Adam John Desjardins

Analyst-Equity bij Birch Hill Investment Advisors LLC

Finance

Consumer Services

Oorsprong van het eerstegraads netwerk van Adam John Desjardins

Entiteit	Type entiteit	Industrie
Birch Hill Investment Advisors LLC Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill Investment Advisors LLC (Birch Hill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2007 by Miner Crary, Gary Mikula, Robert O'Neil and Thomas Reilly. Birch Hill provides investment advisory services to individuals, trusts, IRA’s and other employee benefit plans, endowment and foundations accounts. 7	Private Company	Investment Managers	7

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Onderneming	Sector	Gelieerde personen	Hoofdpost
MERRILL LYNCH PREFERRED CAPITAL TRUST I	Major Banks	Miner Allen Crary	Investment Committee Member
Liberty Mutual Insurance Co. Liberty Mutual Insurance Co. Multi-Line InsuranceFinance Liberty Mutual Insurance Co. provides auto, home and life insurance services. The firm offers insurance for personal automobile, workers compensation, homeowners, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, assumed reinsurance, fire and surety. The company was founded on July 1, 1912 and is headquartered in Boston, MA.	Multi-Line Insurance	Miner Allen Crary	Analyst-Equity
Eaton Vance Management Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.	Investment Managers	Gary Richard Mikula Rob O'Neil	Corporate Officer/Principal Corporate Officer/Principal
Prio Wealth LP Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions.	Investment Managers	Miner Allen Crary Tom Reilly Gary Richard Mikula Rob O'Neil	Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities
Manulife Investment Management (US) LLC Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.	Investment Managers	Tim Malloy	Analyst-Equity
BNY Mellon Investment Funds I	Investment Trusts/Mutual Funds	Rob O'Neil	Corporate Officer/Principal
Hamilton College (New York)	College/University	Tom Reilly	Undergraduate Degree
Boston University	College/University	Miner Allen Crary	Masters Business Admin
Drexel University	College/University	Gary Richard Mikula	Masters Business Admin
Arkwright Insurance Co. Arkwright Insurance Co. Specialty InsuranceFinance Part of Coface SA, Arkwright Insurance Co. is a company that provides property insurance services. The company is based in Johnston, RI. Arkwright Insurance was acquired by Compagnie FranÃ§aise d'Assurance pour le Commerce ExtÃ©rieur SA from Factory Mutual Insurance Co. on February 18, 2004.	Specialty Insurance	Miner Allen Crary	Corporate Officer/Principal
Amherst College	College/University	Miner Allen Crary	Undergraduate Degree
Bentley University	College/University	Rob O'Neil	Undergraduate Degree
Boston College	College/University	Tim Malloy	Masters Business Admin
Boston Conservatory	College/University	Gary Richard Mikula	Corporate Officer/Principal
The Catholic University of America	College/University	Tim Malloy	Undergraduate Degree
Tufts University	College/University	Miner Allen Crary	Graduate Degree
New York University	College/University	Tom Reilly	Graduate Degree
The Pennsylvania State University	College/University	Gary Richard Mikula	Undergraduate Degree
Regis College	College/University	Susan D. Vallerand	Undergraduate Degree
The Boston Security Analysts Society, Inc.		Miner Allen Crary Gary Richard Mikula Rob O'Neil	Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal
Albany Law School	College/University	Tom Reilly	Graduate Degree
Argent Wealth Management, Inc. Argent Wealth Management, Inc. Investment ManagersFinance Argent Wealth Management, Inc. provides investment advice. It offers financial planning, investment management, estate, retirement, taxes planning, and charitable giving. The company was founded by David Duchesneau in 1992 and is headquartered in Waltham, MA.	Investment Managers	Susan D. Vallerand	Corporate Officer/Principal
F.W. Olin Graduate School of Business	College/University	Rob O'Neil	Masters Business Admin
SVB Wealth LLC SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.	Investment Managers	Lynne A. Ames	Corporate Officer/Principal