ALLAN BOOMER | MANAGING PARTNER
CHIEF INVESTMENT OFFICER
Allan Boomer has been in the financial industry for over 20 years, and has spent the bulk of his career advising institutional clients, and wealthy families. Prior to founding Momentum, Allan spent 7 years at Goldman Sachs, where he was a Vice President in the firm's Private Wealth Management group. While at Goldman, he managed a $450 million investment portfolio on a team that oversaw $7 billion in client assets. Allan began his career at Merrill Lynch in 1995.
Allan is the Chairman of the Finance and Investment Committee of Raritan Valley Community College Foundation, Past Chairman of the NYU Stern Alumni Council, and Chairman of the Good Shepherd Real Estate Corporation, a faith-based non-profit community development organization. He previously served on the Board of Overseers at NYU Stern.
Allan holds an MBA from the NYU Stern School of Business, where he was a Robert Toigo Fellow, and a BS from Morgan State University.
WILL PLATT | PARTNER
Head of WEALTH MANAGEMENT & Financial Planning
Will joined Momentum in 2014 from PT Wealth Management, an independent wealth management firm he founded in 2010. Platt began his career as a financial advisor in 2002. Prior to starting his firm, he spent 8 years at Mass Mutual, where he focused on financial planning, insurance and investments. William is a Certified Financial Planner and Certified Fund Specialist.
An active member in his community, Will serves as President of the Young Professionals of the Urban League of Long Island, and is a fellow at the Children’s Storefront, an independent school in Harlem. Additionally, he takes pride in coaching his daughter’s soccer team and son’s basketball team.
Will holds a sociology degree from the college of William and Mary, where he played cornerback for the football team.
TIFFANY MCGHEE | PARTNER
Head of Institutional Client Services
Tiffany is the head of the firm's Institutional Client Services practice, where she oversees fiduciary and investment advisory services for Momentum's corporate, retirement, and non-profit clients.
Prior to joining Momentum, Tiffany managed a portfolio of non-profit institutional clients in the Mid-Atlantic region for TIAA-CREF, the number one provider of retirement plans and institutional investments services among non-profit institutions in the United States. Prior to TIAA-CREF, she managed relationships in the wealth management and broker-dealer business channels for T. Rowe Price. Tiffany's financial services career spans more than 16 years and she has managed over $6 billion dollars in assets since beginning her career as a Wealth Manager in the Private Client Group at Merrill Lynch.
Tiffany holds a B.A. degree in Political Science and International Relations from Morgan State University. She sits on the board of the Maryland Humanities Council and where she serves on the finance and audit committees.
Named a “Rising Star” in the institutional investment industry by the Ann Schleck organization, and Fi360 Fiduciary Center, Tiffany is frequently invited to speak at national conferences such as the National Women’s Studies Association and the Congressional Black Caucus Foundation.
TIFFANY HAWKINS | MANAGING DIRECTOR
Head of BUSINESS DEVELOPMENT
Tiffany Hawkins is the Head of Business Development for Momentum Advisors. She has over 12 years of expertise in market research, client engagement and corporate investment strategy working alongside several Fortune 100 companies on identifying financial growth opportunities in the market.
Prior to joining Momentum, Tiffany spent 8 years managing the consumer-facing investments of high-profile public personas, their nonprofit interests and their notable for-profit business enterprises.
Tiffany currently serves on the Board of Directors for the Association of African-American Advisors (Quad-A) and the National Franchise Advisory Council for ZIPS Dry Cleaners. She has previously served on several boards driving awareness of the lack of diversity and inclusion in high-profile strategic positions throughout various industries. Tiffany hosts a weekly radio show on finance and investments on SiriusXM, called The Momentum Advisors.
Tiffany holds two Bachelors’ degree from Morgan State University specializing in Communication Studies and Statistical Research.
EARL CARR | MANAGING DIRECTOR
Wealth Management, International Client Services
Earl Carr’s mandate is to develop the firm’s cross-border wealth management practice, and to build the firm’s international brand. Earl joined Momentum in 2014 from Morgan Stanley, where he was a Vice President in the Institute for Sustainable Investing. Prior to Morgan Stanley, Earl was a Vice President of commercial banking at HSBC. He has also worked for McKinsey & Company and the Council on Foreign Relations. Earl has spent 8 years studying, living, and working in Asia, primarily: Beijing, Shanghai, Singapore, and Taiwan. Earl has been quoted in The McKinsey Quarterly, Financial Planning Magazine, The South China Morning Post, and numerous other publications.
Earl is actively involved at The Council on Foreign Relations and is a member of The National Committee on United States-China Relations (NCUSCR). He is a Trustee at Trinity Baptist Church, a Fellow at The International Career Advancement Program (ICAP), and a member of The New Canaan Society (NCS). Carr is also an Adjunct Professor at New York University.
Earl received his Bachelor's degree in International Relations from The College of William & Mary and holds a Master’s degree in International Affairs from American University. He has also studied at Beijing Normal University in China, and International Christian University in Tokyo. He is fluent in Mandarin (Chinese), and also conversant in Japanese, Cantonese (Chinese), Spanish, and Arabic.
KEITH BEVERLY, CFA | Vice President
Keith Beverly has 15 years of investment management and financial planning experience. His responsibilities range from building customized investment portfolios to implementing sophisticated financial planning strategies. He has cultivated a particular niche serving medical professionals and attorneys.
A native Washingtonian, Keith works to improve the educational opportunities for youth through his involvement with Code Switch Solutions–a tech-enabled financial education company. He has delivered numerous financial seminars to professional and civic organizations.
Keith is an active member of the Epsilon Gamma Boulé of Sigma Pi Phi Fraternity. He graduated from Carnegie Mellon's Tepper School of Business with University and College Honors and obtained his MBA from UNC Kenan-Flagler's Business School where he was a Dean's Fellow. He holds the Chartered Financial Analyst designation, and passed the CFP® exam in 2003.
KYLE PITTS | VICE PRESIDENT
Kyle joined Momentum in 2014, from PNC Investments. Kyle’s financial services experience began in 2005, when he received a fellowship to study Investment Banking in Verbier Switzerland as a college student. After graduating in 2006, Kyle spent several years at UBS, where he worked in wealth management supporting a team of financial advisors. He then entered the financial advisor training program at Merrill Lynch before landing at PNC.
Kyle has a strong passion for financially literacy. In 2010, he founded a non-profit called Corporation Me. The organization teaches financial literacy to children by showing them how to operate and view themselves as a business.
Kyle holds a Bachelor’s degree in Mechanical Engineering from Howard University.
CHADWICK ROBERSON | VICE PRESIDENT
With over 10 years of experience in financial services, Chadwick is dedicated to helping entrepreneurs, executives, athletes, and successful individuals address their financial needs by developing a holistic plan focused around their long term goals. His extensive experience enables him to help his clients structure their financial capital to address their specific goals.
Prior to joining Momentum Advisors, Chadwick began his career at J.P. Morgan in their Private Bank division, helping to create customized financial solutions for high net-worth clients around investments, banking and estate planning. He later moved to FX sales & trading desk before leaving to join The New York Life Insurance Company to focus on financial planning, insurance and investments.
Committed to helping serve his community Chadwick serves on the Executive Leadership Team for the National Urban League Young Professionals as Treasurer. In addition to his national position, he also serves on the board for the New York Urban League. Chadwick earned his Bachelor’s degree in Finance & Economics from Southern University and A&M College in Baton Rouge, Louisiana.
yan chen | senior ASSOCIATE
WEALTH MANAGEMENT, international client services
Yan Chen joined Momentum in 2017, and is focused on the development and implementation of the firm’s Asia business strategy.
Yan has spent 14 years working in Asia in financial management, investment banking and project management, primarily in China and Singapore. Yan’s career spans from international consulting firms, to private and publicly listed companies, sovereign wealth funds and state-owned enterprises. She has helped clients raise funds in IPOs, and has served as both CFO and independent director of publicly listed companies.
Yan is a Certified Public Accountant (CPA) in the US and Singapore. She holds a Bachelor’s in Accounting from the University of North Carolina at Greensboro, a Master’s Degree in Accounting from the University of Texas, and a Master’s Degree in Global Affairs from New York University. Yan is fluent in both Mandarin and Cantonese (Chinese).