Our co-founding partner, Ralph Rotman is a former President of the Boston Estate Planning Council and is the career leading advisor at Northwestern Mutual in Massachusetts. Managing Partner, Cassie Rotman, has been a CFP® for over a decade, having started her career in wealth management. She obtained her MBA from MIT Sloan School of Management, and after years advising c-suite executives through some of the largest and most complex mergers and acquisitions as a management consultant, she founded Power 10 with her father.