Antaeus Wealth Advisors, LLC, formerly Sohn & Associates, is a comprehensive financial services practice based in Boxborough, Massachusetts. Having served clients across market cycles and over generations, our team’scommitment is providing the resources and education so that clients may make informed and prudent financial decisions.
The firm began when A.J. Sohn, MBA, ChFC®, Managing Partner, and an Accredited Investment FiduciaryTM, started advising clients in 1997. A.J. began building the practice on the basis of referrals from its clients and other professionals, and subsequently has been seen as a resource by several national publications. Today, Mr. Sohn specializes in advising widows and divorced women, top level salespeople, and owners of companies of all sizes and specialties. A.J. also is a member of the world wide Entrepreneurs’ Organization (EO) and the Financial Planning Association (FPA).
Sherry Cutler, Director of Operations and Partner, joined the firm in 1998. From the company’s beginning, Sherry assisted A.J. with servicing his clients and has helped build the firm into the successful company of today. Ms. Cutler is the backbone of Antaeus; responsible for managing the Boxborough office, coordinating client events and meetings, and working to ensure that client satisfaction remains Antaeus’ top priority.
Mark Pelletier, Senior Financial Advisor, and an Accredited Investment FiduciaryTM, began his career as a financial advisor in 1999, and soon thereafter joined Sohn & Associates in 2004. Mark specializes in advising endurance athletes, teachers, professors, and executives in higher education. Mr. Pelletier also has substantial experience helping divorcees sort through difficult financial adjustments, and enjoys transforming complex financial concepts into clear, actionable advice.
Evan Welch, Chief Investment Officer and Partner, who joined us from Carnegie Wealth Strategies in January 2006,is a CERTIFIED FINANCIAL PLANNERTM practitioner, an Accredited Investment FiduciaryTM and a member of both EO and the FPA. Passionate about investments, Evan leads Antaeus’ ongoing portfolio management strategies. Mr. Welch also counsels physicians, business owners of all specialties, business professionals, and those who find themselves in times of financial transition.
Allison Conlon, Financial Advisor and Senior Relationship Manager, worked with Sohn & Associates while attending Bentley College and later joined the team from State Street Bank in 2008. Allison is a CERTIFIED FINANCIAL PLANNERTM practitioner committed to helping clients achieve their financial goals. In addition to guiding her own clients, Allison assists Antaeus’ other advisors with their trading and financial planning strategies.
Justin Littlefield, Private Wealth Advisor – V.P., began his career as a corporate finance analyst at a major New York investment firm. Desiring to have a more personal impact on clients, Justin moved back to Boston in 2002 and spent the next 10 years as a Senior Vice President at Boston Partners Financial Group, LLC. As a CERTIFIED FINANCIAL PLANNERTM practitioner and an Accredited Investment FiduciaryTM, Justin’s clients rely on his judgment and expertise to make prudent decisions with their money. Justin joined Antaeus in February 2012.
Nikki Dube, Relationship Manager, has been involved in the financial services field since 2001 – working at both PFPC Financial and Compass Point Financial – before connecting with Antaeus in June 2012. Nikki supportsAntaeus’ advisors by assisting clients and opening and maintaining clients’ accounts. She also helps Sherry with the day to day operations of the Boxborough office.
Will Elwell, Financial Advisor and Investment Analyst, began his career at Boston Partners Financial Group, and joined Antaeus in March 2013. By implementing and following a comprehensive financial plan, Will believes clients will achieve their lifelong financial goals, which then extend into their personal lives. Will specializes in assisting emerging wealth couples, nurses, young physicians and established families. He also assists Evan with the firm’sinvestment research and due diligence.
Shaun Sullivan, Financial Advisor, was an advisor at Boston Partners Financial Group for 5 years, and joined Antaeus in September 2015. Shaun works with individuals, families, and small businesses to assist them in achieving their unique financial objectives. By providing personal and innovative financial solutions, Shaun helps his clients navigate various market environments so that they reach their financial goals.
Michael Mallon, Financial Advisor, brings experience in tax preparation and the complex U.S. tax code to Antaeus.Michael is dedicated to using his extensive knowledge and background to give clients a strong foundation andprovide them with a comprehensive financial solution. By developing smart and personalized financial advice, hecaters each plan to best meet individual needs and goals. Michael joined Antaeus in October of 2015 and is basedin the Malden office.
At Antaeus Wealth Advisors, our focus is our clients’ well-being and peace of mind. We consider ourselves fortunate to be working with you, and are grateful for the opportunity to develop a long-term, collaborative relationship built on trust.