Jason Haviland
Consultative, honest and insightful answers, every time.
- Role
- Senior Partner and COO at Cottage Street Advisors
- Location
- Nashua, NH, US
- LinkedIn followers
- 500 followers
About Jason Haviland
Principally and fundamentally we manage wealth in a fiduciary capacity, exclusively in the best interests of our clients. That\'s a fancy way of saying we genuinely care about the goals, passions and business interests of our clients and will do everything we can to help in any way that we can.Everyone\'s goals are different and clients come to us with vastly different circumstance, which is why we are an independent RIA and we don\'t sell products for commission. We build strategies. We build wealth. We build long-lasting relationships. And we do these things thoughtfully, carefully and with years of experience dealing with investments and portfolios.It\'s like working with a big Wall Street firm, but without all the Wall Street nonsense.Jason is one of the most uniquely qualified financial professionals. In his 21 year career at Fidelity Investments he has held positions of increasing responsibility most recently on their flagship customer platform (fidelity.com) and their flagship workplace platform (netbenefits.com). He has participated in and helped oversee Fidelity\'s digital transformation and many of their innovative products. In addition to his work experience, Jason holds the most respected and recognized designations in the world in two unique domains. In the field of investment management Jason is a Chartered Financial Analyst (CFA) Charterholder and in the field of employee benefits, Jason is a Certified Employee Benefits Specialist (CEBS). Jason has previously held the PMP designation.https://cottagestreetadvisors.com/important-disclosures
Experience
Senior Partner and COO
Jan 2018 — Present · Boston, MA, US
Cottage Street Advisors is an SEC registered “fee only” investment advisory firm providing both investment management services and financial advice to our clients. We will continue build legacy of the firs\'s early partners by designing portfolios aligned to the values of the individuals we work for, protecting their portfolios through customized strategies and helping everyone grow and enjoy the money they have worked so hard to earn.
Education
University of Michigan
Economics, Finance
1989 — 1993
Boston College Carroll School of Management
MBA, M&A
1998 — 2000
Skills
- Leadership
- Securities
- Investment Management
- Financial Planning
- Software Development Life Cycle (Sdlc)
- Series 63
- Derivatives
- Financial Services
- Program Management
- Vendor Management
- Management
- Investments
- 401k
- Retirement
- Strategic Financial Planning
- Business Analysis
- Process Improvement
- Executive Coaching
- Equities
- Alternative Investments
- COO
- Project Portfolio Management
- Project Management
- Asset Allocation
- Mutual Funds
- Strategic Planning
- Portfolio Management
- Wealth Management
- Sdlc
- Retirement Planning
- Finra
- Business Process Improvement
- Finance
- Asset Management
- Financial Modeling
- Series 7
- Strategy
- Relationship Management
- Asset Managment
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