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Kevin B

Series 63, Series 66

Boston, MA

Riverview Capital Advisers LLC

Kevin Bonacci is a financial advisor at Riverview Capital Advisers LLC with 11 years of industry experience. He has held prior roles at The O.N. Equity Sales Company, Ohio National Insurance Company, and Fidelity Investments. Outside of his advisory work, he volunteers as a climbing instructor with the Appalachian Mountain Club. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, family office services, and business advisory services. The firm manages portfolios primarily on a discretionary basis using strategic asset allocation and fundamental analysis and offers tailored wealth planning and business consulting for ultra-high-net-worth clients.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
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Nicole H

CFP®, Series 63, Series 65

Boston, MA

Riverview Capital Advisers LLC

Nicole Heavern is a CFP® professional at Riverview Capital Advisers LLC with nine years of industry experience. She has worked at Riverview since 2020 and previously spent four years at Charles Schwab and Charles Schwab Bank. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners with investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages client portfolios using strategic asset allocation and fundamental analysis and provides comprehensive wealth and family office planning, including bespoke services for ultra-high-net-worth clients.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
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Benjamin S

Series 65

Boston, MA

Riverview Capital Advisers LLC

Benjamin Seaman is a financial advisor at Riverview Capital Advisers LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Riverview Capital Advisers in 2023, he worked at RPL International and Eisner Advisory Group. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners with investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages approximately $624 million in regulatory assets and oversees roughly $2.75 billion in assets under advisement, employing strategic asset allocation and fundamental analysis as part of its discretionary portfolio management approach.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
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Paula P

Series 63, Series 65

Boston, MA

Riverview Capital Advisers LLC

Paula Pienkowska is a financial advisor at Riverview Capital Advisers LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Riverview Capital Advisers since 2006. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages client portfolios primarily on a discretionary basis using strategic asset allocation and fundamental analysis and oversees approximately $624 million in assets under management and $2.75 billion in assets under advisement.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
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Alan A

Series 63, Series 65

Boston, MA

Riverview Capital Advisers LLC

Alan Arcadipane is a financial advisor at Riverview Capital Advisers LLC with 22 years of industry experience. He has been with Riverview since 2006. Outside of his advisory role, Alan is principal of several private investment firms involved in private equity and hospitality, including R.T. Hawk LLC, Hawk Properties LLC, and Yellowfin Group. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth planning, family office, and business advisory services. The firm manages approximately $624 million in regulatory assets and oversees an additional $2.75 billion in assets under advisement, employing strategic asset allocation and fundamental analysis in its portfolio management.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
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