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Beck Bode Wealth Managememt

858 Washington Street, Suite 100
Dedham, Massachusetts 02026
United States
 
Contact :      Andrew B. Hurvitz, CFA
Phone :       617 209 2224
Fax :             617 249 0298
Email :         andrew.hurvitz@beckbodewealth.com
Web :           http://www.beckbodewealth.com

Beck Bode Wealth Managememt Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $106
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 2013
Wrap Programs Offered? : Yes
# of Accounts Managed : 543
In-House Research : 5 %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
LPL   $100
TD   $100
Schwab   $100
Fidelity   $100

Beck Bode Wealth Managememt History

Benjamin "Ben" Beck and James "Jim" Bode developed a business relationship while Ben was a Financial Advisor at Merrill Lynch and Jim was a Wholesaler at a large Mutual Fund company. Later Ben and Jim formed a team within Merrill Lynch. Earlier in life, Ben and Jim knew each other as Varsity athletes at Northeastern University. In 2013, Ben and Jim left ML and launched Beck Bode Wealth Management as an independent firm located in the Boston area. BBWM offers two proprietary strategies: BBWM GROWTH and BBWM INCOME GROWTH. Each product is quantitative in nature, long-term focused and concentrated. We claim GIPS compliance and have been audited by Wolf & Co for compliance until 12/31/16. We are actively seeking to have our 2017 compliance verified.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
543
$105.62
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 2 Analysts : 0
Portfolio Managers : 2 Traders : 0
Client Service : 2 Operation : 1

Beck Bode Wealth Managememt Personnel

Mr.  Benjamin Beck

Portfolio Manager
Tel : 617 209 2224
Email: benjamin.beck@beckbodewealth.com
After graduating Northeastern University, Ben played minor league baseball for a few years. When finished with baseball, Ben worked for various Financial Services companies, including Merrill Lynch. While working at Merrill Lynch as a Financial Advisor, Ben formed a business relationship with Jim Bode, who he had known at Northeastern University, where they were both Varsity athletes. Ben and Jim left Merrill Lynch to form Beck Bode Wealth Management in Q1 2013. Note: Ben also functions as BBWM's Chief Compliance Officer. Ben and his wife are proud parents of three children.

Mr.  James Bode

Portfolio Manager
Tel : 617 209 2224
Email: james.bode@beckbodewealth.com
After graduating Northeastern University, Jim has spent most of his professional career in Financial Services, mainly in Sales capacities. While Jim was a Mutual Fund Wholesaler. he developed a business relationship with Ben Bode, who he had known previously at Northeastern, where they were both Varsity athletes. Ben and Jim formed a team within Merrill Lynch, before launching Beck Bode Wealth Management in 2013. Jim and his wife are proud parents of three children, and he volunteers as a Youth Baseball Coach.

Mr.  Andrew Hurvitz

Marketing Director
Tel : 617 970 8314
Email: andrew.hurvitz@beckbodewealth.com
After graduating Skidmore College, Andrew spent the majority of his professional career at J.L. Kaplan Associates, a then well-known Buy-Side manager in Boston (closed in 2009). At JLK he was an Equity Analyst following Consumer companies (Restaurants, Casinos, etc.). After Kaplan, Andrew made a transition to Institutional Sales, and worked for a few firms before joining BBWM in 2016 as a Consultant.

Beck Bode Wealth Managememt Product Name

BBWM GROWTH :Privately Managed Accounts
BBWM INCOME GROWTH :Privately Managed Accounts
Report Created: July,16 2018.  Copyright Money Manager Review , All rights Reserved.
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