Advisory group providing customized financial asset management for high net worth individuals, foundations, endowments, and companies.
BOSTON, January 2014 – JP Marvel Wealth Management, Inc., an independent investment firm, announces the establishment of a Board of Advisers and the appointment of its first members, Mr. James J. Mahoney, Jr. and Mr. Bradford B. Kopp.
Mr. James J. Mahoney, Jr. is a successful entrepreneur and investment manager, having founded a money management firm specializing on small growth stocks and built that firm’s AUM to more $1 billion. Mr. Mahoney is also an experienced advisor who has served as the board chair, board member, and/or advisor for numerous health care, technology, and business service companies and has also served in various charitable organizations.
Mr. Bradford B. Kopp is a seasoned financial services executive with demonstrated success in corporate strategy, expense control, operations optimization, and risk management. Mr. Kopp’s career highlights include a turnaround CEO position with a Bermuda-based bank, CFO responsibility at a bank he helped grow from a $5 billion Rhode Island financial institution to a $150 billion super-regional outfit, and a senior advisory role with a private equity firm.
J.P. Marvel welcomes both Mr. Mahoney and Mr. Kopp, and we look forward to working with them closely in the coming months as we evaluate our corporate strategy and launch specific initiatives to grow the business and expand our client services offering.