by newcente | Aug 15, 2019 | Blog, Firm Events, Uncategorized, What's New
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...
by newcente | Aug 1, 2019 | Blog, Business Planning, Firm Events, In The News, Uncategorized, What's New
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...
by newcente | Jul 25, 2019 | Blog, Firm Events, Tax Planning, Uncategorized, What's New
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....
by newcente | Jul 8, 2019 | Blog, Firm Events, In The News, Uncategorized, What's New
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...
by newcente | Jul 3, 2019 | Blog, Firm Events, In The News, Uncategorized, What's New
July 3, 2019. By Ashley Agnew: Kindly note that we will be following the market schedule in observance of the holiday and our office will be closed at 1:00pm on Wednesday, July 3rd and for the full day on Thursday July 4th. We will resume normal business hours on July...
by newcente | Jul 2, 2019 | Blog, Family Focus, Firm Events, Uncategorized, What's New
July 2, 2019. By John Wolfsberg. On June 18th we had the pleasure of hosting representatives from The Children’s Room to learn more about living through loss. The Children’s Room is a grief center in Arlington, MA offering free services to children, teens, and...
