Boston, MA Prudential Tower Office

Kari Wolfson is a CFP® and holds a Series 65 license with 13 years of industry experience. She has worked at Adviser Investments, LLC from 2011 to 2024 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves a broad client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm emphasizes strategic asset allocation using an open-architecture platform and integrates fundamental and quantitative methods in its investment strategies, alongside offering financial planning, tax services, and retirement plan advisory.

Holly Dumlupinar is a financial advisor at RWA Wealth Partners in Boston, MA, with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, First Republic Securities, First Republic Bank, and CitiGroup. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using a range of investment vehicles and offers internally managed strategies alongside tax preparation through its wholly owned subsidiary.

Catherine Ocampo is a Certified Financial Planner (CFP®) with seven years of industry experience. She has worked at RWA Wealth Partners since 2025 and previously held roles at GWFS Equities, Inc. and Fidelity Investments. Prior to entering the financial industry, she spent 13 years involved with The Lotus Mind + Body Spa Inc. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a strategic asset allocation approach supported by an open-architecture platform and integrates fundamental and quantitative methods within certain investment strategies.

Timothy Mazanec is a CFP® professional with 11 years of industry experience, currently with RWA Wealth Partners in Boston, MA. He has held positions at Allworth Financial, Purshe Kaplan Sterling Investments, Edward Jones, and Merrill. Outside of his advisory role, Mazanec serves on the investment committee for the nonprofit community housing organization Urban Edge and is involved in local community organizations as a trustee and executive member. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm employs a strategic asset allocation approach using a broad platform of investment vehicles and offers internally managed strategies alongside tax preparation services through a wholly owned subsidiary.

Gabriel Reale is a financial advisor at RWA Wealth Partners in Boston, holding a Series 65 designation. He has been with RWA Wealth Partners since 2022 and previously worked at Advent International and Roger Williams University. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture platform and combines fundamental and quantitative methods within certain investment strategies.

Jennifer Loveless is a CFP® and holds a Series 65 license with 12 years of experience in financial advising. She has worked primarily with Ropes Wealth Advisors and its predecessor firms since 2019, and previously spent five years at Boston Private Wealth Management. She is currently with RWA Wealth Partners, a multi-team firm serving individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. RWA Wealth Partners provides discretionary and non-discretionary investment management, financial planning, integrated tax planning, and retirement plan advisory services, emphasizing strategic asset allocation and customized fixed income management through an open-architecture investment platform.

Christopher Hagan is a financial advisor at RWA Wealth Partners with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining RWA in 2023, he worked at Adviser Investments LLC for 11 years and Kobren Insight Management, an Adviser Investments company, for five years. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and integrates customized fixed income and cash management strategies.

Ryan Oshaughnessy is a financial advisor at RWA Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Adviser Investments and Citizens Securities Inc. prior to joining RWA. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in certain strategies.

Christopher Keith is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Polaris Wealth Advisory Group and Kobren Insight Management, including its adviser affiliate, from 2001 to 2016. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach supported by a broad selection of investment vehicles, including internally managed strategies and customized fixed income and cash management solutions.

Francis Sennott is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He has been with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2015. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation using an open-architecture platform and offers customized fixed income and cash management supported by internal credit analysis and a network of fixed income dealers.

Christopher Minahan is a CFP® with eight years of industry experience. He is currently with RWA Wealth Partners and has previously worked at Wilmington Trust, Welch & Forbes, National Financial Services LLC, and Fidelity Brokerage Services LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and integrates fundamental and quantitative methods in some strategies.

David Fontaine is a financial advisor at RWA Wealth Partners with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked previously at Marcum, LLP and Cbiz. Fontaine is also a CPA partner at Marcum, LLP, an accounting role separate from his advisory work. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm emphasizes strategic asset allocation with a diverse investment platform and offers internally managed strategies and tax preparation through affiliated entities.

Alden Witman is a CFP® professional with 13 years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2023. His prior roles include positions at Adviser Investments, The Harvest Group LLC, and Purshe Kaplan Sterling Investments. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with a range of services including discretionary and non-discretionary investment management, financial planning, and integrated tax planning. The firm’s investment approach focuses on strategic asset allocation supported by an open-architecture platform and incorporates customized fixed income and tactical adjustments.

Matthew Batzel is a financial advisor at RWA Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Polaris Wealth Advisory Group, Polaris Greystone Financial Group, Periscope Holdings, and TD Ameritrade. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and customized fixed income solutions, supported by fundamental and quantitative methods in certain strategies.

Daniel Almeida is a financial advisor at RWA Wealth Partners in Boston, MA, holding a Series 65 designation with seven years of industry experience. His prior work includes roles at Ropes Wealth Advisors and Boston Private Wealth LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using a broad range of investment vehicles and maintains internally managed strategies alongside tax preparation services through a subsidiary.