-David Massart, President & Founding Partner
"...we don't represent any institution. We represent our clients."
100+ years combined experience:
Experienced where it COUNTS.
“We are known for providing world-class advice on a first-name basis.”
“Our custom solutions differentiate us from other firms.”
“Clients appreciate the genuine level of care and attention to detail we show them.”
Our Notable Recognitions:
Edward T. Maraccini is a Senior Portfolio Manager at Next Generation Wealth Management using his extensive research and analytical background to help capitalize on global investment opportunities. He has over 20 years of experience managing equity portfolios and serves as a key member of the firm’s Investment Committee.
Prior to joining the firm, Ed developed his expertise as a portfolio manager with Manulife Asset Management, Optique Capital and Johnson Asset Management managing in excess of $1.7 billion dollars for institutional and individual clients. In addition, he was instrumental in managing domestic large and small cap equity portfolios and led the development of the team’s international small cap strategies.
Ed is a Chartered Financial Analyst® (CFA®) and member of the Milwaukee CFA® society. He earned a Bachelor of Science degree from the University of Wisconsin-La Crosse majoring in Finance and Accounting, and played collegiate tennis. In addition, Ed currently serves on the board of the Kenosha Museum Foundation and Finance Committee.
Ed resides in Racine with his wife and two children. He enjoys spending time with his family, being outdoors and participating in local triathlons.