Nick Giacoumakis, CEPA, leads the team at
New England Investment and 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.
Nick Giacoumakis, CEPA
Nick is the president and founder of New England Investment & Retirement Group, Inc. and a Registered Investment Adviser. He has more than two decades of experience providing investment advisory, wealth management, and group plan services. He has been ranked among the top financial advisors in the country by several leading industry publications. Read More…
Brian came to New England Investment & Retirement Group, Inc. as a Financial Advisor from Mintz Levin Financial Advisors in February 2012 with over 12 years of industry experience. He is a CERTIFIED FINANCIAL PLANNER™ professional and is also a member of the Financial Planning Association (FPA)… Read More
Patrick rejoined NEIRG in August 2016 as an investment adviser representative after running his own financial planning firm since 2014. He enjoys providing investment management and financial planning guidance to clients. He earned his BS in Finance from Bentley University and MS in Finance from McCallum Graduate School of Business.
Glenn DiBenedetto, Director of Tax Planning
Glenn was a principal with DiBenedetto & Company, PA, CPA’s for 25 years prior to its merger with OS Group, CPA’s approximately 5 years ago. Prior to that, Glenn has been a manager with international public accounting firm of Deloitte & Touche, LLP and served as a CFO for several public and private companies.
Glenn has provided extensive M & A, business advisory, tax and auditing services to business and individual clients.
Glenn graduated from Bentley University with Highest Honors, is a licensed CPA and is a member of the American Institute of CPA’s.
Julie C. Colucci, Associate Advisor
Julie joined NEIRG in May 2016 as a ParaPlanner/Sr. Client Service Representative. She has over 15 years of financial services experience. Most recently, she was the Client Account Team Manager at BTS Asset Management. She holds a Bachelor of Science Degree from State University of NY and a Certificate in Financial Planning from Manchester Community Technical College… Read More
Michelle Guarino, Client Service Representative
Michelle joined NEIRG in January 2017 as a Client Service Representative. In her role, she is responsible for a wide variety of client service functions including RMD requests, money movement and transfers. Michelle works with our advisory team in developing financial planning strategies for our clients. Prior to joining the firm, she was a Sales Associate at BNY Mellon Wealth Management.
Katie joined NEIRG in June of 2017 as a Client Service Representative. Katie works with our clients and service team to ensure that we deliver the highest level of care and follow-up. Katie is an integral partner to our advisor team. Prior to joining Katie had been a Client Relationship Manager for a private wealth management firm in NH and a licensed banker at Citizen’s Bank.
Betsey Meader, Administrative Assistant
Betsey joined NEIRG in October 2016 as an Administrative Assistant. Her responsibilities include general administrative support, office management, and scheduling coordination. She brings with her 20+ years of administrative experience in private equity and technology firms.
Tamie joined NEIRG in October 2015 and is part of our marketing team. She is responsible for assisting our advisors in handling day-to-day marketing and public relations tasks and implementing marketing projects.
Adam Neves, Director of Research/Trader
Adam joined NEIRG in December 2017 as the Director of Research/Trader. Mr. Neves was previously a portfolio manager of the AMG Managers Anchor Capital Enhanced Equity Fund, a hedged option-based strategy. At Anchor Capital, Mr. Neves was responsible for the overall management of the Fund as well as managing the portfolio risk by using options strategies to match the appropriate delta and volatility exposures around the strategy’s fundamental view. Prior to Anchor Capital, Adam consulted various US-based hedge funds and long-only institutions on their European equity exposure as a member of Canaccord Genuity’s European equity sales team. Mr. Neves had previously worked as a trader for a NY-based investment manager and in various client facing roles at a wealth management firm in Boston.