Centerpoint Advisors, LLC

Kevin Donohue is a financial advisor at Centerpoint Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Brown Brothers Harriman and State Street Bank. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary investment management, financial planning, family office, and consulting services. The firm emphasizes a fixed-income approach alongside diversified portfolio strategies and integrates family-office style services within its wealth management program.

Mark Barry is a financial advisor at Centerpoint Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Arthur W. Wood Company, Inc. since 2015 while also being with Centerpoint Advisors since 2012. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management alongside financial planning, family office, and consulting services. The firm employs a mix of ETFs, mutual funds, individual securities, and a dedicated fixed-income approach, integrating family-office style services and coordinating with external tax, legal, and investment professionals.

John Wolfsberg is a financial advisor with Centerpoint Advisors, LLC in Needham, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Arthur W. Wood Company, Inc. and Detwiler Fenton & Co. He has been with Centerpoint Advisors for 18 years. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management along with financial planning, family office, and consulting services. The firm employs a tailored investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, alongside family-office style services and coordination with external tax, legal, and investment professionals.

Jennifer Wolfsberg is a financial advisor at Centerpoint Advisors, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Palladium Capital Group, LLC and Arthur W. Wood Company, Inc. in addition to her long tenure at Centerpoint Advisors. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, family office, and consulting services. The firm employs a diverse investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, alongside family-office style services and coordination with external professionals.

John Wolfsberg is a financial advisor at Centerpoint Advisors, LLC in Needham, MA, holding a Series 65 credential with eight years of industry experience. He previously worked at GW&K Investment Management from 2015 to 2017 before joining Centerpoint Advisors in 2017. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, family office, and consulting services. The firm employs a diversified investment approach including ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Olga Okaty is a financial advisor at Centerpoint Advisors, LLC in Needham, MA, with 17 years of industry experience. She holds the Series 66 designation and has worked at Centerpoint Advisors since 2006, with prior experience at Arthur W. Wood Company, Inc. from 2016 to 2021. Centerpoint Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, providing discretionary investment management alongside financial planning and family office services. The firm emphasizes a tailored investment approach with a focus on fixed income, combining fundamental and technical analysis and offering specialized strategies such as a screened Individual Equity Strategy.

Lori Patterson is a financial advisor with Centerpoint Advisors, LLC in Needham, MA, holding a Series 66 designation and 23 years of industry experience. She has worked at Centerpoint Advisors since 2012 and previously at Arthur W. Wood Company, Inc. since 2016. Outside of her advisory role, she works as a hostess at Lafayette House, a restaurant in Foxborough, MA. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management, financial planning, family office, and consulting services. The firm emphasizes a fixed-income focus and integrates family-office style services within its wealth management program.

Robert Norris is a financial advisor at Centerpoint Advisors, LLC in Needham, MA, holding a Series 65 designation with six years of industry experience. He has been with Centerpoint Advisors since 2017 and previously worked at Bryant University and the Macatawa Bay Junior Association. Centerpoint Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary investment management alongside financial planning, family office, and consulting services, utilizing a mix of ETFs, mutual funds, individual securities, and a dedicated fixed-income capability.

Courtney Summa is a financial advisor at Centerpoint Advisors, LLC with seven years of industry experience. She holds the Series 65 designation and has been with Centerpoint Advisors since 2015. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management, financial planning, family office, and consulting services. The firm employs a tailored investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.