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Andrew M
CFP®, ChFC®, Series 66, Series 63
Newton, MA
Csenge Advisory Group, LLC
Andrew Macdougall is a CFP® and ChFC® with 11 years of industry experience. He is currently with Csenge Advisory Group, LLC and has previously worked at Ridgeback Securities, Integrity Alliance, Lion Street Financial, Sapers & Wallack, Keenan Financial, Park Avenue Securities, and Guardian Life Insurance. He is also licensed as an insurance agent. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a top-down investment process combining fundamental and technical analysis, offering customized portfolio management through discretionary and model-based approaches.
Aviva S
Series 63
Newton, MA
Csenge Advisory Group, LLC
Aviva Sapers is a financial advisor with Csenge Advisory Group, LLC, holding a Series 63 designation and over 41 years of industry experience. She is the owner of Sapers & Wallack, Inc., a firm engaged in insurance sales, wealth management, and retirement plan consulting. Her prior work history includes roles at Ridgeback Securities, Ltd, Integrity Alliance, LLC, Lion Street Financial, and Kestra Financial Services, Inc. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical analysis approach, emphasizing relative strength and a top-down process to customize portfolios through discretionary or model-based management.
Joseph C
Series 66
Newton, MA
Csenge Advisory Group, LLC
Joseph Campedelli is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Lion Street Financial, LLC, and Sapers & Wallack. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down approach, offering customized portfolio management through discretionary or model-based strategies.
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