PRIVATE WEALTH ADVISORS, LLC

Asset Manager

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An Alternative World

"To us, it's about looking at the Sharpe ratio and risk-adjusted returns," says Ira Rapaport, CEO of New England Private Wealth Advisors LLC in Wellesley, Mass. "It's not about the highest returns." To some people, there's no doubt the road of less ...

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Financial Advisor Magazine
April 1, 2010
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Which Of The Latest 13F Filers Holds Walt Disney?

In terms of shares owned, we count 7 of the above funds having increased existing DIS positions from 06/30/2015 to 09/30/2015, with 6 having decreased their positions and 2 new positions. Worth noting is that Element Capital Management LLC, and Dialectic ...

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Market News Video
November 16, 2015
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Worth Leading Advisors Offer Timely Advice To High Net Worth Investors

33. The Bermont/Carlin Group at Morgan Stanley Smith Barney (South Florida) 34. The CMF Group at Morgan Stanley Smith Barney (New York) 35. The Excelsior Wealth Management Group at Morgan Stanley Smith Barney (New York) 36. The Glowacki Group LLC (Los ...

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OfficialWire
June 13, 2011
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New England Private Wealth Advisors, Llc

While New England Private Wealth Advisors, Llc is licensed to operate in 48 states and the District of Columbia, licenses for individual advisors may vary.

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USNews
November 2, 2013
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Top Independent Adviser With $3.5 Billion Once Lived on Credit

The Bloomberg Markets ranking includes RIAs registered ... Some, such as Wetherby, are certified financial planners and analysts. New England Private Wealth Advisors LLC grew the fastest among the top 50. The firm, based in Wellesley, Massachusetts ...

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Bloomberg
December 2, 2014
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An Alternative World

"To us, it's about looking at the Sharpe ratio and risk-adjusted returns," says Ira Rapaport, CEO of New England Private Wealth Advisors LLC in Wellesley, Mass. "It's not about the highest returns." To some people, there's no doubt the road of less ...

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Financial Advisor Magazine
May 2, 2010
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Providing a First-Class Approach to Wealth management

He is an educator, trusted advisor and friend. This CEO of New England Private Wealth Advisors, LLC can identify what is ailing in an underperforming investment portfolio, provide holistic planning services, diligently monitor volatile markets, and assist ...

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thesuitmagazine.com
March 3, 2013
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NEW ENGLAND PRIVATE WEALTH ADVISORS LLC

9:43PM ET - Dow Jones Business News Nike Boosts Dow Industrials; Nasdaq Slips 9:23PM ET - Dow Jones Business News Airbnb Raises $1.5 Billion in One of Largest Private Placements 9:16PM ET - Dow Jones Business News

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NASDAQ
March 30, 2015
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STONE HARBOR EMERGING MARKETS INCOME FND

04/30 STONE HARBOR EM: Fund : Notification of Sources of Distribution 04/22 STONE HARBOR EM: Fund : Declares Monthly Distributions of $0.18 Per.. 04/20 Reminder - Capital Link's 14th Annual Closed-End Funds & Global E.. Stone Harbor Emerging Markets Income ...

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4 Traders
February 26, 2015
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Ira G. Rapaport CFP

Financial Planning Association of Massachusetts member Ira Rapaport, founder and CEO of New England Private Wealth Advisors LLC in Wellesley, has been named a 2013 recipient of the Boston Five Star Professional Wealth Manager Award.

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The Business Journal
May 9, 2013
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Newton woman writes about Vietnam War protest

Rapaport is founder and CEO of New England Private Wealth Advisors LLC in Wellesley. He is a certified public accountant and personal financial specialist, certified financial planner, and certified in-vestment management analyst.

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The Boston Globe
September 22, 2013
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Top Independent Adviser With $3.5 Billion Once Lived on Credit

3 (Bloomberg) -- When Debra Wetherby started her investment ... Some, such as Wetherby, are certified financial planners and analysts. New England Private Wealth Advisors LLC grew the fastest among the top 50. The firm, based in Wellesley, Massachusetts ...

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Bloomberg
December 2, 2014
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HighTower snags two big teams from Merrill Lynch

Separately, Merrill branch manager Steve Altman, working with adviser Brett Davis, have joined with colleagues Todd Gescher and Jason Herber in forming True Private Wealth Advisors LLC of Salem, Ore. The Davis/Altman Group and the Gescher/Herber Group will ...

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Investment News
September 3, 2012
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Dovi Frances Named President Of SG Acquisitions, LLC

SG Acquisitions, LLC (SGA) is a multifaceted investment firm and family ... SG Companies is comprised of SG Private Wealth Advisors, LLC (SGPWA) and SG Private Lending Group, Inc. (SGPLG). SGPWA is a private wealth advisory and consulting firm whose ...

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The Street
January 31, 2011
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ON THE MOVE-Merrill Lynch teams go independent, join Dynasty

The two teams, which moved on Friday, opened True Private Wealth Advisors LLC, an independent advisory firm based in Salem, Oregon. "Over the last couple of years, we felt like we had experienced more bureaucracy that took us away from our clients," said ...

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Reuters
September 4, 2012
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Top Independent Adviser With $3.5 Billion Once Lived on Credit

Some, such as Wetherby, are certified financial planners and analysts. New England Private Wealth Advisors LLC grew the fastest among the top 50. The firm, based in Wellesley, Massachusetts, boosted assets 44.8 percent to $794 million in the year ended on ...

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Bloomberg
December 2, 2014
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NEW BUSINESSES -

Precision Restoration, Terry Nelson, 1532 10th St. S.E., Apartment 10B, Rochester 55904. Private Wealth Advisors LLC, 18 Third St. S.W., Apartment 300, Rochester 55902. Pro Satellite, Richard Wayne Fuller, Route 1, Box 85, Lanesboro 55949. Productive ...

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Post-Bulletin
January 6, 2000
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Merrill Lynch Teams Create New Independent Firm

Two advisory teams from the Merrill Lynch Private Client Group have created True Private Wealth Advisors LLC in Salem, Ore ... and the team of Todd Gescher and Jason Herber. The two sets of partners will remain as separate groups under the True Private ...

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Financial Advisor Magazine
September 4, 2012
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Top producers from Merrill Lynch set up own shops

Separately, Merrill branch manager Steve Altman and adviser Brett Davis have joined colleagues Todd Gescher and Jason Herber to form True Private Wealth Advisors LLC of Salem, Ore. The Altman/Davis Group and the Gescher/Herber Group will remain as two ...

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Investment News
September 8, 2012
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Integrity Wins

In a world where corruption and lack of morality in government and business seems to be becoming a way of life, Martin Mazorra, partner at Private Wealth Advisors, LLC, is teaching his team to work with integrity – to put the client ahead of the bottom line.

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thesuitmagazine.com
August 26, 2013
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SG Private Wealth Advisors Arrange for $27,000,000 in Residential Financing for Fell Marking Client

SANTA BARBARA, Calif., Dec. 14, 2011 /PRNewswire/ -- SG Private Wealth Advisors, LLC is pleased to announce that the law firm of Fell, Marking, Abkin, Montgomery, Granet & Raney, LLP collaborated with SG Private Wealth Advisors to successfully ...

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prnewswire.com
December 13, 2011
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