Our Firm — Our Partners
You work directly with a partner throughout the relationship — complementary expertise, personally accountable for your strategy.
Investment Leadership
Chief Investment Officer
Leads the investment firm, Betro | Mileszko & Company — directing investment strategy, portfolio construction, and asset allocation. Former Market & Economic Analyst for New England Cable News (NECN). Brings an objective, independent, fiduciary approach to every portfolio.
Tax · Trust and Estates · Valuation
Esq., CPA, CVA
Anchors the affiliated tax and estate practices — Betro & Company, P.C. and the Law Offices of Felix S. Betro — leading tax, Trust and Estates, and business valuation work. He coordinates tax and estate strategy alongside the investment firm, carrying forward a New England advisory tradition established in 1958.
Partner-led guidance
A coordinated relationship begins with a conversation — not a pitch. We welcome the opportunity to understand what matters to you and your family.
30 Mechanic Street, Suite 3 · Foxboro, MA 02035
(508) 698-4949