Bob Glovsky, CPE’s prior financial planning leader, merges his investment advisory firm
Glovsky merges his firm, Mintz Levin Financial Advisors (MLFA), with the Colony Group (coincidentally founded by MET alumnus and MET advisory board member, Peter Raimondi). He continues to work with CPE and serve on MET’s Advisory Board. In the new firm Glovsy will serve as vice chariman.
Read about the merger:
boston.com
Financial Planning
FA News
Boston Business Journal