Fredric E. Weldon
Fredric E. Weldon is the managing director and founder of Polaris Advisors. He serves as the Chief Investment Officer and the direct contact for the firm's clients.
Ric has been in the Investment Management Business since 1993. Capitalizing on his prior career as a bank loan officer, Ric specialized in the stocks of local and regional banks.
Ric became a Financial Planner in 1996, working with clients of a small local bank, and subsequently joined a Boston based financial planning firm. He earned his Chartered Financial Analyst credential in 1998 and began focusing his attention on the needs of employees forced into early retirement as a result of the 2001-2002 recession.
In 2003, Ric formed Polaris Advisors and registered the firm with the Securities and Exchange Commission in order to operate without a Broker-Dealer as an employer. To honestly serve the needs of its clients, Ric believes Polaris Advisors can have only one source of revenue and answer to its clients and only its clients.
Ric is a single father living in Hopkinton MA with his two children; Kristina and Kyle. He is active locally as the president of his neighborhood Homeowner’s Association, and sponsors and coaches both his children’s sports teams.
Trang Le is Ric's assistant and the Client Service Manager. She works out of the Lynn office.
Trang began her financial career as a Trust Specialist at Mellon Financial/Boston Safe & Deposit in Boston in 1997. After 4.5 years she left the company as an Officer of the bank. She went onto work for Northeastern University Bursar’s Office as a liason for financial aid officers and students while pursuing her paralegal certificate in 2003 and Masters in Counseling and Applied Educational Psychology in 2005.
Trang joined Polaris Advisors in 2010 after working with Paul Crowley at Sentinel Securities, Inc., a Financial Industry Regulatory Authority (FINRA) registered securities broker- dealer.