Commonwealth Financial Network
Alex Wolf, CPA, serves as the Sr. Director of Financial Planning and Analysis at Commonwealth Financial Network since January 2021, previously holding the position of Director in the same area. Prior experience includes roles as VP of Finance & Operations at Quilling Card LLC from May 2017 to January 2021, and Sr. Financial Analyst at UNO Restaurants, LLC. Earlier, Alex was involved in financial analysis at Tully & Holland, Inc., and supported due diligence in private equity at Babson College. Additional experience includes a Sales Analyst Internship at Euro-Pro and a Tax Manager role at Acushnet Company, along with significant tenure at PwC as a Tax Senior Associate and Associate. Academic credentials include an MBA from Babson College and a Master's in Accounting from UMass Amherst.
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Commonwealth Financial Network
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Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021