OUR WEALTH MANAGEMENT TEAM

It's your money, your wealth, your future. So shouldn't you choose a financial advisor who always puts your interests first?

 

We've assembled a team of highly qualified professionals who practice this "you first" philosophy every day. Learn more about our team below. 

Michael A. Schreiber
President

Michael Schreiber has been in the financial planning and investment advisory business in Wellesley Hills for over 29 years. As owner of Aevitas Wealth Management, Inc., Michael is proud of his long-term client relationships and reputation in the industry and community. As a fiduciary and fee-only financial advisor, Michael has always believed that the key to successful relationships is listening and designing plans that are customized for each individual and family. One of the benefits of working with Mike is his patience and ability to provide clear and easy to understand explanations of complicated financial topics. He has been recognized in the industry and named one of Boston's FIVE STAR Wealth Managers* for seven out of the last eight years.

 

Michael received his Bachelor of Science degree in communications from Boston University. He continues to build on his knowledge base by taking courses regularly in the areas of financial planning, investments, asset allocation and planning for people in transition.

In efforts to better serve our clients, he has taught many courses and done seminars on investment and financial planning disciplines to many professionals with whom we work closely, including CPAs, attorneys, insurance agents, and the general public. He has also appeared on local television and has been a published author in various newspapers and industry journals.

 

Michael is passionate about helping others, which extends beyond our clients to numerous philanthropic endeavors to help those in need, especially children.

Outside of work, Michael enjoys spending time with his children and watching them compete on the ball field and performing on stage. In addition to relaxing with his family, Michael loves entertaining and pursuing his passion for food and cooking.

Andrew Cayer, CFP®
Financial Advisor

Andrew Cayer joined Aevitas Wealth Management, Inc. in 2018 and brings experience in personal financial planning to the firm. He graduated from Bentley University in 2015 with a degree in Finance and minor in Entrepreneurial Studies.

 

Prior to joining Aevitas, Andrew spent three years at Artemis Financial Advisors, a fee-only RIA, where he assisted with a number of client service activities and played an instrumental role in the firm’s financial planning service. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in the summer of 2017.

 

Currently residing in South Boston, Andrew enjoys traveling and following Boston sports. You can also catch him at the bowling alley in his spare time.

Amy Z. Resnic
Chief Compliance Officer & Financial Advisor

Amy Resnic is the Chief Compliance Officer of Aevitas Wealth Management, Inc., overseeing all of the firm’s compliance policies and procedures, and also serves as a Financial Advisor to our clients. Amy has more than eighteen years of financial services experience working with high net worth clients and handling the administration, investments, tax, and financial planning aspects of their accounts.

Prior to joining Aevitas Wealth Management, Inc. in 2012, Amy worked at Fidelity Investments as a Senior Trust Officer handling and daily account administration of trust and investment advisory accounts. She earned a B.A. in economics and geography from Clark University. In addition, she is a graduate of the American Bankers Association National Trust School at Northwestern University as well as the New England School of Banking Trust Program at Williams College. 

In her free time, Amy can be found enjoying the outdoors and staying active with her husband, their two children, and Labrador retriever. 

Corey Stein
Financial Advisor

Corey Stein joined Aevitas Wealth Management, Inc. in 2016 and brings several years of experience in the financial services industry with him. He graduated from Roger Williams University with a degree in marketing and computer information systems.

Prior to joining Aevitas Wealth Management, Inc., Corey spent five years at Baystate Financial Services, where he helped manage the operations, servicing, and financial planning for his team. One of his many responsibilities included managing the eMoney software.

Corey is an avid New England sports fan, especially when it comes to the Patriots. He actively participates in fundraising for the Massachusetts Multiple Sclerosis Society. In his free time, he can be found playing soccer, grilling some of his favorite meals, and kayaking around Lake Whitehall with his wife and boxer.

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Marisa Muldowney
Financial Advisor

Marisa Muldowney joined Aevitas Wealth Management, Inc. in 2019 and brings ten years of financial services experience to the firm. Marisa spent several years with Brookline Bank, where she managed the sales and operations of a loan portfolio. Most recently, she worked in real estate at  Coldwell Banker Residential Brokerage. She holds an MBA from Northeastern University with concentrations in investments and marketing, and a B.A. in political science from the University of Vermont.

 

At her core, Marisa believes in the importance of always putting clients’ interests first in order to help achieve their financial goals. Marisa is a great communicator, an intent listener, and is always eager to assist our clients.

 

Marisa lives in Norfolk with her three daughters and husband, plus an energetic dog and pony. She also enjoys reading, cooking, live music, traveling, and is an avid equestrian.