As a Wealth Manager at Ipswich Bay Advisors, Bart brings a vast and extensive background of investment management, research, and financial planning knowledge to his clients. Clients of Bart benefit from his fiduciary approach in developing a comprehensive financial plan and ongoing consultation. He takes pride in personalizing advice based on each client’s unique circumstances, financial needs, and priorities.
Prior to Ipswich Bay Advisors, Bart held leadership investment solutions and platform development positions in the financial services industry. Over his career he’s been a member of various investment committees, designed and developed FinTech applications, and advised on financial planning techniques and best practices.
Bart earned a Bachelor of Science in Economics and Bachelor of Business Administration with a minor in Finance from Saint Michael’s College. He holds the Certified Investment Management Analyst (CIMA®) designation as well as FINRA securities licenses series 6, 7, 63, and 66 held with LPL Financial.
Outside of work, Bart enjoys spending time with family skiing, hiking, golfing, and traveling across the globe.