Jeffrey H. White
As a Client Counselor, Jeff brings over 30 years of experience to advising clients on complex family financial planning issues. He has a particular interest in charitable gift planning focused on smaller and often overlooked charitable organizations where a client’s charitable interests can have a significant impact both during their lifetime and as part of estate planning.
Jeff is a co-founder and principal of Wingate since its inception in 1986. His professional designations include Certified Financial Planner®, Chartered Financial Analyst™, Chartered Life Underwriter®, Chartered Financial Consultant®, Certified Funds Specialist, Registered Health Underwriter® and Licensed Insurance Adviser. He holds a Bachelor of Arts Degree from Holy Cross College, a Master of Science in Taxation from Bentley College, a Master of Science in Finance from Bentley College, and a MBA from Northeastern University.
Jeff is married with a daughter, and his personal interests include history, historic preservation, conservation and the outdoors.
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John C. Slupski, III
As a Client Counselor, John believes it is essential to get to know clients well so that he can help them to identify their most important personal goals and then develop financial strategies that are appropriate for them. He particularly enjoys developing analytical models to help clients understand the financial and personal implications of different options they may be considering. John’s other areas of expertise include planning for large stock and stock option positions, investment planning, and helping clients to establish a personal legacy.
Before joining Wingate in 1999, he worked for a large health insurer for seven years, including a three-year stint as a Product Manager. Prior to that, he owned and operated a sports memorabilia business and had been an intern in the U.S. Congress. His professional designations include Certified Financial Planner® and Chartered Mutual Fund CounselorSM.
He holds an MBA from Boston University, a Bachelor of Arts degree from Boston University and a Bachelor of Science from Boston University. He is an active member of the Boston chapter of the Financial Planning Association.
John is married with two children. When time permits, he enjoys reading, playing tennis, softball and basketball, as well as rooting for the local sports teams.
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Debra S. McDonald
Deb is a Client Counselor, working with clients to develop comprehensive personal financial plans and investment management strategies. She has particular expertise in investment portfolio administration, and enjoys helping clients with their personal financial management issues.
Deb has 14 years of experience in the investment industry. Before joining Wingate in April of 2005, she was the Key Accounts Manager with Charles Schwab & Co., Inc., Services for Investment Managers, servicing many larger investment advisory firms, including Wingate. Previously, she was a sales and relationship manager with Fidelity Investments Registered Investment Advisor Group. Deb began her investment career with Fidelity Investments in Cincinnati, Ohio as a mutual fund specialist. She is a member of the Boston Chapter of the Financial Planning Association, and is currently enrolled in the Chartered Mutual Fund
CounselorSM and Certified Financial Planner® designation programs. She has a Bachelor of Science in Business from Miami University in Ohio.
Deb is married with a son, and in her leisure time enjoys reading, photography and golf. She is also active in her sorority alumnae organization.
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Christina Hebert
Christina is a Client Services Coordinator and is the first point of contact for our clients. She assists clients with service requests, scheduling meetings, and coordinating client tasks with internal service departments and with outside professionals such as attorneys and accountants. She also helps prepare for client meetings and administer client investment accounts and retirement plans.
Christina has over 10 years of experience in the financial services industry. Prior to joining Wingate in 2007, she worked at PFPC Global Fund Services, where she was a Senior Client Relationship Manager working with qualified plan sponsors to administer corporate 401(k) plans. Before that, she worked at John Hancock, where she assisted with project management and business analysis. Christina holds a Bachelor of Science degree from Anna Maria College.
Christina is married and is an avid animal lover. Her interests include reading, family, bird watching, and enjoying historical period pieces.
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