Neil G. McInnis

CFP®, AIF, CLU, Managing Partner

Investment Advisor Representative

Neil G. McInnis is a partner and co-founder of Pension & Wealth Management Advisors. Neil started in the insurance and benefits business in 1986. Over the past 30 years Neil has worked extensively with retirement plan sponsors and participants giving guidance on investment education, allocation strategies and the development of investment policy statements.  He has a Chartered Life Underwriter designation from the American College and is a Certified Financial Planner. Neil holds an A.I.F. (Accredited Investment Fiduciary) designation from the Center for Fiduciary Studies at the University of Pittsburgh. 

Neil has also 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 conference. He has presented topics on retirement planning, preservation of “human capital” and time segmentation of investment allocation.

Neil is an avid cyclist and skier. He is also a member of NEMBA (New England Mountain Bike association). Neil resides in Belmont, Massachusetts. 

 

 

Charles A. Ferrone 

CLU, ChFC

Charles A. Ferrone is co-founder of Pension & Wealth Management Advisors. 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 lead 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 Round Table and Who’s Who in Finance and Industry.

 

George P. Webb

Managing Partner

Investment Advisor Representative

George P. Webb is a managing partner at Pension & Wealth Management Advisors and has been in the investment management industry for over 25 years. 

George has worked extensively with institutional and wealth management clients over his career in providing guidance on designing, implementing, monitoring and evaluating their investment programs. He has traveled extensively in the all of the major capital markets across the globe which provides seasoned international expertise for our team and our clients.

Prior to joining the firm, George held senior management positions at some of the industry’s top investment management firms including: Fidelity Investments, Northern Trust Global Investments, Nuveen Investments, and he started his career at Aetna Capital Management where he worked with defined contribution plans and their participants.

George earned his B.A. in Economics and History from Tulane University and holds an M.B.A. in Finance and Marketing from the Kellogg Graduate School of Business at Northwestern University. He is a member of the CFA Institute, Boston Security Analysts Society and serves on the board of the Hale Reservation and other not-for-profits in the Boston area.