Jennifer Michelle Wolfsberg
Vorstandsvorsitzender bei Centerpoint Advisors LLC
Profil
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..
Aktive Positionen von Jennifer Michelle Wolfsberg
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | 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 | - |
Ausbildung von Jennifer Michelle Wolfsberg
| Stonehill College, Inc. | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |