Larry is a Plan Consultant for Strategic Retirement Partners in the Northeast office. His work with clients covers plan design, investment due diligence, maintaining sound fiduciary practices, employee education, plan compliance as well as vendor oversight and selection. Larry has over 25 years of consulting, relationship management and institutional sales experience in the retirement plan services and asset management industry. His experience covers defined contribution and defined benefit plan services for corporate, non-profit and municipal organizations. Prior to joining Strategic Retirement Partners, Larry was a Vice President with the Institutional Retirement and Investment Teams at Fidelity Investments, Fortis Investments and Rockland Trust. Larry began his career working in client service and product management with Aetna Life Insurance Company in Hartford, Ct.
Larry holds the Series 6 (Registered Individual) and Series 65 (Uniform Investment Advisor Examination).* He is a graduate of American International College with a Bachelor of Science degree in Business Administration.
Over the years, Larry has volunteered his time to a number of youth organizations including as a Boy Scout leader, CCD and Junior Achievement instructor, Youth Hockey Coach and Baseball Administrator. Larry has 3 children, 2 of whom are off on their own and resides in Norfolk Mass with his wife and youngest son. He enjoys working in the yard, playing men’s league hockey, water and snow skiing.
*Series 6 registration held through LPL Financial. Series 65 registration held through Global Retirement Partners.
What was your first job?
At age 7, driving the tractor in the fields on my grandfather’s farm in Connecticut when harvesting sweet corn. We had about 150 acres.
What is your favorite family tradition?
Spending Christmas Eve with my family at our home in Norfolk, Mass.
What is your favorite hobby/what do you like to do in your free time?
Working in my yard.