Merrimack Valley Planning Commission invites all businesses and real estate professionals to the launch of the all new Merrimack Valley Means Business at the Northern Essex Community College Technology Center in Haverhill from 8:30 to 11:30 a.m.. MVMB is a complete inventory of all businesses and commercial properties for sale and lease in the region. Keynote speaker David Begelfer, Chief Executive Officer of NAIOP Massachusetts, will discuss commercial real estate trends and importance of online site selection tools. The event will also feature a panel discussion of real estate development issues in the Merrimack Valley Region. This event is free and refreshments will be served. Please RSVP to Nancy Lavallee of the Merrimack Valley Planning Commission at 978-374-0519 or email nlavallee@mvpc.org
Enterprise Investment Advisors CEO Jack Clancy today announced the recent appointments of Jason Edgar and Jeffrey McDonald as vice presidents/portfolio managers with Enterprise.
Prior to joining Enterprise, Edgar was a portfolio manager at Sovereign Bank's Wealth Management Group where he managed over $1 billion in client assets. He has also worked as a financial advisor with Morgan Stanley Global Wealth Management in Boston. A graduate of the University of Connecticut with a bachelor's degree, he resides in Beverly.
Jeffrey McDonald also worked as a portfolio manager in the Wealth Management Group with Sovereign managing client assets of more than $1 billion. In addition, he served as a fixed income manager for a $3 billion pension fund in New York, worked on the institutional fixed income trading desk at Fidelity in Boston, and developed a wealth management practice at Merrill Lynch. A resident of Andover, he is a graduate of Fairfield University with a bachelor's degree and Bentley College with a master's degree. They will both work out of Enterprise's Andover office.
In announcing these appointments, CEO Clancy stated, "We are proud to have such talented and skilled professionals. Their knowledge and experience are tremendous assets to the bank."
Moody, Famiglietti and Andronico, LLP, a proactive CPA and consulting firm, announced it has named as partners Pamela L. Sintros, CPA, and James H. Guarino, CPA/PFS, CFP, MST.
"Both Sintros and Guarino demonstrate tremendous commitment to client success with professionalism, keen insight and responsiveness," said Carl J. Famiglietti, managing partner at MFA. "We are confident that they will add immense value to our leadership team with their talent, passion and experience."
Prior to joining MFA, Sintros spent a combined 12 years in the Assurance and Business Advisory Services Practice of both Arthur Anderson, LLP and BDO Seidman, LLP. Sintros has extensive experience in the high technology, life sciences, telecommunications, service and manufacturing industries. MFA clients rely on Sintros for her expertise in the areas of revenue recognition, stock-based compensation, equity transactions and business combinations.
Prior to MFA, Guarino spent 19 years with the national CPA firm McGladrey, where he served as tax director and headed up the firm's wealth management practice. At MFA, he provides strategic tax consulting, financial and business planning guidance to individuals, family offices and closely held businesses. His diverse knowledge as a tax and wealth management advisor has also enabled him to serve as "Personal CFO" for a number of MFA's high net worth clients, orchestrating their various business, estate and tax planning transactions and coordinating with their other advisors.
The Massachusetts Association of Buyer Agents, a non-profit buyer advocate organization comprised of realtors and brokers throughout the state who are committed to protecting home buyers, has recently announced its new Board of Directors.
One of the 10 Board of Directors includes Pat Magnell of Buyers Choice Realty, Andover.
MABA's board members are the governing body of the organization. They have the responsibility of ensuring MABA's mission and goals are upheld and that all members are acting as buyer advocates. MABA members are licensed real estate professionals who never practice dual agency or "designated" agency. MABA members practice single agency or buyer agency and always act as fiduciary agents for their buyer clients.
"We're a non-profit, self-regulated organization dedicated to educating and protecting buyers. A buyer's best interest is our first priority," explained John Karcher, Scituate resident and president of MABA.
For more information, visit the Web site at MassBuyerAgents.com or contact 1-800-935-MABA (6222).
Jim Edholm, president of Business Benefits Insurance, an employee benefits planning firm in Andover, was named a winner of a Solutions Superstars Award in the category of Most Innovative Broker/Advisor by CDHC Solutions, the industry-leading health and benefits magazine. Edholm lives in Andover.
"Everyone has something that gets their juices flowing. For Edholm, it's saving money for clients without dumping more health care costs on employees," the article says.
Instead of advising employers to simply cut benefits, "Edholm takes a more creative approach by effectively teaming up with carriers, taking the insurer's product, adding his firm's own enhancement, and creating a custom offering that is easier to manage and cheaper for employees," the magazine adds.
"Edholm finds time to give back to the community. He was named the Lawrence Rotary Club's Rotarian of the Year for 2009. He implemented the Literacy Program in the district while serving as club president. His effort also brought recognition from the district Rotarians, who awarded him a Paul Harris Fellowship in 2005 and again in 2009 in conjunction with his Rotarian of the Year award. He is chairman of the Rotary Club Foundation Committee and has been a member, manager, and coach of the club's softball team.
"Edholm has been a volunteer at the Boys and Girls Club of Lawrence for more than 20 years. He now serves as development chairman and sits on the Board of Governors and is past president of its Board of Directors. He also served on the board of CLASS Inc. and is a member of the Merrimack Valley Chamber of Commerce, the Glazer-Kennedy Inner Circle Marketing Association, the National Association of Health Underwriters, and is area leader for the Alternative Board."
Maureen Weisner, M.Ed., PCC, CPCC, an Andover resident, business woman, speaker, author and volunteer, was selected as a "Top 10 Executive Coach" by Women's Business Boston in its September online issue.
Faye Pierce was recently honored by UPS for completing 20 years of service with the company.
Pierce, who is a supervisor with UPS in Chelmsford, was recognized for her loyal service contributions. Pierce began her career in 1989 as a unloader with the company.
Pierce and her husband, Hal, live in Andover with their three children, Tania, Justin, and Viki.
Danielle Vitiello, MD, PhD, a fellowship-trained clinical reproductive endocrinologist and infertility specialist, has joined Winchester Hospital's medical staff. A resident of Andover, she is practicing at Fertility Centers of New England in Reading.
Vitiello received doctor of medicine and doctor of philosophy degrees from the University of Vermont and received a bachelor of arts degree in chemistry from Boston University. She completed a fellowship in reproductive endocrinology and infertility through Yale University's Department of Obstetrics, Gynecology and Reproductive Sciences. She completed an internship and residency through the Department of Obstetrics, Gynecology and Reproductive Sciences at Yale-New Haven Hospital.
A former instructor in Yale University's Department of Obstetrics, Gynecology and Reproductive Sciences, Vitiello is a member of the American Society of Reproductive Medicine and American College of Obstetrics and Gynecology.
Vitiello is accepting new patients at Fertility Centers of New England, which is located at 20 Pond Meadow Dr., Suite 101 in Reading. To learn more or make an appointment, call 781-942-7000.
The Massachusetts Association of Buyer Agents, a non-profit buyer advocate organization comprised of realtors and brokers throughout the state who are committed to protecting home buyers, has recently announced their new Board of Directors.
The 10 Board of Directors for MABA includes Pat Magnell of Buyers Choice Realty, Andover.
Founded in 1991, MABA is a non-profit organization recognized nationwide for its efforts to educate licensees and consumers about agency issues. The organization is self-regulated and every member must take a pledge of undivided loyalty to the buyer client. MABA's board members are the governing body of the organization.
Winchester Hospital
Winchester Hospital also has named Robby Robertson to its executive team. Robertson is vice president of facilities and real estate services.
Since joining Winchester Hospital 14 years ago, Robertson has been a leader in the strategic alignment of Winchester Hospital's program growth by doubling the organization's physical capacity to more than 700,000 square feet across 31 off-site locations. He has executive oversight of construction, facilities and real estate, telecommunications, security and transportation services.
Robertson is a member of the Stoneham Chamber of Commerce, National Fire Protection Association, American Society for Healthcare Engineering and New England Healthcare Engineers Society. He lives in Andover.
Wright-Pierce, a New England provider of water, wastewater and infrastructure engineering services, is pleased to announce that Joseph G. Witts has joined the company as Senior Associate with responsibility for business development. Witts has more than 15 years experience in the municipal arena and facility operations having served as a superintendent and as a municipal sales engineer for an equipment manufacturer. Witts has also served in a leadership role for many industry professional organizations.
He currently serves as state director and executive committee member of the Massachusetts chapter of the New England Water Environment Association Water Environment Federation, was past president and is now a member of the board of directors of the Massachusetts Water Pollution Control Association.
Witts is based in the Andover office and will work with the professional staff at each of the firm's nine New England offices as a business development representative.
"Joe is a seasoned, knowledgeable professional in the water and wastewater industry and we look forward to working with him in establishing new clients, and serving our existing clients in the Central and Southern New England region." states William E. Brown, President of Wright-Pierce.
Oct. 6, Copanion, Inc., a tax document automation company, launched its Tax Professional's Guide to a Paperless Tax Workflow blog, which in the first few weeks has seen over 1,000 visits. "The highly informative blog is a virtual library of everything the tax professional needs to know about paperless tax preparation from choosing a scanner to what is the best time of year to get started," says the Andover-based company.
