Client Service & Family Office Associate
Vincent joined Adviser Investments in February 2017 as a member of the client service team upon its acquisition of Braver Wealth Management. He is responsible for coordinating client service and reporting needs with the relationship management team. He is currently working with the family office and wealth services/tax team group and is primarily responsible for preparing clients’ tax returns and assisting with tax plans. Vincent earned his B.S. in finance from Northeastern University and a J.D. from the Massachusetts School of Law. Prior to joining Adviser Investments, Vincent worked as an attorney for John Hancock Financial Services and also ran his own law firm specializing in real estate law, landlord/tenant law and estate planning. Vincent lives in Medway, MA, with his wife and two teenage children. He likes the quiet life and walking around the neighborhood, and he also enjoys watching his kids play sports.