Northeast Investment Group Joins Kestra Private Wealth Service
AUSTIN, Texas- Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. supporting independent advisor teams nationwide, today welcomed the Northeast Investment Group to its platform.
Based in Cranston, RI, the professionals of Northeast Investment Group oversee approximately $340 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,” said 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, centralized compliance, and advisor-centric infrastructure. The firm was previously affiliated with UBS Financial Services Inc.
“At Kestra PWS, our business is centered 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 recognized 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,” said 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 honored to partner with Jeffrey, Anthony, Deborah, and Kelly at this pivotal time in their professional careers.”
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About Kestra Private Wealth Services and Kestra Financial
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment adviser (RIA) supporting fee and transaction-based independent financial advisor teams across the nation. Kestra PWS was established by wirehouse veterans with the express purpose of enabling former wirehouse financial advisors to achieve independence and growth. The firm's platform is comprised of an independent RIA in association with Kestra Investment Services, LLC as broker-dealer in order to provide its financial advisors with an open architecture platform and independence across both fee and transaction-based business models. Kestra PWS has offices in Phoenix, AZ; San Diego, Los Angeles, and Orange County, CA; Paramus, NJ; St. Louis, MO; Middleburg, VA; Salt Lake City, UT; Cleveland, OH; Providence, RI; Stuart, FL; and Aberdeen, WA. Kestra PWS has been named on the Financial Times 2016 FT:300 for top registered investment advisors.
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,800 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers.
The professionals at Northeast Investment Group offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Northeast Investment Group is a member firm of Kestra PWS, an affiliate of Kestra IS. Northeast Investment Group is not affiliated with Kestra IS.
Gregory FCA for Kestra Financial
Jill Tatios, 215-240-6398