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North American Management Team

Ten Post Office Square, Suite 1200 South

Boston,

MA

02109

nam-info@wealthenhancement.com

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Meet with us

About the North American Management Team

The North American Management Team takes a proactive role in helping our clients navigate their financial world. We’ve been there for our clients providing a personal touch for generations and have the in-house resources to handle a wide variety of complex financial needs, including endowments, foundations, non-profits, trusts, and more. As fiduciaries, we are required to act in your best interests, and we make your financial well-being our main priority.

Advisory Team

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David Baker

CFA®

Senior Vice President, Financial Advisor and Portfolio Manager

Boston, MA

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Fraser McLean

CFA®

Senior Vice President, Financial Advisor & Portfolio Manager

Boston, MA

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Blake Stuart

CFA®

Senior Vice President, Financial Advisor & Managing Director

Boston, MA

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Mark J. Reed

Vice President, Financial Advisor and Portfolio Manager

St. Louis, MO

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Bev Rodrigue

CFP®, CRPC®

Vice President, Financial Advisor

Boston, MA

Zeke Waisel

BFA, CEPA®, CFP®

Vice President, Financial Advisor

Boston, MA

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Bertie Cayzer

Senior Portfolio Manager

Boston, MA

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John Graziano

Associate Financial Advisor

Boston, MA

Client Service Team

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Jessica Vacanti

Senior Client Service Manager

Boston, MA

Julia Cormican

Client Service Manager

Boston, MA

Delvin Carrol

Devlin Carroll

Client Service Manager

Boston, MA

Resources from our team

Newsroom

The Minnestoa Star Tribune: Bertie Cayzer Featured in “Market Volatility Leaves Some Minnesotans Uneasy About 401(k) Retirement Investments”

Bertie Cayzer, Senior Portfolio Manager at Wealth Enhancement, was featured by The Minnestoa Star Tribune in an article called, “Market Volatility Leaves Some Minnesotans Uneasy About 401(k) Retirement Investments
Bertie Cayzer

Blog

Your Comprehensive Guide To Being an Estate Executor

Acting as an executor means taking on the responsibility of managing and distributing a deceased person’s assets according to their will. This role includes legal, financial, and organizational duties, as well as patience and diligence. To help guide you toward a more successful outcome, we’ve outlined ten common steps for executors.
Zeke Waisel BFA, CEPA®, CFP®

Team locations

Boston, MA
Ten Post Office Square, Suite 1200 South, Boston, Massachusetts, 02109
(617) 695-2100
details
St. Louis, MO
8000 Maryland Ave. Suite 710, St. Louis, Missouri, 63105
(314) 833-6641
details

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.