J. Christopher Boyd, CFP®, CASL®, Chief Investment Officer

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 in Massachusetts. 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®, Investment Advisory Representative

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, Investment Advisor Representative

Kristen Boyd joined our firm in September of 2011. She is an investment advisor representative. Kristen’s background is in elementary education. She also has experience running her own businesses. 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, helping in a wide variety of capacities. To reach Kristen you can email Kristen@AMRfinancial.com.

 

Seth Kaye, Financial Analyst

Asset Management Resources LLC is pleased to announce that Seth Kaye has joined our firm as a financial analyst.  In his work for AMR, Seth will be assisting in research, portfolio design, and trading implementation. Seth graduated Magna Cum Laude from Muhlenberg College. He has worked for Fidelity investments as a Financial Representative and Private Client Specialist and as a Campaign Finance Analyst for the Federal Election Commission. Seth can be reached at seth@amrfinancial.com

 

 

 

Lee AnnLee Ann Bergal, Client Services Coordinator

Lee Ann Bergal joined our firm in 2014 as our client services coordinator. She will be happy to assist you in scheduling appointments and handling servicing matters. Lee Ann came to us with an extensive background in the financial services industry.  She comes highly recommended and we are fortunate to have her background and skills working on our behalf. To contact Lee Ann you can email clientservices@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 at lourdes@amrfinancial.com