THE KALEEL COMPANY - Key Persons
Job Titles:
- Associate
- Financial Advisor
Halsey Coughlin joined the Kaleel Company as a Financial Advisor in December of 2019. The beginning of his career in financial services included working with and assisting individuals and families within the Private Wealth and Asset Management group at Lehman Brothers and the Private Client Services group at Bear Stearns. He then entered the private equity industry; first helping to identify investment opportunities as part of the origination team at Kamylon Capital in Wellesley, and then on the operating side of the business working for a portfolio company of the Fulham Group. Most recently, he helped grow two successful Boston-area technology start-up companies.
He graduated with a Bachelor of Arts from Dartmouth College and received his Masters in Business Administration from the Tuck School of Business. In his spare time, Halsey enjoys playing hockey and golf and lives in Wellesley with his wife and two daughters.
Laura joined The Kaleel Company in 2016. Laura's primary focus is managing client portfolios and is a contact for our clients.
Laura has been in financial services since college and began her career at a Boston based brokerage firm. She worked in the banking industry in the trust division for private clients and trust accounts. She then spent many years working as an investment consultant to pension plans and other institutional clients.
Laura has a wide breadth of knowledge of the financial markets and the investment services industry. In addition, she has successfully passed FINRA Series 7 & 63 examinations and is a Massachusetts investment advisor representative of Kaleel Investment Advisors, LLC.
Laura holds the Chartered Financial Analyst (CFA) designation and earned her MBA from Boston University. Laura earned her undergraduate degree at Wellesley College. She lives in Brookline and has two college-age children.
Job Titles:
- Founder and President of the Kaleel Company Inc., and Managing Partner of Kaleel Investment Advisors, LLC, Michael Has Been Providing Wealth Management since 1971.
Founder and President of The Kaleel Company Inc., and managing Partner of Kaleel Investment Advisors, LLC, Michael has been providing wealth management since 1971.
With nearly 45 years of experience in the financial services industry, Michael provides clients with financial services and products related to retirement, wealth management, and wealth transfer strategies. Michael works with business owners and professionals to develop plans that will help them build and sustain wealth through investment programs, efficient insurance design and tax-efficient planning.
For over four decades, Michael has written and lectured nationally and internationally, on the subjects of wealth accumulation and wealth transfer programs. He has received many awards and accolades for his achievements and is a life and qualifying member of the Million Dollar Round Table (MDRT), a life and qualifying member of "Top of the Table," (TOT) and has served multiple terms as a member of the TOT Advisory Board. Michael is also a licensed insurance broker; member of the Association of Advanced Life Underwriters (AALU); Forum 400, NAIFA Northeast and the Boston Estate Planning Council. He is a registered representative through Lincoln Financial Securities Corporation, Member FINRA, and holds equity ownership in Lion Street. Kaleel Company Inc., Kaleel Investment Advisors LLC and Lion Street are not affiliated with Lincoln Financial Securities.
Michael has earned the designations of Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). He holds a Bachelor of Science in Marketing from Southern New Hampshire University, and has earned accreditation from The American College in the areas of Investments, Insurance Planning, Pension, Taxation, and Estate Planning.
Sharon Legge started in September 2019 as the office manager. She has over thirty years' experience in the financial services industry. She has an extensive background in project management, client service, people management and the securities processing and settlement industry. For the last 10 years, Sharon has worked at State Street Bank where most recently she was an Officer in the Client Reporting Department, focusing on the largest institutional clients. She was the subject matter expert in international trading/settlement, foreign exchange/currency and corporate action events. Prior to State Street, Sharon was the Manager of Domestic Operations for 10 years, at Harvard Management Company, the branch that manages the endowment for Harvard University. Her responsibilities were varied, but her primary area of focus was the calculating and managing the daily available cash balance on the endowment. She graduated from Regis College with a Bachelor of Arts in Biochemistry. In her spare time, Sharon enjoys spending time with her two pugs. She likes collecting dolls and teddy bears, which she adds to while she indulges her other passion which is traveling.