Matthew J. Boyko
Internal Sales Associate
- B.B.A. in Finance, Ohio University
- Investment professional since 1996
- FEG team member since 2011
Career Highlights:
- Series 7 and 63 Licensed (inactive)
Prior experience:
- UNIFI Retirement Plans – Regional Sales Consultant
- Summit Investment Partners – Internal Wholesaler
- Fidelity Investments – High Net Worth Financial Consultant
William G. Goslee
Managing Principal, Head of Sales and Marketing
- B.B.A. in Accounting, University of Notre Dame
- Investment professional since 1988
- FEG team member since 2008
Prior experience:
- Nationwide Financial Services – Vice President
- Goldman Sachs Asset Management – Vice President
- Arther Andersen & Co. – Senior Auditor
Memberships:
- American Institute Certified Public Accountants (AICPA)
- Financial Planning Association (FPA)
- FEG Executive Committee
Brian T. Gray
Vice President – Institutional Client Development
- M.B.A., FW Olin Graduate School of Business (Babson)
- B.A., College of the Holy Cross
- Investment professional since 1991
- FEG team member since 2010
Career Highlights:
- Series 65 Licensed
- Series 7, 6, and 63 Licensed (inactive)
Prior experience:
- Hirtle, Callaghan & Co. – New England Region Investment Officer
- Pelagos Capital – Member and Director of Marketing & Client Development
- State Street Global Advisors – Institutional Sub-Advisory Group, SSgA Fixed Income Team, Institutional Relationship Management
Memberships:
- Medway Foundation for Education Board Member
- Boston Estate Planning Council
Carolyn E. McClintock
Vice President
- B.S. in Business, Miami University
- Executive education from The Wharton School, University of Pennsylvania
- Executive education from the University of Wisconsin-Madison, School of Business
- Investment professional since 2001
- FEG team member since 2001
Prior experience:
- Not-For-Profit Organization: National Sports and Recreation Association & Jobs for Cincinnati Graduates – Executive Director
- Standard Register Company – Marketing
Jeremiah "Jere" H. Whiteley
Vice President - Advisor Business Development
- B.B.A. in Business Administration, Western Michigan University
- Investment professional since 1985
- FEG team member since 2010
Career Highlights:
- Series 7, 6, 63, and 8 licensed (inactive)
- Series 66 licensed
Prior Experience :
- Russell Investments, Regional Director – provided sales & education services to financial advisors for eight years
- Northwestern Mutual Financial Network, Managing Partner
Memberships:
- National Association of Financial Advisors
- Society of Financial Services Professionals
Past Committee Memberships:
- Hospitality House of Kalamazoo – President
- Society of Financial Professionals – Local Chapter, President
- National Association of Financial Advisors – Local Chapter, President