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Since joining Finivi, Fred has played a crucial role pertaining to reliable, ongoing communications with his clients, as together, proven steps are taken in pursuit of their desired lifestyle destination. For over 25 years, he has been sharing both his knowledge and experience in the fields of financial planning and wealth management with families and individuals in MetroWest and across the country.
Fred is a member of the Investment Committee and Lead Portfolio Manager. His analytical approach coupled with strong risk management tools make Fred an integral part of the Finivi investment team. Involvement and related experiences within the areas of financial analyses, accounting, and client services are all elements of Fred's professional landscape.