Adviser
Shane Tramontozzi is a seasoned professional in workplace operations and management, currently serving as the Senior Manager of Workplace Operations and Experience at RWA Wealth Partners since August 2023. Previously, Shane held various roles at Bose Corporation, including Manager of Campus Workplace Experience from September 2019 to April 2023. Prior to that, Shane worked at IST Management Services as Regional Operations Manager and Operations Manager from August 2015 to April 2019, and at Merrill Corporation as National Operations Manager and Customer Operations and Facilities Manager from July 2008 to August 2015. Additionally, Shane's experience includes a role as Facilities and Customer Operations Manager at Pitney Bowes Management Services from September 2001 to July 2008. Shane Tramontozzi holds a degree from Northeastern University.
This person is not in any teams
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.