About | Meeting House Capital | Financial Advisor | Boutique Advisor | Concord MA | Boston MA
Meeting House Capital, LLC is a boutique registered investment advisor (RIA) and a fee-only fiduciary serving individual investors and institutions located in Concord, MA, just outside of Boston. We aim to grow our clients’ capital in a prudent manner over the long term.
About
Located in historic Concord, Massachusetts, Meeting House Capital, LLC is a fee-only, boutique investment advisor and a fiduciary prodiving portfolio management and financial planning services to individual investors and institutions. We aim to grow our clients’ capital in a prudent manner over the long term.
Our name
The term ‘Meeting House’ refers to our goal of fostering a collaborative firm culture and building close, partnership-like relationships with our clients.
Portfolio Manager and FOUNDER
Oleg Litvinenko, CFA® is the Managing Partner and Portfolio Manager at Meeting House Capital, LLC. Prior to founding Meeting House Capital in 2020, Oleg served as Head of Equity Research and Senior Portfolio Manager at Cobblestone Capital Advisors, a Rochester, NY-based registered investment advisor, where he managed individual equity strategies with over $500 million in client assets. Oleg’s professional experience includes positions at Fidelity Investments’ personal investments division and PwC’s advisory practice. Oleg is a Chartered Financial Analyst® (CFA®) charterholder. He completed his undergraduate studies at Pace University. He holds a Master in Public Administration degree from Harvard University and a Master in Business Administration degree from Boston University. Oleg is a member of CFA Institute and CFA Society Boston. He serves as Treasurer and Board Member of the Wright Tavern Legacy Trust and supports the Friends of the Minute Man National Park. Oleg and his wife Meg reside in Concord, Massachusetts with their two children.
CHARLES SCHWAB & CO.
Meeting House Capital, LLC recommends clients open accounts with Charles Schwab & Co., Inc. to maintain custody of assets. Since 1987, Charles Schwab has provided independent advisors, like Meeting House Capital, LLC with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively. Clients who custody with Charles Schwab have access to the Schwab Alliance service team, as well as the Schwab retail website to access their accounts. Clients may, but are not obligated to, select Charles Schwab & Co., Inc. or another brokerage firm to effect transactions in your account(s).
These materials have been independently produced by Meeting House Capital, LLC. Meeting House Capital, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates. Charles Schwab is a registered broker-dealer and member SIPC. Charles Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has it independently verified any of the information in them.