PUREfi Wealth

Independent Wealth Advisory

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Welcome, Krista!

Welcome, Krista!

August 3, 2026

We are pleased to welcome Krista Falcione to PUREfi Wealth!

Krista joins the team as a Client Associate and brings over 25 years of experience in client service and investment operations. She has worked with advisors and clients at First Citizens Wealth, SVB Private, and Bank of America…

Summer 2026 Interns

Summer 2026 Interns

June 22, 2026

PUREfi Wealth is thrilled to welcome our summer interns, Henry Brown, Tufts University ’27, and Drew Laguerre, Gettysburg College ’28.

Contributing to the development of the next generation of financial professionals is consistent with our core values, and fresh perspectives and youthful energy always make us better.

…
Importance of an Advisor Relationship

Importance of an Advisor Relationship

April 5, 2026

Investor Magazine caught up with Charlie Corkery, CFP® of PUREfi Wealth to discuss the most important aspects of an advisor relationship.

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Insights

Private Market Access

Private Market Access

June 24, 2026

“The real story behind a successful offering like SpaceX, or others to come, isn’t the IPO. It’s the asset class, and the degree to which the public now has (or should have) access to private market investing.

An independent fiduciary advisor, with the right partners and the right…

Calling All Founders

Calling All Founders

June 12, 2026

Calling all Founders

“You carry enough. Let us carry this part”

Comprehensive financial planning and wealth management that protects what you’ve built as life gets more complex and however the next chapter unfolds. Not just at exit, but now. We’ll do the work when it matters…

Navigating Equity Compensation

Navigating Equity Compensation

April 14, 2026

Equity compensation can oftentimes be complicated to navigate. Sandy Galuppo, Partner and Senior Wealth Advisor at PUREfi Wealth discusses how he and his team navigate these decisions with clients.

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Market Updates

July Chart of the Month

July Chart of the Month

July 17, 2026

Market Forecasts Change, Retirement Plans Shouldn’t

2H 2026 Market Outlook

2H 2026 Market Outlook

July 15, 2026

Enclosed is our 2H 2026 Market Outlook, titled “Attached At The Chip.” The title reflects where returns actually came from in the first half. AI wasn’t just a market story, it was an economy story, and it remains the dominant force heading into the back half even as leadership broadens underneath it.

June Chart of the Month

June Chart of the Month

June 15, 2026

What Real-Time Data Says About the Economy

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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, Relationship Manager

Bill joined PUREfi Wealth in April 2024 as a Partner and Relationship Manager, 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.

Chris Roy

Chris Roy

Partner, Relationship Manager

Chris has spent over three decades working across wealth and asset management advising families, institutional and professional investors, business owners, and technology entrepreneurs through market cycles, business successions, and generational transitions, in addition to financial services and fintech operating and entrepreneurial experience.

Throughout his career with firms like BNY Mellon, Boston Private, and Acadian Asset Management, Chris has consistently focused on aligning advice, planning, and investment management with long-term goals and outcomes, grounded in a strong commitment to independence, accountability, and stewardship.

A graduate of Bowdoin College, Chris remains engaged in education and community service supporting a range of nonprofit and youth organizations in the Boston area, including his tenure as Trustee and Chair, Investment Committee at Dexter Southfield School.

George Ferrel

George Ferrel

Wealth Advisor

George Ferrel is a seasoned Wealth Advisor with over 12 years of experience in the financial services industry. He specializes in working with high-net-worth individuals and families, delivering comprehensive, goal-oriented strategies tailored to each client’s unique needs. His approach is grounded in putting clients first—crafting thoughtful, long-term financial plans that align with their goals and values.

Prior to joining PureFi Wealth, George held advisory roles at Bank of America’s Private Bank, Boston Private/SVB, and First Citizens Wealth. 

A graduate of Lehigh University, George serves on the Board of the Nantucket Boys & Girls Club. He and his wife live in Boston’s Fort Point Channel neighborhood with their two young children, and enjoy being part of the vibrant community they call home.

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 Buckman

Nicole Buckman

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.

Krista Falcione

Krista Falcione

Client Associate

Bio to come.

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.

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.

Katie Tyrrell

Katie Tyrrell

Vice President, Relationship Management | Dynasty Financial Partners

Bio to come.

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.

Sam Anderson

Sam Anderson

Managing Director, Co-Head of Investment Banking | Dynasty Financial Partners

Sam Anderson is the Co-Head of Dynasty Investment Bank at Dynasty Financial Partners LLC. Prior to joining Dynasty, Sam was Senior Managing Director and a member of the Management Committee at Medley Management Inc. Prior to joining Medley, Sam was Head of Commercial Finance M&A within the Financial Institutions Investment Banking Group at Goldman Sachs. Prior to joining Goldman Sachs, Sam was a member of the Investment Banking Financial Services Group at Bank of America. Prior to his time at Bank of America, Sam held various positions at Citi Smith Barney.

Sam is from New Portland Maine, a graduate of Bates College where he received his BA in Economics and was Captain of the Bates NCAA Division I alpine ski team. Sam currently lives in Vail Colorado with his wife Lisa and their three children. Sam and family are active in numerous local charities with a focus on youth sports.

Jaycee Kertzman, CFA

Jaycee Kertzman, CFA

Director, Investments | Dynasty Financial Partners

Jaycee works with the Dynasty Network on their investment solution and research needs. Before joining Dynasty, Jaycee worked on a team at Morgan Stanley, where she managed model portfolios, analyzed sources of risk in portfolios, and proposed allocations for prospects and existing clients. Prior to Morgan Stanley, Jaycee was an analyst on one of the largest PBIG teams at Merrill Lynch, where she covered Ultra-High Net Worth clients, traded models, and performed concentrated stock analysis. Jaycee was born and raised in San Diego and graduated with a BS in Finance from San Diego State University. She is also a CFA Charterholder.

Pat Nerny

Pat Nerny

Director, Investments | Dynasty Financial Partners

Pat works with the Dynasty network on their investment and platform needs. Previously, he worked for Citi in Tampa as a Vice President, Account Manager. While at Citi, he managed some of the largest institutional hedge fund relationships. Prior to Citi, he spent 5 years at NASDAQ where he was a Senior Advisory Analyst working with the major healthcare names on the street as well as derivative products. Before NASDAQ, Pat spent 4 years at Twenty-First Securities as Derivative Strategist helping high-net-worth clients with custom tailored solutions. Pat graduated from the University of Scranton with a BS in Finance. Pat currently lives in Tampa with his wife Kait, daughter Katarina, and chocolate lab Mila.