Through different paths, we each have experienced versions of the old model.  Our team has come together under a common vision of the future of Wealth Management.

Contact Seth: seth.corkin@spcfo.com  |  617-600-7828

@Seth_SPP

SETH CORKIN, CFP®, ChFC® , EA

Personal CFO

Graduate: University of Wisconsin
Past Firms: Bainco International Investors; The Colony Group
Member: MA Chapter of the Financial Planning Association

  • 2017 Volunteer of the Year
  • Dana Farber Pro-Bono program
  • JVS Pro-Bono Program
  • MIDAS Collaborative Pro-Bono Program
  • Next Gen Committee
  • Finance Committee

Enrolled Agent Before the IRS
Thinks in spreadsheets
Home: Brookline with fiancée, Olivia

Contact Martin: martin.shore@spcfo.com  |  617-651-8995

Martin Shore, CFA, CFP®

Personal CFO

Graduate: Wesleyan University (BA) and University of Virginia’s Darden Business School (MBA)
Past Firms: Fidelity Investments; CSC Index
Member: 

  • MA Chapter of the Financial Planning Association
  • JVS Pro-Bono Program
  • CFA Society Boston
  • National Association of Personal Financial Advisors (NAPFA) – Associate Member
  • Board of Directors, Temple Ohabei Shalom

Home: Born in Colorado, now Brookline with wife, Shari Lisann

Contact Mary: mary.ballegeer@spcfo.com  |  617-651-8994

@maryballegeer

MARY BALLEGEER, MBA

Planning Analyst

Graduate: Brandeis University, BA Economics/ MBA
Past Firms: AXA Equitable, J.P. Morgan Chase, John Hancock, Administration of MA Governor Charlie Baker

Member:

  • MA Chapter of the Financial Planning Association
  • Brandeis University Alumni Association Board of Directors
  • Mass Ventures (State of Massachusetts venture capital arm): Former Board Member
  • Greater Boston Chamber of Commerce: Women’s Network

Loves checklists

Home: Newton with husband Mark

Contact Susan: susan.snyder@spcfo.com  |  617-600-0513

SUSAN SNYDER

Director of Persistency

We think of it as polite, persistent, nudging to make sure all the action items on your plate are being completed.

Graduate: University of Michigan
Past Firms: Baystate Financial Services, Mass Biotech Council
Celebrates checked-boxed
Home: Brookline with husband Rich & our daughter

Contact Rene: rene.jarquin@spcfo.com  |  617-600-0514

@Rene_SPP

RENE JARQUIN

Chief Investment Officer

Graduate: The Wharton School; Northwestern’s Kellogg School of Management
Past Firms: BNY Mellon; Merrill Lynch Private Client Group; Springwell Capital Partners; GE Capital

Member:

  • Home for Little Wanderers: Chair of Sub-Investment Committee
  • Boston Chapter of The Association of Latino Professionals for America (ALPFA): Active Board Member; Past President
  • Latino Legacy Fund: Charter Member
  • Mass Ventures (State of Massachusetts venture capital arm): Board Member (appointed by Gov. Charlie Baker)

Speaks with hands
Home: Born in Nicaragua, now in Wellesley with wife Nancy & 2 daughters

Contact Shaun: shaun.erickson@spcfo.com  |  617-600-0511

@Shaun_SPP

SHAUN ERICKSON

CFP® | Chief Planning Officer

Graduate: Bentley University
Past Firms: Baystate Financial Services
Founder: Single Point Partners  Co-Founder: Knudge
Member:

  • MA Chapter of the Financial Planning Association: Member of Board of Directors; Director of Advocacy
  • Dana Farber Pro-Bono program
  • JVS Pro-Bono Program
  • MIDAS Collaborative Pro-Bono Program
  • XY Planning Network

Analyzes out loud
Home: Boston with wife Alicia & 3 children

Outtakes

We had a lot of fun making these videos.  We hope you enjoy some of the outtakes….right?