Advisor at Silver Pine Capital, LLC
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Firm
Silver Pine Capital, LLC
Location
Medfield, MA 02052
Credentials
Series 63, Series 65
Industry experience
10 years
Edward Vahey is a financial advisor at Silver Pine Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities Inc. and Axa Advisors, LLC. Outside of his advisory role, he is involved in youth sports as a referee for high school and youth hockey and lacrosse games and coaches youth hockey in Wellesley. Silver Pine Capital serves individual and institutional clients through discretionary portfolio management and financial planning, employing a value-oriented investment process that combines bottom-up stock selection with top-down macro analysis. The firm offers diversified portfolios across equities, fixed income, and alternative assets, along with specialized hedged strategies and performance-based fee arrangements for eligible clients.
Based on Silver Pine Capital, LLC
Based on Silver Pine Capital, LLC
$0 - $200,000: 1.25% $200,000+: 2.0% (generally for larger accounts, negotiable) $0+: 1.0%-2.0% negotiable based on portfolio size
20% performance-based fee combined with 1.0%-1.5% AUM fee for accredited investors in equity long only and hedged portfolios, fees negotiable
Financial planning subscription $4,200-$15,000 annually, billed monthly
Fee-only: Financial planning subscription fees $4,200-$15,000 annually, billed monthly, negotiable based on client income, assets, and complexity
5 West Mill Street, 5
Medfield, MA 02052
Massachusetts
Citizens Securities Inc.
2020 - Present (6 years)
Axa Advisors, Llc
2015 - 2020 (5 years)
WRIGHT Medical Technology, Inc.
2010 - Present (16 years)
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Other specialized services
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