Richard W. Greene – Managing Principal

With more than 28 years of experience in financial services, Richard Greene brings a deep knowledge of nearly every aspect 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.A. 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.

Erica Monroe – 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 of 2006, after spending over a year with Centerpoint as an intern.  Olga’s efforts are focused on financial modeling, new product development, and investment research.

Olga received a Master’s Degree in International Finance and Economics from the Brandeis University International Business School in May of 2007.  Olga received her undergraduate degrees from Brandeis University in 2006, including three separate Bachelors degrees in Russian Language and Literature, and European Cultural Studies, and Economics.  At Brandeis, Olga was awarded the Edward J. Cunningham Award for Excellence in Writing, and was selected for the Dean’s List

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

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