David J. Serpa
President at Pension & Wealth Management Advisors, Inc.
Profile
David J.
Serpa is currently the Co-President & Managing Partner at Pension & Wealth Management Advisors, Inc. He previously worked as a Managing Director at Mentor Capital Partners LLC, and held Principal positions at Verizon Communications, Inc., NYNEX Corp., Sapient Corp., and.
Bell Atlantic Corp.
Serpa holds an MBA from Boston University and an undergraduate degree from Boston College.
David J. Serpa active positions
| Companies | Position | Start |
|---|---|---|
Pension & Wealth Management Advisors, Inc.
 Pension & Wealth Management Advisors, Inc. Investment ManagersFinance Pension & Wealth Management Advisors, Inc. engages in the provision of financial planning services. It offers estate planning, investment management, managing risk, wealth forecasting, and retirement planning services. The company was founded by Neil G. McInnis and Charles A. Ferrone in 1986 and is headquartered in Waltham, MA. | President | 2021-06-14 |
Former positions of David J. Serpa
| Companies | Position | End |
|---|---|---|
| VERIZON COMMUNICATIONS | Corporate Officer/Principal | - |
| Bell Atlantic Corp. | Corporate Officer/Principal | - |
| SAPIENT CORPORATION | Corporate Officer/Principal | - |
| NYNEX Corp. | Corporate Officer/Principal | - |
Mentor Capital Partners LLC
 Mentor Capital Partners LLC Investment ManagersFinance Mentor Capital Partners LLC (Mentor Capital) is a private equity firm founded by G Stephen Legraw in 2007. The firm is headquartered in Massachusetts. | Private Equity Investor | - |
Training of David J. Serpa
| Boston University | Masters Business Admin |
| Boston College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| VERIZON COMMUNICATIONS | Communications |
| Private companies | 5 |
|---|---|
| NYNEX Corp. | Communications |
Sapient Corp.
 Sapient Corp. Miscellaneous Commercial ServicesCommercial Services Sapient Corp. provides consultancy and interactive marketing services. The company was founded by James Stuart Moore and Jerry A. Greenberg in 1990 and is headquartered in Boston, MA. | Commercial Services |
| Bell Atlantic Corp. | Communications |
Mentor Capital Partners LLC
Mentor Capital Partners LLC Investment ManagersFinance Mentor Capital Partners LLC (Mentor Capital) is a private equity firm founded by G Stephen Legraw in 2007. The firm is headquartered in Massachusetts. | Finance |
Pension & Wealth Management Advisors, Inc.
Pension & Wealth Management Advisors, Inc. Investment ManagersFinance Pension & Wealth Management Advisors, Inc. engages in the provision of financial planning services. It offers estate planning, investment management, managing risk, wealth forecasting, and retirement planning services. The company was founded by Neil G. McInnis and Charles A. Ferrone in 1986 and is headquartered in Waltham, MA. | Finance |
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