About Us
Centerpoint Advisors provides a range of investment and wealth management services and solutions to individuals, families, small businesses, and non-profit institutions. Our primary focus is on wealth accumulation, asset management, and retirement planning. Our strong commitment to individual service is at the very heart of what we do.
Principals Richard Greene, Jennifer Wolfsberg, and John Wolfsberg collectively share over 70 years of experience in nearly every aspect of the investment field. Along with their experience, they bring a solid team approach to Centerpoint Advisors.
Richard Greene and Jennifer Wolfsberg oversee all wealth management decisions, such as portfolio management, asset allocation, risk management, and goal development. John Wolfsberg, Centerpoint’s Director of Fixed Income, brings over 18 years of experience in the fixed income markets to his management of both taxable and tax-free portfolios for our clients. The Centerpoint team also includes Olga Poltoratskaya Okaty, a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner specializing in retirement, education, and financial goal planning, and providing portfolio management support, and Andrea Bartolo, a client associate specializing in daily operations and client relations. All of the firm’s professionals are involved in the development and implementation of a client’s strategic investment plan.
Centerpoint Advisors, LLC is an independent registered investment advisor directly registered with and regulated by the Securities and Exchange Commission. All accounts are custodied with Fidelity Institutional Wealth Services, member NYSE/SIPC.
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 Centerpoint Advisors, LLC, and is FINRA licensed (Series 7, 63 & 65) as an Investment Specialist with National Securities Corporation.
Richard Greene is co-founder of the Brandeis University Business and Professional Network. He also serves on the Endowment Committee for Congregation Mishkan Tefila in Chestnut Hill.
Jennifer M. Wolfsberg
Managing 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 independent investment advisors. Jennifer is also an Investment Advisor Representative through Centerpoint Advisors, LLC, and FINRA licensed (Series 7, 63, 65 & 24) as an Investment Specialist with National Securities Corporation. Jennifer is also licensed to provide life, accident and health insurance in Massachusetts.
John E. Wolfsberg
Principal – 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 manager at PricewaterhouseCoopers in Boston, assisting venture capital backed private companies going public. John is licensed as an Investment Advisor Representative through Centerpoint Advisors, LLC, and FINRA licensed (Series 7, 63 & 65) as an Investment Specialist with National Securities Corporation.
Olga Poltoratskaya Okaty, CFP®
Financial Advisor
Olga Poltoratskaya Okaty joined the Centerpoint team in July 2007. Olga’s efforts are focused on financial planning, financial modeling, new product development, and investment research. Olga is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in financial planning for retirement and education.
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 an Investment Advisor Representative through Centerpoint Advisors, LLC, and is FINRA licensed (Series 7, 63 & 65) as an Investment Specialist with National Securities Corporation.
Andrea Bartolo
Supervisor of Client Operations
Andrea’s financial services background provides her with broad exposure to the industry and considerable experience in all aspects of client services, operational support, and industry requirements. At her prior firm Andrea was also responsible for overseeing staff operations and marketing. In addition, Andrea is FINRA licensed (Series 7 & 66) as an Investment Specialist with National Securities Corporation and earned a B.S. in Business Administration, with a concentration in Finance, in 2009 from the University of Massachusetts.
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© 2006–2012 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance
Securities offered through National Securities Corporation, Member FINRA/SIPC. Investment Advisory Services offered through Centerpoint Advisors, LLC. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company. National Securities Corporation and Centerpoint Advisors, LLC are not affiliated.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.