Greg Lavine, CFA

Do you know the six biggest


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Thank you for taking a moment to visit us from the Jewish Rhode Island magazine to get your free guide to avoid the most common municipal bond mistakes.

As a member of the local community, I look forward to helping you develop your understanding of the municipal bond market and am a resource to help you along the way.

- Greg Lavine, CFA

The Six Biggest Mistakes and How to Avoid Them

A resource guide for people interested in owning municipal securities in their portfolios

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Meet The Author

Greg Lavine, CFA

Greg has deep experience in municipal bond portfolio management and wealth management.

He manages national and state-specific municipal bond portfolios with short to long duration horizons.

Prior to M&C, Greg managed bond portfolios for a large wealth manager and ran their $450 million wealth management team in New York.
(617) 314-0478