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Mark Haser
Wealth Advisor at Artemis Financial Advisors
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Work Experience
Wealth Advisor
2018 - Present · 6 years and 11 months
Product Marketing & Growth Analytics
2015 - 2017 · 2 years
Client Relationship Manager
2013 - 2015 · 2 years
Company Details
Artemis is a Boston-based independent, fee-only wealth management firm serving private clients. We work with both individuals and families, and advocate for the needs of financially independent women. We combine customized financial planning services with sound investment management to provide each client with a highly personalized experience. In addition to traditional portfolios, we offer sustainable investment options based upon environmental, social and governance (ESG) criteria. Our services go beyond those of most investment management firms and we take an active role in fostering community and providing financial education. It’s our belief that more people should feel financially empowered, and that our industry should be accessible to a greater portion of the population. To learn more, please visit http://www.artemisadvisors.com.
Year Founded
2008
Social Media
LinkedinFacebook
Industry
Investment Management
HQ Location
115 Newbury St 302 Boston, Massachusetts 02116, US
Keywords
Financial PlanningInvestment ManagementDivorce Financial AnalysisWealth ManagementFinancial Planning for WomeSustainable InvestingFinancial Educatio
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