customized investment solutions
Wayne M. Ushman, Managing Director Wayne has more than 28 years in the investment management business. A founder in 1991 of the money management firm Worcester Partners, Ltd., Wayne developed customized investment strategies for the firm. Prior to the formation of Worcester Partners, Wayne was Vice President in charge of the Portfolio Management Department for State Mutual Life Assurance Company of America where he developed the investment strategy for the company's $9 billion portfolio of investment assets. Wayne also managed the company's trading and hedging operations.
BA Franklin & Marshall College
MBA the Amos Tuck School of Business Administration at Dartmouth College
Chartered Financial Analyst since 1980
Corporator, Greater Worcester Community Foundation
Board Member, Jewish Home for the Aged Foundation Inc.
Executive Committee Member of the Worcester Jewish Community Center
Chairman of the Endowment Committee for the Jewish Federation of Central Massachusetts
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Elizabeth ("Lisa") B. Phelps, Director Before joining Assabet Advisors, Lisa spent 18 years at State Mutual/Allmerica Financial. After working in the securities law area, Lisa developed the company's first investment marketing initiative. She migrated to the pension area where she served as investment advisor to the company's largest institutional pension clients, and ultimately as Vice President of Client Relations. In her final years at Allmerica, Lisa developed a new investment strategy for the variable annuity and life insurance business, and introduced a new asset allocation program for individual investors.
BA University of Pennsylvania
MA State University College of New York at Brockport
Post-graduate work at Brandeis University
Series 65 Registered Investment Adviser Representative
Corporator, Girls Incorporated of Worcester
Board member, Straight Ahead Ministries
click here to download Lisa's brochure supplement