|By PR Newswire||
|August 8, 2014 07:50 AM EDT||
NORTH ANDOVER, Mass., Aug. 8, 2014 /PRNewswire-iReach/ -- It was announced today by New England Investment and Retirement Group, Inc. (NEINV) that Les Satlow, CFA, CFP® has joined the firm as Senior Portfolio Manager and Director of Research. As a leader within the company's Investment Committee, he is responsible for the administration and oversight of NEINV's investment strategy, process, and policies. In addition, Les works closely with the firm's advisors and Client Service team to help assess, develop, and execute strategies to suit the complex and personalized needs of clients.
Les brings a wealth of industry experience to NEINV and has been helping high net worth clients and institutions as an investment professional since the late 1990s. Prior to joining NEINV, Les was a Portfolio Manager with Meridian Wealth Management as well as Cabot Money Management, and, before that, an Associated Portfolio Manager with Boston Advisors. Les is both a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional.
"Les brings an intense passion for investment analysis that is balanced by the holistic understanding of wealth management while always assessing tangibles and intangibles. He is disciplined in his approach and driven by results. Les' qualities will only further strengthen our investment process."
"I am excited to join a team that surrounds all of it processes, inclusive of the investment selection process, around the client, their experience, and the achievement of their goals. Together, we look to deepen the breath of the firm's process and offerings while strengthening diligence and controls."
Media Contact: Amy Alpert, New England Investment & Retirement Group, Inc., 978-296-8347, [email protected]
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SOURCE New England Investment & Retirement Group, Inc.
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