November 7, 2019. By Anthony Norris: As Veteran’s Day approaches we are reminded to reflect upon and thank those who have so bravely served our country. With past and present service members in our own firm and families, the holiday carries feelings of pride...
October 21, 2019. By Ashley Agnew: We are so very lucky to have such extraordinary higher education and research facilities domestically, with many right here in the areas in and around Boston. With so much innovation coming out of our area, especially in healthcare,...
August 14, 2019. By Mark Barry: At Centerpoint Advisors, investment management is a core component of our business, and is the primary focus for myself and my colleague JD Wolfsberg. While it encompasses a wide variety of roles and responsibilities, there are four...
August 1, 2019. By Ashley Agnew: As a firm we constantly search for new learning opportunities. This includes not only formal continuing education, but also learning from our peers in our own and related industries. Several Centerpoint employees are...
July 25, 2019. By Courtney Summa: When someone asks me what my role entails at Centerpoint Advisors, my general response is that I work primarily on the reporting side of investment management, even though my responsibilities include much more than report preparation....
July 8. 2019. By Matthew Okaty: My role at Centerpoint encompasses several different areas, including compliance, client portal management, charitable account assistance, as well as business continuity and cybersecurity. Each day usually involves getting pulled...
