Waltham, MA Branch
Phone: 781-472-7800 | 800-225-9184 Fax: 781-472-7880
About Our Branch
Barry Weiss, Managing Director - Investments, grew up in southern New Jersey and moved to the Boston area to attend college. He has over four decades of experience in the financial services industry servicing the needs of high net worth individuals as well as institutional investors. He has achieved the title of Managing Director - Investment Officer, which is the highest level awarded to Financial Advisors by Wells Fargo Advisors. Barry lives with his wife Laurie in Brookline, MA, they have two children Ben and Annie, and three grandchildren Nell, Sylvie, and Max.<br/><br/>Joel Malo, First Vice President - Investments, grew up in Rhode Island and graduated cum laude from Boston College with an Accounting degree. While at BC, he was a four year member of the baseball team and was a Big East Academic All Star. Prior to joining Wells Fargo Advisors, he worked for KPMG in Boston, MA and attained Certified Public Accountant status - although he is currently not practicing since Wells Fargo Advisors does not offer tax or legal advice. He has over 20 years of experience working with high net worth investors as well as institutional investors. Joel lives in Sudbury, MA with his wife Carrie and children Reagan and Brady.<br/><br/>Our Associate(s): Janet Girvan Senior Client Associate
