PRLog - May 14, 2014 - WALTHAM, Mass. -- Exit Planning Exchange Boston Chapter (XPX) announces that David Poulin, CIMA ® CPWA® of Wayland, MA has been named to the organization’
David Poulin XPX
In this capacity, he will help guide the growth and direction of the Boston Chapter of XPX.
Poulin has 23 years of experience working with privately held business owners and their families; he is Senior Vice President-Wealth Management/Senior Investment Management Consultant with The Bay Colony Group at Morgan Stanley in Waltham, MA. Prior to joining The Bay Colony Group at Morgan Stanley in 2008, Poulin was Managing Director with Bear Stearns; previously he was Managing Director and Senior Vice President at Robertson Stephens and Hambrecht & Quist, respectively.
A graduate of Plymouth State University, Poulin received his Certified Investment Management Analyst (CIMA®) license from the University of California, Berkeley and is a Certified Private Wealth Advisor (CPWA®).
Poulin was named a Boston Best Wealth Advisor in 2012 and 2014.
In addition to his work with XPX, he is a member of the Investment Management Consultants Association (IMCA®), Small Business Association of New England (SBANE), Morgan Stanley Business Owner Executive Council, Plymouth State University President’s Council and the Boston Business Forum.
Originally from Maine, Poulin now makes his home in Wayland, MA with his wife Monica and their three children. He participates in the Pan Mass Challenge, is on the Board of the Wayland Hockey Association and volunteers as a Youth Softball Coach with the Wayland Baseball & Softball Associations.
About Exit Planning Exchange (XPX)
XPX Boston offers its members unparalleled opportunities for expanding their professional networks and further developing their skills and business acumen, through access to a proven network of specialists in complementary fields. XPX is committed to the success of its members’ clients who are planning for, positioning for, and executing business transactions. The organization provides a forum for member connection, education and growth. Founded in 2008, XPX Boston has relationships with XPX Global colleagues in Connecticut, Philadelphia, DC Metro, Tampa Bay and Maryland. To learn more about XPX or to join, please contact Donna Powell, XPX Administrator, at 978-392-7929, or
Disclosure - The Five Star Wealth Manager Award (“the Award”) is based on required eligibility criteria including, but not limited to: Active employment in the financial services industry for a minimum of five years and registrations as an investment adviser representative (or other accepted credentials)