New England Investment and Retirement Group Continues Focus on Operational Effectiveness as it Welcomes Carrie Hill as Operations Specialist

Improving Quality and the Client Experience through Continuous Reinforcement of Fundamentals August 29, 2014 – North Andover, MA – New England Investment and Retirement Group, Inc. (NEINV) announced today that Carrie Hill has joined the firm as Operations, Trading and Compliance Specialist. In this role, Ms. Hill focuses on the operational accuracy and efficiency of the firm’s systems and infrastructure. Carrie joins NEINV with experience helping high net worth clients and institutions. In her previous role as Financial Representative at Fidelity Investments, she focused on complex client matters such as stock options and trading techniques. “Carrie’s dedicated attention to our system’s accuracy and efficiency will enhance the quality and speed of services to our clients. We remain diligent to continuously reinforce our core operations and the addition of Carrie is our most recent confirmation of that commitment,” says Nick Giacoumakis. “It is motivating to join the NEINV team,” says Carrie […]

NEINV Improves the Client Experience through Continuous Reinforcement of Core Investment Operations

August 7, 2014 – North Andover, MA – It was announced today by New England Investment and Retirement Group, Inc. (NEINV) that Les Satlow, CFA, CFP® has joined the firm as Senior Portfolio Manager and Director of Research.  As a leader within the company’s Investment Committee, he is responsible for the administration and oversight of NEINV’s investment strategy, process, and policies.  In addition, Les works closely with the firm’s advisors and Client Service team to help assess, develop, and execute strategies to suit the complex and personalized needs of clients. Les brings a wealth of industry experience to NEINV and has been helping high net worth clients and institutions as an investment professional since the late 1990s.  Prior to joining NEINV, Les was a Portfolio Manager with Meridian Wealth Management as well as Cabot Money Management, and, before that, an Associated Portfolio Manager with Boston Advisors. Les is both a Chartered Financial […]

NEINV Featured in Article by Leading Online Site for Benefits Professionals, the leading resource site for benefit professionals, has featured NEINV as an industry leader and asked Tom Morris, Director of Group Retirement Plans, about how NEINV is preparing 401(k) clients for the potential turn of the bull market.  Click here for access to the article and Tom’s response.