NEINV Strengthens Operational Effectiveness and Welcomes Patrick Sheppard as COO and CCO

March 25, 2014 – North Andover, MA – New England Investment and Retirement Group, Inc. (NEINV) announced today that Patrick J. Sheppard has joined the firm as their Chief Operating and Compliance Officer to strengthen efficiencies and governance.  He will report to Nick Giacoumakis, President and Founder.  In this role, Patrick leads and manages all aspects of the company’s functions including investment operations, compliance, marketing, and administration. Mr. Sheppard is an investment industry veteran with over 25 years of experience.  He previously served as Chief Operating Officer at industry leading firms such as William Blair Investment Management, The Boston Company Asset Management, and BNY Mellon Asset Management.  “Patrick provides premium operational and compliance expertise to the firm.  With this hire, we are not only well-positioned to meet client needs and industry requirements but we also affirm our commitment to delivering a world-class experience to our clients that includes exceptional value […]

Financial Advisor Magazine Ranks New England Investment And Retirement Group among the Nation’s Top Growing Financial Advisors for 2013

North Andover, MA –August 1, 2013 –New England Investment & Retirement Group, Inc. (“NEINV”) has been listed in Financial Advisor Magazine’s RIA Ranking of Financial Advisors by Total Assets for the fourth year in a row. NEINV ranked 244th out of 522 participants nationwide and 10th out of 65 firms in its asset category of $300 million to <$500 million. The Firm experienced an approximately 25% increase in new investment advisory assets primarily by providing new services to existing clients. In response to the ranking, President and Founder Nick Giacoumakis stated, “To appear in Financial Advisor’s RIA Ranking for four consecutive years and see advisory assets grow by 25% is a testament to the work that our staff does on a daily basis to service our clients. I applaud my staff for their hard work and thank our clients for believing in us as our Firm continues to grow.” Financial Advisor’s 2013 RIA Survey and Ranking includes […]

New England Investment and Retirement Group Founder Named to Barron’s Top 1,000 Advisors

Barron’s released its latest update to its list of the Top 1,000 Financial Advisors in February 2013. New England Investment and Retirement Group, Inc. President and Founder Nick Giacoumakis was ranked among the list’s top 1,000 financial advisors for the fourth time in five years.1 He also placed 23rd out of the Top 25 financial advisors in Massachusetts. View Rankings