Ralph J Rotman, CLU®, ChFC®, AEP®, CAP®, ChSNC®
Financial Representative


Power 10 Advisory Partners

My Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

 
Deborah B McNall

Deborah B McNall, CLU®

Office Coordinator
Office 617-742-6200
 
Victoria H Gibbs

Victoria H Gibbs, CLU®, ChFC®, CFP®

New Business Coordinator
Office 617-742-6200
 
Cassie Rotman

Cassie Rotman, CFP®, MBA

Office 617-742-6200
 
Christopher A Ray

Christopher A Ray, CFA®

Financial Representative
Office 617-742-6200

Chris joined Northwestern in 2018 and brings with him considerable experience including a track record of strong investment performance, innovative, client-driven investment solutions and successful new business growth over his more than thirty years in Boston’s investment community. He has the depth and breadth of knowledge to design, implement and manage customized, multi-manager, multi-asset investment solutions on behalf of discerning clients. Previous employers include Putnam Investments, Mercer Investments, High Vista Strategies, and Man-Numeric. Chris is also a long-time Northwestern client and has first-hand experience integrating risk and asset management strategies as part of a comprehensive wealth management framework.

Chris is a CFA® charterholder and member of the CFA Society Boston where he serves as a mentor to younger members and is actively involved in the society’s financial literacy program. He earned his undergraduate degree from Marquette University and his MBA from Boston University. Chris also holds his MA Life, Accident & Health insurance licenses as well as Series 7, 24 and 63 securities registrations.

A fitness enthusiast, you will find Chris running along the Charles River most mornings. In his spare time, he escapes to Vermont where he enjoys golf and skiing, hikes in the woods with his dog and a good book. In addition, Chris serves as a member of the board of trustees at Proctor Academy where he chairs the investment committee.

 

Michelle A Clark

Client Service Representative
Office 617-742-6200
 
Paul F. Fichera

Paul F. Fichera, CFP®

Mobile 617-909-2863
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck