Northeast Investment Management

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Northeast Investment Management — overview

Assets Under Management

Type

Wealth Manager

Location

Boston, MA, US

Alternative Asset Classes

-

About

Northeast Investment Management is a US-based wealth manager and registered investment adviser. The firm provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include tax preparation, investment management, portfolio management, retirement income withdrawal strategies, tax-efficient withdrawal strategies and tax planning. The firm provides advisory services to individuals, families, trustees, executors, personal representatives, family offices, charitable institutions and small businesses.

Northeast Investment Management - known decision makers (16)

Contact NamePositionLocationEmailTelephoneAsset Class
Assistant Vice President, Senior Financial Planning AssociateBoston, USGEN
Client Relationship ManagerBoston, USGEN
Director, EmeritusBoston, USGEN
Managing Director, Chair of Investment CommitteeBoston, USGEN
Managing Director, Chief Compliance Officer, Chief Financial OfficerBoston, USGEN

Showing 5 of 16 known decision makers Northeast Investment Management

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