Boston Advisors, LLC

Description

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.

Boston Advisors, LLC Salaries. You can even request information on how much does Boston Advisors, LLC pay if you want to. Learn about salaries, pros and cons of working for Boston Advisors, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

16 Boston Advisors, LLC employees in database. Find out everything there's to know about Boston Advisors, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Boston Advisors, LLC Employees

Employee
Years
Job
Industry
Douglas Riley, CFA Douglas Riley, CFA Greater Boston Area Details
Douglas Riley, CFA's Boston Advisors, LLC Experience January 1991 - Present
Job Sr. Vice President & Portfolio Manager at Boston Advisors, LLC
Industry Investment Management
Experience
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

Francis (Frank) Feger, CFP Francis (Frank) Feger, CFP Greater Boston Area Details
Francis (Frank) Feger, CFP's Boston Advisors, LLC Experience May 2002 - Present
Job Senior Vice President & Portfolio Manager at Boston Advisors, LLC
Industry Investment Management
Experience
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

Larry Manning, CFA Larry Manning, CFA Greater Boston Area Details
Larry Manning, CFA's Boston Advisors, LLC Experience January 2002 - Present
Job SVP, Portfolio Manager & Chair Endowment Investment Committee at Boston Advisors, LLC
Industry Investment Management
Experience
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

Christopher Grogan Christopher Grogan Greater Boston Area Details
Christopher Grogan's Boston Advisors, LLC Experience December 2014 - Present
Job Portfolio Analyst at Boston Advisors, LLC
Industry Investment Management
Experience
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

Rahul Gajbhiye Rahul Gajbhiye Greater Boston Area Details
Rahul Gajbhiye's Boston Advisors, LLC Experience September 2013 - December 2013
Job MBA | Experienced Strategy, Operations & Digital Marketing Consultant | Project Manager | Seeking new opportunities
Industry Management Consulting
Experience
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

Ivka Kalus-Bystricky Ivka Kalus-Bystricky Greater Boston Area Details
Ivka Kalus-Bystricky's Boston Advisors, LLC Experience February 2015 - Present
Job International Equities Portfolio Manager at Boston Advisors, LLC
Industry Financial Services
Experience
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

Robyn Misiano Robyn Misiano Greater Boston Area Details
Robyn Misiano's Boston Advisors, LLC Experience 2008 - Present
Job Head Trader at Boston Advisors
Industry Financial Services
Experience
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

Donald D. Fox Donald D. Fox Boston, Massachusetts Details
Donald D. Fox's Boston Advisors, LLC Experience October 2002 - Present
Job Senior VP & Portfolio Manager at Boston Advisors, LLC
Industry Investment Management
Experience
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

Patricia Bowlin Patricia Bowlin Greater Boston Area Details
Patricia Bowlin's Boston Advisors, LLC Experience 2003 - May 2010
Job Senior Vice President & Managing Director at Ipswich Investment Management Co., Inc.
Industry Investment Management
Experience
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

Dan Sahagian Dan Sahagian California Details
Dan Sahagian's Boston Advisors, LLC Experience April 2015 - Present
Job Operations Systems Analyst at Boston Advisors, LLC
Industry Investment Management
Experience
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

Jen Katstra Jen Katstra Greater Boston Area Details
Jen Katstra's Boston Advisors, LLC Experience November 2004 - July 2006
Job Operations Specialist and Compliance Officer at Zevin Asset Management (ZAM)
Industry Financial Services
Experience
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

Joanna Hurier Joanna Hurier Greater Boston Area Details
Joanna Hurier's Boston Advisors, LLC Experience May 2006 - January 2009
Job Director of Human Resources at National Center on Time & Learning
Industry Human Resources
Experience
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

Stacie Southern Stacie Southern Greater Boston Area Details
Stacie Southern's Boston Advisors, LLC Experience October 2014 - Present
Job Equity Analyst at Boston Advisors
Industry Investment Management
Experience
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

Ethan Chung Ethan Chung Philadelphia, Pennsylvania Details
Ethan Chung's Boston Advisors, LLC Experience May 2012 - August 2012
Job Investment Analyst at Harvest Fund Advisors
Industry Financial Services
Experience
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