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    James LaFleur

    Quincy, Massachusetts

    Financial Advisor

    Baystate Financial

    Specialties

    Investments

    Risk & Quantitative Analysis

    Where I've Worked

    Dec 2016 – Apr 2019

    Senior Investment Consultant/Wealth Management Consultant

    MERCER

    Dec 2015 – Dec 2016

    Director of Client Consulting & Strategy

    MERCER

    Mar 2012 – Dec 2015

    Portfolio Manager

    MERCER

    Sep 2005 – Mar 2012

    Investment Consultant / Team Leader

    MERCER
    B

    Aug 2019 – Present

    Financial Advisor

    Baystate Financial
    Where I've Studied

    2016

    MS, Information Technology

    University of Massachusetts

    2008

    MBA, Finance

    Boston University

    2004

    BS, Finance

    Bentley University

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    Baystate Financial

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