About Us
Meet the team
Ira G. Sager, CFP®, AIF®, MBA, MS
Managing Director
123-12-12
info@test.com
Ira Sager is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Ira completed the Certified Investment Management Analyst Program at the Wharton School and is an engineering graduate of the University of Pennsylvania. He is an ACCREDITED INVESTMENT FIDUCIARY, a designation awarded by the Center for... Read More
Ira Sager is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Ira completed the Certified Investment Management Analyst Program at the Wharton School and is an engineering graduate of the University of Pennsylvania. He is an ACCREDITED INVESTMENT FIDUCIARY, a designation awarded by the Center for Fiduciary Studies. He earned an MBA from the Olin Graduate School of Business, graduating Magna Cum Laude.
Ira formed the Registered Investment Advisor (RIA) Optiwealth, LLC in 2019. Prior to that he was an independent Financial Advisor with First Allied (now Cetera). Prior to that, Ira was a Senior Financial Advisor with Merrill Lynch and a Financial Advisor with Morgan Stanley. Prior to entering the financial services field, Ira held business management positions at Nortel Networks, Bay Networks and Digital Equipment. Ira is a co-chairman of the University of Pennsylvania Alumni Secondary School Committee for the Boston northwest suburban region. Ira enjoys Triathlon competition, cycling and cross-country skiing.
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Blake Muraskin, BA, MS
Financial Advisor
6172774453
lchalmers@optimalw.com
Prior to joining Optimal Wealth, Blake worked on the investments team at several real estate private equity firms – sourcing, closing and managing commercial real estate investments across the United States. He also was an analyst at a firm that provides loans to commercial real estate projects. Blake worked in the Fixed Income Projects group... Read More
Prior to joining Optimal Wealth, Blake worked on the investments team at several real estate private equity firms – sourcing, closing and managing commercial real estate investments across the United States. He also was an analyst at a firm that provides loans to commercial real estate projects.
Blake worked in the Fixed Income Projects group within Morgan Stanley’s Institutional Securities Division for 4 years. In that role, he worked with Portfolio Managers to implement investment strategies and asset allocation for the firm’s internal trading portfolio. He was also responsible for creating and maintaining internal pricing models for corporate bonds, mortgage and asset-backed securities.
Blake earned a Bachelor of Arts in Financial Economics at The Johns Hopkins University. He also earned a Master’s Degree in Real Estate Finance and Investments from New York University. Blake completed the Certified Asset and Portfolio Management Program at the Wharton School. Blake hails from New York City where he attended the Horace Mann and Columbia Prep schools.
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Lucinda “Cindy” Chalmers
Client Services Associate
lchalmers@optimalw.com
Cindy worked for the Digital Credit Union for many years. She then worked for the Acton School System before joining Optimal Wealth. Cindy enjoys interacting with clients and is our go to person one it comes to making things happen on schedule! Cindy graduated from University of Massachusetts, Amherst. Read More
Cindy worked for the Digital Credit Union for many years. She then worked for the Acton School System before joining Optimal Wealth. Cindy enjoys interacting with clients and is our go to person one it comes to making things happen on schedule!
Cindy graduated from University of Massachusetts, Amherst.
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Crump Insurance Services is a separate entity from Optimal Wealth
Advisory services offered through OptiWealth, LLC, a registered investment adviser.
Check the fees for this investment professional here:
MA Fee Table – OptiwealthFees2024
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