这是连续第五年了, AdvisoryHQ has listed 十大赌博平台排行榜 as one of the Top 10 Financial Advisors in Boston.
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2023年7月
- 十大赌博平台排行榜 was among Massachusetts’s Largest Independent Investment Advisers in 波士顿商业杂志2023年的名单. 联合创始人 & 总统 加里Mikula 指出, “We are 请d to be included on BBJ’s list 和 believe it is a testament to 十大赌博平台排行榜’s dedication to delivering our clients the highest st和ard of service.” The “Largest Independent Investment Advisers In Mass” is an independent listing produced by the 波士顿商业杂志 (BBJ)基于截至2023年6月1日的总资产. The BBJ list is based on data gat在这里d from firms, regulatory disclosures, BBJ’s research. Neither 十大赌博平台排行榜 nor our employees pay a fee to BBJ in exchange for inclusion in the list.
- FA (Financial Advisor) ranked 十大赌博平台排行榜投资顾问公司 as the 204th largest Registered Investment Advisor (RIA) for 2023. 截至2022年12月31日，ria按资产管理规模排名. 《十大赌博平台排行榜》出版了一本供理财顾问使用的月刊, 理财规划师, 和经纪自营商. (Neither 十大赌博平台排行榜 nor our employees pay a fee to be considered or placed on FA’s Registered Investment Advisor Ranking. 查看有关排名的更多详细信息.)
2023年5月
- 克里斯托弗Mikus 已达到注册财务规划师(CFP)委员会的教育要求, 经验, 检查, 道德要求. CFP®专业人员接受了72个金融专业领域的培训, 包括物业管理, 税收筹划, 及风险管理. Chris于2012年加入十大赌博平台排行榜，是一名投资组合经理. 他是CFA持证人和凯尼恩学院的毕业生. 恭喜克里斯!
- 十大赌博平台排行榜 was a sponsor of Silver Lining Mentoring’s Match 2023 Celebration. Silver Lining Mentoring addresses the two greatest needs for youth in foster care: long-term relationships 和 life skills development. 你可以了解更多十大赌博平台排行榜Silver Lining Mentoring的信息 在这里.
- 罗伯•奥尼尔 和 布雷特Mirliani recently attended the Medicine that Matters Gala presented by Boston Healthcare for the Homeless Program (BHCHP). The mission of BHCHP is to provide access to the highest quality health care for individuals 和 families experiencing homelessness. 十大赌博平台排行榜也是这次活动的赞助商. 了解更多十大赌博平台排行榜BHCHP的信息 在这里.
- 十大赌博平台排行榜 was a Growth Mindset Sponsor for Friends of the Children’s 2023 Friend Raiser. Friends of the Children is dedicated to breaking the cycle of generational poverty through salaried, 专业的指导. These mentors, called “Friends,” are provided from kindergarten through high school graduation. 你可以了解更多十大赌博平台排行榜儿童之友的信息 在这里.
2023年3月
- 蒂姆·马洛伊, 加里Mikula, 布雷特Mirliani, 罗伯•奥尼尔 在2月1日被评为波士顿五星级财富经理, 2023, 从2022年5月23日到23年1月6日. For Gary, 2023 marks the eleventh year he has been named a Five Star Wealth Manager. 罗布和蒂姆都是第四次获得这一殊荣, this is the second year 布雷特 has been named a Five Star Wealth Manager. 祝贺加里、罗布、蒂姆 & 布雷特! (十大赌博平台排行榜 does not pay a fee to be considered for Five Star Wealth Managers. Please see more information about the Criteria for Five Star Award winners on our 披露的信息页面.)
- 乔恩·英格 recently completed the Investment Advisor Certified Compliance Professional (IACCP®) program. The IACCP® program is designed for compliance professionals to certify their knowledge of investment adviser regulatory obligations 和 requirements. Individuals must complete coursework, pass 检查s, satisfy work prerequisites. Jon管理运营团队，是我们合规部门不可或缺的一员 & 它的努力. Jon joined 十大赌博平台排行榜 in 2020 和 has a BA from the University of Michigan 和 a JD from the University of Maine School of Law. 恭喜乔恩!
2023年2月
- 我们很高兴地宣布 泰勒Cartaglia 加入了伯奇山投资顾问公司. 作为我们运营团队的一员, Taylor will execute equity trades 和 assist with other reporting 和 pricing responsibilities. 毕业于UNH保罗商业与经济学院, 泰勒为谢泼德工作, 卡普兰, 以及克罗彻克有限责任公司和富达投资公司. 泰勒，欢迎加入我们的队伍!
2022年12月
- G. 小鲍文·库克., CFA 被任命为伯奇山的研究主任. Bo has served in various research roles since joining 十大赌博平台排行榜 in 2013. 在加入十大赌博平台排行榜之前，Bo在Brown Brothers Harriman工作. Bo is a CFA Charter holder 和 holds a BS in Business Administration from Northeastern University.
- 乔安妮·E. 权力 你被提升为高级助理了吗. 自2007年公司成立以来，Joanne一直在十大赌博平台排行榜工作. Before that, Joanne worked at Seaward Management, Eaton Vance Management, Webster Management. Joanne provides customer service to 十大赌博平台排行榜 clients 和 internal administrative support.
- 马修·W. 中场 最近加入十大赌博平台排行榜担任投资助理. Matt will take on certain research responsibilities 和 assist with special client service items. 密尔沃基马奎特大学的毕业生, Matt was previously working in various roles at Dolan McEniry Capital Management in Chicago. 请和我们一起欢迎马特来到十大赌博平台排行榜!
2022年7月
- FA (Financial Advisor) ranked 十大赌博平台排行榜投资顾问公司 as the 191st 2022年最大的注册投资顾问(RIA. ria按截至2021年12月31日的资产管理规模排名. 《十大赌博平台排行榜》出版了一本供理财顾问使用的月刊, 理财规划师, 和经纪自营商. (十大赌博平台排行榜 does not pay a fee to be considered or placed on FA’s Registered Investment Advisor Ranking. 查看有关排名的更多详细信息.)
2022年5月
- 十大赌博平台排行榜 was a sponsor of Silver Lining Mentoring’s Match 2022 Celebration. Silver Lining Mentoring addresses the two greatest needs for youth in foster care: long-term relationships 和 life skills development. 你可以了解更多十大赌博平台排行榜Silver Lining Mentoring的信息 在这里.
- 十大赌博平台排行榜是毅力的赞助商 2022年儿童之友募捐会. Friends of the Children is dedicated to breaking the cycle of generational poverty through salaried, 专业的指导. These mentors, called “Friends,” are provided from kindergarten through high school graduation. 加里Mikula 参加活动. 你可以了解更多十大赌博平台排行榜儿童之友的信息 在这里.
2022年4月
- 我们很高兴地宣布 乔恩·英格 被提升为副总裁了吗. Jon于2020年加入十大赌博平台排行榜担任投资运营经理. Previously, Jon was a Senior Operations Analyst at Boston Trust Walden Company. 密歇根大学的毕业生, 他在那里学习经济学, Jon还拥有缅因大学法学院的法学博士学位. 乔恩的晋升证明了他的学识渊博, 深的, applicable knowledge 和 his ongoing contribution to the success of 十大赌博平台排行榜.
2022年3月
- 蒂姆·马洛伊, 加里Mikula, 布雷特Mirliani, 罗伯•奥尼尔 被评为2022年波士顿五星级财富管理公司. For Gary, 2022 marks the tenth year he has been named a Five Star Wealth Manager. 罗布和蒂姆都是第三次获得这一殊荣, this is the first year 布雷特 has been named a Five Star Wealth Manager. 祝贺加里、罗布、蒂姆 & 布雷特! (十大赌博平台排行榜 does not pay a fee to be considered for Five Star Wealth Managers. Please see more information about the Criteria for Five Star Award winners on our 披露的信息页面.)
2022年1月
- 辛迪·沃霍尔于2021年底退休. 自2007年公司成立以来一直是十大赌博平台排行榜的员工, 辛迪在金融服务业的职业生涯长达30多年. 辛迪的职业道德和对客户的奉献是首屈一指的. We are happy for Cindy as she now has more time to spend with friends 和 family. Cindy plans to devote considerable time to gardening, her favorite hobby. 我们祝她晴朗的天空和快乐的日子!
2021年12月
- 保罗J. 多诺万 成为了首席运营官. Paul is also a Principal 和 the Chief Compliance Officer at 十大赌博平台排行榜. In addition to Compliance, Paul oversees technology, human resources, operations. 保罗于2019年加入伯奇山，拥有宾利大学的学士学位, 萨福克大学MBA学位，注册财务规划师TM.
- 我们很高兴地宣布 克里斯托弗·P. Mikus 被提升为副总裁了吗. Chris于2012年加入十大赌博平台排行榜. 他在凯尼恩学院获得历史学士学位, 波士顿大学工商管理硕士, 并完成了CFA课程. Chris’ duties include securities research, portfolio management, client relationship management.
2021年9月
- 我们很高兴地宣布这一点 林恩·艾姆斯 以律师的身份加入了伯奇律师事务所. Prior to 十大赌博平台排行榜 Lynne was a Senior Client Advisor Associate at Boston Private Wealth. Lynne has over 30 years of 经验 in the financial services industry, including positions with Freedom Capital Management 和 Tucker Anthony. Lynne has an Associate Degree in Business from Massasoit Community College.
- 我们很高兴地宣布这一点 苏珊Valler和 以律师的身份加入了伯奇律师事务所. Prior to 十大赌博平台排行榜 Susan was a client service associate at Argent 财富管理. 瑞吉斯学院的毕业生, Susan拥有超过25年的金融服务经验, 包括seaaward Management的职位, 道富公司, 投资者银行 & 波士顿信托银行.
