Download PDFMEET DENIS
Denis leads Edelstein & Company’s Wealth Management Practice.
Education
Master of Science in Finance, Boston College
Chartered Financial Analyst and Certified Financial Planner Designations
Bachelor of Science in Business Administration, University of Massachusetts (Amherst)
Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Boston Society of Security Analysts
CFA Institute
Financial Planning Association
Massachusetts Society of Certified Public Accountants (MSCPA)
BACKGROUND
Denis began his accounting career at Edelstein & Company, and later served in management roles in the private sector. He worked in the investment management group of a Big Four accounting firm, and then returned to Edelstein in 2002 to oversee a growing and diverse commercial audit practice. Denis has a Masters in Finance and earned the Chartered Financial Analyst and Certified Financial Planner designations.