Advisory group providing customized financial asset management for high net worth individuals, foundations, endowments, and companies.
BOSTON, September 2013 – JP Marvel Wealth Management, Inc., an independent investment firm, is pleased to announce the hiring of Ms. Kellee Middlebrooks as the company’s Controller.
Ms. Middlebrooks is a veteran finance professional with more than twenty years of experience. Her career spans numerous managerial positions with responsibilities that include financial reporting, budgeting and forecasting, client services and communications, cash management, audit, accounting systems and controls development.
Ms. Middlebrooks brings a great depth of accounting and compliance expertise to J.P. Marvel, and her entrepreneurial experience and proven ability to self-start will certainly be valuable as we launch new corporate growth and client service initiatives in the months to come. We look forward to seeing Ms. Middlebrooks take on an important role in our day-to-day operations and long-term strategic planning. Welcome, Kellee!