Boston, MA Office

Spencer Danziger is a financial advisor at 71 West Capital Partners in Boston, holding a Series 66 designation with two years of industry experience. He previously worked at UBS Financial Services and Tiaa, and has a background that includes roles outside finance, such as positions at Bates College and Charlotte Latin School. 71 West Capital Partners sponsors a wrap fee program and offers comprehensive portfolio management and financial planning services for a diverse client base, including individuals, high net worth clients, trusts, estates, pension plans, and corporate entities. The firm’s investment approach combines asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, and employs both in-house advisers and selected third-party money managers.

Denis Cleary III is a financial advisor at 71 West Capital Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Goldman, Sachs & Co. Outside of his advisory role, Cleary serves as a board member at The Dexter Southfield School, participating in several committees including Strategic and Long-term Planning and Investment. 71 West Capital Partners sponsors a wrap fee program and offers comprehensive portfolio management and financial planning services to a diverse client base including individuals, high net worth clients, trusts, estates, and institutional entities. The firm’s investment approach combines asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, managing accounts through both in-house advisers and selected third-party sub-advisers.

Christopher Carbone is a financial advisor with 9 years of industry experience, currently practicing at 71 West Capital Partners. He holds a Series 66 designation and has previously worked at UBS Financial Services, Goldman Sachs & Co., and The Ayco Company/Mercer Allied. 71 West Capital Partners manages approximately $5.5 billion across about 171 client relationships, providing wrap-fee portfolio management and consulting to individuals, high-net-worth clients, trusts, pension, and corporate clients. The firm utilizes in-house advisers and third-party managers employing a variety of investment strategies and emphasizes ongoing portfolio monitoring and rebalancing.

Matthew Kirshner is a financial advisor at 71 West Capital Partners with four years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Format Entertainment. 71 West Capital Partners sponsors a wrap fee program offering comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, estates, pension plans, and corporate entities. The firm employs an investment process that integrates asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, while utilizing both in-house advisers and selected third-party sub-advisers.

William Corman is a financial advisor at 71 West Capital Partners with five years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for four years. 71 West Capital Partners provides wrap-fee portfolio management and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension and corporate clients. The firm manages approximately $5.5 billion across about 171 client relationships, offering customized portfolio management alongside financial planning within its wrap program.