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

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

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

Michelle Lum, CFP^®

Planning Analyst

Graduate: Marquette University; Hamline University School of Law (now Mitchell Hamline School of Law)

Past Firms: CIBC Private Wealth Management (formerly Atlantic Trust)

Member:

• Massachusetts State Bar
• Boston Bar Association
• Hawaii State Bar
• Hawaii State Bar Association

Home: Born and raised in Hawaii; living in Brighton

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

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

SHAUN ERICKSON

CFP^® | Chief Planning Officer

Outtakes