Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Boston, Massachusetts
Address

400 Totten Pond Road
Suite 220
Waltham, MA 02451

Contact

info-ma@beaconpointe.com
(617) 614-9895

Boston Team

Beacon Pointe is a Boston based wealth manager and is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Boston focus on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic wealth approach covers all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, life transition support for divorcees and widows, financial planning for business owners and multi-generational family wealth and legacy planning, and socially responsible investing.

We look forward to connecting with you at our Boston office to see how best we can assist you with your investment portfolio and financial planning needs.

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Alyson Barboza

Associate, Office Management

Alyson is responsible for supporting the office and team of advisors in the Beacon Pointe Wealth Advisors Boston office. She is responsible for client communications, the oversight of internal processes as well as general office management duties and prides herself on building and maintaining relationships with the firm’s clients. Prior to working at Beacon Pointe, Alyson worked for Silver Bridge Advisors as an executive assistant providing a high level of customer service by serving as a liaison between clients and their advisors. Alyson earned her bachelor’s degree at Framingham State University. Outside of the office Alyson enjoys spending time with her family, snowboarding and going to the beach.

Chitra R. Staley, CFA, CFP®

Managing Director

Chitra Staley brings over 30 years of experience in financial advisory and portfolio management. Prior to joining Beacon Pointe Wealth Advisors, Chitra founded TPW Financial, and was the CIO of Mintz Levin Financial Advisors and President of Staley Advisors. In these roles, she managed portfolios, created investment policies and oversaw asset allocation. Prior to establishing Staley Advisors, Chitra served as CIO for Crosby Advisors, the family office of the founder of Fidelity Investments. At Crosby, Chitra managed the family’s personal investment portfolios and evaluated global investment opportunities, particularly contrarian and non-traditional investments. Prior to her work at Crosby, Chitra was a portfolio manager at State Street Bank & Trust Co. and developed expertise in valuing illiquid assets, such as family businesses, real estate investments and private equity.  Chitra has deep expertise in impact investing. She was a Portfolio Manager at Boston-based Trillium Asset Management, the oldest and largest independent investment management firm in the U.S. solely devoted to sustainable and responsible investing. In addition, she served as Board Chair of the Jessie Smith Noyes Foundation, a New York foundation working to protect communities from toxic waste dumping and to promote sustainable agriculture. Chitra is passionate about empowering women both personally and professionally, is an active member of Beacon Pointe’s Women’s Advisory Institute, and has been a board member of the Boston Estate Planning Council and AASRA, an organization that helps South Asian women in need. She received her BA from Smith College and her MS from the University of Massachusetts. Chitra received her MBA from Simmons School of Management, and later earned the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner™ (CFP®) certification.

Daniel Grenier

Senior Associate, Client Service

Daniel (Dan) is responsible for assisting the Beacon Pointe Boston-based operations team with all administrative aspects of client service. Prior to joining Beacon Pointe, Dan worked for Commonwealth Financial Group, as an operations associate. He graduated from Providence College, majoring in Finance. In his free time, Dan enjoys participating in recreational sports and traveling.

Flynn McDonnell, JD

Senior Wealth Advisor

Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Wealth Advisors. Flynn has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has sat on investment and planning committees for various registered investment advisors. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI consulting where he advised families globally on operations, investing and governance. Flynn spent over 10 years at Fidelity Investments as a Retirement Consultant and VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at law firm Forman, Roberts Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami Florida. He also sits on several non-profit and for-profit advisory boards. Flynn enjoys sailing and coaching his two sons in lacrosse and football.

Mark V. Mathers, CFP®

Partner, Managing Director

Mark 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.  Mark holds an honors degree in Business Studies from University of Ulster, a Certificate in Export Marketing from University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and holds the Certified Financial Planner™ (CFP®) certification.  Mark values collaboration, collegiality and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. He enjoys soccer, Gaelic football and golf.

Medha Nadgir

Manager, Client Service

As a Client Service Manager at Beacon Pointe, Medha brings to her role an ease with numbers, a passion to work with people, and a drive to consistently give her best. Medha holds a Bachelor of Engineering degree from NIT Nagpur, India, and transitioned to financial planning in 2008. Prior to joining Beacon Pointe, Medha worked as an Associate Advisor at David Witherbee & Associates in Concord, MA.  Medha has completed the educational requirements for the CFP® certification. Medha is actively involved with her alumnae and in community service through Sewa International.

Melisa Dobraca

Associate Wealth Advisor

Melisa is responsible for assisting the wealth advisory team in financial planning, investment management and administrative aspects of client service. Prior to joining Beacon Pointe, Melisa worked for Windrose Advisors, LLC as an operations associate. She graduated from the University of Vermont, majoring in Finance and minoring in Spanish.  In her free time, Melisa enjoys running and spending time with family and friends.

Rick Wetmore, CFA

Senior Wealth Advisor

Rick is a Senior Wealth Advisor in the Boston office of Beacon Pointe Wealth Advisors. He is responsible for providing family offices, high net worth individuals and foundations with customized investment management and wealth planning services.  Prior to joining Beacon Pointe, Rick served as Deputy Chief Investment Officer and Senior Portfolio Manager at BNP Paribas Asset Management (BNP), where he was responsible for managing Global Emerging Markets and Frontier Markets Equities investment portfolios.  Prior to joining BNP, Rick was a Portfolio Manager at Turner Investments, where he managed US and International Equity long-only and long-short strategies. His areas of investment research interest include impact investing, the analysis of global financial institutions and global macroeconomics.  Rick holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Boston. He received a B.S. in Economics from the Wharton School of the University of Pennsylvania, with concentrations in Finance and Management. Rick resides in Chestnut Hill, Massachusetts with his wife and two sons.

Varun Nadgir

Senior Associate, Operations & Technology

As a Senior Associate in the Operations Department, Varun supports reporting as well as assists with the oversight of the firm’s servers and networks and cyber security practices, managing IT projects, testing new features, and providing training and support to the nationwide Beacon Pointe professional team. He completed his BS in Mathematics at the University of Massachusetts, Amherst and worked as a data analyst for Findability Sciences, a software company out of Boston. Since then, he has built a portfolio of capstone projects and received a number of certificates in data science and analytics. In his free time, Varun enjoys writing and playing music, playing challenging video games, and spending time with his family and friends.

Vincent Franks

Senior Wealth Advisor

As a Senior Wealth Advisor in the Beacon Pointe Wealth Advisors Boston Office, Vincent Franks works with successful corporate executives, professionals and families to help them achieve their wealth and retirement goals. Vincent strives to provide high-level service to all of his client relationships and works in partnership with other Wealth Advisors within the BPWA Boston Office. Prior to joining Beacon Pointe, Vincent was a Client Advisor for Boston Private Wealth Management. Prior to joining Boston Private, Vincent was a Client Advisor with Silver Bridge and an Associate Consultant at Bostonian Wealth, where he researched and analyzed mutual funds, managed and rebalanced client portfolios, helped develop financial plans and prepared client account reports. Vincent earned a BA in Accounting and Finance from Dublin City University in Dublin, Ireland.

Boston Team

Filter By

Alyson Barboza

Associate, Office Management

Alyson is responsible for supporting the office and team of advisors in the Beacon Pointe Wealth Advisors Boston office. She is responsible for client communications, the oversight of internal processes as well as general office management duties and prides herself on building and maintaining relationships with the firm’s clients. Prior to working at Beacon Pointe, Alyson worked for Silver Bridge Advisors as an executive assistant providing a high level of customer service by serving as a liaison between clients and their advisors. Alyson earned her bachelor’s degree at Framingham State University. Outside of the office Alyson enjoys spending time with her family, snowboarding and going to the beach.

Chitra R. Staley, CFA, CFP®

Managing Director

Chitra Staley brings over 30 years of experience in financial advisory and portfolio management. Prior to joining Beacon Pointe Wealth Advisors, Chitra founded TPW Financial, and was the CIO of Mintz Levin Financial Advisors and President of Staley Advisors. In these roles, she managed portfolios, created investment policies and oversaw asset allocation. Prior to establishing Staley Advisors, Chitra served as CIO for Crosby Advisors, the family office of the founder of Fidelity Investments. At Crosby, Chitra managed the family’s personal investment portfolios and evaluated global investment opportunities, particularly contrarian and non-traditional investments. Prior to her work at Crosby, Chitra was a portfolio manager at State Street Bank & Trust Co. and developed expertise in valuing illiquid assets, such as family businesses, real estate investments and private equity.  Chitra has deep expertise in impact investing. She was a Portfolio Manager at Boston-based Trillium Asset Management, the oldest and largest independent investment management firm in the U.S. solely devoted to sustainable and responsible investing. In addition, she served as Board Chair of the Jessie Smith Noyes Foundation, a New York foundation working to protect communities from toxic waste dumping and to promote sustainable agriculture. Chitra is passionate about empowering women both personally and professionally, is an active member of Beacon Pointe’s Women’s Advisory Institute, and has been a board member of the Boston Estate Planning Council and AASRA, an organization that helps South Asian women in need. She received her BA from Smith College and her MS from the University of Massachusetts. Chitra received her MBA from Simmons School of Management, and later earned the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner™ (CFP®) certification.

Daniel Grenier

Senior Associate, Client Service

Daniel (Dan) is responsible for assisting the Beacon Pointe Boston-based operations team with all administrative aspects of client service. Prior to joining Beacon Pointe, Dan worked for Commonwealth Financial Group, as an operations associate. He graduated from Providence College, majoring in Finance. In his free time, Dan enjoys participating in recreational sports and traveling.

Flynn McDonnell, JD

Senior Wealth Advisor

Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Wealth Advisors. Flynn has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has sat on investment and planning committees for various registered investment advisors. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI consulting where he advised families globally on operations, investing and governance. Flynn spent over 10 years at Fidelity Investments as a Retirement Consultant and VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at law firm Forman, Roberts Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami Florida. He also sits on several non-profit and for-profit advisory boards. Flynn enjoys sailing and coaching his two sons in lacrosse and football.

Mark V. Mathers, CFP®

Partner, Managing Director

Mark 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.  Mark holds an honors degree in Business Studies from University of Ulster, a Certificate in Export Marketing from University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and holds the Certified Financial Planner™ (CFP®) certification.  Mark values collaboration, collegiality and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. He enjoys soccer, Gaelic football and golf.

Medha Nadgir

Manager, Client Service

As a Client Service Manager at Beacon Pointe, Medha brings to her role an ease with numbers, a passion to work with people, and a drive to consistently give her best. Medha holds a Bachelor of Engineering degree from NIT Nagpur, India, and transitioned to financial planning in 2008. Prior to joining Beacon Pointe, Medha worked as an Associate Advisor at David Witherbee & Associates in Concord, MA.  Medha has completed the educational requirements for the CFP® certification. Medha is actively involved with her alumnae and in community service through Sewa International.

Melisa Dobraca

Associate Wealth Advisor

Melisa is responsible for assisting the wealth advisory team in financial planning, investment management and administrative aspects of client service. Prior to joining Beacon Pointe, Melisa worked for Windrose Advisors, LLC as an operations associate. She graduated from the University of Vermont, majoring in Finance and minoring in Spanish.  In her free time, Melisa enjoys running and spending time with family and friends.

Rick Wetmore, CFA

Senior Wealth Advisor

Rick is a Senior Wealth Advisor in the Boston office of Beacon Pointe Wealth Advisors. He is responsible for providing family offices, high net worth individuals and foundations with customized investment management and wealth planning services.  Prior to joining Beacon Pointe, Rick served as Deputy Chief Investment Officer and Senior Portfolio Manager at BNP Paribas Asset Management (BNP), where he was responsible for managing Global Emerging Markets and Frontier Markets Equities investment portfolios.  Prior to joining BNP, Rick was a Portfolio Manager at Turner Investments, where he managed US and International Equity long-only and long-short strategies. His areas of investment research interest include impact investing, the analysis of global financial institutions and global macroeconomics.  Rick holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Boston. He received a B.S. in Economics from the Wharton School of the University of Pennsylvania, with concentrations in Finance and Management. Rick resides in Chestnut Hill, Massachusetts with his wife and two sons.

Varun Nadgir

Senior Associate, Operations & Technology

As a Senior Associate in the Operations Department, Varun supports reporting as well as assists with the oversight of the firm’s servers and networks and cyber security practices, managing IT projects, testing new features, and providing training and support to the nationwide Beacon Pointe professional team. He completed his BS in Mathematics at the University of Massachusetts, Amherst and worked as a data analyst for Findability Sciences, a software company out of Boston. Since then, he has built a portfolio of capstone projects and received a number of certificates in data science and analytics. In his free time, Varun enjoys writing and playing music, playing challenging video games, and spending time with his family and friends.

Vincent Franks

Senior Wealth Advisor

As a Senior Wealth Advisor in the Beacon Pointe Wealth Advisors Boston Office, Vincent Franks works with successful corporate executives, professionals and families to help them achieve their wealth and retirement goals. Vincent strives to provide high-level service to all of his client relationships and works in partnership with other Wealth Advisors within the BPWA Boston Office. Prior to joining Beacon Pointe, Vincent was a Client Advisor for Boston Private Wealth Management. Prior to joining Boston Private, Vincent was a Client Advisor with Silver Bridge and an Associate Consultant at Bostonian Wealth, where he researched and analyzed mutual funds, managed and rebalanced client portfolios, helped develop financial plans and prepared client account reports. Vincent earned a BA in Accounting and Finance from Dublin City University in Dublin, Ireland.

Boston Team

Filter By

Alyson Barboza

Associate, Office Management

Alyson is responsible for supporting the office and team of advisors in the Beacon Pointe Wealth Advisors Boston office. She is responsible for client communications, the oversight of internal processes as well as general office management duties and prides herself on building and maintaining relationships with the firm’s clients. Prior to working at Beacon Pointe, Alyson worked for Silver Bridge Advisors as an executive assistant providing a high level of customer service by serving as a liaison between clients and their advisors. Alyson earned her bachelor’s degree at Framingham State University. Outside of the office Alyson enjoys spending time with her family, snowboarding and going to the beach.

Chitra R. Staley, CFA, CFP®

Managing Director

Chitra Staley brings over 30 years of experience in financial advisory and portfolio management. Prior to joining Beacon Pointe Wealth Advisors, Chitra founded TPW Financial, and was the CIO of Mintz Levin Financial Advisors and President of Staley Advisors. In these roles, she managed portfolios, created investment policies and oversaw asset allocation. Prior to establishing Staley Advisors, Chitra served as CIO for Crosby Advisors, the family office of the founder of Fidelity Investments. At Crosby, Chitra managed the family’s personal investment portfolios and evaluated global investment opportunities, particularly contrarian and non-traditional investments. Prior to her work at Crosby, Chitra was a portfolio manager at State Street Bank & Trust Co. and developed expertise in valuing illiquid assets, such as family businesses, real estate investments and private equity.  Chitra has deep expertise in impact investing. She was a Portfolio Manager at Boston-based Trillium Asset Management, the oldest and largest independent investment management firm in the U.S. solely devoted to sustainable and responsible investing. In addition, she served as Board Chair of the Jessie Smith Noyes Foundation, a New York foundation working to protect communities from toxic waste dumping and to promote sustainable agriculture. Chitra is passionate about empowering women both personally and professionally, is an active member of Beacon Pointe’s Women’s Advisory Institute, and has been a board member of the Boston Estate Planning Council and AASRA, an organization that helps South Asian women in need. She received her BA from Smith College and her MS from the University of Massachusetts. Chitra received her MBA from Simmons School of Management, and later earned the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner™ (CFP®) certification.

Daniel Grenier

Senior Associate, Client Service

Daniel (Dan) is responsible for assisting the Beacon Pointe Boston-based operations team with all administrative aspects of client service. Prior to joining Beacon Pointe, Dan worked for Commonwealth Financial Group, as an operations associate. He graduated from Providence College, majoring in Finance. In his free time, Dan enjoys participating in recreational sports and traveling.

Flynn McDonnell, JD

Senior Wealth Advisor

Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Wealth Advisors. Flynn has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has sat on investment and planning committees for various registered investment advisors. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI consulting where he advised families globally on operations, investing and governance. Flynn spent over 10 years at Fidelity Investments as a Retirement Consultant and VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at law firm Forman, Roberts Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami Florida. He also sits on several non-profit and for-profit advisory boards. Flynn enjoys sailing and coaching his two sons in lacrosse and football.

Mark V. Mathers, CFP®

Partner, Managing Director

Mark 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.  Mark holds an honors degree in Business Studies from University of Ulster, a Certificate in Export Marketing from University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and holds the Certified Financial Planner™ (CFP®) certification.  Mark values collaboration, collegiality and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. He enjoys soccer, Gaelic football and golf.

Medha Nadgir

Manager, Client Service

As a Client Service Manager at Beacon Pointe, Medha brings to her role an ease with numbers, a passion to work with people, and a drive to consistently give her best. Medha holds a Bachelor of Engineering degree from NIT Nagpur, India, and transitioned to financial planning in 2008. Prior to joining Beacon Pointe, Medha worked as an Associate Advisor at David Witherbee & Associates in Concord, MA.  Medha has completed the educational requirements for the CFP® certification. Medha is actively involved with her alumnae and in community service through Sewa International.

Melisa Dobraca

Associate Wealth Advisor

Melisa is responsible for assisting the wealth advisory team in financial planning, investment management and administrative aspects of client service. Prior to joining Beacon Pointe, Melisa worked for Windrose Advisors, LLC as an operations associate. She graduated from the University of Vermont, majoring in Finance and minoring in Spanish.  In her free time, Melisa enjoys running and spending time with family and friends.

Rick Wetmore, CFA

Senior Wealth Advisor

Rick is a Senior Wealth Advisor in the Boston office of Beacon Pointe Wealth Advisors. He is responsible for providing family offices, high net worth individuals and foundations with customized investment management and wealth planning services.  Prior to joining Beacon Pointe, Rick served as Deputy Chief Investment Officer and Senior Portfolio Manager at BNP Paribas Asset Management (BNP), where he was responsible for managing Global Emerging Markets and Frontier Markets Equities investment portfolios.  Prior to joining BNP, Rick was a Portfolio Manager at Turner Investments, where he managed US and International Equity long-only and long-short strategies. His areas of investment research interest include impact investing, the analysis of global financial institutions and global macroeconomics.  Rick holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Boston. He received a B.S. in Economics from the Wharton School of the University of Pennsylvania, with concentrations in Finance and Management. Rick resides in Chestnut Hill, Massachusetts with his wife and two sons.

Varun Nadgir

Senior Associate, Operations & Technology

As a Senior Associate in the Operations Department, Varun supports reporting as well as assists with the oversight of the firm’s servers and networks and cyber security practices, managing IT projects, testing new features, and providing training and support to the nationwide Beacon Pointe professional team. He completed his BS in Mathematics at the University of Massachusetts, Amherst and worked as a data analyst for Findability Sciences, a software company out of Boston. Since then, he has built a portfolio of capstone projects and received a number of certificates in data science and analytics. In his free time, Varun enjoys writing and playing music, playing challenging video games, and spending time with his family and friends.

Vincent Franks

Senior Wealth Advisor

As a Senior Wealth Advisor in the Beacon Pointe Wealth Advisors Boston Office, Vincent Franks works with successful corporate executives, professionals and families to help them achieve their wealth and retirement goals. Vincent strives to provide high-level service to all of his client relationships and works in partnership with other Wealth Advisors within the BPWA Boston Office. Prior to joining Beacon Pointe, Vincent was a Client Advisor for Boston Private Wealth Management. Prior to joining Boston Private, Vincent was a Client Advisor with Silver Bridge and an Associate Consultant at Bostonian Wealth, where he researched and analyzed mutual funds, managed and rebalanced client portfolios, helped develop financial plans and prepared client account reports. Vincent earned a BA in Accounting and Finance from Dublin City University in Dublin, Ireland.

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