John Wolfsberg

John Wolfsberg Email and Phone Number

Principal and Director of Fixed Income @ Centerpoint Advisors, LLC.
Newton, MA, US
John Wolfsberg's Location
Newton Centre, Massachusetts, United States, United States
John Wolfsberg's Contact Details

John Wolfsberg work email

John Wolfsberg personal email

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.

John Wolfsberg's Current Company Details
Centerpoint Advisors, LLC.

Centerpoint Advisors, Llc.

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Principal and Director of Fixed Income
Newton, MA, US
John Wolfsberg Work Experience Details
  • Centerpoint Advisors, Llc.
    Principal And Director Of Fixed Income
    Centerpoint Advisors, Llc.
    Newton, Ma, Us
  • Centerpoint Advisors, Llc.
    Principal / Director Of Fixed Income
    Centerpoint Advisors, Llc. 2007 - Present
    Needham, Massachusetts
    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.
  • Bear Stearns
    Managing Director-Principal
    Bear Stearns 1994 - 2008
    Focused on midsized institutions in all areas of fixed income

John Wolfsberg Skills

Investment Advisory Fixed Income Fixed Income Analysis Fixed Income Strategies Portfolio Management Accounting Wealth Management College Savings Plans First Time Home Buyers

John Wolfsberg Education Details

Frequently Asked Questions about John Wolfsberg

What company does John Wolfsberg work for?

John Wolfsberg works for Centerpoint Advisors, Llc.

What is John Wolfsberg's role at the current company?

John Wolfsberg's current role is Principal and Director of Fixed Income.

What is John Wolfsberg's email address?

John Wolfsberg's email address is jo****@****ail.com

What schools did John Wolfsberg attend?

John Wolfsberg attended Stonehill College, Harvard Business School.

What are some of John Wolfsberg's interests?

John Wolfsberg has interest in Golf, Education, Health.

What skills is John Wolfsberg known for?

John Wolfsberg has skills like Investment Advisory, Fixed Income, Fixed Income Analysis, Fixed Income Strategies, Portfolio Management, Accounting, Wealth Management, College Savings Plans, First Time Home Buyers.

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