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Map of Egleston Square, Jamaica Plain, MA

Investment Management in Egleston Square Jamaica Plain, MA

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64. Service Management Group

Service Management Group

65 Franklin St, Boston, MA 02110

From Business: Voyageur Asset Management, a registered investment adviser headquartered in Minneapolis, was founded in 1983 as an institutional asset management firm. Today, the firm offers a…

65. Scott Grenert

Scott Grenert

160 Federal St, Boston, MA 02110

CLOSED NOW:

From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…

69. Welch & Forbes

Welch & Forbes

45 School St Old City Hall, Boston, MA 02108

From Business: Welch & Forbes provides a range of investment services to high net worth individuals, families and endowments. The company offers services that help clients plan for financial…

YP
187 Years
in Business

72. Jonas Patrikson, Senior Portfolio Manager of the Mid Cap Value and Focused Small Cap Value, Columbia Threadneedle Investments

Jonas Patrikson, Senior Portfolio Manager of the Mid Cap Value and Focused Small Cap Value, Columbia Threadneedle Investments

290 Congress St, Boston, MA 02210

CLOSED NOW:Closed

From Business: Jonas Patrikson is a portfolio manager of the Focused Mid Cap Value and Focused Small Cap Value. Before joining Columbia Threadneedle Investments in 2004, he worked in Nordberg…

YP
14 Years
in Business

73. Alex Rivas, Portfolio Manager of the Global Asset Allocation team, Columbia Threadneedle Investments

Alex Rivas, Portfolio Manager of the Global Asset Allocation team, Columbia Threadneedle Investments

290 Congress St, Boston, MA 02210

CLOSED NOW:Closed

From Business: Alex Rivas is a portfolio manager of the Global Asset Allocation team. Prior to joining Columbia Threadneedle Investments in 2017, he worked at BlackRock as a product manager…

74. Wayne M. Collette, Senior Portfolio Manager of the Columbia Small and Mid-Cap Growth, Columbia Threadneedle Investments

Wayne M. Collette, Senior Portfolio Manager of the Columbia Small and Mid-Cap Growth, Columbia Threadneedle Investments

290 Congress St, Boston, MA 02210

CLOSED NOW:Closed

From Business: Wayne is a senior portfolio manager of the Columbia Small and Mid-Cap Growth portfolios. Prior to joining Columbia Threadneedle Investments in 2006, he worked at Neuberger…

75. Jeremy H. Javidi, Lead Portfolio Manager of the Small Cap Value I and Value II, Columbia Threadneedle Investments

Jeremy H. Javidi, Lead Portfolio Manager of the Small Cap Value I and Value II, Columbia Threadneedle Investments

290 Congress St, Boston, MA 02210

CLOSED NOW:Closed

From Business: Jeremy joined the Small Cap Value Strategy as a portfolio manager in June 2002 and became head portfolio manager on January 1, 2013. Jeremy is a member of the Columbia…

76. Corey Lorenzen, Portfolio Manager for Alternative Investments, Columbia Threadneedle Investments

Corey Lorenzen, Portfolio Manager for Alternative Investments, Columbia Threadneedle Investments

290 Congress St, Boston, MA 02210

CLOSED NOW:Closed

From Business: Corey Lorenzen is a portfolio manager for Alternative Investments. Prior to joining Columbia Threadneedle Investments in 2012, he was a senior manager within investment…

77. Richard Taft, Senior Portfolio Manager and Lead of the Focused Large Cap Value team, Columbia Threadneedle Investments

Richard Taft, Senior Portfolio Manager and Lead of the Focused Large Cap Value team, Columbia Threadneedle Investments

290 Congress St, Boston, MA 02210

CLOSED NOW:Closed

From Business: Richard Taft is a senior portfolio manager and lead of the Focused Large Cap Value team. Before joining Columbia Threadneedle Investments, he worked in Price Waterhouse,…

78. Daniel H. Cole, Lead Portfolio Manager of the Small and Mid-Cap Growth team, Columbia Threadneedle Investments

Daniel H. Cole, Lead Portfolio Manager of the Small and Mid-Cap Growth team, Columbia Threadneedle Investments

290 Congress St, Boston, MA 02210

CLOSED NOW:Closed

From Business: Daniel is a senior portfolio manager and lead portfolio manager for the Columbia Small and Mid-Cap Growth team. Prior to his current role, he was senior portfolio manager and…

79. C. Bryan Lassiter, Portfolio Manager of the Columbia Small Cap Value Small Cap Value II, Columbia Threadneedle Investments

C. Bryan Lassiter, Portfolio Manager of the Columbia Small Cap Value Small Cap Value II, Columbia Threadneedle Investments

290 Congress St, Boston, MA 02210

CLOSED NOW:Closed

From Business: Bryan is a portfolio manager for the Columbia Small Cap Value I and Columbia Small Cap Value II. He worked on U.S. equity portfolios at LMCG Investments and Southeastern…

80. Wellington Management

Wellington Management

280 Congress St, Boston, MA 02210

CLOSED NOW:9:00 am - 12:00 pm

From Business: Founded in 1928, Wellington Management Company manages a variety of investments for institutional clients. The company has operations in Boston, Atlanta and Radnor in…

YP
92 Years
in Business

82. Citisoft Inc

Citisoft Inc

343 Congress St Ste 3200, Boston, MA 02210

From Business: Established in 1986, Citisoft is one of the world's leading investment management firms. It provides wealth management and asset servicing solutions. The company also offers…

YP
20 Years
in Business