Wingate Wealth Employee Directory

Wingate Wealth corporate office is located in 450 Bedford St, Lexington, Massachusetts, 02420, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Legal

C-Suite

Key Employees of Wingate Wealth

RH
Richard Hayes
Vice President and Owner
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Wingate Wealth Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Wingate Wealth

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

Contact Name

Contact Info

Job Title

HQ Location

DC
David Carroll
Email Direct
Paraplanner
United States , Massachusetts , Lexington

BU
Brittany Urban
Email Direct
Client Relationship Administrator
United States , Massachusetts , Lexington

JE
Joseph Evangelista
Email Direct
Portfolio Manager
United States , Massachusetts , Lexington

RH
Richard Hayes
Email Direct
Vice President and Owner
United States , Massachusetts , Lexington

CN
Carol Newman
Email Direct
Compliance Officer
United States , Massachusetts , Lexington

KF
Kathleen Ford
Email Direct
Investment Account Services and Operations
United States , Massachusetts , Lexington

BA
Brian Appleyard
Email Direct
Portfolio Analyst
United States , Massachusetts , Lexington

TF
Teo Ferreira
Email Direct
Senior Financial Advisor
United States , Massachusetts , Lexington

ML
Matthew Lasker
Email Direct
Senior Financial Advisor & Partner
United States , Massachusetts , Lexington

LD
Lianna Deprey
Email Direct
Advisor
United States , Massachusetts , Lexington

CK
Carol Khouri
Email Direct
Women's Financial Help Senior Financial Advisor & Principal & Founder
United States , Massachusetts , Lexington

JH
Julie Hinxman
Email Direct
Administrative Assistant
United States , Massachusetts , Lexington

SH
Susan Hanna
Email Direct
Senior Client Relationship Administrator
United States , Massachusetts , Lexington

DK
David Khouri
Email Direct
Financial Advisor
United States , Massachusetts , Lexington

MC
Michael Claveau
Email Direct
Advisor
United States , Massachusetts , Lexington

CB
Christopher Bekel
Email Direct
Financial Advisor
United States , Massachusetts , Lexington

BS
Brianna Stilwell
Email Direct
Client Relationship Administrator
United States , Massachusetts , Lexington

JS
Jonathan Slupski
Email Direct
Partner and Financial Advisor
United States , Massachusetts , Lexington

TM
Timothy Mullin
Email Direct
Senior Operations Associate
United States , Massachusetts , Lexington

Former Employees at Wingate Wealth

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

Debra McDonald

Manager, Senior Consul... at Commonwealth

Worked as Financial Advisor & Client Counselor

at Wingate Wealth (2005-2018)

Direct

Amanda Ferris

Pharmaceutical Sales R... at Inizio Engage

Worked as Investment and Financial Planning Intern

at Wingate Wealth (2020-2021)

Direct

Andi McNamara

Vice President, Direct... at Washington Trust

Worked as Director, Financial Planning

at Wingate Wealth (2017-2021)

Direct

Mask Content

Director, Financial Pl... at Rwa Wealth Partners

Worked as Portfolio Analyst

at Wingate Wealth (2014-2017)

Direct

Mask Content

Director, Investor Rel... at Cahoon Capital Managem...

Worked as Financial Advisor

at Wingate Wealth (2021-2021)

Direct

Mask Content

Manager, Business at The Boat House

Worked as Paraplanner

at Wingate Wealth (2021-2021)

Direct

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Frequently Asked Questions Regarding Wingate Wealth Employees

How many employees does Wingate Wealth have?

Wingate Wealth has 11-50 employees

Who are Wingate Wealth key employees?

Some of Wingate Wealth key employees are Richard Hayes

Where is Wingate Wealth located?

Wingate Wealth’s headquarters are located at 450 Bedford St, Lexington, Massachusetts, 02420, United States

How do I contact Wingate Wealth?

Wingate Wealth Contact Info: Phone number: (781) 862-7100 Website: www.wingatewealthadvisors.com

What does Wingate Wealth do?

Wingate Wealth Advisors is an independent, fee-only wealth management firm that provides exceptional service and expertise to help clients achieve their financial goals. They offer a range of services including financial planning, investment management, retirement planning, and equity compensation. Their target clients include executives, professio... Read More

Is Wingate Wealth a public company?

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

See more information about Wingate Wealth Employees