| Name | Title | Contact Details |
|---|---|---|
Dan Larsen |
Assistant General Counsel | Profile |
KLR is one of New England`s premier accounting and business advisory firms. With 200+ team members and offices in Boston, Newport, Providence, Shanghai and Waltham, KLR provides a wide range of services to both individuals and businesses. Ranked one of the largest firms in New England, KLR`s growth and commitment to client service is unparalleled in the industry. Communication, Cost Saving Strategies, Relationships and Excellence are the core of our commitment to our clients. KLR has been awarded three Practice Innovation Awards and named one of the Best Places to Work (10 years in a row). Our award-winning firm helps ensure our ability to retain the most talented professionals to support your business.
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SYSTM is a total wealth ecosystem, purposefully built for wealth advisors by wealth advisors. Created by organizations with deep expertise in technology and wealth management, SYSTM changes business as usual for wealth advisors. Comprised of a set of essential wealth management functions, SYSTM provides the technology required to streamline advisors` day-to-day while also curating a marketplace of best-in-class financial products and a suite of world-class thought leadership resources — all on a single platform.