Business Financing Westborough

CCR Wealth Management

Business Financing Westborough
Collaborating for Your Future

Address
1800 West Park Drive
Suite 150
Place
Westborough, MA   01581 
Landline
(508) 475-3880
Fax
(508) 616-4431
E-Mail
[email protected]
Twitter
@ccrwealth
Facebook
619950724712060
Website
ccrwealth.com

Description

Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans and strategic investment management solutions to help you pursue both short term and lifelong goals.

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  • DAVID A. BORDEN

    Managing Partner

    David A. Borden is the Managing Partner of CCR Wealth Management, LLC. He earned a Bachelor of Science degree in Finance and Marketing from the University of Maryland. David’s prior experience includes six years as an advisor with Morgan Stanley in Washington, DC where he worked closely with both individual families and money management firms. He also has experience as a financial analyst with Freddie Mac working on a team that priced new issue bonds to the market. Joining CCR Wealth Management, LLC in 2000, David has led the firm to grow from a two person start up to a full service wealth advisory team. Assets under management have grown from $20 million to over $800 million since he became principal. As well as leading the team, David serves as a trusted advisor to high net worth clients by integrating all aspects of their finances including financial planning, investment management, estate planning, retirement plans and insurance strategies. David is an Investment Advisor Representative and holds the Series 7, 63, 65 securities registrations, and life and health insurance licenses. David is active in many non-profits including the Museum of Fine Arts in Boston and the Jewish Vocational Service. In his spare time, David enjoys traveling, sports, and spending time with his wife and two young daughters.

  • MARK H. PALMERINO

    Partner, Financial Consultant

    Mark H. Palmerino is a Partner and Financial Consultant with CCR Wealth Management, LLC. He earned a Bachelor of Science degree from Cornell University. Prior to joining CCR Wealth Management, LLC Mark was an advisor with Morgan Stanley in Worcester, MA where he specialized in wealth management for high net worth individuals and developed a mentorship program for new advisors. Before being recruited by Morgan Stanley, Mark was an advisor at Smith Barney where he earned the Retirement Plan Specialist designation. Joining CCR Wealth Management, LLC in 2003, Mark has been instrumental in developing the client service model currently in use by the firm today. He draws on his extensive experience with family businesses and succession planning when assisting clients in developing and implementing their Estate Plans. Mark is an advisor to both high net worth families and the firm’s largest institutional clients. Mark is an Investment Advisor Representative and holds the Series 7, 63, 65 securities registrations, and life and health insurance licenses. Mark has earned the Accredited Investment Fiduciary® professional designation from the Center for Fiduciary Studies. The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Mark currently sits on the Board of Directors of the Harrington Health Care System as well as Harrington Memorial Hospital. He is a member of the Massachusetts Hospital Association, the Cornell Club of NY, and Harbour Ridge Yacht and Country Club of FL. Mark is also active in numerous other non-profit organizations. In his spare time, Mark enjoys travel, golf, boating, skiing and spending time with friends and family.

  • JONATHAN M. ALBANO

    Partner, Financial Planner

    Jonathan M. Albano is a Partner and Financial Planner with CCR Wealth Management, LLC. He earned a Bachelor of Science degree in Economics and Business Administration from Saint Michael’s College and earned his designation as a Certified Financial Planner after graduating from Boston University’s School for Financial Planners. Jonathan’s prior experience includes specializing in wealth management for high-net-worth individuals at a boutique financial planning firm. Joining CCR Wealth Management, LLC in 2003, Jonathan is often the first point of contact for many of our prospective clients and specializes in gathering their information and assessing their needs. His primary responsibilities involve coordinating client’s financial objectives with their existing and future assets. He is responsible for syncing client portfolios with appropriate risk, required rate of returns and time horizons. In addition, Jonathan coordinates clients’ assets with Estate Planning considerations and concerns. Jonathan is a Certified Financial Planner, an Investment Advisor Representative, and holds the Series 7, 63 and 65 securities registrations. Jonathan is a member of the Financial Planning Association, the Massachusetts Chapter of the FPA, and the Certified Financial Planner’s Board of Standards. In his spare time, Jonathan enjoys spending time with his wife and two young children, working on his lawn, and listening to Bruce Springsteen.

  • JOHN P. MAHER

    Financial Consultant

    John P. Maher is a Financial Consultant with CCR Wealth Management, LLC. He earned a Bachelor of Arts degree in English at Union College. John’s prior experience includes 10 years as an advisor and Vice President at Morgan Stanley in Boston, where he worked closely with high net worth individuals and families. Prior to Morgan Stanley he began his financial career at Prudential Securities. Joining CCR Wealth Management, LLC in 2005, John brings his broad investment experience to bear as a trusted advisor to high net worth clients through coordination of investment strategy and financial planning objectives. Internally, John is integral in supervising CCR Wealth Management’s investment models, and is a key contributor to Investment Committee discussions, as well as periodic firm communications with clients. He is also responsible for hedging and diversification strategies for our clients who may have concentrated or restricted equity positions. John is an Investment Advisor Representative and holds Series 7, 63 and 65 registrations. John is a level III CFA candidate. When he is not studying for his CFA exams, John enjoys mountain biking, travelling, and fine dining.

  • RICHARD T. MOORE

    Retirement Consultant

    Richard T. Moore, Jr. is a Retirement Consultant with CCR Wealth Management, LLC. He earned a Bachelor of Science degree in Business Administration from Bryant University. Richards’ prior experience included working for two major Wall Street Firms as a Financial Advisor. His focus as an advisor was helping to provide wealth management solutions to affluent individuals and small business owners. Richard is an Investment Advisor Representative and holds the Series 7, 63, 65 securities registrations, and life and health insurance licenses. Richard has earned the Accredited Investment Fiduciary® professional designation from the Center for Fiduciary Studies in association with the University of Pittsburgh. The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Joining CCR Wealth Management, LLC in 2003, Richard has focused primarily on Corporate Retirement Plans. He is responsible for analyzing retirement options for prospective and current corporate clients. Richard’s goal is to assist plan sponsors in providing the finest retirement plan outcome possible for his clients and their participants. Keys to achieving that goal are helping plan sponsors manage their retirement plan as efficiently and cost effectively as possible as well as educating plan participants on the future of retirement. Richard enjoys traveling and spending time with his wife and son. During his spare time, Richard and his son can be found at many of the local Central Massachusetts sport venues as season ticket holders.

  • MICHAEL A. ROUSSEAU

    Financial Planner

    Michael A. Rousseau is a Financial Planner with CCR Wealth Management, LLC. He earned a Bachelor of Science degree in Finance from Bryant University and earned his designation as a Certified Financial Planner after graduating from The College for Financial Planning. Michael's prior experience includes comprehensive financial planning focusing on retirement and income planning for individuals and families at a financial planning firm in the Greater Boston area. Joining CCR Wealth Management, LLC in 2013, Michael is responsible for gathering and analyzing information to develop and monitor financial plans for clients. Michael is a Certified Financial Planner, an Investment Advisor Representative, and holds the Series 7, 63, 65, and life and health insurance licenses. Michael is a member of the Financial Planning Association, the Massachusetts Chapter of the FPA. In his spare time, Michael enjoys spending time with his wife and son, traveling, biking, boating, and watching sports.

  • AMANDA N. HANCOCK

    Financial Planner

    Amanda N. Hancock is a Financial Planner with CCR Wealth Management, LLC. She earned two Bachelor of Science degrees from Virginia Polytechnic Institute and State University. Amanda earned her designation as a Registered Paraplanner from the College for Financial Planning in 2011 and the Certified Financial Planner designation in 2013. Amanda's prior experience includes over 5 years of maintaining client relationships and assisting with financial planning for a boutique investment firm. She has been lauded for her attention to detail and client service skills. Joining CCR Wealth Management, LLC in 2014, Amanda is responsible for gathering and analyzing information to develop and monitor financial plans for clients. Amanda is a Registered Paraplanner, Certified Financial Planner, and holds the Series 7, 66, and life and health insurance licenses. In her spare time, Amanda enjoys spending time with her husband, riding her horse, playing tennis, watching hockey and traveling.

  • LISA K. ALDEN-COMEAU

    OSJ Branch Manager

    Lisa K. Alden is the OSJ Branch Manager at CCR Wealth Management, LLC. She earned a Bachelor of Science degree in Business Administration from Framingham State University. Lisa’s prior experience includes over 14 years of supervisory responsibility working in the financial services industry including working as the head of compliance for Vestax Securities. Joining CCR Wealth Management, LLC in 2002, Lisa’s main responsibilities include reviewing and evaluating compliance issues and concerns within the organization. Lisa develops, initiates, maintains, and revises policies and procedures for the general operation of the Compliance Program and its related activities to ensure proper conduct. Lisa specializes in handling account issues for clients with special needs such as complicated estate settling issues, multiple accounts coming together, or high functionality involved on the accounts for consolidation. Lisa is a notary public who holds the Series 7, 63, 24, 4, 51 and 65 securities registrations. Lisa is a member of the NSCP - National Society of Compliance Professionals. She enjoys spending time with her husband and children, travelling, skiing, snowboarding, movies, and fine dining.

  • AMANDA M. JANSSON

    Operations & Business Development Specialist

    Amanda M. Jansson is the Operations and Business Development Specialist with CCR Wealth Management, LLC. She earned an Associate of Science degree in Computer Information Systems and a Bachelor of Science degree in Business Management from Becker College. Amanda’s prior experience includes working in administrative and client service capacities in the retail, service, and media industries. Joining CCR Wealth Management, LLC in 2003, Amanda’s main responsibilities include maintaining our Information Technology structure, handling our communication, marketing, and business development efforts. Implementing effective business operations methods and assuring all of our information technology systems are operating efficiently for our advisors and clients is an integral part of her responsibilities. Amanda’s unique combination of technical expertise and dedication to operational efficiency prompt her to continuously seek to improve procedures that incorporate the financial industry’s best practices. Amanda is a member of the Greater Worcester Land Trust, the Swedish social group VASA Order of America, and is a volunteer for The Boxer Rescue. In her spare time she enjoys skiing, travelling, and hiking with her husband, son, and dogs.

  • KATIE-LEE DOOR

    Client Services Specialist

    Kate Azier is a Client Services Specialist with CCR Wealth Management, LLC. Kate’s prior experience includes over 7 years at Digital Federal Credit Union working with the investment and insurance needs of their members. She worked closely with multiple financial consultants assisting with financial planning, maintaining client relationships, and compliance. Kate is a notary public who holds the Series 7, 66, and 24 securities registrations as well as Life & Health Insurance License. Kate also holds Property & Casualty Insurance Licenses. Joining CCR Wealth Management, LLC in 2011, Kate’s main responsibilities include day-to-day client services for individual and corporate investment accounts. In addition she provides group health and life insurance quotes and advisor support. As a liaison between the advisors, clients, product vendors and our broker dealer; Kate works closely with our account custodians to seamlessly establish new accounts, coordinate account transfers, and initiate transactions. Kate currently supports several different charities – Ocular Melanoma, Leukemia & Lymphoma Society, and Breast Cancer. In her spare time she enjoys going to Red Sox games, traveling, reading, theatre, concerts, movies, and fine dining with her friends and family.

  • CRYSTAL J. GIANNOULIS

    Client Services Specialist

    Crystal Giannoulis is a Client Services Specialist with CCR Wealth Management, LLC. Crystal earned her Associates of Science degree in Business Administration at Dean College, and earned her Bachelor of Science Degree in Business Management at Suffolk University. Crystal’s prior experience includes over 4 years at Putnam Investments working with retail clients as well as defined contribution plans. Her main responsibilities included handling the account maintenance of all retail accounts and assisting participants with their 401k retirement account maintenance. Crystal currently holds the Series 7 and 63 securities registrations. Joining CCR Wealth Management, LLC in 2013, Crystal’s main responsibilities include day-to-day client services for individual and corporate investment accounts. As a liaison between the advisors, clients, product vendors and our broker dealer; Crystal works closely with our account custodians to seamlessly establish new accounts, coordinate account transfers, and initiate transactions. Crystal enjoys spending time with her husband and her son, reading, listening to music, and going to the beach/pool.

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