Mintz Levin Financial Advisors Listed Among Bloomberg's Top Wealth Managers
7/22/2004
Mintz Levin Financial Advisors, an affiliate of the law firm Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, was ranked in the top third of the nation's leading wealth managers by Bloomberg Wealth Manager Magazine. Bloomberg's Annual "Top Wealth Managers" list includes 450 registered investment advisory firms-ranked by average client relationship size. The asset value of the average client relationship is calculated by dividing the total client assets under management by the total number of client relationships.
MLFA provides high net worth individuals and families with complete wealth management services. Their innovative, customized financial advisory service integrates the client's financial planning and investment advisory needs into one comprehensive program.
Robert J. Glovsky is the President of MLFA and is a practicing financial planner with more than 20 years of experience. Before forming Mintz Levin Financial Advisors, he was a Principal of one of New England's largest fee-only financial planning practices. Bob has broad-based experience in financial planning, individual tax planning and money management, with a particular focus on asset allocation and investment strategies.
Cary P. Geller is Managing Director of MLFA and is a practicing financial planner with more than 20 years of broad-based experience in financial planning, individual tax planning and money management. Most recently, he was a Principal of one of New England's largest, fee-only financial planning practices.
