Les Satlow, CFA®, CFP®

  • Investment Manager
Photo of Les Satlow


As an Investment Manager, Les has 15 years of industry experience with a focus on investment portfolio advisory and management.

Prior to joining the firm, Les managed high-value accounts at the New England Investment and Retirement Group, Inc.

Les is a Chartered Financial Analyst® (CFA®) and Certified Financial Planner™.

Les resides in Andover, MA, and enjoys cooking, fishing, home-improvement planning, and spending time with his family. Additionally, Les serves on the board of his local synagogue.