Natixis and Fidelity alumna joins New England Investment & Retirement Group
Julie Colucci was also senior client associate at Silver Bridge Advisors, formerly Hale & Dorr Wealth Management
1 min readThe New England Investment & Retirement Group Inc. hired Julie Colucci as paraplanner/senior client representative.
AssetMark keeps to the ex-Schwab theme, tapping Jerry Chafkin as chief investment officer
Colucci, who assumed the position in late December, is responsible for providing client support and assisting in the financial planning process. She comes to the North Andover, Mass.-based firm with over 15 years of financial services experience.
Story Timeline
Colucci was most recently the client account team manager at BTS Asset Management in Lexington, Mass. She was also senior client associate at Silver Bridge Advisors, formerly Hale & Dorr Wealth Management. See: After lassoing Banyan and Silver Bridge talent, Ropes & Gray launches $2.7 billion RIA to extend its legal brand to financial advice
After lassoing Banyan and Silver Bridge talent, Ropes & Gray launches $2.7 billion RIA to extend its legal brand to financial advice
She has also held management positions at Natixis Global Asset Management and Fidelity Investments. See: AssetMark keeps to the ex-Schwab theme, tapping Jerry Chafkin as chief investment officer.
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