Patrick R. Côté CFA, CFP®

Founding Partner
1 617 933 7257

Contact Patrick

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

     

     

     

    Susan L. Powers CFA, CPA, CFP®, CPFA

    Co-Founding Partner
    1 404 720 8220

    Contact Susan

    Specialties:

    • Focus on life transitions, women investors & small businesses
    • Retirement Plan Specialist

    Former Fidelity executive, managed Fidelity’s $1.2 trillion 401(k) investment consulting practice

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

      Kate Hennessy CFP®

      Partner
      312-515-0067

      Contact Kate

      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