The Bulfinch Group is pleased to announce that Jesse Greenstein of Boston, Massachusetts has become a member of the firm. Headquartered in Needham, MA with offices throughout New England, The Bulfinch Group is a financial services firm helping individuals, families and businesses build and preserve wealth.
“We are pleased to have Jesse join our organization,” explains Bulfinch Group President, Seth Medalie. “Jesse brings a wealth of knowledge, regarding the complexities of business development and wealth protection to his new post. He will be a tremendous addition to The Bulfinch Group and a remarkable asset to his clients.”
Prior to joining the Bulfinch Group in 2013, Jesse dabbled in the marketing industry at The Boston Consulting Group before he made the switch to the financial industry at Merrill Lynch. Jesse graduated from Tulane University with a Bachelor of Arts in Political Science and International Relations, while participating in Tulane’s lacrosse club, their Pre-Law Society, and Habitat for Humanity. As a life-time New Englander, Jesse currently resides in Boston, MA and enjoys sports, specifically tennis and golf, and has developed a taste for fine-dining.Jesse Greenstein is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products & services and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 2014-6322. Exp: 5/16
