Measured Wealth Private Client Group, LLC

John Black is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for Wells Fargo Advisors LLC for 14 years before joining Measured Wealth in 2020. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses by providing discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets and employs a multi-adviser team approach, tailoring portfolios through a combination of individual securities, ETFs, mutual funds, and cash management, while incorporating quantitative and qualitative analysis along with ESG screening.

Alejandra Borge is a financial advisor at Measured Wealth Private Client Group, LLC with five years of industry experience. She holds a Series 66 designation and has worked at firms including Citi Private Bank and Morgan Stanley. Alejandra is the owner of Miss Millones, a social media blog focused on increasing financial literacy in the Hispanic community. Measured Wealth Private Client Group advises individuals, high net worth clients, families, charitable organizations, pension plans, and other businesses. The firm manages discretionary and non-discretionary portfolios, financial planning, pension consulting, and estate-planning facilitation, using a diversified investment approach and ESG screening.

Jay Levy is a CFP® with 21 years of experience in the financial services industry. He has been with Measured Wealth Private Client Group, LLC since 2011 and previously worked at IFS Securities and IFS Advisory, LLC. Levy serves on the Board of Directors for Wentworth Douglass Hospital Foundation and is a past chair. He also manages Jay H. Levy WealthFocus Financial Planning, LLC, a firm focused on financial literacy and education, and authored a financial and holistic planning book in 2020. Measured Wealth Private Client Group, LLC advises high net worth individuals, families, charitable organizations, and pension plans, providing both discretionary and non-discretionary portfolio management alongside financial planning and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets, employs a multi-adviser team approach, and applies a variety of analytical methods as well as ESG screening in portfolio management.

Edward Benway is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 66 credentials and has 34 years of industry experience. He has been with Measured Wealth Private Client Group since 2014 and is also affiliated with H. Beck, Inc. Outside of his advisory role, he is a member of LRI Financial Group, LLC. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm employs a multi-adviser team approach and emphasizes continuous account supervision with customized portfolios incorporating stocks, bonds, ETFs, mutual funds, and cash management alongside quantitative, cyclical, fundamental, and qualitative analysis.

Victoria Gibbs is a CFP® and ChFC® with seven years of industry experience. She is currently with Measured Wealth Private Client Group, LLC and previously worked with Power 10 Advisory Partners and Atlantic Benefit Group, both affiliated with Northwestern Mutual. Gibbs is also a licensed independent insurance agent. Measured Wealth Private Client Group, LLC serves a diverse client base including individuals, high net worth clients, families, charitable organizations, pension plans, and businesses. The firm utilizes a multi-adviser team approach and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation.

Joseph Neff is a CFP® and Series 65 credentialed advisor at Measured Wealth Private Client Group, LLC with seven years of industry experience. His prior roles include positions at MAI Capital Management, The Wealth Consulting Group, and NewEdge Advisors among others. Outside of his advisory work, Neff serves as a group and private martial arts instructor at Renzo Gracie New Hampshire and holds a volunteer financial director and treasurer role at Seacoast Community Church. Measured Wealth Private Client Group advises individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, managing over $500 million in discretionary assets. The firm employs a multi-adviser team approach, using a range of investment strategies including ESG integration, option-writing, and margin within tailored portfolios.

George Zaharopoulos is a CFP® and holds a Series 66 license with 21 years of experience in the financial services industry. He has worked at Measured Wealth Private Client Group, LLC since 2024 and previously held positions at Wells Fargo Clearing Services and Massachusetts Mutual Life Insurance Company. He is also a licensed insurance agent. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, offering discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning services. The firm manages approximately $528 million in discretionary assets and employs a team-based approach, utilizing a variety of investment strategies including option-writing, margin, and ESG screening.

David Mcnamee is a financial advisor at Measured Wealth Private Client Group, LLC with 27 years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Measured Wealth, he worked at CLM Capital Management for 18 years and has served as a director at Partners Bank since 1991. Outside of advising, he is an independent accountant and serves as treasurer for a local community church. Measured Wealth Private Client Group advises individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm employs a multi-adviser team approach and utilizes a mix of investment strategies with attention to ESG factors.

Kelly Foss Root is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at IFS Securities, H. Beck, Inc., Morgan Stanley, Citigroup Global Markets, and Voya Retirement Advisors. Outside of her advisory work, she has bookkeeping responsibilities at a Dairy Queen location during summer months. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses. The firm provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation, managing approximately $528 million in discretionary assets with a multi-adviser team.

Edward Miller is a CFA® charterholder with 10 years of industry experience. He is currently with Measured Wealth Private Client Group, LLC, where he has worked since 2021. Prior to this, he held positions at The Colony Group, Aurora Financial Advisors, The Legacy Foundation, and Private Advisor Group. Measured Wealth Private Client Group, LLC advises individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets for over 600 clients, utilizing a multi-adviser team and a tailored investment approach that includes individual securities, ETFs, mutual funds, and ESG screening.