Wayne Ushman is a CFA® charterholder with 23 years of industry experience, currently serving at Assabet Advisors, LLC since 2003. He holds a board position with Jeffco Fibres Group, Inc. and is actively involved in several nonprofit organizations, including roles with the Jewish Federation of Central Massachusetts, the Jewish Home for Aged Foundation, and the Worcester Jewish Community Center. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a scientific approach grounded in modern portfolio theory, focusing on strategic asset allocation and periodic rebalancing using mainly no-load mutual funds and ETFs.

Thomas Jacobsen is a financial advisor with Assabet Advisors, LLC, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at BNY Mellon and West Texas A&M University. Outside of his advisory work, he serves as treasurer for Bethlehem Bible Church, handling bookkeeping and accounting duties. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a scientific investment approach based on modern portfolio theory, emphasizing strategic asset allocation and individualized investment policy statements.

Robert Jacobsen is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Assabet Advisors, LLC since 2014. Outside of his advisory role, Jacobsen is involved in competitive driving instruction and car racing, serving as an instructor and team owner and driver. He is also a member of the Town of Holden Finance Committee. Assabet Advisors provides discretionary investment management and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm applies a scientific approach grounded in modern portfolio theory, focusing on strategic asset allocation, individualized Investment Policy Statements, and periodic rebalancing.