Northeast Investment Group has joined the Kestra Private Wealth Services platform.
Based in Cranston, RI, the professionals of Northeast Investment Group oversee approximately USD340 million in assets, collectively, and are led by Jeffrey Boudjouk, Managing Partner; Anthony Landi, Managing Partner; Deborah Shuster, Partner; and Kelly Almonte, Client Relationship Manager. The team has over 75 years of collective experience advising individuals, business owners, professionals, retirees, and their families.
“When it came time to break free from the traditional Wall Street environment, we wanted to partner with a firm that gave us all the tools, support, and guidance needed to focus on our clients and grow our practice. Kestra PWS really delivered on that front,” says Boudjouk. “We chose Kestra PWS because of the accessibility of their team, the boutique-like atmosphere they cultivate, and their proven track record of empowering advisors to take control of their own destiny.”
The Northeast Investment Group is the fifth firm to break free from the wirehouse environment this year using Kestra PWS’ first-class technology, centralised compliance, and advisor-centric infrastructure. The firm was previously affiliated with UBS Financial Services Inc.
“At Kestra PWS, our business is centred on fostering and maintaining close relationships with our advisors, similar to how Northeast Investment Group interacts with their clients. This team is a supremely talented tandem of highly skilled and experienced advisors who wanted independence and recognised the gaps in their own experience that hindered them from making the move. Advisors like Anthony, Jeffrey, and Deborah want freedom from the wirehouse, and they want to have it with a support system that fills operational gaps while allowing them to focus on what’s most important – their clients,” says Rob Bartenstein, CEO and Senior Managing Director of Kestra PWS. “The Northeast Investment Group has a legacy of superior client service that will flourish in the independent model. We’re honoured to partner with Jeffrey, Anthony, Deborah, and Kelly at this pivotal time in their professional careers.”
