Our associates:

Alfred F. Marsicano, CIMA®, Investment Adviser Representative
Phone: (617) 896-3508 (800) 556-8600  Fax: (617) 227-5505 | afmarsicano@e-winslow.com
Location: Boston - Headquarters | Directions

Al began his career in public accounting after which he embarked on his 38-year tenure in the financial services industry with Merrill Lynch, Oppenheimer & Co., and UBS.  He assists individuals and their families with managing the accumulation, preservation and transfer of wealth.  Acting in an advisory capacity, he provides advice on wealth planning, trust and estate planning strategies and liability management.  He has extensive experience in evaluating and developing customized investment solutions tailored to each client’s specific goals.

Al is attuned to a variety of tax ramifications and strategies of investing as a result of his accounting background.  This is of particular benefit to his client base, comprised of both domestic and foreign ultra high net worth individuals.  To assist him in his implementation process, Al draws upon the technical expertise of an experienced team of professionals in specialized areas of financial, investment, tax, insurance and estate planning.

In addition to the extensive resources and capabilities of Winslow, Evans & Crocker, Al has the ability to have additional strategic relationships as needed.

Al graduated from the University of Miami with a B.B.A. in accounting.  He earned his Certified Investment Management Analyst (CIMA) designation from The Wharton School of the University of Pennsylvania and has served on the Investments & Wealth Institute’s certification committee.