John Wolfsberg
Principal Director of Fixed Income at Centerpoint Advisors, Llc
Based in Newton Centre, United States
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Seniority
Director
Department
Other
Location
Newton Centre
Industry
Investment Management
Company size
10
Contact information
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j•••••••@centerpointadvisors.net
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Background
About John Wolfsberg
John’s disciplined concentration and vast experience are a perfect fit for his main role at Centerpoint as head of fixed income portfolio management for both institutions and high net‐worth individuals. John closely monitors, researches, and analyzes the financial health of all fixed income instruments within diversified portfolios. John graduated cum laude from Stonehill College with a B.S. in Accounting and earned his CPA designation shortly thereafter. In 2015 he earned a certificate degree from Harvard Business School through their Executive Education Program. He is now a member of the Stonehill College Visiting Business Committee. Specialties: John is a FINRA licensed (Series 7, 63 & 65) Investment Advisor Representative through Centerpoint Advisors, LLC, and is also a registered representative of Arthur W. Wood Company, Inc. an SEC registered broker-dealer.
Decision-makers
Other people at Centerpoint Advisors, Llc
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Jennifer Wolfsberg
Managing Principal · General Business & Management
- OPDirector
Olga Poltoratskaya Okaty
Principal & Director of Financial Planning · Other
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Ashley Agnew Cft
Senior Wealth Advisor, Director of Financial Wellness · Other
- JWC-Team
Jennifer Wolfsberg
Managing Principal · General Business & Management
- JWDirector
John Wolfsberg
Principal Director of Fixed Income · Other
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