The Bulfinch Group
Leigh McCloskey, MBA, is a seasoned Wealth Management Advisor at The Bulfinch Group, a role held since October 2013, providing registered representative and financial advisory services through Park Avenue Securities LLC. Prior experience includes managing warehouse operations and sales at American Instrument Exchange, Inc., where responsibilities included order prioritization, customer communication, and creating an improved order tracking system. Additionally, McCloskey founded NikTes Consulting & Design, offering personalized technology services and partnering with Microsoft under the BizSpark program. Early career roles included research assistance at Franklin & Marshall College and serving as an assistant to the CFO at Common Ground Community. Educational credentials include an MBA in Finance from Boston University and a BA in Business and Environmental Studies from Franklin & Marshall College.