Collingwood Wealth Management

CONNECT

Address:

8 Faneuil Hall Marketplace, 3rd Floor
Boston, MA 02109

Phone:

Office 617.973.5071, Toll-Free 855.357.2013, Cell 617.233.7447

Fax/Other:

617.973.6406

Team

David Armstrong

CIO, Founder and Chairman of Investment Team

David Armstrong is CIO, Founder and Chairman of the Collingwood Wealth Management team.  He oversees all investment and research activities of the firm. In addition to setting the overall philosophy of the firm, David chairs the CWM Investment Committee where decisions are made on allocation and asset strategies.

Prior to establishing Collingwood Wealth Management, David worked as Director of Investments for Oppenheimer & Company, where he started the firms current strategies that are still in place today. David is a graduate of Merrimack College in North Andover, MA.

David can be reached at david.armstrong@collingwoodwealth.com

 

FPS

Investment Specialists

Ryan Long, CFA®, Director of Investments

 

Portfolio Trading and Data Support

Michael Whisenhunt, Sr. Trading Manager


Eric Lukesh, Trading Specialist


Matt Fleming, Portfolio Data Specialist

 

Service Professionals

Sherine Chan, Service and Operations Manager


Eric Hanslits, Sr. Relationship Manager


Ellen Tennant, Relationship Manager


Soneeca Wilson, Relationship Manager


Drew Gremel, Relationship Manager


Casey Faubion, RM Support Specialist

 

 

Service

We have a dedicated Service Team who consistantly strives to make your experience an enjoyable one.  They are constantly focused on providing exceptional customer service for all clients of Collingwood Wealth Management.

Service areas include:

. Paperwork-Transfers/Title Changes/Distributions/Registations

. Web Access/Billing/Financial Reports

. Scheduling Client Meetings

. Client Requests

Service Team can be reached at service@collingwoodwealth.com

 

Sales

Our experienced Sales Team is dedicated to your success. While they are certainly well-versed in Collingwood's philosophy, the Sales Team additionally offers a wealth of resources on market trends and business development.  Please feel free to contact them at any time.

Sales Team can be reached at sales@collingwoodwealth.com

 

 

 

 

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