Our Team

Samuel James Conte II – President

Work Experience

  • 2011-Present, President Massachusetts Wealth Management, LLC
  • 2008-2011, President Andover Equity Associates
  • 2001-2008, Registered Representative, Linsco Private Ledger
  • 2006-2008 Founder, Massachusetts Wealth Management
  • 1996-2001, Owner Reming & Conte Insurance Agency

Education

  • 1992 – B.S. Accounting & Finance, Northeastern University, Boston

Community Involvement

  • Essex County Community Foundation
  • St. Augustine Finance Committee
  • YMCA Merrimack Valley (former Treasurer)
  • Coach AAU Baseball

Diana Nickerson –  Executive Vice President

Work Experience

  • 2012-Present, Executive Vice President Massachusetts Wealth Management, LLC
  • 2008-2012, Vice President Andover Equity Associates
  • 2006-2008, Operations Manager, Massachusetts Wealth Management
  • 1986-1992 Coopers & Lybrand, Boston

Education

  • 1985 – B.S. Computer Information Systems, Bentley University, Waltham
  •              A.S.  Accounting & Management, Bentley University, Waltham

Community Involvement

  • Bentley Executive Club

Kaitlyn A. Conte – Assistant Vice President

Work Experience

  • 2022-Present, AVP Massachusetts Wealth Management, LLC
  • 2018- 2022, AVP Sales & Trading, Barclays Investment Bank

Education

  • 2018 – B.S. Political Science, English, College of the Holy Cross, Worcester

Community Involvement

  • Board of Directors, Greater Lawrence Community Boating

Paula Goodwin – Office Support

Work Experience

  • 2012-Present,  Massachusetts Wealth Management, LLC
  • 2008-2012,  Andover Equity Associates