OUR FOUNDER

 

Alice Finn, Founder/CEO

Alice Finn founded PowerHouse Assets to use her experience as a top wealth manager to help women become more engaged in their important financial futures.

Alice is a prominent, highly acclaimed wealth management expert. She was featured as “The Giant” by Barron’s in their inaugural list of the Top 100 Independent Financial Advisers and has appeared as a top financial adviser on CNBC. Alice has also repeatedly been named by Worth Magazine as one of the Top 100 Wealth Advisers in the United States.

As co-founder, Chief Executive Officer and Chief Investment Officer of Ballentine, Finn and Company Inc., she grew the firms’ assets under advisement to $5 billion. Under her leadership, the firm was honored with the Growth Leadership Award by the Family Wealth Alliance and was consistently named by Charles Schwab as among the industry’s best managed firms.

Alice has also been Co-President of Pillar Financial Advisers, the oldest fee-only wealth advisory firm in the Boston area, and was Vice President of Kinder Financial Services, specializing in financial planning and investment management.

Prior to that, Alice was an attorney for Hale and Dorr, and NASA. She is a Certified Financial Planner™ and a member of the Massachusetts Bar Association, the American Bar Association, and the Young Presidents’ Organization (YPO) where she was a Board member and Treasurer for the New England Chapter. Alice has an A.B. from Harvard College, Summa Cum Laude/ Phi Beta Kappa, a JD Cum Laude from Harvard Law School, and a MALD from the Fletcher School at Tufts University where she is currently a member of the Board.

Alice in the Media

powerhouseassets • 60 thoreau street, concord, massachusetts 01742 • 1-800-830-6915 • info@powerhouseassets.com