Chris Boyd is the founder of Asset Management Resources, LLC and the Chief Investment Officer. He has been assisting clients on the Cape for over a decade. His firm Asset Management Resources, LLC is a registered investment advisor firm. He has successfully passed the FINRA administered Series 7 (General Securities Registered Representative) and the Series 63, 65 and 24 examinations. Mr.Boyd also has earned the Chartered Advisor for Senior Living® (CASL®) professional designation from the American College, BrynMawr, PA. More…
Michael Perna, CFP® brings a wealth of financial planning experience and investment management skills to Asset Management Resources, LLC. He has been providing financial planning services since 1982. In 1989 he started his own firm, Perna Financial Services in Dedham, MA. In 2006 he was granted the professional designation of Certified Financial Planner™ by the CFP® board of Standards. More…
Kristen Boyd joined our firm in September of 2011. She is an investment advisor representative and the client services coordinator. Kristen’s background is in elementary education. She earned her BA from The College of Holy Cross and M.A.T. from Sacred Heart University. She is an active volunteer in the Mashpee school system, serving on the Mashpee Middle High School school council and as President of the Mashpee Boosters. To reach Kristen, you can email Kristen@AMRfinancial.com.
Ryan Hill, Investment Advisor Representative
Ryan joins AMR as an Investment Adviser Representative. Ryan has passed the FINRA administered Series 7 (General Securities Registered Representative) and Series 66 Uniform Combined State Law Examination. With his entrepreneurial background, Ryan has focused his investment advisor career on assisting individuals, families, executives of privately-held businesses and small-mid market owners navigate their financial lives, both personally and professionally. Ryan earned his Bachelor of Arts from DePaul University. He lives on the south coast of Massachusetts with his wife, dog and horse. Ryan values quality time with his family and volunteering with Habitat for Humanity. For fun Ryan enjoys sailing, fishing, camping, hiking, and working on his home: a circa 1799 parsonage. Ryan can be reached by email at Ryan@amrfinancial.com.
Lourdes Urbano, Client Services
Lourdes works as the office assistant to Michael Perna at our office located in Dedham, Massachusetts. Prior to joining Asset Management Resources she worked for 33 years at John Hancock Life Insurance Company. She began her career at John Hancock in 1979 as the Administrative Assistant to the Vice President of the Policy Collection and Control department. She then transferred to various units within the department in order to further her knowledge of the insurance industry. She is a graduate of the Boston Business School. Lourdes can be reached by email at email@example.com.