Gary Pomerantz Email & Phone Number
Partner, Senior Financial Advisor
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Gary Pomerantz Location
- Lexington, MA, US
Gary Pomerantz Work
- 2017 -now Partner, Senior Financial Advisor @ Wingate Wealth Advisors
- 2011 -2017 Senior Managing Director @ East Coast Asset Management
- 2007 -2011 Managing Director @ Lexington Wealth Management
- 2004 -2007 Investment Advisor @ Wingate Financial Group
- 1997 -2007 Vice President @ TFC Financial Management
- 1993 -1996 Sr. Financial Planning Consultant @ Harvard University
Gary Pomerantz Education
- Boston University
BA, BS (Political Science, Journalism)
1986-1990 - Boston University
B.A. Political Science and B.S. Journalism (Double major political science and journalism)
1986-1990
Gary Pomerantz Skills
- Financial Planning
- Portfolio Management
- Mutual Funds
- Individual Stocks and Bonds
- Charitable Planning
- Retirement Planning
- TIAA-CREF expertise
- Divorce Planning
- Inherited Wealth Planning
- Stock Options
- Planning for academics
- Program Management
- Customer Service
- Strategic Planning
- Tiaa Cref Expertise
Gary Pomerantz Summary
- Gary Pomerantz, based in Lexington, MA, US, is currently a Partner, Senior Financial Advisor at Wingate Wealth Advisors. Gary Pomerantz brings experience from previous roles at East Coast Asset Management, Lexington Wealth Management, Wingate Financial Group and TFC Financial Management. Gary Pomerantz holds a 1986 - 1990 BA, BS in Political Science, Journalism @ Boston University. With a robust skill set that includes Financial Planning, Portfolio Management, Mutual Funds, Individual Stocks and Bonds, Charitable Planning and more. Gary Pomerantz has 3 mobile phone numbers on RocketReach.
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