Bringing you live news and features since 2006 

Northeast Investment Group joins Kestra Private Wealth Services


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.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by