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Jeffrey Vincent

Director of Wealth Management at Fernwood Investment Mgmt LLC

Fernwood Investment Management LLC

United States, Massachusetts, Quincy

About Me

Jeff has over 18 years of experience in senior roles within the financial services industry. Prior to joining Fernwood, he was President and Founder of his own investment advisory firm, Vincent Financial Group. Jeff is responsible for managing client portfolios and providing financial planning services. He is a graduate of Boston College where he earned a Bachelor of Science in 2000 and a Masters of Business Administration in 2011 from the Carroll school of Management. In addition, Jeff holds a graduate certificate in Leadership from Boston College, a certificate in Financial Planning from Boston University and is a Certified Financial Planner (CFP®). Jeff lives in Hanover, MA with his wi

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Profile Information

Director of Wealth Management at Fernwood Investment Mgmt LLC

Fernwood Investment Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Quincy

Massachusetts

United States

Oct 2, 2024

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