Patrick R. Côté CFA, CFP®

Founding Partner
1 617 933 7257

Specialties:

  • Focus on HENRYs (High Earners, Not Rich Yet)
  • Tax-efficient investing for professionals, corporate executives & small businesses

Wharton MBA, former Fidelity executive and Bain & Company consultant in Boston & London

20+ years of experience, frequent guest speaker on Wharton Business Radio on Sirius XM

    Kate Hennessy CFP®

    Partner
    312-515-0067

    Specialties:

    • Focus on families, women investors and college planning
    • Tax-efficient investing for business professionals & small businesses

    Former Fidelity executive, managed $200B Fidelity team of 401(k) investment consultants

    20+ years of investment experience, former trustee to ISBI (Illinois State Board of Investment)

      Gregory S. Mand

      Board of Advisors

      Experience:

      •  Chief Revenue Officer at Voom, an Airbus company
      •  Former business  development executive at Phunware and Zynga
      •  Wharton MBA

      Bill McMahon

      Board of Advisors

      Experience:

      •  President of Laboratory  Products Division at Thermo  Fisher Scientific (NYSE: TMO)
      •  Former Bain & Company  partner, CEO of Decorative  Concepts and COO of KB Toys

      Jonathan Shelon

      Board of Advisors

      Experience:

      •  CFA®, Actuary and Managing  Partner at Krane Funds
      •  Former Head of Fidelity  Freedom Funds and CIO of JP Morgan Specialized Strategies

      Christopher P. Sullivan

      Board of Advisors

      Experience:

      •  Former President of the Bond  Group at Fidelity Investments
      •  Former Co-Head of US Fixed  Income at Goldman Sachs