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US East Coast Firm Names Chief Operating, Wealth Advisory Officer
Eliane Chavagnon
22 September 2014
Boston, Massachusetts-based , an independent investment consultant and wealth management firm for individuals, families and non-profit organisations, has appointed Eric Godes as chief operating officer and chief wealth advisory officer.
As part of the leadership team, Godes joins Kristin business operations, strategic planning and marketing; Fafard (chief investment officer), who is responsible for the firm's research efforts and investment programmes, and Jennifer Murtie (president), who is responsible for overall business operations, strategic planning and marketing.
Godes spent over 21 years at Kobren Insight Management, finishing his time there as president and COO until the firm's sale to E*TRADE Financial in 2011. Adviser Investments subsequently acquired Kobren, at which point Godes served as COO.
Federal Street Advisors’ subsidiary, Old North Advisors, provides wealth management services on a discretionary basis. Both firms work with high net worth individuals, non-profit organisations and foundations, collectively overseeing more than $4 billion in assets.