TOP 10 Asset management insights in Boston, MA
20 results found
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Boston Green Realty, LLC.
● ClosedWelcome to Boston Green Realty, LLC – your trusted partner in navigating the vibrant Boston real estate market. Situated at 399 Boylston Street in the heart of Boston, Massachusetts, we have been proudly serving clients since 2003. As one of the few remaining independent real estate brokerages in the city, Boston Green Realty (BGR) has grown into every sector of the residential real estate market, offering a holistic and comprehensive approach to real estate investment, management, and sales. Our founders, Leland and Suzanne, bring unmatched expertise to the table, which is why we understand the unique dynamics of the Boston marketplace. From managing rentals in a city bustling with over 150,000 college students to navigating the complexities of residential sales, we have the insight that national brokerages often lack. Our commitment to our clients is to meet and exceed their real estate goals by delivering a comprehensive assessment and management execution, ensuring the best possible price and outcome.
399 Boylston Street, Boston, Massachusetts 02116, United States -
Cerulli Associates
● ClosedCerulli Associates is a leading finance institution located at 699 Boylston Street in Boston, Massachusetts, United States. With a strong reputation for providing comprehensive research and analysis in the financial industry, Cerulli Associates offers valuable insights and data to help clients make informed decisions. Specializing in investment management, wealth management, and retirement markets, Cerulli Associates is a trusted resource for professionals seeking to navigate the complexities of the financial landscape.
699 Boylston St, Boston, MA 02116, United States -
Merrill Lynch Financial Advisor Sean Kolloff
● ClosedMerrill Lynch Financial Advisor Sean Kolloff, located at 100 Federal Street in Boston, Massachusetts, is a finance institution dedicated to helping clients manage their wealth through personalized strategies. Sean Kolloff follows the Merrill tradition of community involvement, volunteering with local organizations. With Merrill Personal Wealth Analysis™, clients can create a personalized plan centered on their goals. By getting to know clients' financial goals and priorities, Sean Kolloff can offer tailored advice and guidance. The institution offers investment insights from Merrill and banking solutions from Bank of America to address clients' financial needs. Sean Kolloff's mission is to understand clients' needs and help them pursue their financial goals while managing investment risk. By staying in touch and revisiting financial approaches, the institution aims to help clients achieve what matters most to them. With a focus on personalized strategies and a dedication to putting clients first, Merrill Lynch Financial Advisor Sean Kolloff provides comprehensive financial solutions to help clients live their best financial lives.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Colin G Hoehn
● ClosedMerrill Lynch Financial Advisor Colin G Hoehn, located at 100 Federal Street in Boston, Massachusetts, is part of The KCH Wealth Management Group. With over 1.8 billion dollars in assets under management as of March 2024, our team of 8 members provides customized advice and guidance to corporate executives, business owners, and affluent families. Ranked #26 on the 2023 Forbes "Best-In-State Wealth Management Teams" list, we believe in creating personalized financial plans to help you manage, grow, and preserve your wealth. By understanding your goals and priorities, we develop a tailored approach using the investment insights of Merrill and banking solutions from Bank of America. Our team is dedicated to building strong client relationships based on trust and personalized service, ensuring that your financial approach reflects your unique needs and helps you achieve your goals. Contact us today to start working towards your financial success with the help of Merrill Lynch Financial Advisor Colin G Hoehn.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Jason L Silverman
● ClosedMerrill Lynch Financial Advisor Jason L Silverman is a reputable institution located at 100 Federal Street in Boston, Massachusetts, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. With years of experience navigating market fluctuations, the advisors at Merrill Lynch Wealth Management focus on understanding your family, goals, and priorities to develop a personalized investment strategy tailored to your lifestyle goals. Through the Investment Personality Assessment, they gain insight into your investing preferences to customize a financial approach that aligns with what matters most to you. The Silverman Han Group, based in Boston, specializes in serving busy professionals and their families, offering a comprehensive approach to wealth management, philanthropy, and wealth transfer needs. With a focus on portfolio risk control, responsiveness to market opportunities, and access to top-ranked firm-wide resources, the team provides guidance on income and asset preservation, retirement income strategies, tax-efficient investing, and more. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, while regular check-ins ensure that your financial approach evolves with changes in your life and the markets. By prioritizing your goals and understanding your unique needs, Merrill Lynch advisors help you navigate financial complexities and pursue your aspirations with a customized investment approach.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Nathaniel C. Raynor
● ClosedMerrill Lynch Financial Advisor Nathaniel C. Raynor, located at 100 Federal Street in Boston, Massachusetts, offers a thoughtful and high-touch approach to portfolio management for his clients. With a focus on providing tailored socially responsible investment strategies that incorporate ESG factors, Nathaniel works primarily with high net worth families and companies to create long-term wealth management and capital management strategies. Nathaniel graduated from Union College with a degree in Economics and is dedicated to minimizing taxes for his clients, especially in relation to public and private equity awards. Outside of the office, Nathaniel enjoys exploring Boston's vibrant restaurant and art scenes, as well as leading his team's business operations on Nantucket. He is a passionate advocate for Autism Speaks and Wounded Warriors, causes he championed during his time at Union College. Nathaniel resides in Boston's South End with his girlfriend Dani.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Thomas F Capachietti
● ClosedMerrill Lynch Financial Advisor Thomas F Capachietti is located at 100 Federal Street in Boston, Massachusetts. The institution is part of The KCH Wealth Management Group, which specializes in providing customized financial advice to corporate executives, business owners, and affluent families. With over 1.8 billion in assets under management as of March 2024, the team at The KCH Wealth Management Group has been recognized as one of the top wealth management teams in the country. The institution believes in creating personalized financial plans that help clients pursue their goals, whether it's planning for retirement, saving for college, or passing wealth to future generations. By utilizing the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop strategies that address their specific financial needs.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Jeffrey P Keough
● ClosedMerrill Lynch Financial Advisor Jeffrey P Keough is a distinguished finance institution located at 100 Federal Street, Boston, Massachusetts, United States. The KCH Wealth Management Group, led by an 8-member team, specializes in providing tailored advice and guidance to corporate executives, business owners, and affluent families. With over 1.8B in assets under management as of March 2024, the group has been ranked #26 on the 2023 Forbes "Best-In-State Wealth Management Teams" list. The team believes in creating personalized financial plans to help clients manage, grow, and preserve their wealth for the long term. By leveraging the investment insights of Merrill and banking solutions from Bank of America, they aim to address each client's unique financial needs and goals. The team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. With a focus on understanding clients' goals and priorities, the team offers personalized investment strategies and comprehensive financial solutions to help clients achieve their financial objectives. Through ongoing communication and regular reviews, the team helps clients stay on track to meet their goals despite changes in the financial markets or personal circumstances. The institution is dedicated to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Institute For Applied Network
● OpenThe Institute for Applied Network, located in Boston, Massachusetts, is dedicated to providing unbiased, independent feedback on vendor solutions to save you time. With weekly webinars hosted by IANS Faculty, we support CISOs and their teams in pushing their security agenda forward. Our flagship offering, End-User Decision Support, offers an annual subscription service connecting you with experts and practitioners to accelerate your capabilities and make informed decisions. Our services include one-on-one consultations with IANS Faculty members, curated third-party InfoSec content, and tools and templates to support common information security initiatives. Gain knowledge through simulated attacker engagements and technical control reviews, and increase skills with tailored training for your IT and security staff.
15 Court Square STE 1100, Boston, MA 02108, United States -
The Marques Law Firm, PLLC
● ClosedWelcome to The Marques Law Firm, PLLC Located at 867 Boylston Street, 5th Floor, Suite 1881, in the heart of Boston, Massachusetts, The Marques Law Firm, PLLC is your trusted partner in navigating the complexities of estate planning and business law. Our mission is to ensure that your legacy endures for generations, providing you with peace of mind and a secure future for your loved ones.
867 Boylston Street, Boston, Massachusetts 02116, United States -
Merrill Lynch Financial Advisor Dan Whiting
● ClosedWelcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.
2221 Washington Street, Newton, Massachusetts 02462, United States -
SVB Private ATM
● ClosedWelcome to SVB Private ATM, your trusted partner in financial growth and wealth management, conveniently located at 403A Centre Street, Boston, Massachusetts. Our mission is to understand your unique financial needs and aspirations, transforming them into a strategic plan that guides you towards achieving your goals. At SVB Private, we pride ourselves on fostering collaborative partnerships with innovators at every stage of their journey. Why choose SVB Private? Explore our holistic approach to wealth management. Our dedicated team leverages their financial expertise, industry knowledge, and extensive networks to ensure your financial plans are not only heard and understood but are also crafted to your satisfaction. Whether you need quick insights into financial trends or comprehensive advice on managing liquidity and securing your legacy, our resources are available 24/7 to support you.
403A Centre Street, Boston, Massachusetts 02130, United States -
Department of Finance
● OpenWelcome to the Department of Finance, located in the vibrant city of Boston, Massachusetts. Our esteemed department is home to a dedicated team of talented scholars and accomplished educators who are at the forefront of modern research in areas such as asset pricing, corporate finance, governance and strategy, and risk management. At the heart of our research and teaching efforts is the concept of risk, a fundamental element influencing all aspects of economic and financial activities and central to financial theory. Our mission is to deepen the understanding of complex phenomena involving risk and to equip our students with a comprehensive and diverse program of study, ensuring their preparedness for successful careers in the financial sector.
Boston, Massachusetts 02215, United States -
Merrill Lynch Financial Advisor Bob O'Brien
● ClosedWelcome to Merrill Lynch Financial Advisor Bob O'Brien's office, located at 101 Derby Street, Hingham, Massachusetts. With a rich heritage rooted in financial wisdom and a commitment to personalized service, Bob O'Brien is dedicated to helping clients navigate the complexities of wealth management. Bob's approach is grounded in understanding what matters most to you. By engaging in thoughtful conversations, he aims to design a personalized plan that aligns with your financial goals while managing potential investment risks. As a client, you benefit from Bob's deep understanding of the markets, informed by timely insights from Merrill and banking solutions from Bank of America.
101 Derby Street, Hingham, Massachusetts 02043, United States -
Ernst & Young
● OpenWelcome to Ernst & Young (EY) Boston, located at 200 Clarendon Street in the heart of Massachusetts. As a leading firm in accounting and finance, EY is dedicated to asking the better questions that unlock new answers to the working world's most complex issues. Our mission is to build a better working world by helping our clients create long-term value for all stakeholders. At EY, we are driven by data and technology, providing trust through assurance and enabling transformation, growth, and operational excellence for our clients. Our expertise spans strategy, transaction, and transformation consulting, bringing together extraordinary people to reframe the future of industries.
200 Clarendon Street, Boston, Massachusetts 02116, United States -
Shawna Young - Donahue Real Estate Company
● OpenWelcome to Shawna Young - Donahue Real Estate Company, your trusted partner in the journey of buying or selling your home. Conveniently located at 954 Main Street, Walpole, Massachusetts, we are proud to serve the Greater Boston area with unmatched dedication and expertise. At the heart of our real estate agency is Shawna Young, a licensed Realtor and top-selling agent known for her engaging and purposeful approach. Since joining Donahue Real Estate in 2014, Shawna has consistently been a multi-million dollar producer, thanks to her commitment to building lasting relationships with her clients and colleagues. Whether you're a first-time homebuyer or looking to sell, Shawna's focus is always on your success and satisfaction.
954 Main Street, Walpole, Massachusetts 02081, United States -
Wenjen Hwang Real Estate Agent
● ClosedWelcome to Wenjen Hwang Real Estate Agent, your trusted partner in navigating the dynamic real estate market in Lexington, Massachusetts, and beyond. Located at 442 Marrett Road, Lexington, MA 02421, Wenjen brings a wealth of experience and a unique global perspective to her real estate practice, making her an invaluable asset for clients seeking to buy or sell homes in the area. With over 15 years of experience as an Industrial Engineer in Global Project and Information Systems Management at a Fortune 500 company, Wenjen has honed her skills in data analysis and collaborative problem-solving. Her extensive global relocation experience, having moved her family across the Americas, Europe, and Asia 11 times, fuels her passion for helping clients make informed decisions and achieve their real estate goals.
442 Marrett Road, Lexington, Massachusetts 02421, United States -
Nick Schmalensee- Realtor at Compass
● OpenWelcome to Nick Schmalensee - Realtor at Compass, your trusted partner in navigating the real estate market in Cambridge, Massachusetts, and beyond. Conveniently located at 1100 Massachusetts Avenue, Cambridge, MA 02138, Nick Schmalensee is renowned for his professionalism, quality service, responsiveness, and exceptional value. Nick has built a reputation as a reliable and dedicated real estate agent, consistently earning five-star reviews from satisfied clients. Whether you're a first-time home buyer, looking to sell your property, or searching for your dream home, Nick combines his extensive market knowledge with a personalized approach to meet your unique needs.
1100 Massachusetts Avenue, Cambridge, Massachusetts 02138, United States -
Jacob Realty
● ClosedWelcome to Jacob Realty, your trusted partner in real estate and finance, located at 279 Newbury Street, Boston, Massachusetts. With over 17 years of experience, we specialize in helping real estate investors develop strategic investment plans, acquire the right properties, and maximize investment returns through expert sales and portfolio leasing. As a leader in the multi-family industry for nearly two decades, we possess a profound understanding of the Boston real estate market, enabling us to analyze current and future trends for informed investment decisions. Our dedicated team offers specialized services, including valuation, market analysis, investment advisory, asset acquisition, portfolio leasing, investment sales, and real estate asset management. With our extensive local relationships, we provide property owners, buyers, and sellers with insights into market drivers and conditions to ensure maximum value and returns.
279 Newbury Street, Boston, Massachusetts 02116, United States -
Avison Young
● ClosedWelcome to Avison Young, your trusted partner in commercial real estate located at 200 State Street, Boston, Massachusetts. With over 11 years of experience, our dedicated team of real estate advisors has been helping tenants, occupiers, and investors achieve their goals in the vibrant Boston market. We specialize in major commercial space leasing and investment sales transactions across all asset types. At Avison Young, we pride ourselves on working closely with a diverse range of clients, including tenants, landlords, investors, vendors, and buyers, both locally and internationally. Our Boston office frequently collaborates with Avison Young's extensive network across the United States, Canada, Mexico, and globally, ensuring comprehensive support for all your real estate needs.
200 State Street, Boston, Massachusetts 02109, United States
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