SFP Wealth Employee Directory

SFP Wealth corporate office is located in 100 William St Ste 300, Wellesley, Massachusetts, 02481, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Human Resources

Operations

Sales

C-Suite

Engineering & Technical

Key Employees of SFP Wealth

AF
Amy Fradkin
Chief of Staff
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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SFP Wealth Global Presence

Location	People at location
North America	11-50
Africa	1-10

Index of contact profiles from SFP Wealth

Hundreds of professionals searching for SFP Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

LR
Lourinda Reyneke
Email Direct
Executive Assistant
United States , Massachusetts , Wellesley

JW
James Wolfson
Email Direct
Managing Director and Financial Advisor
United States , Massachusetts , Wellesley

CG
Chandler Gagnon
Email Direct
Partner
United States , Massachusetts , Wellesley

SB
Sophie Barrow
Email Direct
Retirement Analyst
United States , Massachusetts , Wellesley

RP
Raymond Pedrick
Email Direct
Managing Director and Financial Advisor
United States , Massachusetts , Wellesley

ES
Emily Simcoke
Email Direct
Senior Financial Associate
United States , Massachusetts , Wellesley

DC
Daniel Cappucci
Email Direct
Partner
United States , Massachusetts , Wellesley

MC
Michelle Cerone
Email Direct
Manager, Practice, Protection Products
United States , Massachusetts , Wellesley

RC
Ryan Curley
Email Direct
Retirement Plans Relationship Manager
United States , Massachusetts , Wellesley

TO
Timothy Over
Email Direct
Portfolio Manager
United States , Massachusetts , Wellesley

JM
Jack McKay
Email Direct
Associate Wealth Advisor
United States , Massachusetts , Wellesley

RL
Renette Laing
Email Direct
Financial Advisor
United States , Massachusetts , Wellesley

MS
Maryke Storm
Email Direct
Financial Advisor
United States , Massachusetts , Wellesley

JG
Jack Geyser
Email Direct
Financial Planner
United States , Massachusetts , Wellesley

EM
Emmett Martin
Email Direct
Retirement Plans Analyst
United States , Massachusetts , Wellesley

JG
James Griglun
Email Direct
Wealth Advisor
United States , Massachusetts , Wellesley

AF
Amy Fradkin
Email Direct
Chief of Staff
United States , Massachusetts , Wellesley

BP
Brian Popiel
Email Direct
Financial Advisor
United States , Massachusetts , Wellesley

LR
Leslie Rollins
Email Direct
Director, Client Operations, Sfp Wealth
United States , Massachusetts , Wellesley

FA
Faran Alizadehasil
Email Direct
Financial Associate
United States , Massachusetts , Wellesley

DM
Daniel McDonnell
Email Direct
Plans Director, Retirement
United States , Massachusetts , Wellesley

JC
Jacob Coffey
Email Direct
Financial Associate
United States , Massachusetts , Wellesley

ML
Michael Libertini
Email Direct
Analyst
United States , Massachusetts , Wellesley

AC
Andrew Cleary
Email Direct
Partner
United States , Massachusetts , Wellesley

NB
Noah Bleakley
Email Direct
Retirement Plan Analyst
United States , Massachusetts , Wellesley

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Former Employees at SFP Wealth

Explore people who held key positions, contributed to SFP Wealth's success, and advanced their careers.

Lori Amado

Purchasing Assistant at North Hill

Worked as Manager, Practice Investments

at SFP Wealth (2016-2017)

Direct

Andzelika Nowak

Relationship Manager at MassMutual

Worked as Client Service Manager

at SFP Wealth (2021-2021)

Direct

Morgan Pace

Vice President, Client... at Mutual of America Fina...

Worked as Director, Retirement Plans

at SFP Wealth (2018-2021)

Direct

Mask Content

Vice President, Corpor... at Sapers & Wallack

Worked as Retirement Plans Relationship Manager

at SFP Wealth (2021-2025)

Direct

Mask Content

Manager, Construction at United Civil

Worked as Manager, Marketing

at SFP Wealth (2013-2017)

Direct

Mask Content

Associate Director, Cl... at PathStone

Worked as Portfolio Trader

at SFP Wealth (2022-2023)

Direct

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Frequently Asked Questions Regarding SFP Wealth Employees

How many employees does SFP Wealth have?

SFP Wealth has 11-50 employees

Who are SFP Wealth key employees?

Some of SFP Wealth key employees are Amy Fradkin

Where is SFP Wealth located?

SFP Wealth’s headquarters are located at 100 William St Ste 300, Wellesley, Massachusetts, 02481, United States

How do I contact SFP Wealth?

SFP Wealth Contact Info: Phone number: (781) 239-2000 Website: www.sfpwealth.com

What does SFP Wealth do?

SFP Wealth is a Boston, Massachusetts-based financial advisory firm providing comprehensive wealth management services to individual investors, families, executives, and small-to-midsize businesses. The firm takes an integrated approach to financial planning, aligning clients' goals with a dedicated team of financial professionals across a broad ra... Read More

Is SFP Wealth a public company?

SFP Wealth is private company therefore does not currently have an official ticker symbol

See more information about SFP Wealth Employees