An Open Letter From H.R. & Accounting Manager Luisa Pandolfi: A Farewell to Waltham

After 13 years, we officially shut down our operations in our Waltham office.

We will always have very fond memories of our time there – memories of old friends, new friendships, great markets, not so great markets, of books being written, of great parties with our clients, of hard work and lessons learned.

Our time there saw great growth for our firm – we distinguished ourselves as a premier wealth manager, earning nation-wide recognition and accolades, signed on many significant new clients, hired terrific new talents with fresh ideas and skill sets, and all of it and always with the same sense of comradery, kinship and honest work.

Snaps to Pran for always looking forward and his willingness and eagerness to change. It is, in the same ambitious, forward-thinking spirit that has gotten us to where we are today, that we are moving our operations, back to the future, to Wellesley.

We look forward to many more successful, prosperous, and exciting years in our new office.  I look forward to continued growth and new milestones.

Here’s to new beginnings!

A fond farewell to our Waltham office and cheers to our new one!

See you all in Wellesley!

-Luisa Pandolfi