The Latest

  • \n\nGina Bolvin, President of Bolvin Wealth Management Group Inc., is one of the top 100 (out of 13,000) financial planners with LPL Financial, the largest independent brokerage firm in the country. She is recognized as a leader in her field by being awarded membership in LPL’s Chairman’s Council for the past eleven years.In November 2008, she was selected to Barron’s Winner’s Circle: top Advisors in Massachusetts (and Top 5 Women Advisors). She maintains the following registrations and licenses: CFS, GEPC, Series 6, 7 63, & 66 & life insuranceIn 1997, Gina launched her career by combining her two passions – working out and investing- and hosted Women & Investing Seminars at women’s health clubs throughout Boston. They were so well received that she was invited to be a guest speaker for Women of AT&T (WATT), which led to additional engagements throughout the country for Verizon, Lucent, Avaya and AT&T. A niche was born. Many of her clients are telecommunications employees because she is considered the go-to advisor for retirement planning; she is well versed in income planning, 401ks, the Rule of 72 t (premature distributions) as well as wealth accumulation and preservation.Gina is on the Board of Directors for Christmas in the City (www.christmasinthecity.org), a non profit organization whose goal is to help homeless families, especially women in the wake of domestic violence, live independently. She also is a member and benefactor of Grub Street (www.grubstreet.org), a non profit literary organization dedicated to nurturing writers and connecting readers in the Boston area. She is also a member of Boston Women in Finance and earned a Bachelor’s of Science from the Newhouse School of Public Communication at Syracuse University.A physical fitness enthusiast, Gina enjoys weight lifting, running and triathlons. She also enjoys creative writing and has completed Love.com, a fictional novel about a financial advisor who applies business strategies to her quest for love. In 2009, Gina married Bill Bernarduci (http:\/\/www.ludwigphotography.com\/slideshows\/Bolvin\/). They divide their time between two homes in Litchfield County, CT and Boston’s Back Bay. \n

    May 2
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  • Geri Eisenman Pell, has been a financial advisor since 1986. For the past five years she has been in the The Chairman's Advisory Council (top 1% of Ameriprise Financial Advisors) . Among numerous national recognitions, Eisenman Pell has appeared on CNBC, CNN, NBC Nightly News, and has been quoted in The Wall Street Journal, The New York Times, Financial Planning and Registered Rep Magazines. She was recognized in 2009 as one of the top 100 women financial advisors in the country by Barron’s Magazine. Eisenman Pell focuses on helping high net worth clients plan for their financial goals for a lifetime through a personal long-term financial planning relationship. She serves on the Endowment Committee of Woodlands Community Temple and on the Board of Trustees for Treehouse Shakers bringing dance and storytelling to children. She mentors new advisors and loves public speaking. Her passions include music, yoga, reading, traveling, beaches and being with friends.

    May 2
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  • Global bond funds have been gaining in popularity due to their increased diversification, larger opportunity set and ability to reduce exposure to any single central bank, two leading portfolio managers say.

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  • George Johnson is founder and managing director of George Johnson & Company, headquartered in Detroit with an office in Chicago. He has more than two decades of experience in employee benefit plan audits for major corporations and nonprofit organizations. George Johnson & Company is an independent member of the BDO Alliance USA.

    May 2
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  • Gauthier has 20 years of experience in financial services as a consulting partner, an investment banker and a Private Banking executive. He leads Deloitte’s Wealth Management Practice in the US and specializes in growth and operating strategies. His clients include leading brokerage firms, private and trust banks as well as banks and diversified financial services firms.   Gauthier has worked extensively in North America, Europe and Asia. He is an alumnus of Booz & Co., Citi Private Bank, Credit Suisse, Marakon Associates and the World Bank. He holds an  MBA in Finance from MIT's Sloan School of Management and BS\/MS degrees in Mathematics & Engineering from Ecole Nationale des Ponts et Chaussees, Paris.  Gauthier, his wife and their seven children live in Stamford CT.

    May 2