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+1 617-765-2200
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| 25 Braintree Hill Park Ste 307, Braintree, MA, 02184 | |
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1.4 miNeedham Junction @ Commuter Rail Station
1.4 miNeedham Junction
1.4 miHersey
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Specialties
Radius Wealth Management serves a limited number of high net worth individuals and families in the areas of asset allocation, financial planning and various other family office services.
History
Established in 2014.
Radius Wealth Management serves a limited number of high net worth individuals and families in the areas of asset allocation, financial planning and various other family office services.
Meet the Manager
Tom L.
Manager
For last 20 years Tom has served in a variety of roles including: Chief Investment Officer, Senior Portfolio Manager, Head of Investment Research and several other investment related positions. Tom has worked in two different registered investment advisory firms over the past two decades. Tom’s most recent position was Senior Portfolio Manager at Renaissance Investment Group in Lenox, Massachusetts. Previously, Tom served in a variety of investment and portfolio management roles with Bainco international Investors in Boston, MA. Tom’s last role at Bainco International Investors was that of Chief Investment Officer.
Tom graduated from Wake Forest University with a B.A. in Economics in 1993 and from Babson College with a M.B.A in 2002. Tom holds a series 66 license.
