Paul Means joined his father at Means Wealth in 1972 and became President of the organization in 1981. Paul has headed Means’ investment and executive committees since 1981. As President and Chief Equity Strategist, he annually publishes a “what to watch” list of equities.
Zach is one of the primary wealth managers at Means Wealth. By listening closely to clients’ needs and executing personalized strategies, Zach maintains strong relationships built on trust and satisfaction. He also currently serves on the investment and executive committee.
Ryan began his career in wealth management in Chicago, working with high-net-worth families and institutions. As team analyst, Ryan is responsible for portfolio construction, asset allocation, and manager due diligence. He serves on the research and investment committees.
Eric joined Means Wealth in 2017 with over 20 years of broad legal and compliance investment experience. He previously worked in Boston for several prestigious firms like the Dechert Law Firm, Eaton Vance Corporation, and the Clay Family Office.
Erin was born and raised in Presque Isle, Maine and earned her Bachelor’s degree in Business Administration and Master’s degree in Accounting, both from the University of Maine. While attending the University of Maine, she worked as an…
Paul Means joined his father at Means Wealth in 1972 and became President of the organization in 1981. Paul has headed Means’ investment and executive committees since 1981. As President and Chief Equity Strategist, he annually publishes a “what to watch” list of equities.
Zach is one of the primary wealth managers at Means Wealth. By listening closely to clients’ needs and executing personalized strategies, Zach maintains strong relationships built on trust and satisfaction. He also currently serves on the investment and executive committee.
John has been a part of the Means Wealth team since 2001. A member of the executive committee, John works with affluent clients and institutions, including nonprofits and quasi-municipalities.
Hailing from Washington, D.C., Dave joined the Means Wealth family in 2006 as the Senior Options Principal. A member of the research committee since 2013, Dave manages relationships and provides personalized advice to families around the country.
Wes joined the firm in 2015 after a long career in aviation. One of the firm’s lead options strategists, Wes has mitigated portfolio risk via equity and option strategies for over 30 years. He serves on the research and Investment committee.
Alex Means is a native of Orono, Maine and a graduate of Furman University with a Bachelor of Arts in Business Administration. Alex joined the team in 2017 and he currently runs our South Carolina Office.
Kris joined Means Wealth Management in 2006 after working in the food service industry for over 20 years. Kris has developed wonderful relationships with our clients through her happy voice and big smile. Her responsibilities include account transfers,…
Susan, who brings more than 25 years of client service experience joined the Means Wealth Management team in October of 2016. As a former customer service supervisor and team lead in the Electric Utility industry Susan brings a…
Amanda joined the Means Wealth Management family in August of 2018. Amanda brings extensive customer service and relationship management experience via her background in the healthcare industry. Amanda recently moved back to Maine to pursue her MBA at…
Morgan, who joined the Means Wealth Management team in December of 2017, received her Bachelor of Science in Mathematics from the University of Maine at Presque Isle. Morgan then began a ten-year career in the tax software industry.…