News

August 7, 2017

Sentinel Pension Advisors Recognized as one of Massachusetts' Largest Independent Investment Advisors

Boston Business Journal logo to show Sentinel's presence on the Massachusetts' Largest Independent Investment Advisory Firms in employee benefits news For the second consecutive year, Sentinel Pension Advisors Inc. ranks 21st on Boston Business Journal’s Largest Independent Investment Advisers in Massachusetts list! The list is ranked by total assets as of June 1, 2017 and includes firms that are headquartered in Massachusetts.
 
“We are very pleased to be recognized as one of Massachusetts’ largest independent investment advisory firms. Our investment selection process continues to be led by Matt McPhail, CFA®, AIF®, Chief Investment Officer, with excellent support from David Batchelder, CFA®, CFP®, Senior Investment Analyst
and Brett Schneider, Senior Investment Analyst. Their great work allows our dedicated associates to serve hundreds of plan sponsors and investment committees in a fiduciary setting, as well as thousands of retirement plan participants with educational meetings and planning services for those seeking deeper advice to complex retirement and health care decisions. In addition, Jim Nestor, AIF®, Chief Compliance Officer and AnnMarie Dever, Senior Compliance Associate, kept our firm on the leading edge of the changing Department of Labor Regulations over the last several years. Without our dedicated associates, this would not be possible.” Jim Carnevale, Executive Vice President, Personal Investment Services, Sentinel Benefits & Financial Group.

Sentinel Benefits & Financial Group and its affiliate Sentinel Pension Advisors (SPA) are not affiliated with Boston Business Journal. SPA did not pay to be included in the survey—which is based on purely quantitative measures of total assets and discretionary assets under management as of 6/1/17.