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What We Do
Explore our approach to developing and utilizing the intellectual resources of our team to address the most intricate challenges faced by our clients.
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Explore Our Services
Priavte wealth management and planning
Investment Management
Financial Planning
Trust and Estate Planning
Aggregated Reporting
Giving and Social Impact
specialized client services
Institutional Client Solutions
Sports and Entertainment
Family Office Services
private banking and lending solutions
Private Banking
Securities-Based Lending
Cash Management
Our Firm
Our People
Our People
We are a skillful and committed group of portfolio managers, private wealth advisors and planning specialists.
Meet Our Team
Meet Our Team
Leadership
Jonathan D. Straus
Rose M. Thompson
Michael Manschot
Malik A. Smith
Kimball B. Halsey
Helen G. Jamieson
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617.431.7200
info@commonsllc.com
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