Financial Planner, Client Advisor since 2015. Educated at the Massachusetts Institute of Technology, The Sloan School, M.S.M./M.B.A.; and the University of Massachusetts at Boston, B.A. in International Business. Maureen was born and raised in Boston, Massachusetts; and early in her professional career spent five years living and working in Latin America. She has 25+ years experience in market research and product development, both as a consultant and as a senior executive in the financial services, manufacturing and consumer goods industries. Maureen is an adjunct professor of personal finance, market research and business analysis at Westfield State and Bay Path universities, and is a member and former Education Chairperson for the Hispanic American Cultural Council of Hartford.

Prior to joining Financial Partners in 2013, Michael worked for two years as a Research Analyst for AV Securities, on the Emerging Markets Fixed Income Research Team. Michael is responsible for portfolio analysis and mutual funds evaluation. Michael holds a B.S. in Business from Universidad Metropolitana in Caracas, Venezuela. He recently passed Level I of the CFA examination.

Research Analyst since 2015, previously Research Analyst at a New York-based hedge fund. Educated at the University of Pennsylvania, Wharton School and the College of Arts and Sciences / Huntsman Program in International Studies & Business, Dual degree B.S. in Economics and B.A. in International Studies. Additional studies at the Rabinowitz Institute. Amit was born and raised in New York City, and has also lived in Israel and France. He has been investing since the age of thirteen and is the founder of a successful e-commerce startup.

Peter Braun was raised in Westfield, New Jersey. He graduated from West Point in 1966. Peter was a key member of the West Point football team and is most proud of Army’s win against Navy in the 1964 Army Navy Game winning against Roger Staubach. “EVERY ARMY MAN IS WITH YOU", a book written by author Nick Mills in 2014, recounts this historic game and focuses on the seven crucial players, five who played both offense and defense in that game. Peter served in Vietnam as an advisor to the South Vietnamese and resigned his commission in 1970 at the rank of Captain. Peter began a long career in Institutional Equities with Bear Stearns focusing on national money managers and retired as a Managing Director in 2010. Utilizing his industry experience, Peter is pleased to be associated with Financial Partners Capital Management in assisting the firm in business development.

Educated at The Wharton School of the University of Pennsylvania, M.B.A., and Brown University, A.B. Previously was Managing Director at Oppenheimer Capital and Senior Vice President and Director of Equity Research at The Boston Company Asset Management. Earlier was an Associate Editor of BusinessWeek magazine and wrote the “Inside Wall Street” column. David is a CFA charterholder and a member of the CFA Institute. David serves as a Trustee and member of the Executive Committee of The Game Conservancy USA, the U.S. affiliate of the UK’s Game and Wildlife Conservation Trust.