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Needham MA 02494
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MANAGING PARTNER, WEALTH MANAGEMENT
Thomas Alessi is a New England Personal Finance and Investment Professional. He is a Managing Partner at Platinum Wealth Partners out of Newton, MA. He’s a former Senior Vice President at both Smith Barney, a Division of CitiGroup, and Merrill Lynch, a division of Bank of America.
He has degrees from University of Massachusetts, (Amherst, B.A. Economics, 1985) and Northeastern University (Boston, M.B.A., Finance,1989). His 25 years of investment and portfolio management experiences, has won him numerous awards, including the Top Producer Award at Bank of Boston, The Liberty Fund Executive Council, and the Citibank/Smith Barney Premier Club.
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
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