Edelstein Wealth Management has been led by Denis Higgins since 2002.

Denis has been in the financial services industry for over 20 years in positions that involve financial management, compliance and product management. For five of those years he worked as a senior audit manager at a Big Four accounting firm, where he specialized in the investment management industry. Denis’ clients included registered investment companies, registered investment advisors and private equity partnerships.

Educational Background
University of Massachusetts, Amherst, BS in Business Administration
Boston College, Masters of Science in Finance

Professional Memberships
American Institute of Certified Public Accountants
Boston Society of Security Analysts
CFA Institute
Financial Planning Association
Massachusetts Society of Certified Public Accountants