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