Jonah Lupton

Jonah Lupton

Trust Officer, Wealth Manager, Entrepreneur, Philanthropist, Business Advisor, Social Media Consultant & Open Networker

Greater Boston Area

Current
Past
  • Private Wealth Advisor, Financial Consultant at RBS Citizens Bank
  • Portfolio Manager, Financial Planning Specialist, Financial Advisor at Smith Barney
  • Financial Consultant, Retirement Planning Specialist at Morgan Stanley
Education
  • Boston University
  • Salve Regina University
  • University of New Hampshire
Recommended
Jonah has 2 recommendation(s) 2 people have recommended Jonah
Connections
500+ connections
Industry
Financial Services
Websites

Jonah Lupton’s Summary

Jonah Lupton
Cambridge Appleton Trust
jonahlupton@gmail.com
jlupton@cambridgesavings.com

617-441-7027 (work)
617-818-1529 (mobile)

45 Milk Street
Boston, MA
www.CambridgeAppleton.com
www.SocialTrak.com
www.jonahlupton.wordpress.com
www.twitter.com/jonahlupton

At Cambridge Appleton Trust we strive to deliver world-class Trust Services & Investment Management solutions to a select group of individuals, families, corporations, and institutions. We are deeply committed to developing long-lasting personal relationships with our clients and their trusted tax and legal advisors. Our professionals will provide customized financial and estate planning strategies to meet the increasingly complex needs of our clients and their multi-generational estates.

Cambridge Appleton Trust is a full-service, private Trust Company located in Boston. We were formed in 1999 in a joint venture between Appleton Partners and Cambridge Savings Bank.

Our comprehensive wealth management and holistic planning approach focuses on the overall needs of the family and the legacy they want to leave. This begins with in-depth client discussions and finanical analysis and leads to dicussions about long-term objectives, tax, and legal matters. It's important that we understand the family dynamics before making and advisory recommendations. Our committment to client service and high-quality investment solutions has allowed us to maintain a 97% retention rate.

The Investment Philosophy at Cambridge Appleton Trust is more than just allocating assets across different investment strategies. It serves as an evolving model that requires continuous feedback and development. It is a multi-faceted process that begins with getting to know the client and then defining specific objectives that allow us to be flexible in response to changing market conditions.

Jonah Lupton’s Specialties:

Wealth Management
Investment Managment
Trust & Estate Planning
Asset protection
Risk Management

Clients include wealthy families, business owners & executives, & non-profit organizations. I frequently consult with tax & legal advisors to assure proper execution and efficiency.

Jonah Lupton’s Experience

  • Founder

    Greater Boston Estate Planning Professionals

    (Privately Held; Internet industry)

    November 2008 — Present (1 year 1 month)

    Networking group for Estate Planning professionals in the Boston area.

  • Founder & Director

    SocialTrak

    (Privately Held; Internet industry)

    October 2008 — Present (1 year 2 months)

    A social networking, social media and online community web-based company for anyone looking to connect or network with friends or professionals in their local area.

    www.SocialTrak.com

  • Trust Officer & Wealth Manager

    Cambridge Appleton Trust, N.A.

    (Privately Held; Financial Services industry)

    July 2008 — Present (1 year 5 months)

    -Wealth Management & Investment Management
    -Trust & Estate Planning (CRTs, GRATs, CRATs, CRUTs, CLTs)
    -Fiduciary & Custody Services
    -Customized investment solutions
    -Asset & capital allocation strategies
    -Philanthropic & Charitable planning
    --Foundation & Endowments
    -Retirement & Financial planning
    -401k/403b rollovers
    -Cash & liquidity management
    -Profit sharing & Pension plans
    -Alternative investments (Fund of Funds)
    -Insurance consulting

  • Private Wealth Advisor, Financial Consultant

    RBS Citizens Bank

    (Public Company; 10,001 or more employees; Banking industry)

    September 2007 — June 2008 (10 months)

  • Portfolio Manager, Financial Planning Specialist, Financial Advisor

    Smith Barney

    (Public Company; 10,001 or more employees; C; Financial Services industry)

    July 2003 — September 2007 (4 years 3 months)

  • Financial Consultant, Retirement Planning Specialist

    Morgan Stanley

    (Public Company; 10,001 or more employees; MS; Financial Services industry)

    May 2002 — July 2003 (1 year 3 months)

Jonah Lupton’s Education

  • Boston University

    CFP , Financial & retirement planning, Insurance + Risk Management, Investments, Tax Planning , 2008 — 2009

  • Salve Regina University

    1999 — 2002

  • University of New Hampshire

    BS , Pre-Med , 1997 — 1998

Additional Information

Jonah Lupton’s Websites:

Jonah Lupton’s Interests:

Anything entrepreneurial, venture investing, networking, community involvement, athletics/sports, travel, being outdoors or on the beach, golfing, spending time with family & friends

Jonah Lupton’s Groups:

Boston Estate Planning Council, Greater Boston Estate Planning Professionals, Boston Entrepreneur Network (ENET), Mass. Innovation & Technology Exchange (MITX), Boston Interactive Media Assoc. (BIMA) Boston Chamber, Cambridge Chamber, Association for Corporate Growth (ACG), Future Leaders in Philanthropy (FLIP), Luncheon Club of Boston, One-in-3 Boston, Mayor's Advisory Council, Boston Young Professionals, Back Bay Association

  •    On Startups - The Community For Entrepreneurs
  •    Salve Regina Networking Group
  •    AMA Boston Marketers
  •    Private Equity and Venture Capital Group
  •    Hedge Fund Risk Management
  •    TopLinked.com (Open Networkers)
  •    Hedge Fund Group (HFG)
  •    New England Tech Professionals Network
  •    Family Offices Group
  •    Start-Up Phase Forum
  •    Startup Specialists
  •    Boston Young Professionals Association
  •    STARTUP ENTREPRENEURS NETWORK
  •    Social Media Marketing
  •    The Indus Entrepreneur
  •    ACG Boston (The Association for Corporate Growth - Boston Chapter)
  •    Massachusetts Professionals
  •    Social Media Mafia
  •    Boston Business Lawyers
  •    Cape Cod Young Professionals
  •    Entrepreneur's Network
  •    LION500.com (Open Networkers)
  •    Boston Speed Networkers
  •    Social Media Marketing Group
  •    Legacy / Estate / Gift Planning and Planned Giving Professionals
  •    Estate Planner Legal Network
  •    Boston - Venture Capitalist User Group
  •    Young Nonprofit Professionals Network of Boston
  •    Private Wealth Management
  •    Red Sox Fan
  •    Deal Flow Network™
  •    Estate Planning
  •    Boston Financial Professionals
  •    New England Tax & Finance Professionals
  •    The Exit Planning Exchange
  •    Boston World Partnerships
  •    Linked Business
  •    MITX
  •    Greater Boston Estate Planning Professionals
  •    Greater Boston Entrepreneurs & Executives
  •    Boston Estate Planning Council
  •    Greater Boston Networking
  •    Band of Entrepreneurs
  •    Downtown Boston Rotary Club
  •    Networked Events - Connector
  •    SocialTrak.com
  •    Boston Area NonProfit Finance Professionals

Jonah Lupton’s Honors:

CFP/Certified Financial Planner program at Boston University
Founder- SocialTrak.com
Founder- Greater Boston Estate Planning Professionals
Membership- Boston Estate Planning Council
Cambridge Who's Who (2005)
Strathmore Who's Who (2007)
Portfolio Manager (2004)
Financial Planning Specialist (2003)
Retirement Planning Specialist (2002)
Securities Licenses: Series 7, 63, 65, 66 (2002)
Insurance, Life, Disability, Health Licenses (2002)
Managed futures license: Series 31 (2002)
Business Network International: VP/Secretary (2003-2004)

Jonah Lupton’s Contact Settings

Interested In:

  • career opportunities
  • consulting offers
  • new ventures
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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