Neil G. McInnis is a managing partner and co-founder of Pension & Wealth Management. Neil started in the financial services industry as an insurance and benefits specialist in 1986. Over the past 30 years Neil has worked extensively with qualified retirement plan sponsors and their participants.  Giving guidance on investment education, allocation strategies and the development of investment policy statements is an integral part of his background experience.  Neil is a Certified Financial Planner™ and a Chartered Life Underwriter with the American College. Additionally, Neil holds an A.I.F. (Accredited Investment Fiduciary) designation from the Center for Fiduciary Studies at the University of Pittsburgh. Neil has been a member of the American Academy of Orthopedic Surgeons “Life after Orthopedic” education faculty since 2006. He has been a guest presenter at the A.A.O.S. national conferences. He has presented topics on retirement planning as well as the preservation of “human capital”.

Neil is an avid skier and competitive cyclist. He is also a member of NEMBA (New England Mountain Bike Association). In the off-season, Neil coaches indoor trainer sessions for a wide range of cycling enthusiasts. Neil resides in Princeton, Massachusetts.

Charles A. Ferrone is a co-founder and managing partner of Pension & Wealth Management Advisors, he presently works with our team on strategic initiatives. For the past 35 years he has worked in wealth management focusing on retirement planning, investment planning and estate conservation and distribution. He holds a bachelor’s degree in economics from Dickinson College and earned his Chartered Life Underwriter and his Chartered Financial Consultant designations from The American College.  He saw military service as an officer in the Adjutant Generals Corp of the U. S. Army.

Charles was also President of Pension and Compensation Planners, Inc., a firm he led for over 25 years ago which established retirement plans for closely held corporations.

He was also President of both The Boston & The New England chapters of the General Agents and Managers Association, Director of the Northeastern University Insurance Institute, member of the Boston Management Roundtable and Who’s Who in Finance and Industry.

David J. Serpa is a managing partner and co-president at Pension & Wealth Management Advisors. David brings over 25 of years executive experience driving business transformation and maximizing shareholder value. Prior to joining the firm, he served as managing director at Mentor Partners where he led the management consulting mergers and acquisitions advisory practice while evaluating investment opportunities for the private equity division.

Prior to joining Mentor, he served PRTM Management Consultants (now PricewaterhouseCoopers, PwC) where he conducted operational and technology due diligence, business process outsourcing, and developed business strategies in support of corporate clientele and private equity mergers and acquisitions. David’s ability to analyze business operations, drive business innovation and implement strategy and tactical solutions will help grow the mergers and acquisitions advisory and wealth management business for Pension & Wealth. His experience spans several industries including – manufacturing, healthcare, technology, and aerospace and defense. David earned his B.A. degree from Boston College and his M.B.A. from Boston University Graduate School of Business.

A former soccer player at BC and competitive sailor from Rhode Island, David now spends his time as a professional ski instructor in Sugarbush, Vermont and coach for youth soccer in Charlestown, MA; he is a board member of Charlestown Youth Soccer Association, co-founder of the Charlestown Youth Soccer Development Program and Charlestown Steel United Club Soccer.

Anna Nicastro is a financial advisor at Pension & Wealth Management Advisors.

Anna has over 20 years of investment management experience working with wealth management and institutional clients. Anna began her career as an assistant portfolio manager, working on equity strategies. She later worked at BankBoston in the Global Asset Management Group as a senior relationship manager, working with institutions and pension funds. Prior to joining Pension and Wealth Management, Anna worked with individuals and families in all phases of the financial planning process. Anna is a Certified Financial Planner.

Anna holds a B.S. in Economics and Finance from Bentley University and received her Financial Planning Certification from New York University.

Anna spends her free time with her family and volunteering in her community. She practices yoga, hiking and enjoys cooking. She resides in Sudbury, Massachusetts with her family.

Brian T. Gasbarro is a managing partner and has been working in the financial industry for over 14 years. Brian spent his first 6 years of his career as an Investment Trader at JPMorgan Chase in Boston. Over the last decade, Brian has focused on working with Plan Sponsors and participants in qualified retirement plans. He helps plan sponsors with ERISA compliance, plan design, employee education, plan benchmarking and investment guidance. 

He holds an AIF (Accredited Investment Fiduciary) which is accredited by The American National Standards Institute. Brian currently serves as a Board Member at Cornerstone VNA and has served on other not for profits in the past. Brian attended Marist College where he played Division I football, and earned his Bachelor of Arts degree from Bridgewater State University. 

Brian enjoys golf, coaching his son’s sports teams, and spending time with his family. Brian currently lives in Acton, MA with his wife and two children.

Mark J. Majka is chief investment officer at Pension & Wealth Management Advisors and has 28 years of investment management experience. Mark began his investment career in the pension consulting division of Mellon Bank. He has since worked for investment firms including Wilshire Associates, Baring Asset Management, Scudder Investments, Fortis Investments, and BNP Paribas where he became a research analyst on the U.S. Equity team in both large and small cap stocks, co-portfolio manager of the BNP Paribas Small Cap Fund, and portfolio manager of the BNP Paribas Global Industrials Sector Fund.

Mark received his undergraduate degree in Finance from Saint Bonaventure University, his M.B.A. from Duquesne University, and is a Chartered Financial Analyst (CFA).

Mark enjoys golfing and fishing. He is the proud parent of two adult children and resides in Franklin, Massachusetts.

Alan C. Simpson is a managing partner of Pension & Wealth Management and has worked in the investment business since 1975. Prior to establishing his own business in 1995, he was a senior portfolio manager for Boston Safe Deposit and Trust Company. Before joining Boston Safe he was the Director of International Investments at Rhode Island Hospital Trust. Previously, Alan was an Assistant Professor of Finance at Clark University’s Graduate School of Management. He began his investment career with State Street Bank and Trust as an equity research analyst and quantitative research assistant. Alan completed his B.S. in Mathematics/Economics at the University of New Hampshire, his Ph.D. in Economics at Clark University and is a Chartered Financial Analyst (CFA).

Alan is a member of the four thousand footer club with the AMC. He is an active volunteer with The Children’s Room, providing caring grief support for children, teens and families. Alan lives in Woburn, Massachusetts with his wife Janet where they enjoy entertaining their four grandchildren.

Frederick F. Sears is a Senior Portfolio Manager at Pension & Wealth Management Advisors and has been in the wealth management business for over 25 years. Mr. Sears was originally trained as a general analyst for an offshore multi-billion dollar hedge fund ran by the co-manager of the precursor to Fidelity’s Magellan fund. Fred has worked extensively with the investing public as well as high net worth and ultra high net worth individuals providing general investment recommendations, customized investment portfolios, commentary on individual stock selections, and broad economic overviews. As a former CIO, Fred helped to design models for a public investment company and was also the sole mutual fund portfolio manager where he achieved a Morningstar rating of 4 Stars* in the large blend category. He has made dozens of television and radio appearances for CNBC, Bloomberg and Reuters and has been interviewed by such noteworthy individuals as Maria Bartiromo, Neil Cavuto, Tyler Matheson and Dylan Ratigan. Mr. Sears has been quoted and interviewed in all of the major financial press and has spoken at many financial conferences as a guest speaker. He attended Brooks School, School Year Abroad in Rennes France and holds a Bachelor of Arts degree from Boston University.

Fred enjoys helping to support underserved animals in Africa/USA, is an avid photographer and serves on a Council at Joslin Diabetes Foundation. Fred grew up in Manchester, Massachusetts and currently resides outside of Boston.

Ben M. Matzilevich is a managing partner at Pension & Wealth Management Advisors. For the past 35 years he has worked in the biotechnology and life sciences industries where he served in senior management capacities. Most recently, Ben was the Chief Executive Officer of Tepnel Life Sciences which is a publicly traded company based in Manchester, England.

Ben has joined our firm to assist with several strategic initiatives to ensure that we maintain our lead as a premier wealth management advisor. He has assumed the role of Chairman of the Board will also be overseeing our Client Advisory Board.

Ben earned his B.A. in in Business from the University of Colorado where he also played varsity football. Ben resides in Dover, Massachusetts with his family and is active in the community.

Allison A. Majka is a senior associate at Pension & Wealth Management Advisors. Allison began her professional career working in the area of Human Resources where she held positions in executive training and development. She managed health insurance, benefit programs, and supervised a staff responsible for updating and monitoring records for 16,000 employees.

After staying home to raise her two adult children, Allison opened a successful frozen yogurt business and managed all aspects of the business including customer service, financial management, payroll management, personnel management, and training.

Allison earned her B.S. in Education with a concentration in Mathematics from Saint Bonaventure University where she graduated with membership in Kappa Delta Pi and Pi Mu Epsilon honor societies. Allison resides with her husband in Franklin, Massachusetts.