director on July 1, 2011. His responsibilities include client counsel, portfolio management, comprehensive financial planning and business development. Gary is a member of our investment and financial planning committees.
Gary has specific expertise in helping clients create a financial plan of action to guide them through wealth transitions such as retirement, employment transition, sale of a business, liquidation of stock options, inheritance or divorce.
From 2006 through June of 2011, Gary was Managing Director at Lexington Wealth Management where he continued to build and serve a thriving investment management and financial planning practice for a select group of high net worth clients.
From 2004 to 2006, Gary was an Investment Advisor and Financial Planner at Wingate Financial Group where he began and cultivated a financial planning and investment management practice. Before his tenure at Wingate, for more than seven years Gary served as Vice President of TFC Financial Management, a boutique financial planning and investment management firm in downtown Boston.
Prior to joining TFC, Gary served as a Financial Planning Consultant in the Office of Retirement Programs at Harvard University, where he provided comprehensive financial planning services to faculty and staff. From this experience, he developed a specific expertise in the field of retirement planning and academic retirement plans utilizing TIAA-CREF. Gary’s practice continues to occupy a niche in academic circles, where he currently serves past and current faculty and high level administrators from leading academic institutions.
Gary has been a Certified Financial Planning practitioner since 1996. He is a chartered member of the Financial Planning Association and an associate member of the National Association of Personal Financial Advisors (NAPFA). He is also a member of the Board of Directors of the Community Legal Services and Counseling Center and was a co-host on the Money Matters Radio Show on WBNW AM 1120.
Gary graduated Phi Beta Kappa and magna cum laude with distinction from Boston University where he received dual degrees in Political Science and Journalism. Gary can be reached at email@example.com.