Jeffrey D. Bieling, AIF®

Senior Vice President—Investments

111 Devonshire Street
Boston, Massachusetts 02109
Phone: (617) 314-0243
Toll Free: (888) 314-3225
Fax: (617) 830-0664

Profile

FIDUCIARY SERVICES                                              
E.R.I.S.A. Plan Consulting
 
Defined Contribution Plans
Defined Benefit Plans
 
Vendor Evaluation / Search
Manager Evaluation / Search
Peer Group Benchmarking
Plan Design Analysis
Performance Benchmarking
Expense Ratio Benchmarking
Risk Adjusted Return Analysis
Modern Portfolio Theory Analysis
 
Fiduciary Audit File
Diversification Review
Investment Policy Statements
Investment Menu Structuring
Suitability Assessments
Investment Analysis & Evaluation 
Performance Attribution Analysis 
Watch List Criteria 
Style Consistency
 
 
Fee Based Advisory | No Vendor Affiliations
 
PRIVATE WEALTH MANAGEMENT
Comprehensive Wealth Management Services
 
Customized Wealth Management solutions
High-Net-Worth Families & Individuals
 
Equities
Fixed Income
Insurance
Annuities
Alternative Investments
Hedging Strategies
 
IRA & IRA Rollover Accounts
Retirement Income Portfolios
Trust Accounts
Fee-Based Portfolio Management
Durable & efficient portfolio solutions
Financial planning services
 
Complete confidentiality, loyalty, and diligence.
 
It is my obligation to give you my very best advice, to be protective of your time and privacy, and to be proactive in the management of your assets.
 
Fee Based Advisory | No Vendor Affiliations
 
 
2009 – Present       MOORS & CABOT
Boston, MA
Senior Vice President-Investments
 
Institutional ERISA Fiduciary
Registered Investment Advisory Representative
 
Institutional
E.R.I.S.A. Fiduciary Consulting 
Institutional Fixed-Income portfolios
               Corporations
               Corporate Directors & Officers
               E.R.I.S.A. Trustees & Committees
 
Private Client Wealth Management
Business owners
High-net-worth families
Portfolio recovery strategies
Private client stock & bond portfolios
Fee-based investment consulting
Fee-based  portfolio management
 
Custody & Clearing: First Clearing1
 
 
 
2004-2008        MERRILL LYNCH
WEALTH MANAGEMENT
GLOBAL PRIVATE CLIENT GROUP
Rockland, MA
Vice President – Investments
E.R.I.S.A. Consulting
Certified Special Needs Advisor
Life Insurance Licensed
Registered Investment Advisory Representative
 
1998-2004        SALOMON SMITH BARNEY
WEALTH MANAGEMENT
GLOBAL PRIVATE CLIENT GROUP
Boston, MA
Hingham, MA
Vice President – Investments
E.R.I.S.A. Retirement Plan Consultant
Life Insurance Licensed
Registered Investment Advisory Representative
 
1995-1998         MERRILL LYNCH
WEALTH MANAGEMENT
GLOBAL PRIVATE CLIENT GROUP
Boston, MA
Vice President – Investments
Executive’s Club Qualifier          
#4 Advisor in Eastern Sales Division: LOS 2
Life Insurance Licensed
Registered Investment Advisory Representative
 

 

Check the background of this investment professional on FINRA’s BrokerCheck

 

1. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Jeffrey D. Bieling, AIF®