About Us

Centerpoint Advisors provides a range of investment and wealth management services to individuals, small businesses, non-profit institutions, and money management firms. Our primary focus is on wealth accumulation, asset allocation, and retirement planning. And our strong commitment to individual service is at the very heart of what we do.

Principals Richard Greene and Jennifer Wolfsberg have combined experience of more than 40 years in nearly every aspect of the investment field. Along with their experience, they bring a solid team approach to Centerpoint Advisors.

Supported by the resources of National Securities Corporation, Centerpoint Advisors is able to provide complete, world-class investment programs and services to every client, large or small. We would be happy to meet with you to discuss your specific investment needs. Contact us to make an appointment.

Meet the Team

Richard W. Greene

Managing Principal

With more than 30 years of experience in financial services, Richard Greene brings a deep knowledge of the industry to his clients. Alongside his private client practice, he has covered institutional relationships with firms such as Fidelity International, Paradigm Capital, the law firm of Hale & Dorr, and numerous Boston-based hedge funds. In addition, he has helped small companies raise capital through private placements.

Richard Greene received a B.S. in Political Science from Brandeis University in 1976. He is an Investment Advisor Representative through National Asset Management, and is NASD licensed (Series 7, 63 & 65) as an Investment Specialist with National Securities Corporation.

Jennifer M. Wolfsberg

Principal

Jennifer’s solid background in client management, qualified plans, complex securities transactions, and trading make her ideally suited to Centerpoint’s team approach. Her skills include portfolio management, client development and communications, and trading and operations.

After graduating from Stonehill College with a B.S. in business administration, Jennifer began her career in financial services with Harold C. Brown, one of Buffalo’s largest investment advisors. Jennifer is also an Investment Advisor Representative through National Asset Management, and NASD licensed (Series 7, 63, 65 & 24) as an Investment Specialist with National Securities Corporation. Jennifer is certified in Life, Accident and Health Insurance.

John E. Wolfsberg

Director of Fixed Income

John’s focus at Centerpoint is on institutional fixed income services for state funds, insurance companies, money managers, corporations, and high net-worth individuals.

His professional experience includes 14 years at Bear Stearns, where he was a Managing Director-Principal covering midsized institutions in all areas of fixed income. Prior to that, he was a specialist at PricewaterhouseCoopers in Boston, assisting venture capital backed private companies going public. John is licensed as a representative through National Asset Management, and NASD licensed (Series 7, 63 & 65) as an Investment Specialist with National Securities Corporation.

Erica L. Monroe

Client Associate

Erica Monroe joined the Centerpoint team in May of 2006 as head of our operations department. Her attention to detail and her ability to interact with clients has proven to be a great asset to our team.

Erica graduated from Providence College in May 2004 with a degree in Mathematics and a minor in Business Economics. At Providence, she was selected for the Providence College Dean’s Scholarship, National Society of Collegiate Scholars and Omicron Delta Epsilon, the National Economics Honor Society. Prior to joining Centerpoint, Erica spent over a year working in the insurance industry. Erica is NASD licensed (Series 7, 63 & 65) with National Securities Corporation.

Olga Poltoratskaya

Associate

Olga Poltoratskaya joined the Centerpoint team as an Associate in July 2007, after spending over a year with Centerpoint as an intern. Olga’s efforts are focused on financial planning, financial modeling, new product development, and investment research.

Olga received a Master’s Degree in International Finance and Economics from Brandeis University International Business School in May 2007. Olga also holds Bachelors degrees from Brandeis University in Russian Language and Literature, European Cultural Studies, and Economics. Olga is NASD licensed (Series 63 & 65) with National Securities Corporation.

© 2006-2008 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance

Securities offered through National Securities Corporation, member FINRA/SIPC. Investment Advisory Services offered through National Asset Management, Inc.
Registered Investment Advisor and affiliate of National Securities Corporation. All accounts carried by National Financial Services, LLC, member NYSE/SIPC.