CENTERPOINT ADVISORS, LLC of NEEDHAM, MA is an SEC-registered investment adviser (CRD 156698). Regulatory assets under management: $731.9M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Jennifer Michelle Wolfsberg | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| John Edward Wolfsberg | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | — |
| WOLFSBERG JENNIFER MICHELLE | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| GREENE RICHARD WAYNE | MANAGING MEMBER; MANAGING PRINCIPAL EMERITUS | — |
| WOLFSBERG JOHN EDWARD | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME; PRINCIPAL AND DIRECTOR OF FIXED INCOME | — |