Downtown Wealth Studios, LLC

Kathleen Cefalu is a financial advisor with Downtown Wealth Studios, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Merrill from 2019 to 2023 before joining Downtown Wealth Studios. Downtown Wealth Studios provides customized wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment orientation and manages portfolios that include individual equities, ETFs, mutual funds, and bonds.

Joseph Cefalu is a financial advisor at Downtown Wealth Studios, LLC in Cambridge, MA with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Outside of advising, he operates a sole proprietorship managing a rental property. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach and manages portfolios including equities, ETFs, mutual funds, and bonds, often on a non-discretionary basis.

Thomas Cefalu is a financial advisor at Downtown Wealth Studios, LLC, holding a Series 65 credential and recently beginning his career in the industry. His prior work experience includes roles at General Atlantic, Paycom, AlphaSights, and Merrill Lynch, among others. Downtown Wealth Studios provides customized wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm employs a combination of fundamental and technical analysis with a focus on both long-term and occasional shorter-term investment reallocations.

Dinghao Jiang is a financial advisor at Downtown Wealth Studios, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Merrill Lynch Pierce Fenner & Smith. Prior to his advisory roles, he spent three years at Babson College. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, families, and institutional clients, managing portfolios that include equities, ETFs, mutual funds, and bonds. The firm combines fundamental and technical analysis with a long-term investment approach and manages the majority of assets on a non-discretionary basis.