Boston Advisors, LLC
Address: 1 Liberty Square # 10, Boston, MA 02109 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 348-3100: : : : : : Place name: Category: Website: Website: https://www.bostonadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Boston Advisors, LLC Posting publicly on the Web Write a review Reviews Be the first to review
Boston Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Boston Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Boston Advisors, LLC Employees
Boston Advisors, LLC January 1991 - Present
Skills
CFA, Investment Management, Investment Strategies, Portfolio Management, Investment Advisory, Capital Markets, Asset Allocation, Equities, Fixed Income, Equity Research, Valuation, Trading, Financial Modeling, Mutual Funds, Wealth Management
Education
Northeastern University 1993 — 1995
Master of Business Administration (M.B.A.), Information Technology
Emory University - Goizueta Business School 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Boston Advisors, LLC May 2002 - Present
Babson-United Inc August 2000 - May 2002
Charles Schwab & Co., Inc. October 1998 - July 2000
Charles Schwab & Co., Inc. September 1989 - October 1998
Prudential Bache Securities Inc. April 1984 - September 1989
A.G. Becker-Paribas Inc. October 1982 - April 1984
Citibank NA February 1980 - July 1981
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Leadership, Team Leadership, Customer Service, Investments, Retirement Planning, Income Planning
Education
College of Financial Planning 1984 — 1986
Certified Financial Planner Designation, CFP
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
Columbia College (NY) 1969 — 1973
BA, History
Boston Advisors, LLC January 2002 - Present
Babson-United Investment Advisors 1999 - 2002
Cadaret Grant April 1988 - December 1998
John Magee, Inc. November 1983 - March 1988
Skills
Investments, Asset Allocation, Investment Strategies, Investment Management, Asset Managment, Portfolio Management, Equities, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
Master of Science in Finance
Saint Anselm College 1979 — 1983
Bachelor Arts, Business & Economics
Boston Advisors, LLC December 2014 - Present
Cornerstone Financial Partners LLC May 2013 - December 2014
Raymond James Financial Services May 2012 - December 2014
Cornerstone Financial Partners LLC May 2012 - May 2013
State Street Corporation June 2011 - August 2011
Education
Level III Candidate in the CFA Program
College for Financial Planning
Accredited Wealth Management Advisor
Gordon College 2008 — 2012
Bachelor's, Finance, Economics
Grail Research - a former Monitor Group company September 2014 - Present
thebrickculture.com May 2014 - Present
Babson College September 2013 - May 2014
Boston Advisors, LLC September 2013 - December 2013
Quest Vista Advisory August 2010 - May 2013
Moon SEZ Consultants Pvt. Ltd. May 2010 - August 2010
Moon SEZ Consultants Pvt. Ltd. October 2009 - April 2010
Ernst & Young September 2007 - September 2009
Skills
Management Consulting, Strategy, Market Research, Strategic Planning, Entrepreneurship, Google Analytics, Business Strategy, SEO/SEM, Business Planning, New Business Development, Market Entry, Cross-functional Team..., Real Estate, Marketing Strategy, Marketing Management, Thought Leadership, Brand Management, Business Transformation, Space Management, Performance Improvement, Change Management, Program Management, Business Process..., Secondary Research, Project Management, Business Networking, Infrastructure Projects, Primary Research, Special Economic Zones..., CRM, Start-ups, Business Development, Business Process..., Leadership, Management, Infrastructure, Analysis, Process Improvement, Digital Marketing, Training, Due Diligence, ERP, Project Planning, Analytics, Competitive Analysis, Proposal Writing, Consulting, Business Analysis, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
University of Mumbai 2010 — 2012
Master of Commerce
Narsee Monjee College of Commerce and Economics 2004 — 2007
Bachelor of Management Studies
Thadomal Shahani Engineering College 2001 — 2003
Bachelor's Degree
St. Mary's High School
Boston Advisors, LLC February 2015 - Present
Pax World Management LLC February 2008 - December 2014
State Street 2004 - 2008
Baring Asset Management 2003 - 2004
Independence Investments 2000 - 2003
Putnam Investments 1998 - 2000
Arthur D. Little 1991 - 1997
Skills
Equities, Mutual Funds, Business Strategy, Investments, Asset Managment, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Valuation, Wealth Management, Financial Analysis, Emerging Markets, Investment Management, Private Equity, Asset Management, Securities, Fixed Income
Education
INSEAD 1997 — 1997
MBA
Tufts University - The Fletcher School of Law and Diplomacy 1988 — 1990
MALD, Natural Resource Economics, International Trade and Finance, Communist Area Studies
Ruprecht-Karls-Universität Heidelberg 1986 — 1987
One year of general studies funded by Rotary Scholarship
Harvard University 1982 — 1986
AB, Biology
Boston Advisors, LLC 2008 - Present
Winslow Management Company June 2007 - June 2008
Canaccord Adams 2002 - 2007
Adams Harkness and Hill 2004 - 2006
Education
Stonehill College 1998 — 2002
BS, Finance
Boston Advisors, LLC October 2002 - Present
Babson-United Investment Advisors April 1985 - October 2002
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Asset Management, Equities, Investments
Education
University of Rochester 1978 — 1982
University School 1970 — 1978
Ipswich Investment Management Co., Inc. February 2010 - Present
Boston Advisors, LLC 2003 - May 2010
Voyageur Asset Management 1995 - 2002
Freedom Capital 1994 - 2000
Capital House August 1989 - 1993
Essex Investment Management Co., Inc. 1982 - 1989
Skills
Portfolio Management, Equities, Mutual Funds, Asset Managment, Finance, Asset Allocation, Investment Strategies, Wealth Management, Asset Management, Investment Advisory, Alternative Investments, Strategic Planning, Investments, Hedge Funds, Investment Management
Education
Boston University Questrom School of Business 1986 — 1989
Trinity University-Washington 1976 — 1980
BA
Trinity University-Washington 1976 — 1980
Boston Advisors, LLC April 2015 - Present
Boston Advisors, LLC January 2010 - March 2015
Boston Advisors, LLC January 2008 - December 2009
Chimera Capital March 2007 - September 2007
Investors Bank & Trust August 2005 - February 2007
Skills
VBA, SQL, Investments, Equity Trading, Microsoft Excel, Python, Problem Solving, Process Automation, Advent Product Sweet..., Windows, Mac OS X, Linux
Education
Northeastern University 2001 — 2005
Mathematics
Zevin Asset Management (ZAM) May 2014 - Present
State Street Global Advisors Charitable Asset Management January 2011 - April 2014
State Street Global Advisors April 2007 - January 2011
Loring Wolcott & Coolidge Office July 2006 - April 2007
Boston Advisors LLC November 2004 - July 2006
B & L Asset Management LLC April 2002 - October 2004
MG Financial LLC June 2000 - January 2002
Skills
Auditing, CRM, Finance, Financial Services, Risk Management, Trading, Business Development, Strategic Planning, Management, Financial Reporting, Financial Markets, Hedge Funds, Alternative Investments, Relationship Management, Asset Management, Equities
Education
Colby College 1996 — 2000
B.A., East Asian Studies, International Studies, minor in Japanese
National Center on Time & Learning October 2013 - Present
National Center on Time & Learning June 2012 - October 2013
Harvard Graduate School of Design November 2010 - June 2012
Harvard University February 2009 - October 2010
Boston Advisors, LLC May 2006 - January 2009
Harvard University July 2002 - March 2006
Harvard University Press 1999 - 2003
Skills
Resume Writing, Performance Management, Recruiting, Training, Human Resources, Employee Benefits, Employee Relations, Employee Engagement, Personnel Management, Leadership, Interviews, Employee Training, Benefits Administration, Deferred Compensation, Policy
Education
Clark University 1990 — 1994
BA, Political Science
Boston Advisors, LLC October 2014 - Present
John Hancock Financial Services July 2014 - September 2014
John Hancock July 2012 - June 2014
Eaton Vance June 2011 - August 2011
Hologic July 2010 - June 2011
Harvard University May 2008 - August 2009
Skills
Bloomberg, Equity Research
Education
Bentley University 2008 — 2012
B.S., Economics-Finance
Harvest Fund Advisors June 2013 - Present
Boston Advisors, LLC May 2012 - August 2012
Great American Financial Resources May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, English
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor's Degree, Finance, Statistics
Indian Hill High School 2005 — 2009
High School