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@wellington.com
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3 phones found area 617
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LinkedIn matched
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Samuel Plotkin, Cfa is listed as Financial Planner at ProsperiTea Planning, based in Greenfield, Massachusetts, United States. AeroLeads shows a work email signal at wellington.com, phone signal with area code 617, and a matched LinkedIn profile for Samuel Plotkin, Cfa.
Samuel Plotkin, Cfa previously worked as Wealth Planner, Co-Founder at Clarity Wealth Management and Private Equity Valuation Analyst at Wellington Management. Samuel Plotkin, Cfa holds Bba, Finance from Isenberg School Of Management, Umass Amherst.
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AeroLeads found 2 current-domain work email signals for Samuel Plotkin, Cfa. Compare company email patterns before reaching out.
Experienced investment professional with background in both public and private equity markets
Listed skills include Equity Research, Bloomberg, Finance, Investments, and 13 others.
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Greenfield, Ma, Us
Financial Planner and Partner at ProsperiTea Planning, a fee-only, fiduciary advisor offering Financial Planning, Investment Management, and Tax Planning services.Samuel accepts clients under an open retainer model, where one annual fee is stated up front for the whole year's services. He lives in the Pioneer Valley in Western Massachusetts and is registered as an investment advisor in Massachusetts.
Clarity Wealth Management is an independent, fee-based, fiduciary, financial planning firm. For me, Financial Planning is about more than just managing money. I help my clients build the healthy habit of saving, grow their wealth over time, and ultimately live their best life.
Boston, Massachusetts, Us
• Conduct in-depth fundamental analysis that includes understanding key value drivers, the competitive landscape, and developing complex models to inform both portfolio company valuations and investment decisions.• Valuation expert with in-depth knowledge of early stage, venture-backed companies and capital structures.• Helped lead the internal effort to launch the Private Climate Impact fund.
Boston, Ma, Us
Support the large cap research effort by analyzing and recommending stocks within the Industrials sector.
Boston, Massachusetts, Us
Executed financial transactions, account maintenance, and problem resolution for over 60 clients daily.
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Samuel Plotkin, Cfa works for ProsperiTea Planning.
Samuel Plotkin, Cfa is listed as Financial Planner at ProsperiTea Planning.
AeroLeads has found 2 work email signals at @wellington.com for Samuel Plotkin, Cfa at ProsperiTea Planning.
AeroLeads has found 3 phone signal(s) with area code 617 for Samuel Plotkin, Cfa at ProsperiTea Planning.
Samuel Plotkin, Cfa is based in Greenfield, Massachusetts, United States while working with ProsperiTea Planning.
Samuel Plotkin, Cfa has worked for Prosperitea Planning, Clarity Wealth Management, Wellington Management, Eaton Vance Management, and Putnam Investments.
You can use AeroLeads to view verified contact signals for Samuel Plotkin, Cfa at ProsperiTea Planning, including work email, phone, and LinkedIn data when available.
Samuel Plotkin, Cfa holds Bba, Finance from Isenberg School Of Management, Umass Amherst.
Samuel Plotkin, Cfa is listed with skills including Equity Research, Bloomberg, Finance, Investments, Mutual Funds, Analysis, Microsoft Office, and Microsoft Excel.
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