CCR Wealth Management, an independently owned investment management and financial planning firm, has hired two new senior professionals.
The two senior professionals, Andrew Bonetti and Jacob Stewart, will work out of the firm's headquarters in Westborough, Massachusetts.
"We are delighted to welcome Andrew and Jacob to the CCR team," says David Borden, CCR managing partner. "Since we founded the firm in 1998, our goal has been to create the premier financial advice platform for successful professionals and entrepreneurs. While we have enjoyed robust growth over the years, CCR has never wavered from its core commitment to delivering nothing less than an exceptional client-service experience. With these strategic additions to our senior team, we are not only doubling down on that commitment but also re-iterating client-service as a central part of our firm's growth plans going forward."
Bonetti has been hired as a financial adviser, responsible for managing existing and new client relationships, and helping the firm's clients meet their personal and business-related financial goals. Prior to CCR, he spent more than 10 years as an analyst and relationship manager working with institutional clients focused on defined-contribution plans, endowments and foundations, as well as high-net-worth individuals.
Stewart has been hired as an investment analyst, tasked with assisting in the creation and implementation of investment models. Before coming to CCR, Stewart served as an investment consultant for John Hancock and Natixis Global Asset Management.
In just the past two years, CCR has hired six executives to work in its Westborough headquarters, and over the course of the next two to five years intends to beef up this office further by hiring a significant number of new client-service professionals. The firm, which currently employs 18 professionals, also has an office in Glastonbury, Connecticut.
