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
- 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
- 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.casady@spcfo.com | 617-651-8994
@marycasady
MARY CASADY, 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: Boston
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
@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
Member:
- MA Chapter of the Financial Planning Association: Member of Board of Directors; Director of Advocacy
- Dana Farber 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?