Exit Planning Exchange (XPX) Boston Chapter names David Poulin as Board Member

David Poulin XPX
David Poulin XPX
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* Waltham - Massachusetts - US

WALTHAM, Mass. - May 14, 2014 - PRLog -- Exit Planning Exchange Boston Chapter (XPX) announces that David Poulin, CIMA ® CPWA® of Wayland, MA has been named to the organization’s Board of Directors.

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), favorable regulatory/complaint history reviewed defined by Five Star as not having (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony, fulfilled internal employer standards, and acceptance of new clients. The following evaluation criteria are also considered: 1-year and 5-year retention rate, administration of non-discretionary client assets, number of households serviced, and designations (e.g., professional, educational) . The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. Neither Morgan Stanley nor its Financial Advisors compensated any person or entity to be considered for the Award and the Award is not indicative of the Financial Adviser’s future performance. Five Star Professional collected the information for this Award through surveys it conducted.
Source:Exit Planning Exchange
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Tags:Financial Planning, Exit Planning, Succession Planning
Industry:Business, Finance
Location:Waltham - Massachusetts - United States
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