Top 100 Investment Management Companies in Boston

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Below is the list of Top 100 Investment Management Companies in Boston ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Boston

1. Wellington Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: wellington.com

Company Founded: 1970

Company Size: 1001-5000

Company Address: 280 Congress Street, Boston, Massachusetts, United States

Wellington Management Contact Details

Name Title LinkedIn Phone Email
Danielle Wei Investment Analyst
Lauren Schneiderhan Campus Recruiter, Assistant Vice President
Vicki Karr Property Manager
Wenwen Bi Investment Specialist
William Lee Investment Director
Qai Gordon Systems Analyst
Adam Nichols Vice President, Fixed Income Portfolio Analyst
Requires/Intent and 330 more Employees
Cloud Solutions
Institutional Asset Management
E-commerce Integration
ERP Solutions
Digital Asset & Cryptocurrency Investment
and more

2. Columbia Threadneedle Investments, Us

Industry: Investment Management

Location: Boston, Massachusetts

Website: columbiathreadneedle.com

Company Founded: 1985

Company Size: 1001-5000

Columbia Threadneedle Investments, Us Contact Details

Name Title LinkedIn Phone Email
Michael Farley Marketing Manager, Asset Management Communications
Peter Donatio Director - Asset Management Compliance
Rosemary Murphy Senior Director Of Learning And Development
Steve Fiedler Head Of Strategic Product Management At Columbia Threadneedle Investments
Mark Guenard Regional Advisor Consultant
Mark Guenard Regional Advisor Consultant
Mark Guenard Regional Advisor Consultant
Requires/Intent and 328 more Employees
AI-Powered Financial Forecasting
Data Security
and more

3. Eaton Vance

Industry: Investment Management

Location: Boston, Massachusetts

Website: eatonvance.com

Company Founded: 1924

Company Size: 501-1000

Company Address: 2 International Place, Boston, Massachusetts, United States

Eaton Vance Contact Details

Name Title LinkedIn Phone Email
David Lochiatto Vice President, Director Of Market Data And Vendor Management
Bob Kuberski Director Of Global Relationship Management
Terry Simpson Avp, Talent Acquisition Manager
James Putman Regional Director
Seth Goldzweig Senior Global Relationship Manager
Richard Froio Chief Compliance Officer
Dan Dorman Vice President And Senior Research Analyst
Requires/Intent and 162 more Employees
ESG Investing & Impact Analysis
High-Frequency Trading Solutions
and more

4. Mfs Investment Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: mfs.com

Company Founded: 1924

Company Size: 1001-5000

Company Address: 111 Huntington Avenue, Boston, Massachusetts, United States

Mfs Investment Management Contact Details

Name Title LinkedIn Phone Email
Winter Li Equity Analyst
Aditi Taylor Chief Risk Officer
Reggie Berg Regional Director
Ellen Novotny Regional Sales Representative
Michael Mchugh Purchasing Associate
Serge Pierre-louis Senior Internal Wholesaler
Shanti Wermes Equity Research Analyst
Requires/Intent and 133 more Employees
M&A Advisory
AI-Powered Financial Forecasting
Technology
and more

5. Loomis, Sayles & Company

Industry: Investment Management

Location: Boston, Massachusetts

Website: loomissayles.com

Company Founded: 1926

Company Size: 501-1000

Loomis, Sayles & Company Contact Details

Name Title LinkedIn Phone Email
Son Nguyen Vice President, Global Equity Analyst
Ji Zhang Senior Equity Analyst At Loomis Sayles
Scott Darci Vp, Portfolio Manager And Strategist
Megan Lemay Senior Graphic Designer
Chetan Shinde Vice President
Kevin Kearns Portfolio Manager
Barath Sankaran Vice President, Senior Securitized Asset Analyst
Requires/Intent and 92 more Employees
AI-Based Credit Risk Assessment
Automation
Cloud Solutions
and more

6. John Hancock Investments

Industry: Investment Management

Location: Boston, Massachusetts

Website: jhinvestments.com

Company Founded: 1969

Company Size: 501-1000

Company Address: 601 Congress Street, Boston, Massachusetts, United States

John Hancock Investments Contact Details

Name Title LinkedIn Phone Email
Phil Casparius Senior Managing Director - Wealth Management Strategy And Alliances
Mathew Dimatteo Associate Director, Institutional Distribution, John Hancock Investments
Lee Small Svp, Divisional Sales Manager
Gfs Sean Farley Senior Vice President
Jose Collazo Regional Business Consultant
Will Creedon Director Of Capital Markets
Dean Hoeger Business Development Consultant
Requires/Intent and 75 more Employees
AI-Powered Financial Forecasting
Sales
and more

7. Acadian Asset Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: acadian-asset.com

Company Founded: 1986

Company Size: 201-500

Company Address: 260 Franklin Street, Boston, Massachusetts, United States

Acadian Asset Management Contact Details

Name Title LinkedIn Phone Email
Thomas Obaseki Vice President, Business Development
Madeline Marinella Senior Client Reporting Associate
Garry Miller Enterprise Agile Coach
Hatherly Foster Business Development Associate
Ramu Miriampalli Senior Associate Dba
Erin Mahoney-gallagher Vice President, Director, Procurement, Data And Technology
Vladimir Zdorovtsov Director Of Global Equity Research
Requires/Intent and 66 more Employees
Institutional Asset Management
Technology
Sales
HR & Payroll Services
and more

8. Arrowstreet Capital

Industry: Investment Management

Location: Boston, Massachusetts

Website: arrowstreetcapital.com

Company Founded: 1999

Company Size: 201-500

Company Address: 200 Clarendon Street, Boston, Massachusetts, United States

Arrowstreet Capital Contact Details

Name Title LinkedIn Phone Email
Anurag Tripathi Associate,trading Systems
Han Zhong Associate, Investment Processes
Vibhor Gupta Manager, Research
Julia Yuan Associate, Research
Kevin Zablonski Head Of It Operations
James Love Associate
Jon Simon Senior Client Relationship Manager
Requires/Intent and 61 more Employees
Automation
Software Development
Customer Relationship Management
E-commerce Integration
Cloud Hosting
and more

9. Gmo

Industry: Investment Management

Location: Boston, Massachusetts

Website: gmo.com

Company Founded: 1977

Company Size: 201-500

Company Address: 40 Rowes Wharf, Boston, Massachusetts, United States

Gmo Contact Details

Name Title LinkedIn Phone Email
Nick Porecha Information Technology Management
Michelle Morphew Portfolio Strategist, Global Equity
Robert Daley Equity Trading
Tracey Keenan Fixed Income Trading
Matt Kadnar Partner And Portfolio Manager
Jack Mengel Program Manager
Jack Hanson Reconciliation Analyst
Requires/Intent and 74 more Employees
Customer Relationship Management
FinTech Solutions For Investment Firms
IPO Advisory
HR & Payroll Services
Advertising
and more

10. Income Research + Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: incomeresearch.com

Company Founded: 1987

Company Size: 51-200

Company Address: 100 Federal Street, Boston, Massachusetts, United States

Income Research + Management Contact Details

Name Title LinkedIn Phone Email
Daniel Lynch Assistant Vice President, Recruitment
Jonathan Larkin Principal, Technology
Daniel Comiskey Senior Investment Product Analyst
Steven Devine Application Administrator
Lilly Chen Vice President, Head Of System Delivery
Matthew Conroy Chief Financial Officer
Oscar Arevalo-toledo Senior Analytics Developer
Requires/Intent and 28 more Employees
Financial Due Diligence
Risk Management & Compliance
Hedge Fund Strategies
Institutional Asset Management
and more

11. John Hancock Investment Management

Industry: Investment Management

Location: Boston, Massachusetts

Company Founded: 1969

Company Size: 501-1000

Company Address: 200 Berkeley Street, Boston, Massachusetts, United States

John Hancock Investment Management Contact Details

Name Title LinkedIn Phone Email
David Harris Regional Representative Business Consultant
James Coker Director, U.s Investment Platform Management Governance
Dan Fixler Director, Institutional And Retirement Product Development
Danielle Smoot Internal Sales Manager
Peter Hughan Head Of Internal Specialist Teams
Laura Foster Head Of Marketing, Wealth And Asset Management, Us And Europe
Suzanne Lambert Assistant Vice President And Assistant General Counsel
Requires/Intent and 24 more Employees
IPO Advisory
Digital Marketing
Market Research
Smart Contracts For Investment
and more

12. Geode Capital Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: geodecapital.com

Company Founded: 2001

Company Size: 51-200

Company Address: 1 Hundred Summer Street, Boston, Massachusetts, United States

Geode Capital Management Contact Details

Name Title LinkedIn Phone Email
Yuxin Ai Quantitative Research Analyst
Danlu Xia Associate Quantitative Analyst
Hanna Vasilenka Software Engineer And Markit Edm Developer
John Cicci Trade Operations Associate - Alternatives
Kevin Xiong Quantitative Researcher
Alexandru Rosoiu Associate Quantitative Analyst
Anna Lester Senior Portfolio Manager
Requires/Intent and 12 more Employees
IPO Advisory
AI
and more

13. Panagora Asset Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: panagora.com

Company Founded: 1989

Company Size: 51-200

Company Address: 1 International Place, Boston, Massachusetts, United States

Panagora Asset Management Contact Details

Name Title LinkedIn Phone Email
Kun Yang Director
Vic Malla Quantitative Research Analyst
Danni Ma Quantitative Analyst, Data Science Equity
Brian Henze Strategic Relationship Manager
Keith Macdonald Senior Manager Of Trading Technology
Jennifer Donlon Associate General Counsel
Jaime Lee Managing Director, Head Of Dynamic Equity
Requires/Intent and 16 more Employees
Mobile App Development
AI
Cloud Hosting
IPO Advisory
and more

14. Citisoft

Industry: Investment Management

Location: Boston, Massachusetts

Website: citisoft.com

Company Founded: 1986

Company Size: 51-200

Company Address: 343 Congress Street, Boston, Massachusetts, United States

Citisoft Contact Details

Name Title LinkedIn Phone Email
Tom Secaur Global Chief Operating Officer
Jake Gress Senior Consultant
Jake Gress Senior Consultant
Alissa Doherty Director Of Marketing And Communications
Michael Chevalier Investment Management Consultant
Jason Humm Principal Consultant
Brian Beldotti Principal Consultant
Requires/Intent and 6 more Employees
Sales
Customer Relationship Management
Alternative Investment Consulting
Smart Contracts For Investment
and more

15. Trillium Asset Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: trilliuminvest.com

Company Founded: 1982

Company Size: 11-50

Company Address: 2 Financial Center 60 South Street, Boston, Massachusetts, United States

Trillium Asset Management Contact Details

Name Title LinkedIn Phone Email
Lisa Hayles Investment Manager
Tom Simunovic Esg Investment Strategy Specialist And Relationship Manager
Jonas Kron Chief Advocacy Officer
Ellen Griggs Board Director
Patrick Wollenberg Global Equity Analyst And Portfolio Manager
Evie Vermeer Esg Research Intern
Abigail Blyler Research Analyst Intern
Requires/Intent and 2 more Employees
E-commerce Integration
Risk Management & Compliance
Financial Due Diligence
FinTech Solutions For Investment Firms
Investor Relations & Reporting
and more

16. Gw&k Investment Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: gwkinvest.com

Company Founded: 1974

Company Size: 51-200

Gw&k Investment Management Contact Details

Name Title LinkedIn Phone Email
David Rouse Director Of Compliance And Risk Management
Leigh Williamson Principal, Client Portfolio Manager
Ross Mcwilliams Assistant Relationship Manager
Michael Rabuffo Principal, Client Portfolio Manager
Blair Farinholt Internal Sales
Cara Fisher Compliance Manager
Brenna Spolidoro Operations Specialist
Requires/Intent and 12 more Employees
Institutional Asset Management
Digital Asset & Cryptocurrency Investment
Cloud Solutions
and more

17. Spring Lane Capital

Industry: Investment Management

Location: Boston, Massachusetts

Website: springlanecapital.com

Company Size: 1-10

Spring Lane Capital Contact Details

Name Title LinkedIn Phone Email
Mike Bishop Principal
Nikhil Garg Sustainable Resource Investor | Co-founder And General Partner
Requires/Intent
FinTech Solutions For Investment Firms
Tax Optimization For Investments
Software Development
and more

18. Man Numeric

Industry: Investment Management

Location: Boston, Massachusetts

Website: numeric.com

Company Founded: 1989

Company Size: 51-200

Company Address: 200 Pier, Boston, Massachusetts, United States

Man Numeric Contact Details

Name Title LinkedIn Phone Email
Malini Santra Business Analyst
Eric Wu Quantitative Researcher
Adela Bai Software Engineer
Shanta Puchtler Chief Executive Officer
Philena Sun Quantitative Research Analyst
Andrew Kindman Principal Engineer
Carl Romines Software Engineer
Requires/Intent and 12 more Employees
Market Research
Accounting
IPO Advisory
and more

19. Ra Capital Management, Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: racap.com

Company Founded: 2004

Company Size: 51-200

Company Address: 200 Berkeley Street, Boston, Massachusetts, United States

Ra Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Joshua Resnick Managing Director
Chris Caliri Chief Information Officer At Ra Capital
Jake Simson Principal
Christina Lilliehook Senior Science Writer
Emilie Schleer Investor Relations Manager
Danielle Feldman Associate
Cristina Diez Associate Director, Techatlas
Requires/Intent and 8 more Employees
Robo-Advisors & AI Trading
IoT
and more

20. Highvista Strategies

Industry: Investment Management

Location: Boston, Massachusetts

Website: highvista.com

Company Founded: 2004

Company Size: 11-50

Company Address: 200 Clarendon Street, Boston, Massachusetts, United States

Highvista Strategies Contact Details

Name Title LinkedIn Phone Email
Rahul Gupta Quantitative Analyst
Raphael Schorr Managing Director
Caroline Page Investment Professional
Cortney Sevigny Operations Analyst
Matthew Hoff Operations Analyst
Greg Woodbury Software Architect
John Jacques Senior Analyst
Requires/Intent and 1 more Employees
Investor Relations & Reporting
Smart Contracts For Investment
and more

21. Breckinridge Capital Advisors

Industry: Investment Management

Location: Boston, Massachusetts

Website: breckinridge.com

Company Founded: 1993

Company Size: 51-200

Company Address: 125 High Street, Boston, Massachusetts, United States

Breckinridge Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Phillip Newell Executive Vice President Client Communications
Cara Early Assistant Vice President, Investment Strategy
Bob Conlon Director Of Human Resources
Chris Day Executive Vice President
Jesse Starks Chief Technology Officer
Christina Parisi Senior Client Service Associate
Sabrina Marasco Marketing Associate
Requires/Intent and 5 more Employees
Legal
Market Research
Advertising
SEO
and more

22. Anchor Capital Advisors

Industry: Investment Management

Location: Boston, Massachusetts

Website: anchorcapital.com

Company Founded: 1983

Company Size: 11-50

Company Address: 2 International Place, Boston, Massachusetts, United States

Anchor Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Jack Kulpa Vice President
George Whitmore Executive Vice President - Director Of Sales And Marketing
Zach Dandurand Investment Operations Specialist
Rachel Hoban Marketing Associate
Gary Adams Senior Vice President
Diane Schafer Chief Operating Officer And Chief Compliance Office
David Watson First Vice President
Requires/Intent and 4 more Employees
IT Support
Private Wealth Management
IoT
FinTech Solutions For Investment Firms
and more

23. Eventide Asset Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: eventide.info

Company Founded: 2008

Company Size: 11-50

Company Address: 1 International Place, Boston, Massachusetts, United States

Eventide Asset Management Contact Details

Name Title LinkedIn Phone Email
Finny Kuruvilla Portfolio Manager
Brock Treworgy Business 360 Analyst
Brian Chow Associate Research Analyst
Kyle Mabe Regional Director
Robin John Chief Executive Officer
Rob John Managing Partner And Chief Executive Officer
David Barksdale Managing Partner
Requires/Intent and 3 more Employees
AI Chatbots
ERP Solutions
Risk Management & Compliance
and more

24. Birch Hill Investment Advisors Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: birchhilladvisors.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1 International Place, Boston, Massachusetts, United States

Birch Hill Investment Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Brett Mirliani Managing Director
Sean Kelly Associate
Christopher Mikus Assistant Portfolio Manager
Bo Cook Assistant Vice President
Katy Colletti Associate At Birch Hill Investment Advisors Llc
Requires/Intent
M&A Advisory
Market Research
and more

25. Crestwood Advisors

Industry: Investment Management

Location: Boston, Massachusetts

Website: crestwoodadvisors.com

Company Founded: 2003

Company Size: 11-50

Company Address: 1 Liberty Square, Boston, Massachusetts, United States

Crestwood Advisors Contact Details

Name Title LinkedIn Phone Email
Greg Mcsweeney Portfolio Manager, Director
Leigh Hurd Portfolio Manager
Judy Burke Client Service Associate
Peter Malone Portfolio Manager
Margaret Sweet Director, Operations
Susan Brewer Managing Director
Lou Albanese Managing Director, Portfolio Manager
Requires/Intent and 2 more Employees
High-Frequency Trading Solutions
Customer Relationship Management
Smart Contracts For Investment
and more

26. Abrams Capital

Industry: Investment Management

Location: Boston, Massachusetts

Company Founded: 1999

Company Size: 11-50

Abrams Capital Contact Details

Name Title LinkedIn Phone Email
Raja Bobbili Investment Analyst
Alison Bomberg General Counsel
Kate Rowe Senior Vice President Head Of Portfolio Operations
Mike Orenstein Abrams Capital
Aaron Herr Investor Relations
Kate Tiberio Technology
Requires/Intent
Software Development
Robo-Advisors & AI Trading
and more

27. Westfield Capital Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: westfieldcapital.com

Company Founded: 1989

Company Size: 51-200

Westfield Capital Management Contact Details

Name Title LinkedIn Phone Email
Jack Dings Senior Associate, Trading
Nikki Sharkin Marketing Associate
Jenny Muller Vice President, Marketing And Client Service
Karen Chiu Manager, Operations
Amelia Rice Front Office Administrator
Leonardo Kim Equity Research Intern
Rajat Babbar Partner
Requires/Intent and 5 more Employees
Mobile App Development
IPO Advisory
IoT
SEO
Web Development
and more

28. Weiss Asset Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: weissasset.com

Company Size: 51-200

Weiss Asset Management Contact Details

Name Title LinkedIn Phone Email
Ian Brady Analyst
Anna Vinnik Senior Counsel
Nicholas Petrow Analyst
Mathew Dietzel Legal Assistant
Yoonsang Bae Analyst And Trader
Tsuyoshi Niwa Investment Analyst
Daniel Fu Medical Doctor
Requires/Intent and 3 more Employees
Branding
Mobile App Development
Cloud Hosting
CRM Systems
and more

29. Boston Trust & Investment Management Company

Industry: Investment Management

Location: Boston, Massachusetts

Website: bostontrust.com

Company Founded: 1974

Company Size: 51-200

Company Address: 1 Beacon Street, Boston, Massachusetts, United States

Boston Trust & Investment Management Company Contact Details

Name Title LinkedIn Phone Email
Nick Caldwell Manager, Institutional Markets
Lindsey Lane Director Of Marketing And Communications
Heidi Vanni Managing Director
David Sandell Portfolio Manager
Russell Gentry Chief Operating Officer
Jacob Goodkin Portfolio Associate
Mark Cushing Managing Director
Requires/Intent and 5 more Employees
Global Market Trend Analysis
Digital Asset & Cryptocurrency Investment
and more

30. Massachusetts Pension Reserves Investment Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: mapension.com

Company Size: 11-50

Company Address: 84 State Street, Boston, Massachusetts, United States

Massachusetts Pension Reserves Investment Management Contact Details

Name Title LinkedIn Phone Email
Bill Li Senior Investment Officer, Director
Chris Supple Deputy Executive Director And General Counsel
David Gurtz Deputy Chief Investment Officer - Director Of Public Markets
Ed Caron Investment Operations Analyst
Jill Luci Administrative Assistant
Amaran Soja Executive Assistant
Liying Lu Analyst Intern - Hedge Fund And Low Vol Strategies
Requires/Intent
HR & Payroll Services
Legal
and more

31. Boston Common Asset Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: bostoncommonasset.com

Company Founded: 2002

Company Size: 11-50

Company Address: 200 State Street, Boston, Massachusetts, United States

Boston Common Asset Management Contact Details

Name Title LinkedIn Phone Email
Geeta Aiyer President And Founder
Kristina Eisnor Chief Compliance Officer And Director Of Operations
Nancy Spady Managing Director
Lei Ge Global Equity Analyst
Marykelly Smith Vice President, Controller
Requires/Intent
Technology
IoT
Cloud Solutions
High-Frequency Trading Solutions
and more

32. Glouston Capital Partners

Industry: Investment Management

Location: Boston, Massachusetts

Website: permalcapital.com

Company Founded: 1994

Company Size: 11-50

Company Address: 800 Boylston Street, Boston, Massachusetts, United States

Glouston Capital Partners Contact Details

Name Title LinkedIn Phone Email
Aaron Bright Principal
Requires/Intent
Customer Relationship Management
Predictive Analytics
Sales
Public Relations
CRM Systems
and more

33. Jmh Capital

Industry: Investment Management

Location: Boston, Massachusetts

Website: jmhcapital.com

Company Founded: 2003

Company Size: 1-10

Company Address: 155 Federal Street, Boston, Massachusetts, United States

Jmh Capital Contact Details

Name Title LinkedIn Phone Email
Michael Stanek Management Partner
Drew Sabia Associate
Kim Menegoni Chief Financial Officer
Clair Ko Director
Jerry Hutcher President
Alice Nissen Transcription
Requires/Intent
Alternative Investment Consulting
Smart Contracts For Investment
Digital Asset & Cryptocurrency Investment
FinTech Solutions For Investment Firms
and more

34. Hancock Natural Resource Group

Industry: Investment Management

Location: Boston, Massachusetts

Website: hancocknaturalresourcegroup.com

Company Founded: 1985

Company Size: 501-1000

Company Address: 197 Clarendon Street, Boston, Massachusetts, United States

Hancock Natural Resource Group Contact Details

Name Title LinkedIn Phone Email
Julia Grant General Manager, Value Added Services
Jason Burke Area Manager, Value Added Services, CwbÂ
Marco Panza Assistant Controller
Traci Maselli Manager, Marketing Communications
Trent Warness Senior Gis Analyst
Emin Kurtovic Research Assistant
Carlos Ruiz Resource Planning Analyst
Requires/Intent and 1 more Employees
Hedge Fund Strategies
ESG Investing & Impact Analysis
IPO Advisory
and more

35. Clough Capital Partners, L.p.

Industry: Investment Management

Location: Boston, Massachusetts

Company Size: 11-50

Company Address: 53 State Street, Boston, Massachusetts, United States

Clough Capital Partners, L.p. Contact Details

Name Title LinkedIn Phone Email
Christopher Mullahy Head Of Institutional Sales And Consultant Relations
Mimi Gross General Counsel At Clough Capital Partners, L.p
Jim Canty President
Kathleen Reynolds Risk And Compliance Associate
Michael Hearle Chief Executive Officer
Requires/Intent
Global Market Trend Analysis
Portfolio Management Solutions
Advertising
and more

36. North American Management Corporation

Industry: Investment Management

Location: Boston, Massachusetts

Website: namcorp.com

Company Founded: 1928

Company Size: 11-50

Company Address: 10 Post Office Square, Boston, Massachusetts, United States

North American Management Corporation Contact Details

Name Title LinkedIn Phone Email
Mark Reed Principal And Portfolio Manager
Pam Woodruff Head Of Trading
Yuval Ezer Director Of Equity Research
Matthew Duggan Senior Client Service Administrator
Elizabeth Mcelligott Senior Client Services Associate
Requires/Intent
Customer Relationship Management
AI-Based Credit Risk Assessment
FinTech Solutions For Investment Firms
and more

37. Rhumbline Advisers

Industry: Investment Management

Location: Boston, Massachusetts

Website: rhumblineadvisers.com

Company Founded: 1990

Company Size: 11-50

Company Address: 265 Franklin Street, Boston, Massachusetts, United States

Rhumbline Advisers Contact Details

Name Title LinkedIn Phone Email
Lisa Sheeler Chief Compliance Officer And General Counsel
Sean Reardon Marketing Internship
Thomas Cassidy Director Of Investment Operations
Requires/Intent
HR & Payroll Services
ESG Investing & Impact Analysis
Robo-Advisors & AI Trading
SEO
and more

38. Welch & Forbes Llc

Industry: Investment Management

Location: Boston, Massachusetts

Company Founded: 1838

Company Size: 51-200

Company Address: 45 School Street, Boston, Massachusetts, United States

Welch & Forbes Llc Contact Details

Name Title LinkedIn Phone Email
Dan Gorman Portfolio Manager
Cam Callan Associate
Leah Brown Vice President, Human Resources And Administration
Lauren Gates Tax Specialist
Rich Young Manager
Rich Young Manager
Peter Brown Senior Vice President And Portfolio Manager
Requires/Intent and 7 more Employees
AI-Based Credit Risk Assessment
Customer Relationship Management
AI
and more

39. New Generation Research, Inc.

Industry: Investment Management

Location: Boston, Massachusetts

Website: newgenerationadvisors.com

Company Founded: 1986

Company Size: 11-50

Company Address: 88 Broad Street, Boston, Massachusetts, United States

New Generation Research, Inc. Contact Details

Name Title LinkedIn Phone Email
Mark Heiman Director Of Sales
Bruce Kaser Managing Director, Head Of Equity Research
Petra Tantcheva Marketing Associate
Requires/Intent
Digital Asset & Cryptocurrency Investment
SEO
AI-Powered Financial Forecasting
Investor Relations & Reporting
Sales
and more

40. Coalescence Partners

Industry: Investment Management

Location: Boston, Massachusetts

Website: cp-im.com

Company Founded: 2016

Company Size: 11-50

Coalescence Partners Contact Details

Name Title LinkedIn Phone Email
Kaize Yu Analyst
Kangni Deng Analyst
Requires/Intent
Financial Due Diligence
Public Relations
Legal
and more

41. Relay Investments

Industry: Investment Management

Location: Boston, Massachusetts

Website: relayinvestments.com

Company Founded: 2013

Company Size: 1-10

Company Address: 745 Boylston Street, Boston, Massachusetts, United States

Relay Investments Contact Details

Name Title LinkedIn Phone Email
Clement Lucas Senior Vice President
Cecilia Lulli Senior Associate
Requires/Intent
Alternative Investment Consulting
Public Relations
ERP Solutions
ESG Investing & Impact Analysis
and more

42. Millstreet Capital Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: millstreet.com

Company Founded: 2010

Company Size: 1-10

Company Address: 399 Boylston Street, Boston, Massachusetts, United States

Millstreet Capital Management Contact Details

Name Title LinkedIn Phone Email
Jeffrey Growney Partner - Business Development
Christina Rosello Chief Financial Officer
Requires/Intent
Risk Management & Compliance
CRM Systems
Tax Optimization For Investments
Cybersecurity Solutions
and more

43. Claro Advisors, Llc.

Industry: Investment Management

Location: Boston, Massachusetts

Website: claroadvisors.com

Company Founded: 2012

Company Size: 11-50

Company Address: 100 High Street, Boston, Massachusetts, United States

Claro Advisors, Llc. Contact Details

Name Title LinkedIn Phone Email
Will Mcdonough Vice President Of The High Net Worth Team
Bob Dockendorff Vice President
Requires/Intent
Alternative Investment Consulting
Branding
Predictive Analytics
and more

44. Berkshire Group L.l.c.

Industry: Investment Management

Location: Boston, Massachusetts

Website: berkshire-group.com

Company Founded: 1966

Company Size: 51-200

Berkshire Group L.l.c. Contact Details

Name Title LinkedIn Phone Email
Jacqueline Parma Human Resources Assistant
Thomas Peck Assistant Vice President
Ashley Moynihan Human Resources Generalist
Mary Bloom Senior Vice President And General Counsel
Brooke Kenney Accounting Manager
Claire Umanzio Senior Vice President Tax
Caroline Mahoney It Business Analyst
Requires/Intent and 4 more Employees
Alternative Investment Consulting
AI-Powered Financial Forecasting
and more

45. Model Capital Management Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: modelcapitalmgmt.com

Company Founded: 2012

Company Size: 1-10

Company Address: 60 State Street, Boston, Massachusetts, United States

Model Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Frank Donovan Vice President, Business Development At Model Capital Management Llc
Requires/Intent
ERP Solutions
Software Development
IoT
Branding
and more

46. Appleton Partners, Inc.

Industry: Investment Management

Location: Boston, Massachusetts

Website: appletonpartners.com

Company Founded: 1986

Company Size: 11-50

Company Address: 1 Post Office Square, Boston, Massachusetts, United States

Appleton Partners, Inc. Contact Details

Name Title LinkedIn Phone Email
Matthew Wollenhaupt Vice President, Business Systems Manager
Steven Hild Operations Associate
Nathan Harris Co-director, Municipal Research
Doug Chamberlain President
Lou Tukia Network And Database Administrator
Henry Lester Cpa
Requires/Intent
Cybersecurity Solutions
Predictive Analytics
and more

47. Frontier Capital Management Co

Industry: Investment Management

Location: Boston, Massachusetts

Website: frontiercap.com

Company Founded: 1980

Company Size: 11-50

Company Address: 99 Summer Street, Boston, Massachusetts, United States

Frontier Capital Management Co Contact Details

Name Title LinkedIn Phone Email
Emmanuel Franjul Partner, Vice-president
Tj Labarge Research Analyst
Matthew Etkind Operations Associate
Devon Gensler Portfolio And Client Support Associate
Mike Cavarretta Chairman
Requires/Intent
E-commerce Integration
ERP Solutions
Data Security
and more

48. Tcam, Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: tcamre.com

Company Founded: 2009

Company Size: 11-50

Tcam, Llc Contact Details

Name Title LinkedIn Phone Email
Jenny Netzer Chief Executive Officer
Silvia Rimolo Director - Asset Management And Consulting
Leanne Fan Asset Manager
Dennis Olsen Driver
Paul Coughlan Vice President
Manof Ghana Grad Student
Patrick Whitley Truck Driver
Requires/Intent and 1 more Employees
Hedge Fund Strategies
Investor Relations & Reporting
E-commerce Integration
Robo-Advisors & AI Trading
Institutional Asset Management
and more

49. Reynders, Mcveigh Capital Management, Llc.

Industry: Investment Management

Location: Boston, Massachusetts

Website: reyndersmcveigh.com

Company Founded: 2005

Company Size: 11-50

Company Address: 121 High Street, Boston, Massachusetts, United States

Reynders, Mcveigh Capital Management, Llc. Contact Details

Name Title LinkedIn Phone Email
Lisa Hessler Senior Portfolio Manager
Sheevani Patel Compliance Manager
Lisa Chioffi Senior Portfolio Manager
Susan Trask Comptroller And Compliance Manager
Requires/Intent
Accounting
Advertising
Software Development
Financial Due Diligence
and more

50. Par Capital Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: parcapital.com

Company Founded: 1990

Company Size: 11-50

Company Address: 200 Clarendon Street, Boston, Massachusetts, United States

Par Capital Management Contact Details

Name Title LinkedIn Phone Email
Jeff Mcginn Head Trader
Natalie Pena Office Manager And Operations Assistant
Michael Tucker Partner
Anuj Gupta Vice President Of Data Science
Nick Jathar Analyst
Paul Oddy Equity Analyst
Requires/Intent
ESG Investing & Impact Analysis
Cloud Solutions
M&A Advisory
Advertising
Private Wealth Management
and more

51. Agis Capital Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: agiscapital.com

Company Founded: 2013

Company Size: 11-50

Company Address: 46 Plympton Street, Boston, Massachusetts, United States

Agis Capital Llc Contact Details

Name Title LinkedIn Phone Email
Stephen Kenney Vice President Business Development
Requires/Intent
SEO
AI Chatbots
Software Development
Digital Asset & Cryptocurrency Investment
and more

52. Osbon Capital Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: osboncapital.com

Company Founded: 2005

Company Size: 1-10

Company Address: 225 Franklin Street, Boston, Massachusetts, United States

Osbon Capital Management Contact Details

Name Title LinkedIn Phone Email
John Osbon Managing Partner
Jimmy Halderman Special Projects
Requires/Intent
IPO Advisory
Branding
ESG Investing & Impact Analysis
Tax Optimization For Investments
and more

53. Flagship Harbor Advisors

Industry: Investment Management

Location: Boston, Massachusetts

Website: flagshipharbor.com

Company Founded: 2010

Company Size: 11-50

Company Address: 346 Commercial Street, Boston, Massachusetts, United States

Flagship Harbor Advisors Contact Details

Name Title LinkedIn Phone Email
Joshua Topp Private Wealth Manager
Jason Taylor Independent Financial Advisor
Sieglinde Cfpâ Certified Financial Planner
Adam Bateman Private Wealth Manager
Russ Kefauver Personal Financial Advisor
Requires/Intent
Legal
Risk Management & Compliance
Private Wealth Management
FinTech Solutions For Investment Firms
and more

54. Merganser Capital Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: merganser.com

Company Founded: 1985

Company Size: 11-50

Company Address: 99 High Street, Boston, Massachusetts, United States

Merganser Capital Management Contact Details

Name Title LinkedIn Phone Email
David Fishman Svp, Structured Products
Jennifer Cincotta Investment Associate
David Cassler Relationship Manager Analyst
Peter Kaplan Svp, Portfolio Manager
Lisa Schievink Operations Assistant
Rich Mcgowan Operations Manager
Mark Nasser Chief Technology Officer
Requires/Intent and 1 more Employees
SEO
CRM Systems
and more

55. Nichols & Pratt, Llp

Industry: Investment Management

Location: Boston, Massachusetts

Website: nichols-pratt.com

Company Founded: 1977

Company Size: 11-50

Company Address: 50 Congress Street, Boston, Massachusetts, United States

Nichols & Pratt, Llp Contact Details

Name Title LinkedIn Phone Email
Patty Popov Trustee And Lawyer
Craig Melillo Equity Analyst
Stephanie Fagundes Trustee Assistant
Eileen Schwartz Trust Administrator
Avery Hanlon Receptionist
Requires/Intent
Cloud Hosting
ESG Investing & Impact Analysis
Web Development
Predictive Analytics
IPO Advisory
and more

56. Whale Rock Capital Management Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: whalerockcapital.com

Company Founded: 2006

Company Size: 11-50

Whale Rock Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Nicholas Galat Analyst
Jennifer Smith Head Of Executive Administration
Requires/Intent
Investor Relations & Reporting
ERP Solutions
ESG Investing & Impact Analysis
Business Expansion
and more

57. Landon Capital Partners

Industry: Investment Management

Location: Boston, Massachusetts

Website: landoncapital.com

Company Founded: 2015

Company Size: 1-10

Landon Capital Partners Contact Details

Name Title LinkedIn Phone Email
Chris Sullivan Founder And Managing Partner
Tom Welles Associate
Requires/Intent
Software Development
M&A Advisory
Data Security
and more

58. Brain Robotics Capital

Industry: Investment Management

Location: Boston, Massachusetts

Website: brainrobotcap.com

Company Size: 1-10

Company Address: 53 State Street, Boston, Massachusetts, United States

Brain Robotics Capital Contact Details

Name Title LinkedIn Phone Email
Pei Qi Managing Partner
Requires/Intent
Branding
Financial Management
HR & Payroll Services
Automation
Compliance & Risk Management
and more

59. Longfellow Investment Management Co.

Industry: Investment Management

Location: Boston, Massachusetts

Company Founded: 1986

Company Size: 1-10

Company Address: 20 Winthrop Square, Boston, Massachusetts, United States

Longfellow Investment Management Co. Contact Details

Name Title LinkedIn Phone Email
Adriano Escribano Cmbs Analyst Trader
Sarah Scranton Associate Portfolio Manager
Kyia Jones Accounting Clerk
Requires/Intent
Cloud Solutions
Cybersecurity Solutions
and more

60. Prio Wealth

Industry: Investment Management

Location: Boston, Massachusetts

Website: priowealth.com

Company Founded: 1988

Company Size: 11-50

Company Address: 265 Franklin Street, Boston, Massachusetts, United States

Prio Wealth Contact Details

Name Title LinkedIn Phone Email
Clssbb Melissa Mattison Managing Director, Chief Operating Officer And Chief Compliance Officer
John Bratschi Chief Executive Officer
Jillian Kotowski Relationship Manager
Requires/Intent
High-Frequency Trading Solutions
M&A Advisory
and more

61. Atreides Management, Lp

Industry: Investment Management

Location: Boston, Massachusetts

Website: atreidesmgmt.com

Company Founded: 2019

Company Size: 11-50

Atreides Management, Lp Contact Details

Name Title LinkedIn Phone Email
Joseph Digregorio Analyst
Peter Scully Head Trader
Requires/Intent
Digital Marketing
Web Development
Customer Relationship Management
Investor Relations & Reporting
and more

62. Cabot-wellington, Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: cabwel.com

Company Founded: 1996

Company Size: 11-50

Company Address: 22 Batterymarch Street, Boston, Massachusetts, United States

Cabot-wellington, Llc Contact Details

Name Title LinkedIn Phone Email
Kristina Mello Executive Assistant
Carin Hofer Consultant
Requires/Intent
CRM Systems
Advertising
and more

63. Longfellow Investment Management Co.

Industry: Investment Management

Location: Boston, Massachusetts

Website: longfellowim.com

Company Founded: 1986

Company Size: 11-50

Company Address: 20 Winthrop Square, Boston, Massachusetts, United States

Longfellow Investment Management Co. Contact Details

Name Title LinkedIn Phone Email
Mark Duffy Esg And Credit Analyst
Derek Mccarthy Investment Associate
Heather Meehan Corporate Trader
Requires/Intent
Investor Relations & Reporting
CRM Systems
Private Wealth Management
Financial Management
and more

64. Monarch Partners Asset Management Llc

Industry: Investment Management

Location: Boston, Massachusetts

Company Founded: 2010

Company Size: 11-50

Company Address: 1 International Place, Boston, Massachusetts, United States

Monarch Partners Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Frank Saeli Head Of New Business Development And Client Relations
Leslie Ward Institutional Sales And Marketing Analyst
Alex Archambo Operations And Trading
Requires/Intent
Public Relations
Tax Optimization For Investments
Financial Due Diligence
and more

65. Standish Mellon Asset Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: standish.com

Company Founded: 1933

Company Size: 501-1000

Standish Mellon Asset Management Contact Details

Name Title LinkedIn Phone Email
Sally Bartunek Emerging Markets Bond Trader
Mark Sullivan Client Service Analyst
Michael Piersol Emerging Markets Senior Bond Trader At Standish Mellon Asset Management
Meg Luizzo Senior Administrative Assistant
John James Fixed Income Product Manager
Jim Conway Chief Information Officer
Rip Reeves Senior Portfolio Manager
Requires/Intent and 2 more Employees
Advertising
Technology
FinTech Solutions For Investment Firms
ESG Investing & Impact Analysis
and more

66. The Boston Family Office

Industry: Investment Management

Location: Boston, Massachusetts

Website: bosfam.com

Company Size: 11-50

The Boston Family Office Contact Details

Name Title LinkedIn Phone Email
Dylan Brix Portfolio Manager
Solange Bell Account Administrator
Requires/Intent
ERP Solutions
ESG Investing & Impact Analysis
Compliance & Risk Management
Branding
Digital Marketing
and more

67. Dockyard Capital Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: dockyardcapital.com

Company Founded: 2017

Company Size: 1-10

Company Address: 888 Boylston Street, Boston, Massachusetts, United States

Dockyard Capital Management Contact Details

Name Title LinkedIn Phone Email
Jay Mcgrath Chief Financial Officer And Chief Compliance Officer
Requires/Intent
Cloud Solutions
Business Expansion
and more

68. Reynders, Mcveigh Capital Management, Llc.

Industry: Investment Management

Location: Boston, Massachusetts

Company Founded: 2005

Company Size: 1-10

Company Address: 121 High Street, Boston, Massachusetts, United States

Reynders, Mcveigh Capital Management, Llc. Contact Details

Name Title LinkedIn Phone Email
Carrie Endries Senior Portfolio Manager And Director Of Impact Investments
Louisa Jacquinto Client Account Associate, Fresh Pond Capital
Requires/Intent
Investor Relations & Reporting
Technology
and more

69. Lowell Blake & Associates

Industry: Investment Management

Location: Boston, Massachusetts

Website: lowell-blake.com

Company Founded: 1974

Company Size: 11-50

Company Address: 141 Tremont Street, Boston, Massachusetts, United States

Lowell Blake & Associates Contact Details

Name Title LinkedIn Phone Email
David Polansky Principal, Senior Analyst
Diana Malcom President
Mark Maccallum Principal
Susan Lowell President
Requires/Intent
SEO
Business Expansion
and more

70. Howland Capital

Industry: Investment Management

Location: Boston, Massachusetts

Website: howlandcapital.com

Company Founded: 1967

Company Size: 11-50

Company Address: 75 Federal Street, Boston, Massachusetts, United States

Howland Capital Contact Details

Name Title LinkedIn Phone Email
Charlie Clapp President
Lisa Macewen Office Manager
Kathleen Lee Grants Administrator
Lauren Carlson Portfolio Administrator
Requires/Intent
AI Chatbots
IoT
and more

71. Donoghue Forlines

Industry: Investment Management

Location: Boston, Massachusetts

Website: donoghueforlines.com

Company Founded: 1986

Company Size: 11-50

Company Address: 1 International Place, Boston, Massachusetts, United States

Donoghue Forlines Contact Details

Name Title LinkedIn Phone Email
Rick Molari Coo, Portfolio Manager
Sam Lobley Marketing Intern
Requires/Intent
AI Chatbots
HR & Payroll Services
Market Research
High-Frequency Trading Solutions
and more

72. Stance Capital

Industry: Investment Management

Location: Boston, Massachusetts

Website: stancecap.com

Company Founded: 2016

Company Size: 1-10

Company Address: 75 Central Street, Boston, Massachusetts, United States

Stance Capital Contact Details

Name Title LinkedIn Phone Email
Mark Sullivan Business Development
Requires/Intent
Hedge Fund Strategies
Private Wealth Management
IT Support
Branding
ERP Solutions
and more

73. Tprv Capital

Industry: Investment Management

Location: Boston, Massachusetts

Website: tprvcapital.com

Company Founded: 2017

Company Size: 11-50

Company Address: 1 Exeter Plaza, Boston, Massachusetts, United States

Tprv Capital Contact Details

Name Title LinkedIn Phone Email
Yuanda Diao Trading Analyst
Young Lee Developer
Requires/Intent
AI-Based Credit Risk Assessment
M&A Advisory
IT Support
Alternative Investment Consulting
Global Market Trend Analysis
and more

74. Rose Park Advisors

Industry: Investment Management

Location: Boston, Massachusetts

Website: roseparkadvisors.com

Company Size: 1-10

Company Address: 200 State Street, Boston, Massachusetts, United States

Rose Park Advisors Contact Details

Name Title LinkedIn Phone Email
Steve Geskos Managing Director
Allie Letourneau Controller
Requires/Intent
IT Support
Web Development
and more

75. Imp Consulting

Industry: Investment Management

Location: Boston, Massachusetts

Website: impconsults.com

Company Founded: 2004

Company Size: 11-50

Company Address: 53 State Street, Boston, Massachusetts, United States

Imp Consulting Contact Details

Name Title LinkedIn Phone Email
Bryon Williston Managing Director, Consulting
Kevin Macintosh Associate Software Engineer
Requires/Intent
Customer Relationship Management
Risk Management & Compliance
Private Wealth Management
IT Support
and more

76. Abrams Capital

Industry: Investment Management

Location: Boston, Massachusetts

Website: abramscapital.com

Company Founded: 1999

Company Size: 11-50

Abrams Capital Contact Details

Name Title LinkedIn Phone Email
Lauren Mccarthy Accountant
Jessica Seraphin Executive Assistant
Requires/Intent
SEO
Risk Management & Compliance
and more

77. Evolution Credit Partners

Industry: Investment Management

Location: Boston, Massachusetts

Website: evolutioncreditpartners.com

Company Founded: 2018

Company Size: 11-50

Evolution Credit Partners Contact Details

Name Title LinkedIn Phone Email
Krum Dukin Vice President
Brian Harpish Chief Financial Officer And Chief Compliance Officer
Requires/Intent
M&A Advisory
Alternative Investment Consulting
Public Relations
Web Development
Global Market Trend Analysis
and more

78. Congress Asset Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: congressasset.com

Company Founded: 1985

Company Size: 51-200

Company Address: 2 Seaport Lane, Boston, Massachusetts, United States

Congress Asset Management Contact Details

Name Title LinkedIn Phone Email
Dan Lagan President
Randall Evers Asset Management Intern
John Fitzgerald Vp, Portfolio Manager
Tracy Moorer Assistant Manager
Requires/Intent
Digital Asset & Cryptocurrency Investment
IoT
Cloud Solutions
Mobile App Development
AI-Powered Financial Forecasting
and more

79. Lmcg Investments

Industry: Investment Management

Location: Boston, Massachusetts

Website: lmcg.com

Company Founded: 2000

Company Size: 51-200

Company Address: 201 Washington Street, Boston, Massachusetts, United States

Lmcg Investments Contact Details

Name Title LinkedIn Phone Email
Jenna Oliver Director, Institutional Client Service
Andreas Eckner Portfolio Manager
Requires/Intent
Technology
Global Market Trend Analysis
and more

80. Columbia Management

Industry: Investment Management

Location: Boston, Massachusetts

Company Founded: 1962

Company Size: 1-10

Company Address: 225 Franklin Street, Boston, Massachusetts, United States

Columbia Management Contact Details

Name Title LinkedIn Phone Email
Phoebe Augustine Senior Administrative Assistant
Erinn Prischmann Client Reporting Analyst
Requires/Intent
Compliance & Risk Management
Sales
Business Expansion
and more

81. Essex Investment Management

Industry: Investment Management

Location: Boston, Massachusetts

Website: essexinvest.com

Company Founded: 1976

Company Size: 11-50

Company Address: 125 High Street, Boston, Massachusetts, United States

Essex Investment Management Contact Details

Name Title LinkedIn Phone Email
Meagan Shanley Finance
Luis Cortez Principal And Senior Research Analyst
Ryen Munro Vp, Principal, Head Equity Trader, Assistant Compliance Officer
Requires/Intent
Hedge Fund Strategies
IoT
and more

82. Pilot House Associates, Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: pilothouseventures.com

Company Size: 51-200

Pilot House Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Erica Quirk Controller
Requires/Intent
Financial Management
Sales
and more

83. Northeastern University Student Value Fund

Industry: Investment Management

Location: Boston, Massachusetts

Company Founded: 2007

Company Size: 11-50

Company Address: 360 Huntington Avenue, Boston, Massachusetts, United States

Northeastern University Student Value Fund Contact Details

Name Title LinkedIn Phone Email
Nikil Varma Senior Analyst
Requires/Intent
Branding
IT Support
Cybersecurity Solutions
Customer Relationship Management
and more

84. Essential Asset Management, Llc

Industry: Investment Management

Location: Boston, Massachusetts

Company Founded: 2011

Company Size: 1-10

Company Address: 60 State Street, Boston, Massachusetts, United States

Essential Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
Betsy Vallone Investment Advisor
Requires/Intent
IT Support
Web Development
ESG Investing & Impact Analysis
and more

85. Sverica Capital Management Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: sverica.com

Company Founded: 2001

Company Size: 11-50

Company Address: 1 Boston Place, Boston, Massachusetts, United States

Sverica Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Greg Hylant Vice President
Requires/Intent
AI-Based Credit Risk Assessment
CRM Systems
Financial Management
FinTech Solutions For Investment Firms
and more

86. Boston Advisors, Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: bostonadvisors.com

Company Founded: 1982

Company Size: 11-50

Company Address: 1 Liberty Square, Boston, Massachusetts, United States

Boston Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Ivka Kalus-bystricky International Equities Portfolio Manager
Kysha Lewis Manager
Requires/Intent
HR & Payroll Services
Alternative Investment Consulting
AI Chatbots
and more

87. Mellon Capital

Industry: Investment Management

Location: Boston, Massachusetts

Website: mcm.com

Company Founded: 1983

Company Size: 501-1000

Mellon Capital Contact Details

Name Title LinkedIn Phone Email
Bill Hess Manager
Joseph Miletich Global Investment Strategist At Mellon Capital Management
Rob Cullinane Portfolio Manager - Active Equity At Mellon Capital Management
Requires/Intent
Private Wealth Management
Digital Marketing
and more

88. Friends Of Imbuto Foundation Usa Inc

Industry: Investment Management

Location: Boston, Massachusetts

Website: friendsofimbuto.org

Company Size: 1-10

Company Address: 1 Liberty Square, Boston, Massachusetts, United States

Friends Of Imbuto Foundation Usa Inc Contact Details

Name Title LinkedIn Phone Email
Parfait Gasana Board Member
Requires/Intent
Risk Management & Compliance
Market Research
Technology
and more

89. Avalt

Industry: Investment Management

Location: Boston, Massachusetts

Website: avalt.com

Company Size: 1-10

Avalt Contact Details

Name Title LinkedIn Phone Email
Jacob Farrell Vice President
Requires/Intent
Legal
Institutional Asset Management
Data Security
Digital Asset & Cryptocurrency Investment
Global Market Trend Analysis
and more

90. Act Iii Holdings, Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: act3holdings.com

Company Size: 1-10

Act Iii Holdings, Llc Contact Details

Name Title LinkedIn Phone Email
Jim Dobson Senior Director, Software Engineering
Requires/Intent
Automation
Data Security
Global Market Trend Analysis
and more

91. Boston Omaha Corporation

Industry: Investment Management

Location: Boston, Massachusetts

Website: bostonomaha.com

Company Founded: 2009

Company Size: 11-50

Company Address: 292 Newbury Street, Boston, Massachusetts, United States

Boston Omaha Corporation Contact Details

Name Title LinkedIn Phone Email
Josh Weisenburger Chief Financial Officer
Requires/Intent
AI
Robo-Advisors & AI Trading
M&A Advisory
Compliance & Risk Management
and more

92. Windhorse Capital Management

Industry: Investment Management

Location: Boston, Massachusetts

Company Size: 1-10

Company Address: 125 High Street, Boston, Massachusetts, United States

Windhorse Capital Management Contact Details

Name Title LinkedIn Phone Email
Sidak Khurana Summer Principal
Requires/Intent
CRM Systems
Investor Relations & Reporting
Alternative Investment Consulting
AI Chatbots
IT Support
and more

93. Entrepreneurshares, Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: ershares.com

Company Founded: 2010

Company Size: 11-50

Company Address: 175 Federal Street, Boston, Massachusetts, United States

Entrepreneurshares, Llc Contact Details

Name Title LinkedIn Phone Email
Gayathri Bhaskaran Head Of Marketing And Communications
Requires/Intent
IT Support
AI
and more

94. Troy Funds Group

Industry: Investment Management

Location: Boston, Massachusetts

Website: troyfundsgroup.com

Company Size: 1-10

Company Address: 50 Congress Street, Boston, Massachusetts, United States

Troy Funds Group Contact Details

Name Title LinkedIn Phone Email
Kristen Poulin Investor Relations
Requires/Intent
IPO Advisory
Legal
Business Expansion
and more

95. Salus Capital Group

Industry: Investment Management

Location: Boston, Massachusetts

Website: saluscapitalgroup.com

Company Founded: 2017

Company Size: 1-10

Salus Capital Group Contact Details

Name Title LinkedIn Phone Email
Meet Shah Wealth Management Analyst At Fortunesurge Consulting Llp | Founder And Chief Information Officer
Requires/Intent
Cloud Solutions
AI Chatbots
and more

96. Joint Venture Investments Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: jointventureinvestments.com

Company Founded: 2017

Company Size: 1-10

Company Address: 35 Kingston Street, Boston, Massachusetts, United States

Joint Venture Investments Llc Contact Details

Name Title LinkedIn Phone Email
Aksel Allouch Founder And Chief Investor
Requires/Intent
Financial Management
Portfolio Management Solutions
SEO
and more

97. Boston Portfolio Advisers

Industry: Investment Management

Location: Boston, Massachusetts

Company Founded: 1996

Company Size: 1-10

Boston Portfolio Advisers Contact Details

Name Title LinkedIn Phone Email
Brad Williams President And Chief Executive Officer
Requires/Intent
Smart Contracts For Investment
AI-Powered Financial Forecasting
Market Research
and more

98. Ironwood Investment Management, Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: ironwoodinvestmentmanagement.com

Company Founded: 1997

Company Size: 11-50

Ironwood Investment Management, Llc Contact Details

Name Title LinkedIn Phone Email
Alyssa Fulton Marketing Associate And Office Manager
Requires/Intent
Risk Management & Compliance
FinTech Solutions For Investment Firms
and more

99. Disciplined Alpha Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: disciplinedalpha.com

Company Founded: 2013

Company Size: 1-10

Company Address: 50 Rowes Wharf, Boston, Massachusetts, United States

Disciplined Alpha Llc Contact Details

Name Title LinkedIn Phone Email
Sam Hari Mit Sloan Finance Research Practicum
Requires/Intent
Investor Relations & Reporting
Advertising
CRM Systems
Digital Asset & Cryptocurrency Investment
Alternative Investment Consulting
and more

100. Verto Management, Llc

Industry: Investment Management

Location: Boston, Massachusetts

Website: vertomgmt.com

Company Founded: 2018

Company Size: 1-10

Company Address: 200 Portland Street, Boston, Massachusetts, United States

Verto Management, Llc Contact Details

Name Title LinkedIn Phone Email
Leslie Dow Investor Relations And Communications Manager
Requires/Intent
ESG Investing & Impact Analysis
FinTech Solutions For Investment Firms
and more
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Boston Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Danielle Wei Wellington Management Investment Analyst
2 Lauren Schneiderhan Wellington Management Campus Recruiter, Assistant Vice President
3 Vicki Karr Wellington Management Property Manager
4 Wenwen Bi Wellington Management Investment Specialist
5 William Lee Wellington Management Investment Director
6 Qai Gordon Wellington Management Systems Analyst
7 Adam Nichols Wellington Management Vice President, Fixed Income Portfolio Analyst
8 Michael Farley Columbia Threadneedle Investments, Us Marketing Manager, Asset Management Communications
9 Peter Donatio Columbia Threadneedle Investments, Us Director - Asset Management Compliance
10 Rosemary Murphy Columbia Threadneedle Investments, Us Senior Director Of Learning And Development
11 Steve Fiedler Columbia Threadneedle Investments, Us Head Of Strategic Product Management At Columbia Threadneedle Investments
12 Mark Guenard Columbia Threadneedle Investments, Us Regional Advisor Consultant
13 Mark Guenard Columbia Threadneedle Investments, Us Regional Advisor Consultant
14 Mark Guenard Columbia Threadneedle Investments, Us Regional Advisor Consultant
15 David Lochiatto Eaton Vance Vice President, Director Of Market Data And Vendor Management
16 Bob Kuberski Eaton Vance Director Of Global Relationship Management
17 Terry Simpson Eaton Vance Avp, Talent Acquisition Manager
18 James Putman Eaton Vance Regional Director
19 Seth Goldzweig Eaton Vance Senior Global Relationship Manager
20 Richard Froio Eaton Vance Chief Compliance Officer
21 Dan Dorman Eaton Vance Vice President And Senior Research Analyst
22 Winter Li Mfs Investment Management Equity Analyst
23 Aditi Taylor Mfs Investment Management Chief Risk Officer
24 Reggie Berg Mfs Investment Management Regional Director
25 Ellen Novotny Mfs Investment Management Regional Sales Representative
26 Michael Mchugh Mfs Investment Management Purchasing Associate
27 Serge Pierre-louis Mfs Investment Management Senior Internal Wholesaler
28 Shanti Wermes Mfs Investment Management Equity Research Analyst
29 Son Nguyen Loomis, Sayles & Company Vice President, Global Equity Analyst
30 Ji Zhang Loomis, Sayles & Company Senior Equity Analyst At Loomis Sayles
31 Scott Darci Loomis, Sayles & Company Vp, Portfolio Manager And Strategist
32 Megan Lemay Loomis, Sayles & Company Senior Graphic Designer
33 Chetan Shinde Loomis, Sayles & Company Vice President
34 Kevin Kearns Loomis, Sayles & Company Portfolio Manager
35 Barath Sankaran Loomis, Sayles & Company Vice President, Senior Securitized Asset Analyst
36 Phil Casparius John Hancock Investments Senior Managing Director - Wealth Management Strategy And Alliances
37 Mathew Dimatteo John Hancock Investments Associate Director, Institutional Distribution, John Hancock Investments
38 Lee Small John Hancock Investments Svp, Divisional Sales Manager
39 Gfs Sean Farley John Hancock Investments Senior Vice President
40 Jose Collazo John Hancock Investments Regional Business Consultant

Investment Management companies in different cities of Massachusetts

No. Industry Number of Contacts Download
1 Investment Management Companies in Cambridge 1248
2 Investment Management Companies in Newton 312
3 Investment Management Companies in Waltham 780