Centerpoint Welcomes New Team Members
March 26, 2021, By Ashley Agnew:
Centerpoint is happy to announce that our team is growing in more ways than one. We are excited to be bringing a new Client Operations associate onboard this month, and welcome Taylor Persechini to our team. Taylor has extensive experience in client investment operations work having played a critical role in customer service with Fidelity Institutional Wealth Management for several years before coming to Centerpoint. He is expertly trained in both brokerage and transactional services, and we look forward to his expertise adding value to the speed and volume by which we are able to assist our clients. During the interview process, Taylor shared that he is “eager to work with a boutique firm who is in line with the goals of their clients, not just the numbers”. His client-first mindset is in line with the philosophy that we employ here at Centerpoint.
Moving beyond personnel to personal, our team is also expanding beyond the office walls in 2021. Associate Portfolio Manager, J.D. Wolfsberg and his wife Madison have welcomed their first child. The family is healthy and well, and as the first grandchild, this little girl is getting plenty of attention.
Financial Planning and Reporting Associate Courtney Summa is also growing her family, with a new sibling arriving for her son in summer 2021. The Summa’s are very excited, especially big brother:
Finally, we will also be celebrating a union this spring, as Client Service Associate Kevin Donohue weds his fiancée Kasey. They were among the many couples who have had to be very flexible, creative, and patient with their planning and scheduling due to Covid, however are excited to host their friends and family safely at Waterville Valley overlooking the White Mountains in New Hampshire this May.
Spring is a time of growth, replenishment, and rejuvenation and each have certainly blessed our team. We hope that all of our readers are healthy, safe, and hopeful as we ease the chill of winter and enter spring months.