New England Investment & Retirement Group
Founded by Nick Giacoumakis in 1995, NEIRG helps clients with investment management, personal wealth management and financial planning, and business preparation for exit/succession planning. Our goal is to help our clients grow, maximize and enhance the value encompassing all aspects of their business and personal finances.
Our Advisors
Nick Giacoumakis, IAR, CEPA, CVGA,
President and Founder
Brian Pirri, CFP®,
Principal and Senior Advisor
Glenn DiBenedetto, CPA, CGMA, CVGA,
Director of Tax Planning
Robert Morris, CFP®,
Wealth Advisor
John Foley, CFP®,
Wealth Advisor
John Ham, CFA,
Wealth Advisor
Our Client Service Team
Our client service team members collaborate with our advisors to ensure that our clients receive concierge-level support.
Michelle Guarino,
ParaPlanner
Natalie Rubel,
Client Service Representative
Meghan Mendiola,
Client Service Representative
Our Operations Team
The professionals on our operations team lead our efforts to provide thought leadership and analysis for our clients.
Chris Wilde, CFA, Chief Operating Officer
Robert M. Cowles,
Chief Compliance Officer
Eileen Valliere, CPA,
Accountant, HR Director
Tamie Maffeo,
Marketing Director
Theo Kalantzakos,
Trading & Research
Strategic Partners
In our quest to continually improve the quality of the investment advisory services that we bring to our clients New England Investment and Retirement Group recently has entered into a strategic alliance with DiMeo Schneider & Associates, Inc. (DSA). This alliance has enabled us to dramatically expand our research and analysis capabilities in addition to our already existing investment committee process. DSA is based in Chicago, IL and was founded in 1995. DSA currently has approximately 70 employees and provides a comprehensive research and due diligence team of 30 individuals which includes 22 CFA charter holders. This strategic relationship greatly enhances all aspects of New England Investment and Retirement Group’s investment resources in all areas of portfolio management. We are confident that our clients will be pleased with the increased services as well as commentary, informational videos and educational content from DSA’s staff that is posted to our website on a regular basis. This information will complement our suite of wealth management and investment advisory services.
