Congratulations are in order!
by Laurie Barrett on May 9, 2023
At Seascape Capital Management, we place a high value on professional development. We love learning how better to help our clients. So naturally, we are pleased to congratulate the Seascape Team on recent accomplishments:
Andrew Litzerman, CFA®, CMT® continued his love of learning by completing his Masters in Computer Science from Northeastern University in May 2023.
Chrissy Sullivan, CFP®, CDFA®, CTFA, CEPA continues to stay plugged in to the needs of our business owner clients with her newest credential, the CEPA, Certified Exit Planning Advisor in April 2023. Our business owner clients will benefit from our expertise in maximizing business value, planning life after business, and working through tax reduction strategies --- and will also appreciate our work with their trusted network of advisors to build a strategic framework for executing an exit with a holistic approach and creating a financial foundation with pre-transaction planning.
Suzanne Russo, FPQP® deepened her 18 years of experience and demonstrated her knowledge and expertise by earning her Financial Paraplanner Qualified Professional designation in April 2023.
Key to Alphabet Soup Above:
CFA® = Chartered Financial Analyst
CMT® = Chartered Market Technician
CFP® = Certified Financial Planner
CDFA® = Certified Divorce Financial Analyst
CTFA = Certified Trust and Fiduciary Advisor
CEPA = Certified Exit Planning Advisor
FPQP® = Financial Paraplanner Qualified Professional