Meet The Team - Centerpoint Advisors

Jennifer M. Wolfsberg, CDFA

Managing Principal

With over 19 years of wealth management experience Jennifer serves as Managing Principal of Centerpoint and leads the team’s communications with clients and their families.

John E. Wolfsberg

Managing Principal

John’s 15 years of institutional fixed income experience is perfectly suited to his main role as head of fixed income portfolio management and Managing Principal at Centerpoint Advisors.

Olga P. Okaty, CFP®

Principal / Director of Financial Planning

Olga helps clients navigate complex financial decisions by developing planning and investing strategies that support their overall goals and vision.

Mark J. Barry, CFA

Director of Investment Management

Mark thrives on the opportunity to learn something new each and every day as the global market environment continues to evolve.

Ashley R. Agnew, CFT-I™

Director of Relationship Development

Ashley is drawn to the finance industry because of its dynamicity, and finds passion in helping others have a better relationship with their wealth.

Lori D. Patterson

Director of Client Operations

Lori has always been intrigued by industries that are fueled on growth, and the nature of the financial industry provides an environment which offers just that.

Matthew C. Okaty, JD, CFP®

Compliance Analyst

At Centerpoint Advisors, Matt is able to apply his legal background to the ever changing world of finance. The intersection of law and finance has always intrigued him.

J.D. Wolfsberg, CFA, CFP®

Portfolio Manager

John David (JD) is intrigued by the trends of the capital markets. It was this intense curiosity that led him to pursue a career in financial services beginning with a Bachelor’s degree in Finance with Minor in Economics from Stonehill College.

Courtney C. Summa

Financial Planning and Reporting Associate

Courtney’s analytical mind and dedication to customer service have led her to excel in financial services. She understands the strong need for structured reporting and formatting for the complex concepts surrounding financial planning.

R. Anthony Norris, CFP®

Associate Advisor

The many facets of the financial services industry are what draw Anthony to the field, as it is geared to his desire to work in an atmosphere where he is always learning and providing value to clients.

Kevin F. Donohue

Research Associate

With a strong background not only academically but also professionally with over five years’ experience in fund accountancy, Kevin appreciates and enhances the level of detail provided to Centerpoint clients.

Taylor Persechini

Operations Associate

With years of operations and brokerage transaction experience, Taylor enhances our operations team by working everyday to improve processes and streamline client efforts.