Newton residents earn Five Star Wealth Manager designation
Community Content
The Bulfinch Group announced that Zvi Shtifter and Martin Lowenthal, of Newton, have earned the designation of Five Star Wealth Manager.
The Five Star Wealth Manager award is annually given to financial managers who are identified through research conducted with peers and firms; the program analyzes internal and external research data, including a survey to more than 3,000 registered financial services professionals and all local financial service companies registered with FINRA or the SEC, to select each year’s winners. Nominated wealth managers who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title.