Single Point Partners Employee Directory

Single Point Partners corporate office is located in 277 Dartmouth St Ste 4, Boston, Massachusetts, 02116, United States and has 1-10 employees.

Highly Engaged Employees

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Key Employees of Single Point Partners

AK
Abraham Kirby-...
Chief Financial Officer, Personal
PhoneEmail
Michelle Lum
Chief Financial Officer, Personal
PhoneEmail
LW
Leah Warren
Chief Financial Officer, Personal
PhoneEmail
MS
Martin Shore
Chief Financial Officer, Personal
PhoneEmail
ST
Sara Thomson
Chief Financial Officer, Personal
PhoneEmail
MD
Meghan Dwyer
Chief Financial Officer, Personal
PhoneEmail

Single Point Partners Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Single Point Partners

Hundreds of professionals searching for Single Point Partners have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RJ
Rene Jarquin
Email Direct
Chief Investment Officer
United States , Massachusetts , Boston

AK
Abraham Kirby-Galen
Email Direct
Chief Financial Officer, Personal
United States , Massachusetts , Boston

Michelle Lum
Email Direct
Chief Financial Officer, Personal
United States , Massachusetts , Boston

LW
Leah Warren
Email Direct
Chief Financial Officer, Personal
United States , Massachusetts , Boston

MS
Martin Shore
Email Direct
Chief Financial Officer, Personal
United States , Massachusetts , Boston

JS
Joshua Sedlecky
Email Direct
Investment Operations Analyst I
United States , Massachusetts , Boston

MD
Meghan Dwyer
Email Direct
Chief Financial Officer, Personal
United States , Massachusetts , Boston

CH
Claire Hawkes
Email Direct
Chief Financial Officer, Personal
United States , Massachusetts , Boston

SS
Susan Snyder
Email Direct
Director of Persistency
United States , Massachusetts , Boston

ST
Sara Thomson
Email Direct
Chief Financial Officer, Personal
United States , Massachusetts , Boston

CA
Cassie Anton
Email Direct
Associate Planning Analyst
United States , Massachusetts , Boston

Former Employees at Single Point Partners

Explore people who held key positions, contributed to Single Point Partners's success, and advanced their careers.

Liam Cronan

Associate Attorney at Ropes & Gray

Worked as Financial Advising Intern

at Single Point Partners (2017-2017)

Direct

Stephen Yoskowitz

Co-Founder & Chief Fin... at Nullafi

Worked as Planning Analyst

at Single Point Partners

Direct

Carlos Quintanilla

Small Business Consult... at Roads Consulting Group

Worked as Client Services Associate

at Single Point Partners (2022-2024)

Direct

Mask Content

Director- Operations, ... at Brandeis University

Worked as Planning Analyst

at Single Point Partners (2018-2024)

Direct

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Frequently Asked Questions Regarding Single Point Partners Employees

How many employees does Single Point Partners have?

Single Point Partners has 1-10 employees

Who is the CFO of Single Point Partners?

Single Point Partners’s CFO is Meghan Dwyer

Who are Single Point Partners key employees?

Some of Single Point Partners key employees are Abraham Kirby-Galen, Michelle Lum, Leah Warren, Martin Shore, Sara Thomson

Where is Single Point Partners located?

Single Point Partners’s headquarters are located at 277 Dartmouth St Ste 4, Boston, Massachusetts, 02116, United States

How do I contact Single Point Partners?

Single Point Partners Contact Info: Phone number: (617) 600-0510 Website: www.spcfo.com

What does Single Point Partners do?

Single Point Partners is a fee-only financial planning firm based in Boston, MA, designed for families seeking comprehensive financial life management. The firm emphasizes the importance of ongoing financial planning rather than a static financial plan, providing personalized services through their Wealth Logistics program. Their flat fee structure... Read More

Is Single Point Partners a public company?

Single Point Partners is private company therefore does not currently have an official ticker symbol

See more information about Single Point Partners Employees