Jason Haviland, Cfa Email and Phone Number
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Jason Haviland, Cfa personal email
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Principally and fundamentally we manage wealth in a fiduciary capacity, exclusively in the best interests of our clients. That's a fancy way of saying we genuinely care about the goals, passions and business interests of our clients and will do everything we can to help in any way that we can.Everyone's goals are different and clients come to us with vastly different circumstance, which is why we are an independent RIA and we don't sell products for commission. We build strategies. We build wealth. We build long-lasting relationships. And we do these things thoughtfully, carefully and with years of experience dealing with investments and portfolios.It's like working with a big Wall Street firm, but without all the Wall Street nonsense.Jason is one of the most uniquely qualified financial professionals. In his 21 year career at Fidelity Investments he has held positions of increasing responsibility most recently on their flagship customer platform (fidelity.com) and their flagship workplace platform (netbenefits.com). He has participated in and helped oversee Fidelity's digital transformation and many of their innovative products. In addition to his work experience, Jason holds the most respected and recognized designations in the world in two unique domains. In the field of investment management Jason is a Chartered Financial Analyst (CFA) Charterholder and in the field of employee benefits, Jason is a Certified Employee Benefits Specialist (CEBS). Jason has previously held the PMP designation.https://cottagestreetadvisors.com/important-disclosures
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Senior Partner And CooCottage Street AdvisorsNashua, Nh, Us
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Senior Partner And CooCottage Street Advisors Jan 2018 - PresentGreater Boston AreaCottage Street Advisors is an SEC registered “fee only” investment advisory firm providing both investment management services and financial advice to our clients. We will continue build legacy of the firs's early partners by designing portfolios aligned to the values of the individuals we work for, protecting their portfolios through customized strategies and helping everyone grow and enjoy the money they have worked so hard to earn. -
President And Wealth CollaboratorJ. Bradford Investment Management Jan 2016 - Jan 2018Greater Boston AreaPractice merged into Cottage Street AdvisorsTrusted advisor and independent fiduciary helping entrepreneurs, rising leaders and families be successful financially, professionally and civically.Your investment manager should be about more than just picking good funds and ETFs. From investing in environmentally friendly and socially responsible ways to helping you launch and run your business to providing 2nd opinions on big decisions, we can help.If you've got entrepreneurial spirit in a small company or a big one and you are action oriented with a strong drive to succeed and own the outcome of all your endeavors, we'd love to get to know more about you and your employees.
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Vice PresidentFidelity Investments Jul 2003 - Jan 2016Greater Boston AreaDivision Head of Digital Platforms and site leader. Managed a team of 70 direct and indirect associates executing an evolving portfolio of 200+ projects representing $100+ million in discretionary technology spending. Projects spanned Fidelity.com, Fidelity regional call centers and branches, mutual funds, brokerage, financial education, investment research, mobile, social media, 403(b) and employee benefits. -
DirectorFidelity Investments Jun 2001 - Jul 2003Greater Boston AreaPerformed data conversion, systems implementation, resource management and project planning for 34 large‐market Implementations (i.e. Fortune 500 companies) from their in‐house HRMS systems, ERPs or prior administrators onto Fidelity's benefits record‐keeping and inactive employee accounts receivable platform.
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Senior Development ManagerFidelity Investments Jun 1998 - May 2001Greater Boston AreaManaged supplier and vendor relationships and financial transactions. Negotiated over $400,000 in software maintenance and service contracts with four different software vendors per year.
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Senior Software EngineerFidelity Investments Apr 1997 - May 1998Greater Boston AreaDeveloper on Account Receivable (A/R) Platform.
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Pension SpecialistFidelity Investments Oct 1995 - Apr 1997Greater Boston AreaManaged pension implementation schedule and reviewed Defined Benefit plan documentation for Fortune 500 companies. Performed gap analysis to Fidelity benefits systems. Developed solutions or alternatives for identified gaps and schedule issues. Analysis included review of plan design, pension calculations and methodology.
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Retirement SpecialistFidelity Investments Jan 1995 - Oct 1995Greater Boston AreaWorked with individual clients on choosing investments for their 401(k) and making optimal contribution decisions
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Coo / SportswriterScoop Magazine Detroit Sep 1992 - Sep 1994Greater Detroit AreaEntrepreneurial endeavor to create a Detroit area sports media company. Served as Chief Operating Officer. Involved in all facets of production, promotion and publication for SCOOP magazine, a Detroit area sports magazine (pre‐internet) with a bi‐monthly circulation of 75,000 copies and Sports Drive, Detroit’s fourth largest sports radio talk show. Managed office staff and the company books. Serviced existing sales accounts and prospected for new business. Developed several cross‐company promotions and tie‐ins with local sports franchises. Interviewed dozens of athletes from Michael Jordan to Shaquille O’Neal to Barry Sanders to Evander Holyfield. Wrote articles in every issue and worked as on‐air radio personality, including remote broadcasts across the country.
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Tax PreparerJackson Hewitt Nov 1993 - Jun 1994Greater Detroit AreaPrepare individual and small business taxes
Jason Haviland, Cfa Skills
Jason Haviland, Cfa Education Details
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Finance -
Catholic Central
Frequently Asked Questions about Jason Haviland, Cfa
What company does Jason Haviland, Cfa work for?
Jason Haviland, Cfa works for Cottage Street Advisors
What is Jason Haviland, Cfa's role at the current company?
Jason Haviland, Cfa's current role is Senior Partner and COO.
What is Jason Haviland, Cfa's email address?
Jason Haviland, Cfa's email address is ja****@****fmr.com
What is Jason Haviland, Cfa's direct phone number?
Jason Haviland, Cfa's direct phone number is +161739*****
What schools did Jason Haviland, Cfa attend?
Jason Haviland, Cfa attended University Of Michigan, Boston College Carroll School Of Management, Catholic Central.
What are some of Jason Haviland, Cfa's interests?
Jason Haviland, Cfa has interest in Education, Basketball, Four Horsemen Eat, Running, Tennis, Micro Distilling.
What skills is Jason Haviland, Cfa known for?
Jason Haviland, Cfa has skills like Investment Management, Executive Coaching, Coo, Financial Services, Series 7, Mutual Funds, Portfolio Management, Relationship Management, Investments, Asset Allocation, Asset Managment, Series 63.
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