Associates

Ronald G. Cooper Jr., CERTIFIED FINANCIAL PLANNERTM, Chartered Life Underwriter, began working with New York Life Insurance in 2001. He joined Eagle Strategies LLC, A Registered Investment Adviser, in 2005. Ron focuses on working with entrepreneurs, professionals, and retirees to crystallize their personal goals and objectives; and helps to execute a plan to achieve these goals. Ron has also been recognized as one of the Top Financial Planners in 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and 2022 Five Star Wealth Manager1 in the February editions of Boston Magazine. Ron is also a member of NAIFA.

Ron resides in Marblehead, MA with his two children. Ron enjoys spending time with his family and training for various athletic events.

 

 

Kevin A. Fauteux, Wealth Advisor, began working for New York Life in 2002. Kevin joined Eagle Strategies LLC, A Registered Investment Adviser, in 2006. He graduated with honors from Trinity College with a degree in History in 2001.

Kevin specializes in working with business owners, professionals, and the high net worth markets- providing goals-based holistic financial planning and wealth management services.

Kevin has also been recognized as one of the Top Financial Planners in 2012, 2013, 2014, 2015, 2016, 2018, 2019, 2020, 2021, and 2022 Five Star Wealth Manager1 February editions of Boston Magazine and in the 2020-2022 editions of Forbes and the Wall Street Journal.  

Kevin resides in Arlington Heights, MA with his wife, Jessica, his daughter, Lila Ann, and he and Jessica's four boys- Liam, Jack, Henry, and Cameron. He enjoys spending time with family, and is a die-hard Red Sox fan as well as being an avid golfer.

 

Ryan J. Hart began working for New York Life in 2014. He joined Eagle Strategies LLC, A Registered Investment Adviser, in 2021. He graduated from the University of Connecticut in 2009 with a degree in Economics.

Ryan focuses on working with professionals, retirees, and business owners on goal-oriented comprehensive financial planning; and building a plan to attain these goals.

Ryan resides in Reading, MA with his wife, Ashley, and two daughters, Nora and Emma. He enjoys spending time with his family and playing golf, tennis, and pickleball.

 

Phil Whittaker, MBA, Wealth Advisor, started working for New York Life in 2020  after an 18-year career in the marine industry – 10 serving as a Captain and 8 at the helm of shore-based management and logistics. 

In 2021, Phil joined Eagle Strategies LLC - building on both his MBA and Masters of Science in Analytics and becoming a fervent advocate for his clients and their families in providing goals-based financial planning and wealth management services.  Additionally, Phil possesses an advanced Excel certification and is proficient in both R and Python for more advanced analytics and illustrations.

The many challenges we face in the future make financial planning today even more vital than before. Phil’s focus on planning for families with children, and family-owned businesses, includes a deep understanding of ESG investment practices, ensuring that investments not only work for the client but also for a sustainable future.

Phil resides in Rochester, MA with his family.  In his spare time he enjoys spending time with family and friends, sailing and cycling. He is also triathlete, having completed over 10 Ironman competitions.  Phil’s most random fun factoid – he is licensed to captain both a cruise ship and an oil tanker, has circumnavigated the globe twice and set foot on all seven continents.

 

Ashley M. Hoy is an Associate Financial Advisor who has been working for Ron Cooper and Kevin Fauteux since October 2010. Ashley graduated from Keene State College in 2008 with a degree in Economics.

Ashley handles all office operations, and account processing, and provides customer service for all clients. Ashley is a Notary Public for the state of Massachusetts.

Ashley resides in Groton, MA, and enjoys practing yoga, meditation, reading, live music, and spending time with friends and family.

 

 

1Please See Disclosure Section for complete description on research methodology employed by Five Star. 

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