Boston Private Wealth LLC
Industry: Company
DescriptionFounded: 2006 Parent organization: Boston Private Bank & Trust Company Subsidiary: Rushmore Investment Advisors, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Permanently closed Boston Private Bank & Trust Co is recorded closed at this location. If it's incorrectly closed, please report it.Thanks for improving Google. We'll review your report about this location. Something went wrong. We were not able to submit the request.ReportBoston Private Bank & Trust CoWebsiteDirections Saved (0) Saved Save Bank in Piscataway, New Jersey Address: 3 Corporate Pl, Piscataway Township, NJ 08854 Phone: (732) 981-0623Category: Website: : : : : : : Place name: Own this business?
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Boston Private Wealth LLC Employees
Employee
Years
Job
Industry
Robert Park Robert Park's Boston Private Wealth LLC Experience June 2015 - Present
Job Business Development at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC June 2015 - Present
Education
University of Central Arkansas 2006 — 2009
Bachelor's Degree, Major, Management; Minor, Spanish, 3.74
Boston Private Wealth LLC June 2015 - Present
Education
University of Central Arkansas 2006 — 2009
Bachelor's Degree, Major, Management; Minor, Spanish, 3.74
Christian Barker Christian Barker's Boston Private Wealth LLC Experience June 2015 - Present
Job Intern at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC June 2015 - Present
Tufts Financial Group September 2012 - Present
Upgrade Capital October 2014 - March 2015
State Street September 2014 - December 2014
JFP Holdings May 2014 - August 2014
WaterFire Providence June 2013 - August 2013
Zolio Inc April 2013 - June 2013
Skills
Research, Editing, Financial Modeling, Microsoft Excel, PowerPoint, Photoshop, Java, Public Speaking, Teamwork, Social Media, Data Analysis, Valuation
Education
Tufts University 2012 — 2016
Bachelor's Degree, Quantitative Economics; Chinese
Zhejiang University 2014 — 2014
Bachelor's Degree, Chinese Language and Literature
Moses Brown School 2008 — 2012
Boston Private Wealth LLC June 2015 - Present
Tufts Financial Group September 2012 - Present
Upgrade Capital October 2014 - March 2015
State Street September 2014 - December 2014
JFP Holdings May 2014 - August 2014
WaterFire Providence June 2013 - August 2013
Zolio Inc April 2013 - June 2013
Skills
Research, Editing, Financial Modeling, Microsoft Excel, PowerPoint, Photoshop, Java, Public Speaking, Teamwork, Social Media, Data Analysis, Valuation
Education
Tufts University 2012 — 2016
Bachelor's Degree, Quantitative Economics; Chinese
Zhejiang University 2014 — 2014
Bachelor's Degree, Chinese Language and Literature
Moses Brown School 2008 — 2012
Andrew Zagarri Andrew Zagarri's Boston Private Wealth LLC Experience May 2015 - Present
Job Fixed Income Trader at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC May 2015 - Present
BNY Mellon November 2013 - May 2015
Putnam Investments February 2012 - November 2013
Town of Middleton June 2012 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Bloomberg Terminal, Excel, Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2011
B.B.A., Finance
Belmont Hill 2001 — 2007
GWU
Boston Private Wealth LLC May 2015 - Present
BNY Mellon November 2013 - May 2015
Putnam Investments February 2012 - November 2013
Town of Middleton June 2012 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Bloomberg Terminal, Excel, Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2011
B.B.A., Finance
Belmont Hill 2001 — 2007
GWU
Timothy Lonergan Timothy Lonergan's Boston Private Wealth LLC Experience May 2015 - Present
Job Business Development Associate at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC May 2015 - Present
Congress Wealth Management May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Social Media, Public Speaking, Leadership, Time Management, Research, Event Planning, Investments, Management, Customer Service, Social Networking
Education
University of New Hampshire 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Boston Private Wealth LLC May 2015 - Present
Congress Wealth Management May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Social Media, Public Speaking, Leadership, Time Management, Research, Event Planning, Investments, Management, Customer Service, Social Networking
Education
University of New Hampshire 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Nicole Coombes Nicole Coombes's Boston Private Wealth LLC Experience May 2015 - Present
Job Due Diligence Analyst at Boston Private Wealth
Industry Financial Services
Experience
Boston Private Wealth LLC May 2015 - Present
Boston Private Wealth LLC June 2014 - May 2015
Boston Private Bank September 2012 - June 2014
Boston Private Bank & Trust Company June 2011 - August 2011
Education
Bowdoin College 2008 — 2012
BA, Economics and Sociology
Boston Private Wealth LLC May 2015 - Present
Boston Private Wealth LLC June 2014 - May 2015
Boston Private Bank September 2012 - June 2014
Boston Private Bank & Trust Company June 2011 - August 2011
Education
Bowdoin College 2008 — 2012
BA, Economics and Sociology
Rawson Hubbell Rawson Hubbell's Boston Private Wealth LLC Experience December 2008 - September 2015
Job Wealth Strategist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Epiphany School 2007 - Present
Boston Private Wealth LLC December 2008 - September 2015
Vitale, Caturano & Company November 2007 - October 2008
Babson Capital Management October 2000 - June 2006
Education
Washington University in St. Louis School of Law 1988 — 1991
J.D., Law
Washington University in St. Louis 1989 — 1991
M.A., Asian Studies
Middlebury College 1981 — 1986
B.A., Economics
Merrill Lynch September 2015 - Present
Epiphany School 2007 - Present
Boston Private Wealth LLC December 2008 - September 2015
Vitale, Caturano & Company November 2007 - October 2008
Babson Capital Management October 2000 - June 2006
Education
Washington University in St. Louis School of Law 1988 — 1991
J.D., Law
Washington University in St. Louis 1989 — 1991
M.A., Asian Studies
Middlebury College 1981 — 1986
B.A., Economics
Jordan Wallens Jordan Wallens's Boston Private Wealth LLC Experience June 2015 - Present
Job Sr. Business Development Officer at Boston Private Wealth LLC
Industry Capital Markets
Experience
Boston Private Wealth LLC June 2015 - Present
Morgan Stanley Wealth Management January 2014 - June 2015
Goldman Sachs January 2010 - June 2012
Capital Group September 1997 - May 2007
Polytechnic School August 1996 - December 1997
SportsGunner January 1994 - January 1997
BNP Paribas June 1994 - August 1996
Skills
Client Development, Business Strategy, Presentations, Competitive Analysis, Start-ups, Product Marketing, Marketing Strategy, Strategic Planning, Portfolio Management, Trading, Equities, Digital Media, Marketing, Options, Executive Management, Forecasting, Leadership, Investments, Management, Investment Management, Strategy, New Business Development, Valuation, Financial Modeling, Venture Capital, Sales, Series 7, Mergers & Acquisitions, Alternative Investments, Private Equity, Series 63
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Executive MBA, Strategy, Entrepreneurship, Financial Services, 2014
Cornell University 1990 — 1994
BA, English, Economics
Polytechnic School 1986 — 1990
College Prep, Liberal Arts and Sciences, General Studies and Humanities
Boston Private Wealth LLC June 2015 - Present
Morgan Stanley Wealth Management January 2014 - June 2015
Goldman Sachs January 2010 - June 2012
Capital Group September 1997 - May 2007
Polytechnic School August 1996 - December 1997
SportsGunner January 1994 - January 1997
BNP Paribas June 1994 - August 1996
Skills
Client Development, Business Strategy, Presentations, Competitive Analysis, Start-ups, Product Marketing, Marketing Strategy, Strategic Planning, Portfolio Management, Trading, Equities, Digital Media, Marketing, Options, Executive Management, Forecasting, Leadership, Investments, Management, Investment Management, Strategy, New Business Development, Valuation, Financial Modeling, Venture Capital, Sales, Series 7, Mergers & Acquisitions, Alternative Investments, Private Equity, Series 63
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Executive MBA, Strategy, Entrepreneurship, Financial Services, 2014
Cornell University 1990 — 1994
BA, English, Economics
Polytechnic School 1986 — 1990
College Prep, Liberal Arts and Sciences, General Studies and Humanities
Robert Pavlik Robert Pavlik's Boston Private Wealth LLC Experience 2014 - Present
Job Chief Market Strategist & Senior Portfolio Manager at Boston Private Wealth
Industry Investment Management
Experience
Boston Private Wealth LLC 2014 - Present
Banyan Partners 2008 - 2014
Oaktree Asset Management 1999 - 2008
Matrix Capital Group 1998 - 1999
Laidlaw Asset Management, Inc. 1996 - 1998
Borders Group, Inc 1991 - 1995
UPS 1990 - 1991
Laidlaw Capital Management Inc 1987 - 1990
Skills
Investment Management, Portfolio Management, Investment Portfolio, Equity Capital Markets, Equity Management, Fixed Income Portfolio..., Business Development, Television, Equity Trading, Capital Markets, Television Interviews, Radio Interviews, Investment Symposium, Capital Market..., Custom Portfolio..., Investment Portfolio..., Equities, Asset Management, Fixed Income, Investments, Bloomberg, Investment Strategies, Asset Allocation, Securities, Trading, Financial Markets, Finance, Valuation, Wealth Management, Management, Strategy, Equity Research, Financial Analysis, Investment Advisory, Financial Services, Bonds, Economics, Corporate Finance, Due Diligence, Analysis, Financial Planning, Technical Analysis, Financial Advisory, Retirement Planning, High Net Worth...
Education
University of Bridgeport
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
Central Connecticut State University
Bachelor of Science (B.S.), Finance, General, 3.6
Norwalk Community College
Associate's Degree, Marketing/Marketing Management, General, 3.8
Boston Private Wealth LLC 2014 - Present
Banyan Partners 2008 - 2014
Oaktree Asset Management 1999 - 2008
Matrix Capital Group 1998 - 1999
Laidlaw Asset Management, Inc. 1996 - 1998
Borders Group, Inc 1991 - 1995
UPS 1990 - 1991
Laidlaw Capital Management Inc 1987 - 1990
Skills
Investment Management, Portfolio Management, Investment Portfolio, Equity Capital Markets, Equity Management, Fixed Income Portfolio..., Business Development, Television, Equity Trading, Capital Markets, Television Interviews, Radio Interviews, Investment Symposium, Capital Market..., Custom Portfolio..., Investment Portfolio..., Equities, Asset Management, Fixed Income, Investments, Bloomberg, Investment Strategies, Asset Allocation, Securities, Trading, Financial Markets, Finance, Valuation, Wealth Management, Management, Strategy, Equity Research, Financial Analysis, Investment Advisory, Financial Services, Bonds, Economics, Corporate Finance, Due Diligence, Analysis, Financial Planning, Technical Analysis, Financial Advisory, Retirement Planning, High Net Worth...
Education
University of Bridgeport
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
Central Connecticut State University
Bachelor of Science (B.S.), Finance, General, 3.6
Norwalk Community College
Associate's Degree, Marketing/Marketing Management, General, 3.8
Jennifer Loveless's Boston Private Wealth LLC Experience February 2015 - Present
Job Client Advisor at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - February 2015
Silver Bridge November 2011 - July 2013
Silver Bridge June 2008 - October 2011
Brown Brothers Harriman June 2005 - June 2008
Education
Boston University Questrom School of Business 2001 — 2005
B.S., Business Management / Finance
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - February 2015
Silver Bridge November 2011 - July 2013
Silver Bridge June 2008 - October 2011
Brown Brothers Harriman June 2005 - June 2008
Education
Boston University Questrom School of Business 2001 — 2005
B.S., Business Management / Finance
Ryan Ederle's Boston Private Wealth LLC Experience June 2013 - Present
Job Research Analyst at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC June 2013 - Present
Brooke Private Equity Advisors May 2011 - August 2011
Skills
Research, Economics, Data Analysis, Financial Modeling, Financial Analysis, Bloomberg Terminal, Portfolio Management, Equity Research, Fixed Income
Education
Bucknell University
Noble and Greenough School
Boston Private Wealth LLC June 2013 - Present
Brooke Private Equity Advisors May 2011 - August 2011
Skills
Research, Economics, Data Analysis, Financial Modeling, Financial Analysis, Bloomberg Terminal, Portfolio Management, Equity Research, Fixed Income
Education
Bucknell University
Noble and Greenough School
William Yang, CFA, MBA, Senior Portfolio Manager's Boston Private Wealth LLC Experience September 2004 - Present
Job International Equity Portfolio Manager
Industry Investment Management
Experience
Boston Private Wealth LLC September 2004 - Present
Shenyin & Wanguo Securities Co. Ltd. June 1999 - August 2002
Yunnan Electricity Bureau July 1995 - August 1997
Skills
Equities, Equity Research, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Capital Markets, Derivatives, Financial Analysis, Investments, Due Diligence, Investment Banking, Emerging Markets, VBA, Investment Strategies, Corporate Finance, Securities, Asset Allocation, Asset Management, Private Equity, Risk Management, Finance, Hedge Funds, Fixed Income
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2004
MBA, Finance
Shanghai Institute of Foreign Trade 1997 — 2000
M.S., Finance
Shanghai Jiao Tong University 1991 — 1995
B.S., Engineering
Boston Private Wealth LLC September 2004 - Present
Shenyin & Wanguo Securities Co. Ltd. June 1999 - August 2002
Yunnan Electricity Bureau July 1995 - August 1997
Skills
Equities, Equity Research, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Capital Markets, Derivatives, Financial Analysis, Investments, Due Diligence, Investment Banking, Emerging Markets, VBA, Investment Strategies, Corporate Finance, Securities, Asset Allocation, Asset Management, Private Equity, Risk Management, Finance, Hedge Funds, Fixed Income
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2004
MBA, Finance
Shanghai Institute of Foreign Trade 1997 — 2000
M.S., Finance
Shanghai Jiao Tong University 1991 — 1995
B.S., Engineering
Deirdre Hall, CFA Deirdre Hall, CFA's Boston Private Wealth LLC Experience May 2015 - Present
Job Managing Director at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC May 2015 - Present
Boston Private Bank July 2012 - May 2015
Rockland Trust November 2007 - July 2012
Wood Mackenzie, Inc. January 2007 - October 2007
Appleton Partners, Inc. October 2001 - January 2007
Thomson Financial September 2000 - September 2001
Skills
Financial Analysis, Banking, Investment Management, Big-picture Thinking, Financial Reporting, Finance, Wealth Management, Credit Analysis, Financial Services, Investment Advisory, Series 7, Portfolio Management, Asset Management, Fixed Income, Mutual Funds, Equities, Investments
Education
Duke University 1996 — 2000
BS, Psychology, Pre-Med
Boston Private Wealth LLC May 2015 - Present
Boston Private Bank July 2012 - May 2015
Rockland Trust November 2007 - July 2012
Wood Mackenzie, Inc. January 2007 - October 2007
Appleton Partners, Inc. October 2001 - January 2007
Thomson Financial September 2000 - September 2001
Skills
Financial Analysis, Banking, Investment Management, Big-picture Thinking, Financial Reporting, Finance, Wealth Management, Credit Analysis, Financial Services, Investment Advisory, Series 7, Portfolio Management, Asset Management, Fixed Income, Mutual Funds, Equities, Investments
Education
Duke University 1996 — 2000
BS, Psychology, Pre-Med
Heather Lynch Heather Lynch's Boston Private Wealth LLC Experience September 2015 - Present
Job Boston Private Wealth Management
Industry Financial Services
Experience
Boston Private Wealth LLC September 2015 - Present
Fidelity Family Office Services October 2014 - September 2015
Fidelity Family Office Services January 2011 - September 2014
Fidelity Investments January 2008 - December 2010
Skills
Series 7, Series 63, Mutual Funds, Bloomberg, Securities, Financial Services, Investments, Fixed Income, Financial Analysis, Finance, Equities, Alternative Investments, Microsoft Excel, Portfolio Management
Education
Northeastern University 2004 — 2009
BS, Finance
Duxbury High School
Boston Private Wealth LLC September 2015 - Present
Fidelity Family Office Services October 2014 - September 2015
Fidelity Family Office Services January 2011 - September 2014
Fidelity Investments January 2008 - December 2010
Skills
Series 7, Series 63, Mutual Funds, Bloomberg, Securities, Financial Services, Investments, Fixed Income, Financial Analysis, Finance, Equities, Alternative Investments, Microsoft Excel, Portfolio Management
Education
Northeastern University 2004 — 2009
BS, Finance
Duxbury High School
Lauren Rumsey's Boston Private Wealth LLC Experience 2012 - Present
Job Accounting Associate at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC 2012 - Present
Anthony's Coal Fired Pizza September 2008 - August 2014
Moore, Ellrich & Neal P.A. May 2010 - August 2010
Skills
Microsoft Office, QuickBooks, Advent, Leadership, Team Leadership, Team Building, Time Management, Organization Skills, Problem Solving, Organizational..., Strategic Leadership, Ethical Decision Making, Ethical Leadership, Positive Behavior..., Positive Work..., Positive Employee..., Self-confidence, Self-management, Pressure Handling
Education
Florida Atlantic University 2010 — 2014
Bachelor's Degree, Finance, General
Palm Beach Gardens High School 2006 — 2010
High School Diploma, Global Business and Entrepreneurship
Boston Private Wealth LLC 2012 - Present
Anthony's Coal Fired Pizza September 2008 - August 2014
Moore, Ellrich & Neal P.A. May 2010 - August 2010
Skills
Microsoft Office, QuickBooks, Advent, Leadership, Team Leadership, Team Building, Time Management, Organization Skills, Problem Solving, Organizational..., Strategic Leadership, Ethical Decision Making, Ethical Leadership, Positive Behavior..., Positive Work..., Positive Employee..., Self-confidence, Self-management, Pressure Handling
Education
Florida Atlantic University 2010 — 2014
Bachelor's Degree, Finance, General
Palm Beach Gardens High School 2006 — 2010
High School Diploma, Global Business and Entrepreneurship
Lucie Lovell's Boston Private Wealth LLC Experience May 2015 - Present
Job Director, Client Advisory Services at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC May 2015 - Present
Boston Private Bank & Trust Company April 2005 - May 2015
LongVue Advisors LLC June 2003 - April 2005
The PNC Financial Services Group, Inc. May 2001 - June 2003
H.C. Wainwright & Co., LLC June 2000 - May 2001
BankBoston June 1979 - June 2000
Education
Massasoit Community College
Associate's Degree
Boston Private Wealth LLC May 2015 - Present
Boston Private Bank & Trust Company April 2005 - May 2015
LongVue Advisors LLC June 2003 - April 2005
The PNC Financial Services Group, Inc. May 2001 - June 2003
H.C. Wainwright & Co., LLC June 2000 - May 2001
BankBoston June 1979 - June 2000
Education
Massasoit Community College
Associate's Degree
Derek Tam, CFP, AWMA Derek Tam, CFP, AWMA's Boston Private Wealth LLC Experience October 2014 - Present
Job Senior Business Development Officer and Client Advisor at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge July 2010 - July 2013
H&S Financial Advisors LLC April 2007 - July 2010
Skills
Analysis, Research, Asset Allocation, Financial Analysis, Investments, Portfolio Management, Strategy, Financial Advisory, Risk Management, Strategic Financial..., Entrepreneurship, Finance, Retirement Planning, Management, Wealth Management..., Investment Advisory, Wealth, Wealth Management, Financial Planning
Education
University of San Diego 2003 — 2006
Bachelors, Business with emphasis in Finance
Los Gatos High School 1999 — 2003
Boston Private Wealth LLC October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge July 2010 - July 2013
H&S Financial Advisors LLC April 2007 - July 2010
Skills
Analysis, Research, Asset Allocation, Financial Analysis, Investments, Portfolio Management, Strategy, Financial Advisory, Risk Management, Strategic Financial..., Entrepreneurship, Finance, Retirement Planning, Management, Wealth Management..., Investment Advisory, Wealth, Wealth Management, Financial Planning
Education
University of San Diego 2003 — 2006
Bachelors, Business with emphasis in Finance
Los Gatos High School 1999 — 2003
Bruce C. Peck's Boston Private Wealth LLC Experience July 2015 - Present
Job Recruiter (contract) at Boston Private Wealth
Industry Financial Services
Experience
Boston Private Wealth LLC July 2015 - Present
Federal Home Loan Bank of Boston January 2015 - June 2015
Northwestern Mutual October 2013 - December 2014
SBTI November 2012 - August 2013
Daley And Associates, LLC January 2012 - November 2012
Celerant Consulting June 2009 - December 2011
Edison Mission Marketing & Trading March 2008 - April 2009
Harvard Management Company February 2007 - March 2008
Executive Search Partners November 2003 - February 2007
A.G. Edwards & Sons, Inc. March 2002 - November 2003
Skills
Recruiting, Management Consulting, Leadership, Executive Search, Salesforce.com, Consulting, Business Development, Talent Acquisition, Management, Business Strategy, New Business Development, Social Media, CRM, Sourcing, Talent Management, Process Improvement, Negotiation, Analytics, Business Process..., Applicant Tracking..., Hiring, Microsoft Excel, Internet Recruiting, Creative Strategy, Employer Branding, Strategic Communications, Change Management, Organizational..., Strategy, Strategic Sourcing, Career Counseling, Marketing, Social Networking, Lean Manufacturing, Brand Development, Human Resources, Coaching, Managing Processes, Social Media Marketing, Full-cycle Recruiting, Creative Sourcing, Direct Sourcing, Closing Skills, Social Media Development, Excel, Taleo
Education
Lehigh University
Bachelor of Science, Business Administration, Business Administration
Wellesley High School
Boston Private Wealth LLC July 2015 - Present
Federal Home Loan Bank of Boston January 2015 - June 2015
Northwestern Mutual October 2013 - December 2014
SBTI November 2012 - August 2013
Daley And Associates, LLC January 2012 - November 2012
Celerant Consulting June 2009 - December 2011
Edison Mission Marketing & Trading March 2008 - April 2009
Harvard Management Company February 2007 - March 2008
Executive Search Partners November 2003 - February 2007
A.G. Edwards & Sons, Inc. March 2002 - November 2003
Skills
Recruiting, Management Consulting, Leadership, Executive Search, Salesforce.com, Consulting, Business Development, Talent Acquisition, Management, Business Strategy, New Business Development, Social Media, CRM, Sourcing, Talent Management, Process Improvement, Negotiation, Analytics, Business Process..., Applicant Tracking..., Hiring, Microsoft Excel, Internet Recruiting, Creative Strategy, Employer Branding, Strategic Communications, Change Management, Organizational..., Strategy, Strategic Sourcing, Career Counseling, Marketing, Social Networking, Lean Manufacturing, Brand Development, Human Resources, Coaching, Managing Processes, Social Media Marketing, Full-cycle Recruiting, Creative Sourcing, Direct Sourcing, Closing Skills, Social Media Development, Excel, Taleo
Education
Lehigh University
Bachelor of Science, Business Administration, Business Administration
Wellesley High School
Terrence Tedeschi's Boston Private Wealth LLC Experience August 2013 - Present
Job Equity Trader at Boston Private Wealth
Industry Capital Markets
Experience
Boston Private Wealth LLC August 2013 - Present
Silver Bridge March 2012 - August 2013
US Bank November 2011 - March 2012
Skills
Bloomberg
Education
Bentley University 2007 — 2011
Boston Private Wealth LLC August 2013 - Present
Silver Bridge March 2012 - August 2013
US Bank November 2011 - March 2012
Skills
Bloomberg
Education
Bentley University 2007 — 2011
Sean Cragan, CFP® Sean Cragan, CFP®'s Boston Private Wealth LLC Experience February 2015 - Present
Job Director Portfolio Advisory at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - Present
Silver Bridge June 2008 - July 2013
Bank of America, US Trust April 2001 - May 2008
Skills
Asset Allocation, Investments, Mutual Funds, Wealth Management, Portfolio Management, Asset Management
Education
Providence College
BS
National Outdoor Leadership School
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - Present
Silver Bridge June 2008 - July 2013
Bank of America, US Trust April 2001 - May 2008
Skills
Asset Allocation, Investments, Mutual Funds, Wealth Management, Portfolio Management, Asset Management
Education
Providence College
BS
National Outdoor Leadership School
Todd M. Bulot's Boston Private Wealth LLC Experience October 2013 - Present
Job Senior Business Development Officer at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC October 2013 - Present
Rushmore Investment Advisors, Inc. November 2006 - October 2013
McKinley Capital Management 1999 - 2006
Bradley Reid + Associates 1996 - 1999
Education
Loyola University New Orleans 1987 — 1992
BBA, Marketing
Boston Private Wealth LLC October 2013 - Present
Rushmore Investment Advisors, Inc. November 2006 - October 2013
McKinley Capital Management 1999 - 2006
Bradley Reid + Associates 1996 - 1999
Education
Loyola University New Orleans 1987 — 1992
BBA, Marketing
Keith Elflein Keith Elflein's Boston Private Wealth LLC Experience August 2013 - Present
Job Senior Portfolio Manager at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC August 2013 - Present
Silver Bridge July 2007 - August 2013
Bank of America 2006 - 2007
US Navy 1999 - 2003
Skills
Portfolio Management, Asset Allocation, Equities, Financial Modeling, Analysis, Investments, Strategy, Bloomberg, Mutual Funds, Wealth Management
Education
University of Rhode Island - College of Business Administration
MBA, Finance
Case Western Reserve University 1992 — 1997
BS, Chemical Engineering
Boston Private Wealth LLC August 2013 - Present
Silver Bridge July 2007 - August 2013
Bank of America 2006 - 2007
US Navy 1999 - 2003
Skills
Portfolio Management, Asset Allocation, Equities, Financial Modeling, Analysis, Investments, Strategy, Bloomberg, Mutual Funds, Wealth Management
Education
University of Rhode Island - College of Business Administration
MBA, Finance
Case Western Reserve University 1992 — 1997
BS, Chemical Engineering
Kristin Griffin's Boston Private Wealth LLC Experience June 2014 - Present
Job Wealth Planning Associate at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC June 2014 - Present
Boston Private Financial Holdings September 2012 - June 2014
Boston Private Bank June 2011 - August 2011
Education
Boston University 2014 — 2016
Certificate in Financial Planning Program
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Boston Private Wealth LLC June 2014 - Present
Boston Private Financial Holdings September 2012 - June 2014
Boston Private Bank June 2011 - August 2011
Education
Boston University 2014 — 2016
Certificate in Financial Planning Program
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Todd Mills Todd Mills's Boston Private Wealth LLC Experience October 2014 - Present
Job Managing Director & Senior Wealth Advisor at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge May 2006 - July 2013
Fidelity Investments June 1996 - May 2006
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MSF, Finance
Trinity College-Hartford 1990 — 1994
BA, History
The Taft School
Boston Private Wealth LLC October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge May 2006 - July 2013
Fidelity Investments June 1996 - May 2006
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MSF, Finance
Trinity College-Hartford 1990 — 1994
BA, History
The Taft School
Jon-Erik Frederickson's Boston Private Wealth LLC Experience October 2014 - Present
Job Portfolio Manager at Boston Private Wealth
Industry Investment Management
Experience
Boston Private Wealth LLC October 2014 - Present
Banyan Partners May 2011 - October 2014
Quad Capital May 2009 - October 2011
Skills
Equities, Portfolio Management, Trading, Investment Management, Asset Management, Options Strategies, Financial Analysis, Asset Allocation, Mutual Funds, Alternative Investments
Education
University of New Hampshire 2005 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Kent State University 2003 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
Boston Private Wealth LLC October 2014 - Present
Banyan Partners May 2011 - October 2014
Quad Capital May 2009 - October 2011
Skills
Equities, Portfolio Management, Trading, Investment Management, Asset Management, Options Strategies, Financial Analysis, Asset Allocation, Mutual Funds, Alternative Investments
Education
University of New Hampshire 2005 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Kent State University 2003 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
Tom Manning's Boston Private Wealth LLC Experience October 2014 - Present
Job Chief Investment Officer at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC October 2014 - Present
Silver Bridge Advisors December 2012 - August 2013
Banyan Partners August 2013 - 2013
Silver Bridge May 2007 - November 2012
Bank of America April 2004 - May 2007
Fleet Bank 1990 - 2003
Skills
Asset Allocation, Portfolio Management, Due Diligence, Financial Advisory, Asset, Bloomberg, Equities, Investments, Trading, Wealth Management, Hedge Funds, Fixed Income, Corporate Finance, Equity Research, Strategic Financial..., Financial Analysis, Derivatives, Asset Managment, Bloomberg Terminal, Investment Banking, Alternative Investments, Asset Management, Bonds, Financial Modeling, Capital Markets, Financial Planning, Financial Services, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Securities, Valuation, Wealth Management...
Education
Clark University 1985 — 1989
B.A., Economic
Salisbury School 1980 — 1984
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.S.), Finance, General
Boston Private Wealth LLC October 2014 - Present
Silver Bridge Advisors December 2012 - August 2013
Banyan Partners August 2013 - 2013
Silver Bridge May 2007 - November 2012
Bank of America April 2004 - May 2007
Fleet Bank 1990 - 2003
Skills
Asset Allocation, Portfolio Management, Due Diligence, Financial Advisory, Asset, Bloomberg, Equities, Investments, Trading, Wealth Management, Hedge Funds, Fixed Income, Corporate Finance, Equity Research, Strategic Financial..., Financial Analysis, Derivatives, Asset Managment, Bloomberg Terminal, Investment Banking, Alternative Investments, Asset Management, Bonds, Financial Modeling, Capital Markets, Financial Planning, Financial Services, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Securities, Valuation, Wealth Management...
Education
Clark University 1985 — 1989
B.A., Economic
Salisbury School 1980 — 1984
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.S.), Finance, General
Jay Carroll's Boston Private Wealth LLC Experience October 2014 - Present
Job Managing Director, Boston Private Wealth
Industry Investment Management
Experience
Boston Private Wealth LLC October 2014 - Present
Banyan Partners, LLC December 2010 - October 2014
Colonial Wealth Management 1993 - 2010
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Investment Management, Financial Advisory, Financial Modeling, Asset Management, Investment Strategies, Portfolio Management, Finance, High Net Worth..., Wealth Management..., Risk Management, Mutual Funds
Education
Boston College 1989 — 1993
B.S.
College for Financial Planning
CFP curriculum
Boston Private Wealth LLC October 2014 - Present
Banyan Partners, LLC December 2010 - October 2014
Colonial Wealth Management 1993 - 2010
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Investment Management, Financial Advisory, Financial Modeling, Asset Management, Investment Strategies, Portfolio Management, Finance, High Net Worth..., Wealth Management..., Risk Management, Mutual Funds
Education
Boston College 1989 — 1993
B.S.
College for Financial Planning
CFP curriculum
Nancy Perez's Boston Private Wealth LLC Experience November 2011 - Present
Job Director, Senior Portfolio Manager, Boston Private Wealth
Industry Investment Management
Experience
Boston Private Wealth LLC November 2011 - Present
Women's Fund of Miami Dade July 2007 - July 2012
Earl M. Foster Associates January 1992 - November 2011
Skills
Strategic Planning, Non-profits, Public Speaking, Asset Managment, Investments, Portfolio Management, Mutual Funds, Investment Strategies, Analysis, Management, Valuation, Entrepreneurship, Financial Analysis, New Business Development, Strategy, Asset Allocation, Asset Management, Leadership, Alternative Investments, Nonprofits, Coaching, Program Development, Community Outreach, Program Management, Investment Management, Equities
Education
University of Miami - School of Business 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Boston Private Wealth LLC November 2011 - Present
Women's Fund of Miami Dade July 2007 - July 2012
Earl M. Foster Associates January 1992 - November 2011
Skills
Strategic Planning, Non-profits, Public Speaking, Asset Managment, Investments, Portfolio Management, Mutual Funds, Investment Strategies, Analysis, Management, Valuation, Entrepreneurship, Financial Analysis, New Business Development, Strategy, Asset Allocation, Asset Management, Leadership, Alternative Investments, Nonprofits, Coaching, Program Development, Community Outreach, Program Management, Investment Management, Equities
Education
University of Miami - School of Business 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Kelley Roche's Boston Private Wealth LLC Experience October 2014 - Present
Job Client Advisor at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC October 2014 - Present
Boston Private Bank April 2011 - Present
Jefferies & Company October 2009 - April 2011
Leerink Swann July 2007 - October 2009
Skills
Equity Valuation, Equity Research, Financial Modeling, Investments, Capital Markets, Equities, Investor Relations, Hedge Funds, Analysis, Financial Statement..., Valuation, Forecasting, Fixed Income, Portfolio Management, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2003 — 2007
Boston Private Wealth LLC October 2014 - Present
Boston Private Bank April 2011 - Present
Jefferies & Company October 2009 - April 2011
Leerink Swann July 2007 - October 2009
Skills
Equity Valuation, Equity Research, Financial Modeling, Investments, Capital Markets, Equities, Investor Relations, Hedge Funds, Analysis, Financial Statement..., Valuation, Forecasting, Fixed Income, Portfolio Management, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2003 — 2007
Taylor J. Morrison, CFP®'s Boston Private Wealth LLC Experience December 2013 - Present
Job Vice President, Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC December 2013 - Present
U.S. Trust, Bank of America Private Wealth Management January 2008 - November 2013
Bank of America January 2005 - December 2007
Bank of America July 2002 - December 2004
Education
Boston College 2008 — 2011
Master of Business Administration and Master of Science in Finance Dual Degrees Program
Stonehill College 1998 — 2002
Bachelor of Arts Degree, Economics and Finance
Boston Private Wealth LLC December 2013 - Present
U.S. Trust, Bank of America Private Wealth Management January 2008 - November 2013
Bank of America January 2005 - December 2007
Bank of America July 2002 - December 2004
Education
Boston College 2008 — 2011
Master of Business Administration and Master of Science in Finance Dual Degrees Program
Stonehill College 1998 — 2002
Bachelor of Arts Degree, Economics and Finance
Lauri London's Boston Private Wealth LLC Experience February 2015 - Present
Job Chief Compliance Officer, Associate General Counsel at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC February 2015 - Present
BP Wealth Management, LLC October 2014 - Present
Banyan Partners October 2013 - October 2014
Ark Asset Management February 1997 - March 2006
Katten Muchin Rosenman LLP September 1994 - February 1997
Rosenman & Colin LLP (N/K/A Katten Muchin Rosenman LLP) 1994 - 1997
Skills
Corporate Governance, Securities Regulation, Corporate Law, Investments
Education
Columbia University School of Law 1991 — 1994
Doctor of Law (JD)
Lehigh University - College of Business and Economics 1981 — 1985
BS, accounting
George Washington HIgh School 1977 — 1981
high school
Boston Private Wealth LLC February 2015 - Present
BP Wealth Management, LLC October 2014 - Present
Banyan Partners October 2013 - October 2014
Ark Asset Management February 1997 - March 2006
Katten Muchin Rosenman LLP September 1994 - February 1997
Rosenman & Colin LLP (N/K/A Katten Muchin Rosenman LLP) 1994 - 1997
Skills
Corporate Governance, Securities Regulation, Corporate Law, Investments
Education
Columbia University School of Law 1991 — 1994
Doctor of Law (JD)
Lehigh University - College of Business and Economics 1981 — 1985
BS, accounting
George Washington HIgh School 1977 — 1981
high school
William O'Neill's Boston Private Wealth LLC Experience February 2015 - Present
Job Due Diligence Analyst at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC February 2015 - Present
Banyan Partners January 2014 - February 2015
O'Brien Management December 2011 - January 2014
BNY Mellon June 2010 - December 2011
Skills
Financial Analysis, Mutual Funds, Equities, Fixed Income, French
Education
College of the Holy Cross 2004 — 2008
French and Economics
Boston Private Wealth LLC February 2015 - Present
Banyan Partners January 2014 - February 2015
O'Brien Management December 2011 - January 2014
BNY Mellon June 2010 - December 2011
Skills
Financial Analysis, Mutual Funds, Equities, Fixed Income, French
Education
College of the Holy Cross 2004 — 2008
French and Economics
David Costigan's Boston Private Wealth LLC Experience October 2014 - Present
Job Executive Managing Director at Boston Private Wealth, LLC
Industry Financial Services
Experience
Boston Private Wealth LLC October 2014 - Present
Banyan Partners, LLC May 2010 - Present
MAI Wealth Advisors, LLC August 2009 - May 2010
The Colony Group January 2004 - August 2009
Skills
Asset Allocation, Asset Management, Wealth Management, Alternative Investments, Equities, Mutual Funds, Investment Advisory, Investments, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Equity Research
Education
San Diego State University-California State University 2001 — 2003
Masters, Financial & Tax Planning
Boston Private Wealth LLC October 2014 - Present
Banyan Partners, LLC May 2010 - Present
MAI Wealth Advisors, LLC August 2009 - May 2010
The Colony Group January 2004 - August 2009
Skills
Asset Allocation, Asset Management, Wealth Management, Alternative Investments, Equities, Mutual Funds, Investment Advisory, Investments, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Equity Research
Education
San Diego State University-California State University 2001 — 2003
Masters, Financial & Tax Planning
Brian Lopez's Boston Private Wealth LLC Experience March 2015 - Present
Job Senior Advisor at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC March 2015 - Present
Sentinel Benefits September 2009 - March 2015
Fidelity Investments May 1996 - September 2009
Fidelity Investments 1996 - 2009
Skills
Employee Benefits, Investment Advisory, Retirement, 401k, Retirement Planning, Defined Contribution, Retirement Plan..., Financial Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
MBA, Marketing
Isenberg School of Management, UMass Amherst 1990 — 1994
BA, Finance
Boston Private Wealth LLC March 2015 - Present
Sentinel Benefits September 2009 - March 2015
Fidelity Investments May 1996 - September 2009
Fidelity Investments 1996 - 2009
Skills
Employee Benefits, Investment Advisory, Retirement, 401k, Retirement Planning, Defined Contribution, Retirement Plan..., Financial Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
MBA, Marketing
Isenberg School of Management, UMass Amherst 1990 — 1994
BA, Finance
Julia Sorkin, CFP®'s Boston Private Wealth LLC Experience June 2015 - Present
Job Client Advisor at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC June 2015 - Present
SEI January 2015 - June 2015
SEI January 2013 - December 2014
SEI Investments September 2009 - December 2012
Cintas June 2008 - August 2008
Education
Villanova University School of Business 2010 — 2013
MBA
Lafayette College 2005 — 2009
BA, Business & Psychology
Temple University Rome 2008 — 2008
Boston Private Wealth LLC June 2015 - Present
SEI January 2015 - June 2015
SEI January 2013 - December 2014
SEI Investments September 2009 - December 2012
Cintas June 2008 - August 2008
Education
Villanova University School of Business 2010 — 2013
MBA
Lafayette College 2005 — 2009
BA, Business & Psychology
Temple University Rome 2008 — 2008
Matthew Avenia's Boston Private Wealth LLC Experience March 2015 - Present
Job Custody Operations Specialist, Officer
Industry Financial Services
Experience
Boston Private Wealth LLC March 2015 - Present
State Street February 2013 - March 2015
State Street February 2011 - February 2013
Mercer Human Resource Consulting July 2010 - February 2011
PTS Asset Management 2010 - 2010
Ulbrich Steel June 2006 - August 2007
Skills
Data Entry, Access, Accounting, Auditing, Microsoft Excel, Financial Statements, Mutual Funds, PowerPoint, Training, Asset Management, Time Management, Analysis, Microsoft Word, Customer Service, Microsoft Office, Sales, Outlook
Education
Keene State College 2005 — 2009
BS, Business Management
Boston Private Wealth LLC March 2015 - Present
State Street February 2013 - March 2015
State Street February 2011 - February 2013
Mercer Human Resource Consulting July 2010 - February 2011
PTS Asset Management 2010 - 2010
Ulbrich Steel June 2006 - August 2007
Skills
Data Entry, Access, Accounting, Auditing, Microsoft Excel, Financial Statements, Mutual Funds, PowerPoint, Training, Asset Management, Time Management, Analysis, Microsoft Word, Customer Service, Microsoft Office, Sales, Outlook
Education
Keene State College 2005 — 2009
BS, Business Management
Fitzgerald Judith's Boston Private Wealth LLC Experience March 2008 - Present
Job Executive Assistant
Industry Financial Services
Experience
Boston Private Wealth LLC March 2008 - Present
Skills
Asset Allocation, Executive Support, Office Administration, Meeting Scheduling, Appointment Scheduling, Reporting & Analysis, Event Planning, Asset Management, Wealth Management, Investments, Mutual Funds, Equities, Alternative Investments, Portfolio Management, Financial Analysis, Bloomberg, Fixed Income, Investment Management, Analysis, Research, Public Speaking, Investment Advisory
Education
University of Maine 1981 — 1985
Bachelor of Arts (BA)
Boston Private Wealth LLC March 2008 - Present
Skills
Asset Allocation, Executive Support, Office Administration, Meeting Scheduling, Appointment Scheduling, Reporting & Analysis, Event Planning, Asset Management, Wealth Management, Investments, Mutual Funds, Equities, Alternative Investments, Portfolio Management, Financial Analysis, Bloomberg, Fixed Income, Investment Management, Analysis, Research, Public Speaking, Investment Advisory
Education
University of Maine 1981 — 1985
Bachelor of Arts (BA)
Rachel Gilmore's Boston Private Wealth LLC Experience December 2014 - May 2015
Job Executive Administrative Assistant at Ballentine Partners, LLC
Industry Financial Services
Experience
Ballentine Partners, LLC June 2015 - Present
Boston Private Wealth, LLC December 2014 - May 2015
GenSpring Family Offices January 2013 - December 2014
GenSpring Family Offices January 2008 - December 2012
Gunster April 2005 - April 2007
Law Offices of Gary, Williams, Finney, Lewis, Watson & Sperando, P.L. December 2001 - November 2004
Education
Cornell University - T. Colin Campbell Foundation 2012 — 2012
Certificate, Plant Based Nutrition
Palm Beach State College
Ballentine Partners, LLC June 2015 - Present
Boston Private Wealth, LLC December 2014 - May 2015
GenSpring Family Offices January 2013 - December 2014
GenSpring Family Offices January 2008 - December 2012
Gunster April 2005 - April 2007
Law Offices of Gary, Williams, Finney, Lewis, Watson & Sperando, P.L. December 2001 - November 2004
Education
Cornell University - T. Colin Campbell Foundation 2012 — 2012
Certificate, Plant Based Nutrition
Palm Beach State College
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY