by akosipau | Feb 6, 2019
Julie joined Manchester Financial in 2005 as an Operations Assistant and now heads up our Client Services Team. She oversees the onboarding process for new clients, the movement of cash and assets, as well as all withdrawals and distributions. Julie is a graduate of...
by akosipau | Feb 6, 2019
As a Senior Investment Advisor at Manchester Financial, Scott is responsible for the management of client portfolios, including corporate retirement accounts and charitable funds. Prior to joining Manchester, Scott spent over 15 years with Harold Davidson &...
by akosipau | Feb 6, 2019
Larry joined Manchester Financial in 2004 and oversees the information technology systems. Prior to joining our team, he worked for Novell Network, Starnet Data Design, and was the IT Manager for ZEVEX, a medical device manufacturing company. Larry received his BS in...
by akosipau | Feb 6, 2019
Mark has over 20 years of experience in the financial services industry with firms such as Merrill Lynch, UBS, and New England Investment & Retirement Group. He is skilled in security research, analysis, selection, and trading. Mark builds and manages customized...
by akosipau | Feb 6, 2019
Natalie joined Manchester Financial with over ten years experience in the financial services industry including Bank of America. Natalie’s experience includes client services with specific expertise in alternative investments. At Manchester, Natalie is responsible for...
