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Frederick F. Sears

Senior Portfolio Manager

Pension & Wealth Management Advisors

United States, Massachusetts, Boston

About Me

Frederick F. Sears is a Senior Portfolio Manager at Pension & Wealth Management Advisors and has been in the wealth management business for over 25 years. Mr. Sears was originally trained as a general analyst for an offshore multi-billion dollar hedge fund ran by the co-manager of the precursor to Fidelity’s Magellan fund. Fred has worked extensively with the investing public as well as high net worth and ultra high net worth individuals providing general investment recommendations, customized investment portfolios, commentary on individual stock selections, and broad economic overviews. As a former CIO, Fred helped to design models for a public investment company and was also the sol

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Profile Information

Senior Portfolio Manager

Pension & Wealth Management Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Sep 23, 2024

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