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Boston Advisors, Inc.

One Federal Street
Boston, Massachusetts 02110
United States
 
Contact :      Mr. Steven Barger
Phone :       800-523-5903
Fax :             617-348-0081
Email :         abigail.vernon@bostonadvisors.com
Web :           http://www.bostonadvisors.com

Boston Advisors, Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $4,067
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1974
Wrap Programs Offered? : Yes
# of Accounts Managed : 1545
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Boston Advisors, Inc. History

Boston Advisors, Inc., founded in 1974 and located in the heart of Boston's financial district, partners with clients to manage family assets, endowment funds and retirement plans. We invest with one goal: to maximize each portfolio's return with thoughtful, carefully applied investment discipline within the risk levels appropriate for each client. With seasoned and knowledgeable investment professionals working together, Boston Advisors has crafted a reputation for exceptional investment returns, high standards of professionalism and integrity combined with top drawer client service. The firm actively cultivates an environment of investment excellence, ethical behavior, discipline, collegiality and hard work - all to enhance the returns of client portfolios. A subsidiary of a major New York Stock Exchange listed financial services firm, Boston Advisors, inc. has the resources necessary to skillfully and nimbly negotiate today's financial markets. Using the latest investment management tools coupled with years of experience and added wisdom, we strive to balance the need for short term action with attention to the long term nature of successful investing. Although financial markets change constantly, the keys to successful investing do not. Our philosophy remains constant.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Boston Advisors, Inc. Personnel

Mr.  Michael Vogelzang

President/CEO
Tel : 617-348-3121
Email: Mike.vogelzang@bostonadvisors.com
As President and Chief Investment Officer, Mike oversees the firm's investment activities and business practices. With an extensive background working with all types of clients, he is responsible for directing the Active Core Equity Strategy for individual and institutional clients. Prior to Boston Advisors, Mike was Senior Vice President at Freedom Capital Management, the investment management arm of Tucker Anthony. Previously, Mike worked for Shawmut Bank, and he began his career in the trust department at the Boston Company. A graduate of Calvin College (B.A.), Mike attended the Boston University School of Management and is a Chartered Financial Analyst (CFA). He is frequently sought out by the Boston and national media for his investment and market insights.

Ms.  Donna McAdam

Manager
Tel : 617-348-3105
Email: donna.mcadam@bostonadvisors.com

Ms.  Abigail Vernon

Marketing Director
Tel : 617-348-3483
Email: abigail.vernon@bostonadvisors.com
Abigail is responsible for developing and managing Boston Advisors? new business efforts. Before joining the firm, she was the Marketing Manager at Emerson Investment Management, a privately-held firm; she started in the industry at Property & Portfolio Research, a consulting firm specializing in the REIT industry. Prior to her investment career, Abigail played professional golf. She is a graduate of Smith College (B.A.).

Mr.  Timothy Woolston

Portfolio Manager
Tel : 617-348-3132
Email: tim.woolston@bostonadvisors.com
Tim is a member of the institutional equity investment management team and co-manages the Enterprise Equity Income Fund. He also co-manages Boston Advisors? Active Core Equity process for individual and institutional clients. Tim plays a key role in shaping Boston Advisor?s investment policies and writes a monthly market commentary. Previously, Tim managed the Correspondent Research Department at Advest. He has over 19 years of industry experience, beginning his career as a registered representative with Shearson Lehman Brothers and then A.G. Edwards. Tim received a B.S. from LeMoyne College and an M.B.A. from the University of Connecticut.

Mr.  Shakeel Dewji

Portfolio Manager
Tel : 617-348-3127
Email: shakeel.dewji@bostonadvisors.com
Shakeel works with the institutional equity investment management team and is responsible for the Small Cap Active Core Equity product. Previously, Shakeel worked at Morgan Stanley Investment Management as an equity analyst, after successfully building mortgage companies in Canada and the United States. He graduated Summa Cum Laude with a B.A. from the University of Phoenix and received an M.B.A. at the University of Connecticut. Shakeel is a Level III Chartered Financial Analyst (CFA) candidate.

Mr.  Gregory Serbe

Portfolio Manager
Tel : 212-482-4955
Email: greg.serbe@bostonadvisors.com
Greg is a Senior Vice President of Boston Advisors and Senior Portfolio Manager and President of Lebenthal Asset Management, a division of Boston Advisors. Lebenthal specializes in managing municipal bond portfolios for high net worth individuals and institutions. Hosting an impressive resume in the fixed-income field, Greg was Managing Director of Municipal Securities for Mitchell Hutchins Asset Management, Inc., a wholly owned subsidiary of PaineWebber, Inc. where he was responsible for all municipal assets. Greg started the country's first California Money Market Fund while at Provident Institutional Management Co., Inc. and began his career at the First National Bank of Chicago. Greg has a B.A. from Yale University, an M.B.A. from the University of Chicago, and a License en Sciences Economiques Appliquees from Louvain University, Belgium. He is past chairman of the National Municipal Bond Buyers? Conference.

Mr.  Steven Barger

Securities Trader
Tel : 617-348-3182
Email: steven.barger@bostonadvisors.com
Steve joined Boston Advisors as an Associate Portfolio Manager and Fixed Income Trader in 2003. His prior experience includes client service and analytical work with State Street Bank & Trust Co. and fixed income trading with State Street Global Advisors. Steve earned a B.S. in Finance from Bradley University and an M.B.A. from the Smeal College of Business at Penn State with a dual focus of Investment Management and Corporate Innovation. He is also a Level I CFA Candidate.

Mr.  Todd Finkelstein

Portfolio Manager
Tel : 617-348-3125
Email: todd.finkelstein@bostonadvisors.com
As Director of fixed-income investments, Todd manages taxable and tax-exempt portfolios for individuals and institutions. In the field since 1984, his insight into the complexities of the bond market has enabled him to keep pace with the rapidly changing dynamics of this asset class. Previously, Todd worked in BankBoston's Global Asset Management Group; he spent a number of years in Los Angeles at Bank of America Capital Management; and he began his career at Constitution Capital Management, a Bank of New England subsidiary. Todd is a graduate of California State University, Northridge, received his M.B.A. from Boston University and is a Chartered Financial Analyst (CFA). He is regularly interviewed by Bloomberg and Reuters news services and has been quoted in many industry publications.

Boston Advisors, Inc. Product Name

Report Created: July,16 2018.  Copyright Money Manager Review , All rights Reserved.
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