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John M

Series 66

Lincoln, MA

U.S. Boston Capital Corporation

John McClellan is a financial advisor at U.S. Boston Capital Corporation with nine years of industry experience. He holds the Series 66 designation and has been with the firm since 2016. Mr. McClellan is also Principal of Pear Tree Partners LP and serves as a board member or observer for several companies in technology and life sciences fields. U.S. Boston Capital Corporation provides investment management, financial planning, and retirement advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes customized asset allocation with diversified exposure across mutual funds, ETFs, and alternative investments, managing most assets on a non-discretionary basis.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Caleb P

Series 63, Series 66

Lincoln, MA

U.S. Boston Capital Corporation

Caleb Powers is a financial advisor with U.S. Boston Capital Corporation, holding Series 63 and Series 66 licenses and having four years of industry experience. His background includes roles at Green Banana SEO, Pear Tree Partners LP, Mansfield Sales Partners, and other firms dating back over a decade. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans with portfolio review, investment management, financial planning, and strategic business consulting. The firm focuses on customized asset allocation and diversified exposure across mutual funds, ETFs, and alternative investments, typically managing assets on a non-discretionary basis with client approval for trades.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alina M

Series 65, Series 63

Newton, MA

U.S. Boston Capital Corporation

Alina Monisov is a financial advisor at U.S. Boston Capital Corporation with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Pear Tree Partners LP and Winslow Wealth Management, LLC among other firms. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans with services including portfolio review, investment management, financial planning, and strategic business consulting. The firm emphasizes customized asset allocation and diversified exposure through mutual funds, ETFs, and alternative investments, typically managing assets on a non-discretionary basis.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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