
Frederick Warburg
Wealth Manager
Office: Quincy, MA
Team: Wealth Management
Education & Certificates
A.B., Bowdoin College
MBA, Babson F.W. Olin Graduate School of Business
Certificate of Financial Planning, Boston University
Professional Background
I have over 15 years of experience in investment management and financial services. Prior to joining CWA, I was a managing director at Fernwood Investment Management. I enjoy the challenges of balancing client risk tolerances with building optimal investment portfolios under the most tax efficient estate plans.
Personal Interests
I most enjoy laughing with my wife and two little boys, reminiscing about all the good times we have had, and thankful for how far we have come. I continue to be a veteran runner and tennis player. I serve as Vice Chair of the board of directors for MaxCourage, a non-profit, global literary arts program.