Whittier Partners
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Whittier Partners Employees
Peabody Company June 2010 - Present
GVA Thompson Hennessey & Partners 2007 - 2010
NAI Hunneman 1998 - 2007
Codman Company 1996 - 1998
Whittier Partners 1994 - 1996
Altreuter Peabody 1990 - 1992
Spaulding & Slye Colliers 1981 - 1987
Skills
Negotiation, Commercial Real Estate, Brokerage, Real Estate Transactions, Social Networking, Business Networking, Lead Generation, Photography, Property Photography, Real Estate Development, Leases, Marketing, New Business Development, Tenant Representation, Corporate Real Estate, Disposition, Landscape Photography, Real Estate Economics, Commercial Leasing, Sellers, Tenant, Due Diligence, Business Development, Investors, Investment Properties, Investment Sales, Acquisitions, Commercial Real Estate..., Real Estate, Lease Negotiations, Dispositions
Education
Boston University 1972 — 1974
Fundación Universidad de las Américas, Puebla, A.C. 1971 — 1972
Liberal arts
Holderness School 1967 — 1970
Diploma, High School studies
Fay School
US Bank July 2011 - Present
Scotiabank Global Banking and Markets June 1995 - June 2011
Whittier Partners 1993 - 1994
Skills
Leadership, Loans, Management, Credit Analysis, Financial Analysis, Risk Management, Commercial Lending, Commercial Banking, Due Diligence, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 1994 — 1995
MBA, Finance
Boston College 1986 — 1990
BS, Accounting
Cabot Properties, Inc. 2003 - Present
RREEF 2001 - 2003
Cabot Industrial Trust 1998 - 2001
Great Point Investors LLC 1997 - 1998
Amresco Advisors 1996 - 1997
Colliers International Boston 1994 - 1994
Whittier Partners 1990 - 1993
Education
Massachusetts Institute of Technology 1995 — 1996
Master of Science (MS), Real Estate
Connecticut College 1986 — 1990
Bachelor of Arts (BA), Anthropology and English
Groton School 1981 — 1986
Dexter School 1975 — 1981
UrbanMeritage, LLC October 2006 - Present
Urban Capital Partners, LLC October 2003 - Present
Edward A. Fish Associates January 2000 - November 2005
Forest City Enterprises December 1997 - January 2000
Whittier Partners 1994 - 1996
Skills
Real Estate Development, Disposition, Real Estate, Real Estate Transactions, Investment Properties, Commercial Real Estate, Entitlements, Affordable Housing, Apartments, Rentals, Acquisitions, Construction, Construction Management, Due Diligence, Real Estate Financing, Investors, Land Acquisition, Brokerage, Asset Management, Tenant, Real Estate Economics, Mixed-use, Asset Managment, Leases, Location Intelligence, Property Management, Contract Negotiation, Underwriting
Education
Massachusetts Institute of Technology 1996 — 1997
MSRED, Real Estate Development
Boston University 1987 — 1991
GID Investment Advisers LLC 2001 - Present
GID Investment Advisers LLC 1998 - 2001
GID Investment Advisers LLC 1997 - 1998
Whittier Partners 1993 - 1994
Skills
Due Diligence, Underwriting, Mergers, Contract Negotiation, Investments, Mergers & Acquisitions, Budgets, Real Estate Development, Market Analysis, Real Estate, Dispositions, Investment Properties, Asset Management, Commercial Real Estate, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1996
MBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management 1987 — 1991
Bachelor, Business Administration and Management, General
Measured Wealth Private Client Group, LLC March 2015 - Present
Pax World Funds March 2008 - February 2015
Eastern Bank 2003 - 2008
Eastern Bank 2003 - 2004
Mirus Capital Advisors 2001 - 2001
Standard & Poor's 2000 - 2001
CGU Insurance 1998 - 1999
Hagler, Mastrovita, & Hewitt 1996 - 1998
Whittier Partners 1995 - 1996
Skills
Portfolio Management, Valuation, Asset Management, Mutual Funds, Equities, Equity Research, Industry Analysis, Bloomberg, Wealth Management, Financial Modeling, Asset Allocation, Investments, Financial Analysis, Microsoft Office, Accounting, Excel, Equity Valuation, Factset, Fundamental Research, Research, PowerPoint, DCF, Investment Strategies, Trading, Word
Education
Boston University - School of Management 2000 — 2002
MBA, Finance, General
Babson College 1991 — 1995
BS, Accounting
Navint Partners, LLC August 2010 - Present
Tribridge - Navint January 2009 - July 2010
Navint Consulting April 2001 - January 2009
Spry Technology March 2000 - April 2001
Nextera 1999 - 2001
Nextera 1999 - 2001
Sigma Consulting March 1995 - March 2000
Whittier Partners 1993 - 1995
Skills
Management Consulting, Business Process..., Business Analysis, Business Intelligence, ERP, SaaS, Business Transformation, Mergers, IT Strategy, Business Strategy, Professional Services, Change Management, Enterprise Software, Acquisition Integration, Start-ups, PMO, Strategic Planning, Program Management, Strategy, Strategic Partnerships, Project Management, Process Improvement, Outsourcing, Governance, Entrepreneurship, Business Process, Mergers
Education
University of Hartford 1988 — 1992
BS, Accounting
Lincoln Sudbury 1986 — 1988
COUNSELORS OF REAL ESTATE January 2015 - Present
Lincoln Property Company May 2003 - Present
Insignia/ESG (Acquired by CBRE) 2000 - 2003
R.M. Bradley 1993 - 2000
Whittier Partners 1984 - 1993
Skills
Real Estate Appraisal, Lease Arbitration, Real Estate Project..., Highest and Best Use..., Real Estate Counseling, Litigation Support and..., Expert Witness, Regional malls,..., Development..., Appraisals, Investment Properties, Real Estate, Real Estate Development, Leases, Commercial Real Estate, Valuation
Education
University of New Hampshire - Whittemore School of Business and Economics
Economics
CB Richard Ellis 2012 - Present
CBRE 1998 - Present
Whittier Partners 1989 - 1998
Cabot, Cabot & Forbes 1982 - 1989
Arthur Andersen 1979 - 1982
Skills
Disposition, Real Estate
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
MS, Accounting
Trinity College-Hartford 1976 — 1979
BA, Economics
Setanta Realty Advisors November 2008 - Present
Lincoln Property Company April 2002 - November 2008
Peter Elliot February 2000 - May 2002
Jones Lang LaSalle March 1995 - January 2000
Whittier Partners 1988 - 1991
Skills
Real Estate, CRM, Investments, Asset Managment, Real Property, Due Diligence, Real Estate Economics, Brokerage, Asset Management, Corporate Real Estate, Disposition, Leases, Tenant, Real Estate Development, Real Estate Transactions
Education
Boston College 1983 — 1987
BA, Philosophy, Theology, Irish Studies
The Lawrenceville School 1981 — 1982
Weston
USI Consulting Group July 2006 - Present
The Baker Companies April 2002 - July 2006
William M. Mercer, Inc. August 1996 - May 2001
Sheppard Riley Coughlin August 1994 - July 1996
Sun Life Assurance of Canada August 1992 - July 1994
Whittier Partners July 1989 - August 1992
Leggat McCall/Grubb & Ellis, Inc. August 1985 - August 1989
Skills
Employee Benefits, Executive Pay, Defined Benefit, Mutual Funds, Pensions, Retirement, Investments, Human Resources, Leadership, Insurance, Investment Advisory, Financial Services, Series 63, Series 65, Business Planning, Investment Management, Securities, Defined Contribution, 401k
Education
Tufts University 1981 — 1985
BA, Economics, Political Science
Tufts University 1981 — 1985
Bachelor of Arts (B.A.), Economics, Political Science
Middlesex School 1977 — 1981
JLL January 2014 - Present
CBRE June 2005 - Present
Boston Capital Institutional Advisors June 1999 - April 2000
MGI Properties February 1996 - June 1999
Spaulding & Slye Colliers October 1993 - February 1996
Whittier Partners August 1991 - October 1993
Whittier Partners November 1990 - December 1991
Skills
Real Estate, Valuation, Asset Management, Real Estate Economics, Leases, Disposition, Commercial Real Estate, Due Diligence, Financial Analysis, Property
Education
Duke University 1984 — 1988
Bachelor of Arts (BA), History
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
Master of Business Administration (MBA), Finance, General