Sapers & Wallack adds Managing Director to fast growing team

 
NEWTON, Mass. - Oct. 4, 2016 - PRLog -- Sapers & Wallack announced the hire of Mark J. Alaimo as Managing Director of their Wealth Management practice. Mark joins a seasoned team with a clear vision to continue to provide outstanding service, counsel and advocacy. The Sapers & Wallack team is committed to providing comprehensive wealth management with the goal to achieve peace of mind for each client.

"I am excited to be a part of the Sapers & Wallack team and build upon its 84-year heritage of providing best-in-class service and financial solutions to families and companies as we continue to expand and grow our Wealth Management group," Alaimo said when discussing his arrival. "We are committed to partnering with our clients as we provide holistic wealth management solutions that tie together investments, estate planning, tax planning, retirement planning, education planning, cash flow planning, and insurance to empower them to achieve their goals and objectives."

Aviva Sapers, President & CEO of Sapers & Wallack, views Mark's addition as "key to our continued striving for excellence".

"Mark is the perfect addition to our team. His passion for the well-being of our clients and his extensive experience as a CPA Financial Advisor with tax and estate planning expertise will deepen the footprint of our practice in Boston," said Karen Van Voorhis, Vice President of the Wealth Management practice.

Mark is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a Certified Financial Planner PractitionerTM. Mark received a Bachelor of Science in Accountancy with a Minor in Law, a Master of Science in Financial Planning, and a Graduate Certificate in Taxation, all from Bentley University. Prior to joining Sapers & Wallack, he served as a client advisory director for a global boutique multi-family office advisor headquartered in Boston.

About Sapers & Wallack

Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management services firm that exists to help others. Fortune 500 corporations, non-profits, venture-backed private equity portfolio companies, family-owned businesses, and individuals appreciate the company as much for its ability to deliver innovative, cost-effective solutions as well as its thoughtful, customized management approach. Now stewarded by the third generation of founding families, integrity remains our guiding principle. For further details please visit http://sapers-wallack.com/

Media Contact
Miriam Christof, Sapers & Wallack
***@sapers-wallack.com
781.366.5549
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Tags:Wealth Management, Financial Solutions
Industry:Financial
Location:Newton - Massachusetts - United States
Subject:Executives
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