Anchor Welcomes Newest Member of the Private Client Team

Anchor Welcomes Newest Member of the Private Client Team

Anchor Capital Advisors Welcomes John E. LeVangie as Wealth Strategist to the Private Client Team

 

Boston, MA – February 20, 2024 – Anchor Capital Advisors is pleased to announce the addition of John E. LeVangie to our Private Client Group as a Wealth Strategist. John is an experienced tax and wealth management professional specializing in financial planning and investment management for high-net-worth families.

Through his extensive legal, tax, and financial advisory experience, John brings a unique ability to integrate all aspects of an individual’s financial situation. His personalized, actionable recommendations are designed to help clients achieve their goals efficiently while addressing the complexities of wealth management. In this role, John will work closely with Anchor’s Private Client Advisors to provide tailored strategies for estate, tax, philanthropic, and goal-based planning.

“John’s impressive background and expertise in wealth management makes him a tremendous asset to our team,” said Stephen Cavagnaro, Director of the Private Client Group at Anchor Capital Advisors. “His ability to synthesize complex financial, tax, and legal considerations into clear and actionable strategies aligns perfectly with our mission to deliver exceptional value and guidance to our clients. We are thrilled to welcome John to the team and look forward to the meaningful impact he will have.”

John brings over a decade of extensive experience in tax and wealth management to his role at Anchor Capital Advisors. Most recently, he served as a Senior Financial Planner at Wedmont Private Capital, where he was the lead advisor to high-net-worth clients and their families. Prior to that, John worked as a Wealth Advisor at Darrow Wealth Management, where he specialized in guiding clients through significant liquidity events, analyzing equity compensation, and managing concentrated stock positions. Earlier in his career, John spent 10 years at GW & Wade, LLC as a Counselor, leading client engagements across wealth management, tax planning, and financial planning, while also serving on the firm’s investment committee. John’s legal background includes roles as an Associate Attorney at Burke & Associates and a Contract Attorney with Ajilon Legal.

His academic achievements are equally impressive, holding an LL.M. in Taxation from New York University School of Law and a J.D., magna cum laude, from Western New England College School of Law, where he graduated second in his class and was an editor of the Law Review. He earned his Bachelor of Science from Western New England College.

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About Anchor Capital Advisors LLC

Founded in 1983, value-oriented investment and asset management firm Anchor Capital Advisors always approaches its products—and its relationships—from the bottom up. For more information about Anchor, or to learn about their strategies for managed accounts, private clients, or institutional investors, please visit https://anchorcapital.com/