SNOWPINE WEALTH - Key Persons
Job Titles:
- Portfolio Manager, Investment Management and Resea
Job Titles:
- Team Lead, Advanced Planning
Job Titles:
- Advanced Planning Consultant
Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
Earned a bachelor's degree from the Merrimack College and a JD from Suffolk Law School
Job Titles:
- Portfolio Manager, Fixed Income
Job Titles:
- Manager, Retirement Consulting
Jon joined Commonwealth in April 2023 as manager, retirement consulting. In this role, his responsibilities include overseeing a team of retirement consultants that fields inquiries from advisors and teammates around retirement-related topics, including employer-sponsored and individual retirement accounts. Jon is involved with numerous product and marketing efforts to increase Commonwealth's tools and capabilities for financial advisors and maintains critical vendor relationships to ensure that we have innovative resources. Before joining Commonwealth, Jon worked at Principal Financial Group in retirement education and was previously a financial advisor.
Jon received a BS from Syracuse University and holds FINRA Series 7, 26, and 66 securities registrations.
Ryan Smith graduated with a masters degree in civil engineering. He joined a regional engineering/construction firm and excelled.
Ryan was successful, but he was not happy.
Ryan makes hard financial choices easier to understand. Ryan wants his clients to feel comfortable. Instead of
Oversees the team's fixed income research initiatives, responds to advisor inquiries, analyzes individual bonds, and creates market research and commentary
Earned a BA in economics from Tufts University and is a member of the CFA Society Boston
Job Titles:
- OFFICE MANAGER and STRATEGIC SUPPORT LEAD
Ryan might be the rock for our clients, but Sherry is the rock for Ryan.
An efficient detailed note taker, Sherry has a kind heart and caring disposition.
She enjoys the outdoors, reading good books, spending time with her family, and dining (occasionally) on anything made with chocolate.
With a Bachelor's in Business from Brigham Young University and a background in financial services, Sherry keeps us organized, effective, and focused. We couldn't do it without her.