Top Senior Portfolio Managers in Greater Boston Area
Karl Farmer, CFA
Portfolio Manager
Greater Boston Area
Portfolio Manager
Senior Portfolio Manager
Portfolio Manager
Equity Analyst
Corporate Development Program Associate
Equity Analyst
Actuarial Analyst
University of Pennsylvania - The Wharton School
Texas A&M University
Recommendations: 7
Chartered Financial Analyst (CFA)
Asset Management
Investments
Fundamental Research
Investment Advisory
Equities
Series 7
Portfolio Management
k****[email protected]
Raymond Dorbuck
Manager
Greater Boston Area
Manager
Digital Program Manager - Solution Architect
e-Business Manager, Web Technologies
Engineering Manager
Senior Project Manager / Senior Product Manager
Senior Engineering Manager & SRE Team Lead
Director of Engineering - eCommerce Global Transformation
Senior Portfolio Manager - Enterprise Content Management
Carnegie Mellon University - Tepper School of Business
Quinnipiac University
Central Connecticut State University
Recommendations: 6
E-commerce
Management
Program Management
Business Analysis
Project Management
Product Management
E-business
Cross-functional Team...
r****[email protected]
Lee Sterne, CFA
ETF Strategist
Greater Boston Area
ETF Strategist
Managing Director
Head of US Fixed Income Index and iShares
Senior Portfolio Manager
Portfolio Manager
Senior Fixed Income Trader
Vice President
Vice President
Colgate University
Recommendations: 3
Fixed Income
Portfolio Management
Credit Portfolio...
ETFs
Fixed Income Trading
Trading
SEC compliance
ERISA
l*****@yahoo.com
David CFA
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Managing Director/Senior Portfolio Manager
Senior Portfolio Manager
Suffolk University - Sawyer School of Management
University of Massachusetts, Amherst
Recommendations: 1
Investments
Wealth Management
Portfolio Management
Investment Management
Fixed Income
Asset Management
Investment Strategies
Separately Managed Accounts
d****[email protected]
Ana Maria Reyes Perez
Senior Portfolio Manager
Greater Boston Area
Senior Portfolio Manager
Trading Desk Coordinator
Investment Manager
Fixed Income Trader
Instituto de Estudios Bursatiles
Pontificia Universidad Javeriana
Recommendations: 0
Financial Analysis
Capital Markets
Análisis financiero
Investments
Business Strategy
Comercio
Inversiones
Mercado de capitales
a****[email protected]
Raymond Mui
Founding Partner
Greater Boston Area
Founding Partner
Member Board of Overseers
Senior Vice President / Senior Portfolio Manager
New York University - Leonard N. Stern School of Business
Boston University Questrom School of Business
California State University-Fullerton
University of Michigan
University Liggett School
Recommendations: 0
Alternative Investments
Hedge Funds
Equities
Investment Management
Asset Allocation
Portfolio Management
Investment Strategies
Asset Managment
r****[email protected]
John P. Nuzzo
Vice President, Relationship Manager
Greater Boston Area
Vice President, Relationship Manager
Vice President, Senior Portfolio Manager
Management Associate
Assistant Vice President / Relationship Manager
Collateral Asset Based Examiner
Collateral Analyst
Boston College Carroll Graduate School of Management
Boston College
Recommendations: 0
Asset Based Lending
Financial Modeling
Financial Analysis
Credit Analysis
Commercial Lending
Corporate Finance
Portfolio Management
Loans
n****[email protected]
Danielle Prentis
First Vice President - Senior Portfolio Manager
Greater Boston Area
First Vice President - Senior Portfolio Manager
Vice President - Portfolio Manager
Vice President, Portfolio Manager
Assistant Vice President - Sr. Credit Analyst
Assistant Vice President - Sr. Treasury Analyst
Sr. Treasury Analyst
Simmons College - Simmons School of Management
University of Massachusetts Boston
Simmons College
Cathedral High School
Recommendations: 0
Financial Analysis
Banking
Loans
Private Equity
Finance
Portfolio Management
Treasury
Credit Analysis
d****[email protected]
d****[email protected]
Scott Peterson, CFA
Senior Portfolio Manager
Greater Boston Area
Senior Portfolio Manager
Executive Director
Senior Vice President
Vice President
Boston University Questrom School of Business
Tufts University
Recommendations: 0
Wealth Management
Asset Management
Estate Planning
Private Banking
Risk Management
Capital Markets
Portfolio Management
s****[email protected]
Charlie Ko
Portfolio Manager and Senior Research Analyst
Greater Boston Area
Portfolio Manager and Senior Research Analyst
Director, Senior Portfolio Manager
Portfolio Manager
Quantitative Analyst
Consultant, Business Insurance Group
Investment Analyst
Application Engineer
Technical Support Engineer
Yale University - Yale School of Management
Massachusetts Institute of Technology
Recommendations: 0
Equities
Financial Modeling
Valuation
Portfolio Management
Investment Management
Risk Management
Start-ups
Mergers & Acquisitions
c*****@alum.mit.edu
Thomas D. Spicer, CFA
Vice President, Portfolio Advisor
Greater Boston Area
Vice President, Portfolio Advisor
Strategy Director - Mid Cap, Value, Amplified Alpha
Senior Vice President, Principal
Senior Portfolio Manager - US Equity
Director of Investments - Managed Accounts
Portfolio Manager / Equity Analyst - REITs
Portfolio Manager / Analyst - Fixed Income
Boston College – Carroll School of Management
Northeastern University
Westford Academy
Recommendations: 0
Portfolio Management
Asset Management
Investments
Equities
Risk Management
Customer Relations
t****[email protected]
Jeff Bray, CFA
Director of Investor Relations
Greater Boston Area
Director of Investor Relations
Senior Portfolio Manager US and Global Sector Equities
Senior US Equity Analyst and Global Portfolio Manager
Senior Equity Analyst
Equity Research Analyst, Large Cap Equities
Small Cap Equity Research Analyst
High Yield Bond Research Analyst
High Yield Credit Analyst
Investment Associate
Harvard University
Recommendations: 0
Equities
Equity Research
Equity Valuation
Portfolio Management
High Yield
Telecommunications
Information Technology
Telcoms
j*****@kjkjb.com
Christopher K. Griffith, CFP®,CPWA®
Senior Vice President - Wealth Mgm't / Senior Portfolio Manager
Greater Boston Area
Senior Vice President - Wealth Mgm't / Senior Portfolio Manager
Financial Consultant
The University of Chicago - Booth School of Business - in collaboration with IMCA
Certified Financial Planner Board of Standards
College for Financial Planning
Clark University
Recommendations: 0
Wealth Management
Investment Management
Retirement Planning
Charitable Giving
High Net Worth Planning
Financiall Planning
Investment Advisory
Estate Planning
c****[email protected]
Todd CIMA®
Managing Partner, Senior Wealth Management Advisor, Chief Investment Strategist
Greater Boston Area
Managing Partner, Senior Wealth Management Advisor, Chief Investment Strategist
Senior Vice President - Wealth Management
Senior Portfolio Manager & Wealth Advisor
Sr. VP - Wealth Management
Senior Vice President - Investments
University of South Carolina
Recommendations: 0
t****[email protected]
Phuc Vinh
Asset Allocation
Greater Boston Area
Asset Allocation
Head of Alpha Research & Senior Portfolio Manager
Hedge Fund Manager
Quantitative Analyst
Senior Portfolio Analyst
Carleton College
Recommendations: 0
Portfolio Management
Hedge Funds
Asset Allocation
Strategy
Equities
Financial Advisory
Institutional Investments
Mutual Funds
p****[email protected]
Lynn CFA
Chief Investment Officer, Global Equity Beta Solutions
Greater Boston Area
Chief Investment Officer, Global Equity Beta Solutions
Portfolio Manager
Senior Portfolio Manager
Boston College
D'Amore-McKim School of Business at Northeastern University
Recommendations: 0
Equities
l****[email protected]
Jeff Wolfe, MAI, CFA
Managing Director, Investments
Greater Boston Area
Managing Director, Investments
Director, Analytics
Principal
Managing Director/Senior Portfolio Manager
Principal, Financial Strategy & Analysis
Principal/Chief Credit Officer
Principal
Senior Vice President/Chief Appraiser/Director of Surveillance
Various
Boston College
Recommendations: 0
Due Diligence
Portfolio Management
Commercial Real Estate
Relationship Management
Commercial Mortgages
Surveillance
Valuation
Loans
j****[email protected]
Charles Glovsky, CFA
Institutional Portfolio Manager
Greater Boston Area
Institutional Portfolio Manager
Senior Vice President/Portfolio Manager
Senior Portfolio Manager
Managing Partner
Senior Vice President
SVP
Dartmouth College
Stanford University Graduate School of Business
Recommendations: 0
c****[email protected]
Peter Albanese
Senior Portfolio Manager, Quantitative Strategies
Greater Boston Area
Senior Portfolio Manager, Quantitative Strategies
Director
Senior Portfolio Manager
Senior Portfolio Manger - Structured Investments Division
Associate Quantitative Analyst
New York University - Leonard N. Stern School of Business
Stony Brook University
Recommendations: 0
Fixed Income
Equities
Portfolio Management
Asset Managment
Asset Management
Hedge Funds
Alternative Investments
Derivatives
a****[email protected]
Bill O'Neill
Principal, Senior Portfolio Manager
Greater Boston Area
Principal, Senior Portfolio Manager
Trader
Babson College - Franklin W. Olin Graduate School of Business
University of Rhode Island
Recommendations: 0
Fixed Income
Bloomberg
Hedge Funds
Asset Management
Investment Management
Securities
Asset Allocation
Investments
b****[email protected]
Chris Wilmerding
Principal
Greater Boston Area
Principal
Senior Portfolio Manager
General Partner
University of Oxford
University of Pennsylvania
Groton School
Recommendations: 0
Investments
Wealth Management
Corporate Retirement Plans
Portfolio Management
Investment Advisory
Investment Strategies
Investment Management
Mutual Funds
Guy C. Holbrook, IV, CFA
Principal and Co-Founder
Greater Boston Area
Principal and Co-Founder
Principal Consultant
Investment Committee
Vice President, Institutional Strategies
Managing Director, Senior Portfolio Manager
Municipal Bond Group
Scudder Insurance Asset Management
Wholesale Marketing Support
Colby College
University of Arizona
Recommendations: 0
Asset Allocation
Bloomberg
Mutual Funds
Asset Managment
Fixed Income
Portfolio Management
Investments
Wealth Management
g****[email protected]
David Dineen, CFA
Portfolio Manager/Analyst- International Small Cap Equities
Greater Boston Area
Portfolio Manager/Analyst- International Small Cap Equities
Senior Portfolio Manager, Analyst and Team Leader- Global/International Equities
Adjunct Professor of Finance
Senior Portfolio Manager and Team Leader- Global/International Equities
Equity Analyst - Emerging Markets
Product Specialist, Mutual Funds
New York University - Leonard N. Stern School of Business
Binghamton University - School of Management
Chaminade High School
Recommendations: 0
Portfolio Management
Security Analysis
Equity Research
Asset Management
Asset Allocation
Industry Research
Risk Analysis
International Equities
d****[email protected]
Vincent Leach
Vice President - Relationship Manager
Greater Boston Area
Vice President - Relationship Manager
Senior Portfolio Manager - Vice President
Credit Analyst
Analyst
Senior Analyst
Stonehill College
St. John's Preparatory School
Recommendations: 0
CRE, C&I, and Non-profit underwriting
Portfolio Management
Financial Modeling
Asset Managment
Credit
Financial Analysis
Commercial Banking
Valuation
v****[email protected]
George Kimball, CFA
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Chief Investment Officer & Senior Portfolio Manager
Managing Director
Managing Director & Senior Portfolio Manager
Vice President
Senior Vice President
Director of Municipal Funds Management
Investment Officer
Duke University - The Fuqua School of Business
Hamilton College
Recommendations: 0
Portfolio Management
Asset Allocation
Asset Management
Alternative Investments
Investments
Wealth Management
Equities
Wealth Management Services
g****[email protected]
Riti Samanta
Senior Portfolio Manager and Head of Quant Research (Fixed Income, Cash and Currency)
Greater Boston Area
Senior Portfolio Manager and Head of Quant Research (Fixed Income, Cash and Currency)
Vice President and Head of Asset Allocation & Currency Research
Senior Associate
Brandeis International Business School
Reed College
International School of Kenya
Recommendations: 0
Fixed Income
Portfolio Management
Asset Allocation
Currency
Derivatives
Equities
Bloomberg
Hedge Funds
r****[email protected]
r****[email protected]
Marc DiCosimo
Senior Portfolio Manager
Greater Boston Area
Senior Portfolio Manager
CFA, Vice President, Fixed Income Portfolio Analyst - MBS and Structured Product
Senior Relationship Manager
Vice President, Senior Business Analyst
Senior Assistant Trader
University of Richmond
Recommendations: 0
MBS
Fixed Income
ABS
Structured Products
Agency MBS
Hedge Funds
Equities
Derivatives
m****[email protected]
Joseph Dunhill
Principal & Managing Director
Greater Boston Area
Principal & Managing Director
Senior Portfolio Manager
Managing Director &Senior Analyst
Harvard Business School
Morgan High
Recommendations: 0
j****[email protected]
Kevin M. Flaherty
Senior Vice President - Senior Portfolio Manager
Greater Boston Area
Senior Vice President - Senior Portfolio Manager
Senior Vice President - Financial Advisor
University of Massachusetts, Amherst
Recommendations: 0
k*****@verizon.net
Frederic Babu
Portfolio Manager - Risk Arbitrage
Greater Boston Area
Portfolio Manager - Risk Arbitrage
Global Head of Client Support Group
Chief Executive Officer
Senior Portfolio Manager, M&A - Event Driven
Quantitative Research and Portfolio Management
Risk Manager
Ecole Nationale Supérieure des Mines de Nancy
Recommendations: 0
