Boston Team

 

Boston Office:

Beacon Pointe Wealth Advisors

450 Lexington St., Suite 203

Newton, MA 02466

Phone: (617) 614-9885

Fax: (617) 614-9889

Chitra Staley, CFA, CFP®

Chitra Staley, CFA, CFP®

Managing Director, Partner

Chitra Staley brings over 30 years of experience in financial advisory and portfolio management. Prior to joining Beacon Pointe Wealth Advisors, Chitra founded TPW Financial, and was the CIO of Mintz Levin Financial Advisors and President of Staley Advisors. In these roles, she managed portfolios, created investment policies and oversaw asset allocation. Prior to establishing Staley Advisors, Chitra served as CIO for Crosby Advisors, the family office of the founder of Fidelity Investments. At Crosby, Chitra managed the family’s personal investment portfolios and evaluated global investment opportunities, particularly contrarian and non-traditional investments. Prior to her work at Crosby, Chitra was a portfolio manager at State Street Bank & Trust Co. and developed expertise in valuing illiquid assets, such as family businesses, real estate investments and private equity.  Chitra has deep expertise in impact investing. She was a Portfolio Manager at Boston-based Trillium Asset Management, the oldest and largest independent investment management firm in the U.S. solely devoted to sustainable and responsible investing. In addition, she served as Board Chair of the Jessie Smith Noyes Foundation, a New York foundation working to protect communities from toxic waste dumping and to promote sustainable agriculture. Chitra has been a board member of the Boston Estate Planning Council and AASRA, an organization that helps South Asian women in need. She received her BA from Smith College and her MS from the University of Massachusetts. Chitra received her MBA from Simmons School of Management, and later earned the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner™ (CFP®) certification.

Email:cstaley@beaconpointe.com

Phone:(617) 614-9885

Mark V. Mathers, CFP®

Mark V. Mathers, CFP®

Managing Director, Partner

Mark Mathers has over 20 years of experience in the financial services industry, primarily in financial planning, relationship management, and business development.  He most recently served as Managing Director of Boston Private Wealth, was a Senior Client Advisor with Silver Bridge and a Senior Financial Planning Consultant for the Bostonian Group.  Mark holds an honors degree in Business Studies from University of Ulster, a Certificate in Export Marketing from University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and holds the Certified Financial Planner™ (CFP®) certification.  Mark values collaboration, collegiality and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. He enjoys soccer, Gaelic football and golf.

Email:mmathers@beaconpointe.com

Phone:(617) 614-9885

Mark Donnelly, CFA, CFP®, MSF

Mark Donnelly, CFA, CFP®, MSF

Senior Investment Advisor

As a Senior Investment Advisor in the Beacon Pointe Wealth Advisors Boston Office, Mark Donnelly, CFA, CFP®, MSF works with individuals, families and institutions to help them achieve their wealth and planning goals. Mark has extensive industry experience; previously, as a bond analyst as part of a hedge fund team and while managing an investment team for another advisory firm (RIA).  Mark earned a BA in Business Administration and a Master of Science in Finance from Loyola University, Maryland, holds the Chartered Financial Analyst (CFA) designation, and holds the Certified Financial Planner™ (CFP®) certification. Mark played professional soccer in England before coming to the United States as a member of a nationally recognized college athletics program.

Email:mdonnelly@beaconpointe.com

Phone:(617) 614-9885

Vincent Franks

Vincent Franks

Senior Wealth Advisor

As a Senior Wealth Advisor in the Beacon Pointe Wealth Advisors Boston Office, Vincent Franks works with successful corporate executives, professionals and families to help them achieve their wealth and retirement goals. Vincent strives to provide high-level service to all of his client relationships and works in partnership with other Wealth Advisors within the BPWA Boston Office. Prior to joining Beacon Pointe, Vincent was a Client Advisor for Boston Private Wealth Management.  Prior to joining Boston Private, Vincent was a Client Advisor with Silver Bridge and an Associate Consultant at Bostonian Wealth, where he researched and analyzed mutual funds, managed and rebalanced client portfolios, helped develop financial plans and prepared client account reports. Vincent earned a BA in Accounting and Finance from Dublin City University in Dublin, Ireland.

Email:vfranks@beaconpointe.com

Phone:(617) 614-9885

Medha Nadgir

Medha Nadgir

Senior Wealth Advisor

As a Senior Wealth Advisor at Beacon Pointe, Medha brings to her role an ease with numbers, a passion to work with people, and a drive to consistently give her best. Medha holds a Bachelor of Engineering degree from NIT Nagpur, India, and transitioned to financial planning in 2008. Medha is a member of the Financial Planning Association of Massachusetts (FPA-MA) and has completed the educational requirements for the CFP® certification. Medha is actively involved with her alumnae and in community service through HSS.

Email:mnadgir@beaconpointe.com

Phone:(617) 614-9885

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