Jennifer Michelle Wolfsberg

Chief Executive Officer at Centerpoint Advisors LLC

Finance

Consumer Services

Commercial Services

Profile

Ms. Jennifer M.
Wolfsberg is a Managing Principal at Centerpoint Advisors LLC and a Member at The Commonwealth Institute (Boston).
She has over 20 years of wealth management experience.
She leads the team’s communications with clients and their families.
She manages the overall client and family planning needs and thrives on the synergistic coordination and collaboration of team with our client’s other advisors and professionals including, but not limited to their CPAs, estate, divorce and corporate attorneys, and insurance professionals.
She received her undergraduate degree from Stonehill College, Inc..

Jennifer Michelle Wolfsberg active positions

Companies	Position	Start
Centerpoint Advisors LLC Centerpoint Advisors LLC Investment ManagersFinance Founded in 2006, Centerpoint Advisors is a registered investment advisor located in Needham, Massachusetts. The firm provides a range of investment advisory and wealth management services to individuals, families, businesses, and institutions.	Chief Executive Officer	2005-12-31
The Commonwealth Institute (Boston) The Commonwealth Institute (Boston) Miscellaneous Commercial ServicesCommercial Services The Commonwealth Institute is a non-profit organization based in Boston, MA. The non-profit company is dedicated to promoting women in leadership positions in business.	Corporate Officer/Principal	-

All active positions of Jennifer Michelle Wolfsberg

Training of Jennifer Michelle Wolfsberg

Stonehill College, Inc.

Undergraduate Degree

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Linked companies

Private companies	2
Centerpoint Advisors LLC Centerpoint Advisors LLC Investment ManagersFinance Founded in 2006, Centerpoint Advisors is a registered investment advisor located in Needham, Massachusetts. The firm provides a range of investment advisory and wealth management services to individuals, families, businesses, and institutions.	Finance
The Commonwealth Institute (Boston) The Commonwealth Institute (Boston) Miscellaneous Commercial ServicesCommercial Services The Commonwealth Institute is a non-profit organization based in Boston, MA. The non-profit company is dedicated to promoting women in leadership positions in business.	Commercial Services

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