Michael Collins, CFA
Michael Collins, CFA has worked in Wealth Management since 2012 with roles at Northern Trust and CAPTRUST. Prior to that Michael worked in various roles in Institutional Investment Management since starting his career at State Street in 2005. He has a depth of expertise in financial planning and investment management which he leverages to enhance client outcomes.
Michael is a Chartered Financial Analyst (CFA) and a Fiduciary, which requires him to always act in the best interest of his clients. Michael also has his Masters Degree in Finance from Suffolk University
Michael currently teaches at Endicott College and Bunker Hill Community College where he educates students about the intricacies of the market and the basic fundamentals used by professionals to evaluate the economy.
Want to speak with Mike?
Email: Mcollins@wincapfinancial.com
Phone: (617)-590-3250
Book an online meeting: Calendly Link
Zach Ciampa brings over 8 years of comprehensive experience in the financial services industry. His journey started at Fidelity Investments, where his focus was on investment planning. Subsequently, he enriched his skills during his time at Charles Schwab before contributing his insights as a financial planner at John Hancock. Through these experiences, Zach has honed his expertise to guide clients toward their financial goals.
Zach is a CERTIFIED FINANCIAL PLANNER™ professional, Retirement Income Certified Professional®, Chartered Financial Consultant®, and Behavioral Finance Advisor™ . These certifications underscore his commitment to upholding the highest standards of professionalism and ethics. As a fiduciary, he ensures that clients receive advice which aligns with their best interests. Zach also earned his Bachelor's degree in Communications, with a minor in business, from Arizona State University.
Want to speak with Zach?
Email: ZCiampa@wincapfinancial.com
Phone: (978)-729-5904
Book an online meeting: Calendly Link
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