Liam assists the Client Service Associate team at Boston Wealth Management in providing day-to-day support for the Financial Planning and Qualified Plan department. Liam provides back-office support, portfolio reporting, administration and research directly reporting directly to Christine Theroux, our Director of Financial Planning, and Managing Director Phillip Wong.
Liam earned a Bachelor of Science in Economics and Finance from Bentley University in Waltham, MA which is ranked amongst the top 5 business schools in the country and top 40 business schools globally for Economics and Finance degrees. Liam is currently enrolled in Boston Wealth Management’s Certified Financial Planner Roadmap program, which will enable him to earn his CFP® designation.
Investment Advisor Representative Registration: Series 65