Northeast Investment Management, Inc.
Financial ServicesView the employees at
Northeast Investment Management, Inc.-
John Lawrie, CFA, CTFA Managing Director at Northeast Investment Management, Inc.
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Boston
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Rising Star
Garrett Leahy Portfolio Assistant at Northeast Investment Management-
Rising Star
Jared Ginnetty Quantitative Investment Analyst at Northeast Investment Management, Inc.-
Greater Boston
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Rising Star
Colin Molloy Portfolio Assistant at Northeast Investment Management-
Suffolk County
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Rising Star
Overview
Wealth is so much more than an account balance or portfolio pie chart. At Northeast, we know the real rewards of life are the people you love, the experiences you cherish and the legacy you leave. As investment managers, fiduciaries, tax specialists and financial planners, everything we do is driven by your personal and family priorities, over the next few months and the next few generations. The core of our business is the management of investment portfolios for our clients. However, we often provide additional services to meet the specific financial needs of the individual, family, trust or charitable entity. With a diverse staff that includes professionally designated security analysts, financial planners, tax specialists and trustees, supported by relationships with estate planning attorneys, insurance providers and others, we are able to assist clients with a wide range of financial decisions.
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