John Wolfsberg Email & Phone Number
@centerpointadvisors.net
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Who is John Wolfsberg? Overview
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John Wolfsberg is listed as Principal and Director of Fixed Income at Centerpoint Advisors, LLC., based in Newton Centre, Massachusetts, United States. AeroLeads shows a work email signal at centerpointadvisors.net and a matched LinkedIn profile for John Wolfsberg.
John Wolfsberg previously worked as Principal / Director of Fixed Income at Centerpoint Advisors, Llc. and Managing Director-Principal at Bear Stearns. John Wolfsberg holds Bachelor Of Science In Accounting, Accounting And Finance from Stonehill College.
Email format at Centerpoint Advisors, LLC.
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AeroLeads found 1 current-domain work email signal for John Wolfsberg. Compare company email patterns before reaching out.
About John Wolfsberg
John’s disciplined concentration and vast experience are a perfect fit for his main role at Centerpoint as head of fixed income portfolio management for both institutions and high net‐worth individuals. John closely monitors, researches, and analyzes the financial health of all fixed income instruments within diversified portfolios. John graduated cum laude from Stonehill College with a B.S. in Accounting and earned his CPA designation shortly thereafter. In 2015 he earned a certificate degree from Harvard Business School through their Executive Education Program. He is now a member of the Stonehill College Visiting Business Committee. Specialties: John is a FINRA licensed (Series 7, 63 & 65) Investment Advisor Representative through Centerpoint Advisors, LLC, and is also a registered representative of Arthur W. Wood Company, Inc. an SEC registered broker-dealer.
Listed skills include Investment Advisory, Fixed Income, Fixed Income Analysis, Fixed Income Strategies, and 5 others.
John Wolfsberg's current company
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John Wolfsberg work experience
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Principal / Director Of Fixed Income
Centerpoint Advisors provides a range of investment and wealth management services to individuals, small businesses, non-profit institutions, and money management firms. Our primary focus is on wealth accumulation, asset allocation, and retirement planning. And our strong commitment to individual service is at the very heart of what we do.Managing Principals, John Wolfsberg and Jennifer Wolfsberg have combined experience of more than 45 years in nearly every aspect of the investment field. Along with their experience, they bring a solid team approach to Centerpoint Advisors.We would be happy to meet with you to discuss your specific investment needs.
Managing Director-Principal
Focused on midsized institutions in all areas of fixed income
John Wolfsberg education
Bachelor Of Science In Accounting, Accounting And Finance
Certificate Degree, Executive Education Program
Frequently asked questions about John Wolfsberg
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What company does John Wolfsberg work for?
John Wolfsberg works for Centerpoint Advisors, LLC..
What is John Wolfsberg's role at Centerpoint Advisors, LLC.?
John Wolfsberg is listed as Principal and Director of Fixed Income at Centerpoint Advisors, LLC..
What is John Wolfsberg's email address?
AeroLeads has found 1 work email signal at @centerpointadvisors.net for John Wolfsberg at Centerpoint Advisors, LLC..
Where is John Wolfsberg based?
John Wolfsberg is based in Newton Centre, Massachusetts, United States while working with Centerpoint Advisors, LLC..
What companies has John Wolfsberg worked for?
John Wolfsberg has worked for Centerpoint Advisors, Llc. and Bear Stearns.
How can I contact John Wolfsberg?
You can use AeroLeads to view verified contact signals for John Wolfsberg at Centerpoint Advisors, LLC., including work email, phone, and LinkedIn data when available.
What schools did John Wolfsberg attend?
John Wolfsberg holds Bachelor Of Science In Accounting, Accounting And Finance from Stonehill College.
What skills is John Wolfsberg known for?
John Wolfsberg is listed with skills including Investment Advisory, Fixed Income, Fixed Income Analysis, Fixed Income Strategies, Portfolio Management, Accounting, Wealth Management, and College Savings Plans.
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