Civic Financial jobs and careers
Boston, United States
About Civic Financial
Civic Financial a multigenerational financial planning and wealth advisory firm committed to optimizing financial future for high net worth and high-income individuals and their families. Our highly credentialed team offers straightforward, customized advice to help our clients achieve their financial goals with confidence. We focus on delivering tailored solutions for unique circumstances, putting clients on a path to long-term success. Civic has been recognized by Forbes as one of the top wealth management teams in the country. We are uniquely positioned to be a lifelong partner to our multigenerational clients in full-service planning, wealth management, and in specialized insurance and estate planning. We encourage you to meet our team and to learn how we can serve you and your community.
- Employees
- 11 to 50
- Headquarters
- Boston
Leadership
The top of Civic Financial's org chart, with how many people report into each leader.
Scott Desantis
Partner & CEO
22 reports
Evan Schutzman
Director Of Advanced Planning
6 reports
Chris Hughes
Director Of Investments
2 reports
Alissa Felice
Director Of Operations
2 reports
Lauren Overzet
Chief Of Staff
1 report
Connor Hall
Partner & Wealth Advisor: CFP®, ChFC®, RICP®, AEP®, CAP®
1 report
Janine Dipaolo
Executive Assistant
Ann Roberts
Director Of Client Services
Shannon Fadden
Director Of Client Relations
Jobs at Civic Financial
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