Executive Management Team

Felix S. Betro,
Managing Partner and Chief Executive Officer

Felix Betro is a highly accomplished Certified Public Accountant, estate planning attorney and business valuation analyst. As a Managing Partner, he is responsible for overseeing all aspects of business operations to ensure your experience as a client is successful and your needs are properly met. With more than 30 years of professional experience serving the needs of individuals, families and business owners, he brings a wealth of knowledge and expertise that you can rely on to meet your investment and estate planning goals. Felix is a graduate of The College of the Holy Cross and Southern New England School of Law. He is admitted to the Bar of the Massachusetts Supreme Judicial Court, a Certified Public Accountant and a Certified Valuation Analyst. Presently, Felix is president of Betro and Company, P.C., Certified Public Accountants and the principal of The Law Offices of Felix S. Betro. He is a member of the Massachusetts Bar Association, the American Bar Association, the Massachusetts Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the National Association of Certified Valuation Analysts. Felix has served as Chairman of the Ethics Committee of the Massachusetts Society of Certified Public Accountants and as President of the Massachusetts Chapter of the National Association of Certified Valuation Analysts

John M. Mileszko,
Managing Partner and Chief Investment Officer

John Mileszko has more than 20 years of experience in the investment management field and is an expert in Fidelity and Vanguard funds. He has served on numerous investment and portfolio review committees, and has worked closely with hundreds of affluent individuals and families. He is responsible for the development and implementation of the firm’s investment strategies and oversees the firm’s investment research process.

John has been diligently researching and analyzing Fidelity and Vanguard funds in terms of portfolio holdings, risk characteristics and relative performance for more than 15 years. His expertise in Fidelity and Vanguard funds combined with extensive experience evaluating economic and market conditions forms the foundation of the firm’s research and investment process. Through more than a decade of study and analysis, he has developed a comprehensive understanding of the strengths and weaknesses of the Fidelity and Vanguard investment offerings and uses that knowledge to develop what we believe is the optimal portfolio allocations for clients. He also has a comprehensive understanding of exchange traded funds and serves as a market and economic analyst for New England Cable News, one of the country’s largest regional cable television networks.

He began his career in 1986 with the Boston Company, a wholly owned subsidiary of Boston Safe Deposit and Trust, where he advised individuals on mutual funds and private banking services. In 1991, he joined a Wellesley Massachusetts-based Registered Investment Advisor as Vice President and served on the firm’s investment committee. In this role, John personally managed more than 300 client relationships with assets exceeding $300 million.

In 2000, John joined a Newton Massachusetts-based Registered Investment Advisor as Managing Director and member of the firm’s senior management team. In this role, his responsibilities included managing all client service and relationship management teams, and serving as an active member on the Investment Committee, the Portfolio Review Committee, and the Compliance Committee. John is a graduate of University of Massachusetts, Amherst and Suffolk University Graduate School. He has successfully passed the Series 7, 6, 26, 63, and 65 securities examinations.

At Betro | Mileszko & Company, we develop a high level of trust between our clients and our team of professionals. We believe that trust has to be earned through the delivery of a service built on integrity, independent analysis and investment success.

As a client of Betro | Mileszko & Company, you work directly with a partner of the firm, a knowledgeable professional with many years of experience; a partner who understands your goals, shares your values, and can help keep your portfolio on track to help you achieve financial security and financial success. We will communicate with you regularly to keep you informed and will make necessary adjustments to your investments as your preferences, circumstances or market conditions change over time.