Neil serves a range of clients, including business owners, executives and high net worth individuals. He works closely with his clients to help them design, implement and monitor their families’ personal financial health.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS  

• CFP^®
• Certified Investment Management Analyst^®
• RSM Boston Foundation, board of directors, 2019–present
• Asperger/Autism Network, board of directors, 2020‒present

EDUCATION

• Master of Business Administration, marketing and finance, Northwestern University, J.L. Kellogg Graduate School of Management; Beta Gamma Sigma
• Bachelor of Arts, American government, Wesleyan University