by Andrew Burtnett | Dec 2, 2020 | Uncategorized
Material Changes to ADV Brochure It is our responsibility to inform you if there have been any material changes to our Disclosure Brochure found here. Since our last annual updating amendment, we have the following to report: Andrew Ceisler, Principal and Director,...
by Andrew Burtnett | Oct 16, 2020 | Uncategorized
Strategies Driven by the belief that there is a better way to help individuals and families invest and plan for their future. Managed Volatility Strategies Focused on creating a more comfortable and confident client experience through our proprietary technology and...
by Andrew Burtnett | Jun 17, 2020 | Team_Member, Uncategorized
Allison Jaffe Chief Compliance Officer Allison Jaffe serves as the Chief Compliance Officer at Blue Square Wealth. Allison has over 28 years of varied experience in the financial services industry in both the retail and institutional Broker/Dealer space where she held...
by Andrew Burtnett | Jun 17, 2020 | Team_Member, Uncategorized
Andrew Burtnett Director, Marketing As Director of Marketing, Andrew helps Blue Square to bring the benefits of risk managed investing to a growing base of high net worth and institutional investors. Prior to joining Blue Square, Andrew worked with investment managers...
by Andrew Burtnett | Jun 17, 2020 | Team_Member, Uncategorized
Francesco D’Andrea, AWMA® Director, Financial Planning In addition to his role working with High Net Worth individuals, Francesco is responsible for developing the company’s dynamic financial planning platform as well as delivering it to Blue Square clients....
by Andrew Burtnett | Jun 17, 2020 | Team_Member, Uncategorized
Laura Flanagan Compliance Counsel Laura serves as Compliance Counsel at Blue Square Wealth. Laura is also a practicing attorney, Of Counsel to Royer Cooper Cohen Braunfeld LLC. Laura works with investment advisory firms and private funds and has an extensive...
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