Headquarters:

Wellesley, MA

Year founded:

2005

Number of employees:

Phone:

(781) 416 1700

Email:

joanne.tripp@chl.org.uk

Website:

nepwealth.com

LinkedIn:

linkedin.com/company/landmark-mortgages-limited

“We love to win. We’re tenacious, and we believe in getting results”

Brett Vincent, Vincent Young Lawyers

Ira Rapaport, MST, CPA/PFS, CFP®, AIF®, CIMA®

Chief Executive Officer

Melissa Boccaci, CFP®, ChFC®, IACCP®

President, Chief Compliance Officer, Senior Wealth Advisor

Sarah Lewis, MSFP, CFP®

Vice President, Senior Wealth Advisor

Leadership

Ira Rapaport is the founder and CEO of New England Private Wealth Advisors LLC. He has been providing investment consulting and wealth management services to high-net-worth individuals and businesses for over 30 years. He has broad expertise in developing investment strategies, asset allocation modeling, investment research, and portfolio analysis. Rapaport earned a BBA degree from the University of Massachusetts at Amherst and an MS in Taxation from Bentley College. He is a Certified Public Accountant and a Certified Financial Planner®. Through additional coursework and examination, he has also earned the Certified Investment Management Analyst (CIMA®) and Accredited Investment Fiduciary (AIF®) designations.

Founder and Chief Executive Officer

Ira Rapaport, MST, CPA/PFS, CFP®, AIF®, CIMA®

Melissa Boccaci serves as president of New England Private Wealth Advisors LLC. She works directly with high-net-worth individuals and families, providing customized investment management and financial planning services. Boccaci joined New England Private Wealth Advisors in 2006. In addition to working with clients, she is the firm’s chief compliance officer. Boccaci graduated from William College in 2001. She is a Certified Financial Planner® and Chartered Financial Consultant®. Additionally, she has earned the Investment Adviser Certified Compliance Professional® designations.

President, Chief Compliance Officer, Senior Wealth Advisor

Melissa Boccaci, CFP®, ChFC®, IACCP®

Sarah Lewis is vice president and senior wealth advisor at New England Private Wealth Advisors LLC. She works directly with high-net-worth individuals and families, providing customized investment management and financial planning services. Lewis graduated from Bentley University in 2014 with a BS in Corporate Finance and Accounting, and received her Master’s in Financial Planning from the same university in 2015. She began working at NEPWA in September 2013 and has been with the firm for over 11 years. She received her CFP® designation in December 2016.

Vice President, Senior Wealth Advisor

Sarah Lewis, MSFP, CFP®

Leadership

“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”

Saray Uribe, CharSan Insurance & Consulting

Leadership

Jermaine Stephenson-Lowe

Head of Risk

Jermaine Stephenson-Lowe has 18 years of experience in financial services and 11 years specifically in risk management. He has held several risk positions where he has gained extensive experience in creating, implementing and embedding risk management frameworks.

Head of Risk

Jermaine Stephenson-Lowe

Matthew S. MacLachlan, CFP®

Chief Operating Officer

Matt MacLachlan is chief operating officer at New England Private Wealth Advisors LLC and is, among other things, responsible for overseeing many of the firm’s back-office activities as well as the implementation and ongoing management of internal and client-facing technologies. Additionally, he works with teams across the firm to improve processes and establish best practices. MacLachlan graduated from Northeastern University with a BS in Business Administration and concentrations in Finance and Accounting. He has been with NEPWA for over 18 years and earned the CFP® designation in 2016.

Chief Operating Officer

Matthew S. MacLachlan, CFP®

New England Private Wealth Advisors LLC is committed to establishing long-lasting relationships with our clients, both high-net-worth families and institutions. We are an independent, SEC-registered, fee-only investment advisory firm providing unbiased, objective advice. We have no affiliation with any bank, broker-dealer, or investment bank. We think strategically across all asset classes, utilizing both active and passive managers, mutual funds, and ETFs. The majority of our client’s assets are held at nationally recognized firms such as Charles Schwab and Fidelity Investments. As a fiduciary, our responsibility is to always act in our clients’ best interests. We take great pride in getting to know each of our clients on a personal level, developing a strong understanding of their often-complex circumstances. Applying that deep understanding, along with our investment and wealth management experience, allows us to create a customized wealth plan. We focus on key planning areas, such as income tax, estate, college, retirement, insurance, philanthropic giving, and executive compensation, and may include net-worth statements, cash flow reports, and retirement projections, among other things. We work closely with our clients through the development, implementation, management, and ongoing oversight of their wealth strategy. Our clients benefit from access to innovative technology and the convenience of consolidated reporting. We are pleased to collaborate with our clients’ other trusted advisors, streamlining the flow of information and coordinating efforts to deliver an exceptional client experience. Our consultative team approach is designed to educate our clients, empowering them to make sound financial decisions consistent with their core goals and values. We place a strong emphasis on ethics and are proud to earn our clients’ trust and friendship through transparency, objectivity, proactive communication, and competence.

Steven R. Serrano, CFA®

Chief Investment Officer

Nick DiStefano, MBA, CPA

Chief Planning Officer

Iain MacKinnon

Finance Director

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Steve Serrano is chief investment officer at New England Private Wealth Advisors LLC. He joined NEPWA in 2011 and currently leads the firm’s investment research efforts, as well as works directly with the NEPWA Wealth Advisory Team in developing and monitoring customized investment portfolios for clients. Serrano graduated from Bentley University with a BS in Finance and minor in Economics. He holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute and CFA Society Boston.

Chief Investment Officer

Steven R. Serrano, CFA®

Nick DiStefano is chief planning officer at New England Private Wealth Advisors LLC and is responsible for financial and tax planning within the firm. He is a CPA and, prior to joining NEPWA in 2017, held several positions in public accounting. DiStefano’s experience allows him to assist firm clients with complex tax and retirement planning, including charitable giving strategies, multi-year tax projections, and retirement projections focusing on both portfolio longevity and legacy planning. He graduated from Quinnipiac University with a BA in Accounting in 2011, followed by an MBA in 2012.

Chief Planning Officer

Nick DiStefano, MBA, CPA

Iain MacKinnon has over 17 years of experience in a wide range of senior management roles in regulated financial services, including oversight of investment treasury, tax and pensions at a major international bank. Prior to his career in banking, he was an M&A tax partner at Deloitte.

Finance Director

Iain MacKinnon

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

Partner

Kimi Shah

NEW ENGLAND PRIVATE WEALTH ADVISORS LLC

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“We believe in handling our clients’ matters as if they were our own, and with this approach, we seek solutions wherever possible”

Brett Vincent, Vincent Young Lawyers

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting

employee benefits regional retail P&C specialty P&C underwriting direct-to-consumer programs

Underscoring the value proposition the firm offers, Vincent says, “Our clients get direct access to our partners. We are always available, and we pride ourselves on being highly responsive. We are lean and efficient. Our work is of the quality of larger law firms, without the price tag.” To operate optimally for clients, the firm engaged the founder of a major construction management company to be chairman. Under their guidance, Vincent Young has expanded its practice areas to include property, projects, commercial and insolvency law. Today, Vincent Young is advised by a chairman and two advisors, none of whom are lawyers, resulting in invaluable industry insight and client-side perspective. “The balance between technical legal skills and proactive solutions lies at the heart of our business and our success in legal matters,” says Vincent. “We believe in handling our clients’ matters as if they were our own, and with this approach, we seek solutions wherever possible.”

more than $1 million in funds over $2.3 million in combined monetary and in-kind donations through an annual World Food Derby initiative 2,320 volunteer hours to numerous deserving organizations, making a significant community impact

Alliant’s progress is set to continue, as underlined by Zimmer, who has confidence in the firm’s people to deliver continued excellence. “We believe in our business plan, and it has proven successful. We don’t feel the need to change that. Our core business plan will continue to drive the company forward, complemented by new opportunities that may arise in the future.”

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