71 West Capital Partners

Spencer Danziger is a financial advisor at 71 West Capital Partners in Boston, holding a Series 66 designation with two years of industry experience. He previously worked at UBS Financial Services and Tiaa, and has a background that includes roles outside finance, such as positions at Bates College and Charlotte Latin School. 71 West Capital Partners sponsors a wrap fee program and offers comprehensive portfolio management and financial planning services for a diverse client base, including individuals, high net worth clients, trusts, estates, pension plans, and corporate entities. The firm’s investment approach combines asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, and employs both in-house advisers and selected third-party money managers.

Denis Cleary III is a financial advisor at 71 West Capital Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Goldman, Sachs & Co. Outside of his advisory role, Cleary serves as a board member at The Dexter Southfield School, participating in several committees including Strategic and Long-term Planning and Investment. 71 West Capital Partners sponsors a wrap fee program and offers comprehensive portfolio management and financial planning services to a diverse client base including individuals, high net worth clients, trusts, estates, and institutional entities. The firm’s investment approach combines asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, managing accounts through both in-house advisers and selected third-party sub-advisers.

Christopher Carbone is a financial advisor at 71 West Capital Partners with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Goldman Sachs & Co., and The Ayco Company. 71 West Capital Partners sponsors a wrap fee program and offers comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, estates, pension plans, and corporate entities. The firm’s investment approach integrates asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, and combines in-house management with selected third-party sub-advisers.

Gregory Devine is a financial advisor at 71 West Capital Partners with 21 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services and Goldman, Sachs & Co. Devine is also involved in managing several real estate rental properties through his ownership and partnership in multiple LLCs. 71 West Capital Partners sponsors a wrap fee program and provides comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, estates, and corporate entities. The firm’s investment approach combines asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, and it employs both in-house advisers and selected third-party money managers.

Matthew Kirshner is a financial advisor at 71 West Capital Partners with four years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Format Entertainment. 71 West Capital Partners sponsors a wrap fee program offering comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, estates, pension plans, and corporate entities. The firm employs an investment process that integrates asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, while utilizing both in-house advisers and selected third-party sub-advisers.

William Corman is a Series 66-licensed advisor at 71 West Capital Partners with four years of industry experience. He previously worked at UBS Financial Services prior to joining 71 West Capital Partners in 2025. 71 West Capital Partners sponsors a wrap fee program and offers comprehensive portfolio management and financial planning services to a broad client base, including individuals, high net worth clients, trusts, pension plans, and corporate entities. The firm’s investment approach combines asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, and employs both in-house advisers and selected third-party money managers.