Chitra Staley, CFA, CFP® and Mark Mathers, CFP® of TPW Financial in Boston, MA have officially joined BPWA as Partners. The move represents BPWA’s first office located on the East Coast. In addition to Staley and Mathers, the TPW Financial team also includes Senior Financial Advisor Medha Nadgir and Client Services Associate Rose Guilliams.
Staley has been a thought leader in Impact Investing for over 25 years, and will bring this unique experience to Beacon Pointe as a member of the firm’s investment committee. Beacon Pointe currently has many clients with sustainable investment philosophies and the addition of the Boston team will add more depth to this specialized area, as part of a broad range of investment capabilities available to both institutions and families.
Mathers has over 20 years of experience in the financial services industry, primarily in financial planning, relationship management, and business development. He most recently served as Managing Director of Boston Private Wealth, was a Senior Client Advisor with Silver Bridge and a Senior Financial Planning Consultant for the Bostonian Group.
BPWA – Boston has a great future ahead – here’s to a great partnership!
About Beacon Pointe:
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.
Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.
Our employees are the FACES of Beacon Pointe:
Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded