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.

Growth Continues at New England Investment and Retirement Group as it Welcomes Tom Morris as Director of Group Plans

June 11, 2014 – North Andover, MA - New England Investment and Retirement Group, Inc. (NEINV) announced today that Tom Morris has joined the firm as Director of Group Retirement Plans.  In this role, Mr. Morris, an industry veteran of 14 years, provides financial guidance and solutions to NEINV’s group retirement plan clients.  Tom’s experience includes advisory roles at TD Ameritrade, Fidelity, as well as Valic, a group plan specialist. “Tom’s experience and personality compliments the need of NEINV’s plan clients perfectly.  His experience with clients of various intricacies enables him to navigate complex matters swiftly and effectively.  Tom is highly-regarded because he provides proactive, custom solutions and takes ownership of client matters.  We are thrilled to have him aboard and dedicated to this growing segment of our business which focuses on group plans in the small and medium size marketplace,” says Nick Giacoumakis. “It was evident since I was working […]