PUREfi Wealth

Independent Wealth Advisory

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Paul M. Simons

Paul began his career at Merrill Lynch, where he started as a financial advisor and spent 18 years in increasingly senior leadership roles. He left ML to lead the Private Wealth Business at Credit Suisse as Co-Head of Private Banking USA until July 2012. For the next 5 years, he served in a number of executive roles in financial technology companies and in 2018 returned to wealth management as President of Boston Private, where he led the Private Banking, Wealth & Trust business until the firm’s 2021 acquisition by Silicon Valley Bank. Paul’s strategic vision and leadership have been pivotal throughout his career and led to the founding of PUREfi Wealth in 2023.

Paul M. Simons

Paul M. Simons

Founder & CEO

Paul began his career at Merrill Lynch, where he started as a financial advisor and spent 18 years in increasingly senior leadership roles. He left ML to lead the Private Wealth Business at Credit Suisse as Co-Head of Private Banking USA until July 2012. For the next 5 years, he served in a number of executive roles in financial technology companies and in 2018 returned to wealth management as President of Boston Private, where he led the Private Banking, Wealth & Trust business until the firm’s 2021 acquisition by Silicon Valley Bank. Paul’s strategic vision and leadership have been pivotal throughout his career and led to the founding of PUREfi Wealth in 2023.

Sandy Galuppo

Sandy Galuppo

Partner, Senior Wealth Advisor

Sandy joined PUREfi Wealth in December 2023 as a Partner and Senior Wealth Advisor, where he leverages his extensive experience to provide clients with tailored financial solutions. He began his career at Merrill Lynch in 1995, providing comprehensive wealth planning to executives of publicly traded companies, with a focus in retirement, equity compensation, and deferred compensation programs. Sandy graduated from Boston College and moved on to play professional hockey.

Timothy R. Jones

Timothy R. Jones

Partner, Senior Wealth Advisor

Tim joined PUREfi Wealth in February 2024 with over 30 years of experience serving innovators, entrepreneurs, and executives. Prior to PUREfi Wealth, Tim spent 12 years at Merrill Lynch and 10 years at UBS Wealth Management. Prior to his time at ML, Tim worked at Thomas Weisel Partners guiding executive clients on tax-efficient strategies. He started his career at Fidelity Investments, advising institutional clients on asset allocation models and risk-adjusted performance. Tim graduated from Noble and Greenough School, obtained his undergraduate degree from Lake Forest College and later earned his MBA from Boston University.

Bill Nichols

Bill Nichols

Partner, Business Development

Bill joined PUREfi Wealth in April 2024 as a Partner and Head of Business Development, focusing on expanding our reach to both advisors and clients. With 35 years of industry experience, Bill has held numerous leadership roles in institutional equities sales and trading. In 2018, he transitioned to wealth management, working as a financial advisor at Wells Fargo. Bill graduated from Yale University, where he was a standout athlete and then a member of the 1983 US National Men’s Hockey team. His leadership experience and strategic vision have been crucial in driving the growth and success of our business development efforts.

Alexandra Samson Bean, CFP<sup>®</sup>

Alexandra Samson Bean, CFP®

Wealth Advisor

Alex joined PUREfi Wealth in April 2025 with over six years of experience in the financial industry. As a Wealth Advisor, she partners with individuals and families on comprehensive financial planning and investment management. Throughout her career, Alex has worked closely with high-net-worth clients helping them solve complex financial planning issues and navigate major life transitions like marriage, career changes, or multigenerational planning. She’s especially passionate about building strong, lasting relationships and helping clients take meaningful action toward what matters most to them. Her personalized, relationship-driven approach helps clients feel confident, supported, and in control through every stage of their financial journey.

Alex earned her B.A. in Economics from Wesleyan University, an M.B.A. in Business Analytics from the University of Connecticut, and became a CERTIFIED FINANCIAL PLANNER® in 2024.

Charlie Corkery, CFP<sup>®</sup>

Charlie Corkery, CFP®

Wealth Advisor, CAO & CCO

Charlie joined PUREfi Wealth in September 2023, bringing over six years of experience in the financial industry. As a Wealth Advisor, he provides clients with comprehensive financial planning and investment management services. Charlie is a key member of the founding team, contributing to the day-to-day management and strategic direction of the firm. He graduated from Bentley University, where he earned a degree in economics and finance, and became a CERTIFIED FINANCIAL PLANNER™ in 2023. As an experienced advisor with deep generational connections to Millennial and Gen Z innovators, executives, and inheritors, Charlie brings a unique peer perspective to his clients.

Nicole Bogert

Nicole Bogert

Client Service Manager

Nicole joined PUREfi Wealth in November 2023, bringing over five years of experience in the financial industry, with a focus on client service and wealth operations. She graduated from the University of New Hampshire, where she developed a strong foundation in finance, and subsequently earned her MBA from Fitchburg State. Nicole’s commitment to excellence and dedication to service ensures that our clients receive the highest level of service and support.

Amelya Redman

Amelya Redman

Client Associate, Marketing and Social Media Manager

In March 2024, Amelya joined PUREfi Wealth as a Client Associate, focusing on client service as well as digital marketing and managing the firm’s social media platforms. She graduated from Boston University in 2021 with a degree in Business Administration, concentrating in Finance. Amelya brings over three years of client service experience. Her proficiency in digital marketing and social media enhances our outreach strategies, ensuring accurate and attentive delivery of services. Amelya consistently offers valuable insights and support to our clients, ensuring their needs are met with precision and care.

Bob Shea

Bob Shea

CIO | Dynasty Financial Partners

Bob leads Dynasty’s Investment Committee, provides top-down asset allocation insights and guidance, and leads investment manager selection. In addition, he constructs and maintains Dynasty’s Outsourced Chief Investment Officer (OCIO) portfolios, is responsible for asset manager relationships, and participates in the investment committees of Dynasty’s clients. Bob began his impressive career in Investment at Goldman Sachs, where he worked from 1991-2004 and served as Partner, Co-Head of Cash Equity Trading. He joined Dynasty from investment firm FCF Advisors, where he served as CEO and CIO.

Gordon Abel

Gordon Abel

CMO | Dynasty Financial Partners

Mr. Abel joined Dynasty in May 2016 as the firm’s Chief Marketing Officer. He leads marketing efforts for Dynasty Financial Partners’ corporate marketing, Network Advisor marketing, and Dynasty Community educational events and experiences. During his time at Dynasty, he has contributed to the firm’s growth by enhancing its brand profile and developing strategic cross-channel marketing strategies. He tests and leverages new marketing platforms, integrates technology and data, and builds awareness across relevant paid, owned, earned, and shared channels to enhance customer value.

Gabby Hurtado

Gabby Hurtado

Vice President, Relationship Management | Dynasty Financial Partners

Gabby joined Dynasty in 2019, where she initially worked in the Enterprise Group for her first few years at the firm. Her focus was on supporting some of the most complex wealth management firms in the industry in their efforts to optimize their firm operations, increase profitability, and maximize growth. As a Relationship Manager, her focus continues to be on fostering and maintaining relationships between Dynasty and its client firms with a focus on providing strategic advice and project management. Her goal is to merge strategy with execution at the RIA level while simultaneously allowing firm principals to concentrate on running their business and serving their clients by collaborating with the Dynasty team and leveraging synthetic scale. She works closely with firm leadership to design and implement business plans, evaluate internal teams, and provide ongoing feedback to refine their business models, particularly around client development.

Gordon Ross

Gordon Ross

Chief Client Officer | Dynasty Financial Partners

Gordon Ross and the relationship management team are responsible for the ongoing partnerships with the Dynasty Network advisors. Prior to joining Dynasty, he was a relationship manager at BBR Partners in New York. Before that, he was at Atlantic Trust Private Wealth Management, where he helped manage the personal client book of the COO. He began his career at Bestinvest Brokers in London, one of the UK’s leading private client investment groups. He received BA in economics from Durham University (UK) and MBA from Harvard Business School. Originally from Scotland, Gordon tries desperately to hold onto his Scottish accent by watching plenty of Scottish rugby and playing as much golf back home as possible.

Justin Weinkle

Justin Weinkle

CFO | Dynasty Financial Partners

Mr. Weinkle joined Dynasty in July 2012 and serves as the firm’s Chief Financial Officer. He is responsible for all aspects of corporate financial reporting and management, including leading Dynasty’s Finance team toward their goal of providing the right information to the right people at the right time. Prior roles include Director of M&A, SVP of Finance and Head of Strategic Analysis, and Chief of Staff supporting Dynasty’s CEO. At Dynasty, Mr. Weinkle has helped design, launch, and grow several key initiatives, including the Outsourced CFO, M&A advisory, and Capital Strategies business lines. He loves the opportunity to engage with Advisors in the Dynasty Network as they work to implement their own firm’s financial strategy.

Harris Baltch

Harris Baltch

Investment Banking & Capital Markets | Dynasty Financial Partners

Harris is responsible for leading Dynasty’s Investment Banking division. Prior to joining Dynasty, Harris spent nearly a decade at UBS Investment Bank where he was an Executive Director in the firm’s Financial Institutions Group. While at UBS, Harris originated, led and executed over $10 billion of strategic M&A and capital market transactions for companies in the asset and wealth management industry. Earlier in his career, Harris worked at PricewaterhouseCoopers LLP in the Banking and Capital Markets Group. He has over 15 years of financial services experience and earned his M.B.A. from the Johnson Graduate School of Management at Cornell University. He also received a B.S. in Accounting at Binghamton University and is a certified public accountant, registered in the State of New York.