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

Jeffrey Vincent
Director of Wealth Management at Fernwood Investment Mgmt LLC
Fernwood Investment Management LLC
United States, Massachusetts, Quincy
About Me
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
More profiles to browse
Frederick Warburg
Managing Director
Tom Reilly
Chief Executive Officer, Founder and Managing Member
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services