Financial Advisor | Financial Planning | Fiduciary | Concord MA | Boston MA
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About | Meeting House Capital | Financial Advisor | Concord MA | Boston MA

Meeting House Capital, LLC is a Concord, MA-based independent registered investment advisor (RIA) and a fiduciary providing portfolio management and financial planning services to individual investors and institutions. We aim to grow our clients’ capital in a prudent manner over the long term.

 

About

Located in historic Concord, Massachusetts, Meeting House Capital, LLC is a fee-only, independent registered investment advisor (RIA) and a fiduciary prodiving portfolio management and financial planning services to individual investors and institutions. We aim to grow our clients’ capital in a prudent manner over the long term.

Our name

The term ‘Meeting House’ refers to our goal of fostering a collaborative firm culture and building close, partnership-like relationships with our clients.

 
 

Portfolio Manager

Oleg Litvinenko, CFA® is the Managing Partner and Portfolio Manager at Meeting House Capital, LLC. Prior to founding Meeting House Capital in 2020, Oleg served as Head of Equity Research and Senior Portfolio Manager at Cobblestone Capital Advisors, a Rochester, NY-based registered investment advisor, where he managed individual equity strategies with over $500 million in client assets. Oleg’s professional experience includes positions at Fidelity Investments’ personal investments division and PwC’s advisory practice. Oleg is a Chartered Financial Analyst® (CFA®) charterholder. He completed his undergraduate studies at Pace University. He holds a Master in Public Administration degree from Harvard University and a Master in Business Administration degree from Boston University. Oleg is a member of the CFA Institute, CFA Society Boston, and the Rotary Club of Concord. He serves on the Board of the Wright Tavern Legacy Trust and supports the Friends of the Minute Man National Park. Oleg and his wife Meg reside in Concord, Massachusetts with their two children.