Shervin Sadr - Financial Planner

For more than 35 years now, the Kayne Anderson Rudnick wealth management team has been developing customized financial planning and investment solutions for high net worth individuals. When Richard Kayne, John Anderson, and Allan Rudnick first established our firm, they established in our core a commitment to high-quality investments. Between our portfolio history and our 97% client retention rate, it’s no surprise that KAR has consistently been ranked among the best wealth management firms by Barron’s Magazine. Teaming up with KAR as your Boston wealth management firm means having a partner you can trust. Together, we’ll work to achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy life.

Polaris Venture Partners, based in Boston, MA, is a prominent venture capital firm dedicated to building transformational companies in the biotech and healthcare sectors. With over two decades of experience, the Polaris team collaborates closely with entrepreneurs, offering extensive knowledge and support to unlock the full potential of innovative solutions. Recognized for their commitment to fairness and collaboration, Polaris is a trusted partner for both first-time and seasoned entrepreneurs. Their deep engagement and expertise in life sciences development have made them invaluable allies in creating impactful companies that address critical challenges in health and wellness. Generated from the website

Direxion Funds is a financial services company based in Boston, MA that specializes in offering a range of investment products, including mutual funds and exchange-traded funds. With a focus on providing opportunities for investors to leverage market trends and strategies, Direxion Funds aims to help clients achieve their financial goals through strategic and diversified investment options. Generated from their business information