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State DirectoryInvestment Management in Jamaica Plain, MA
2. Edward Jones - Financial Advisor: Chiquita Rice
1330 Beacon St, Brookline, MA 02446
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
6. Charles Bank
200 Clarendon St Fl 54, Boston, MA 02116
From Business: Established in 1991, Charlesbank Capital Partners is one of the leading private equity firms in the United States. It makes investments in middle-market businesses, including…
7. Manulife Investment Management
197 Clarendon St, Boston, MA 02116
From Business: John Hancock Funds is a premier investment management firm, dedicated to providing disciplined investment products and superior service for shareholder and financial…
8. GW&K Investment Management
222 Berkeley St, Boston, MA 02116
From Business: Gannett Welsh & Kotler manages approximately $5 billion for high-net-worth individuals and small to mid-sized institutions located in the Boston area and throughout the nation.…
9. Essex Investment Management Company
125 High St Fl 18, Boston, MA 02110
From Business: Essex Investment Management Company is an investment management firm specializing in growth equity investments on behalf of institutional and private clients. Essex offers a…
10. Cubic Asset Management
800 Boylston St Ste 2830, Boston, MA 02199
From Business: Founded in 1987, Martingale Asset Management manages equity portfolios for a variety of institutional clients. The company serves various corporate pension plans, foundations,…
11. Natixis Global Assets Management
888 Boylston St Ste 1500, Boston, MA 02199
From Business: Natixis Global Asset Management, formerly known as Ixis Asset Management Group, provides a range of solutions for the investment needs of its clients. It is a holding company…
12. Riverside Partners
1 Exeter St, Boston, MA 02116
From Business: Founded in 1989, Riverside Partners is private equity firm that provides a variety of investment solutions for the health care and technology industries throughout North…
13. Hancock Timber Resource Group
197 Clarendon St C-08-99, Boston, MA 02116
From Business: Hancock Timber Resource Group was founded in 1985 and is based in Boston. It develops and manages globally diversified timberland portfolios for public and corporate pension…
14. Lincoln Peak Capital Management, LLC
75 Park Plz, Boston, MA 02116
From Business: Lincoln Peak Capital Management, LLC is a private investment firm focused exclusively on investing in asset management firms.
15. State Street Global Advisors
1 Iron St, Boston, MA 02210
From Business: With approximately $1.5 trillion in assets under management, State Street Global Advisors is one of the leaders in institutional investing. Known as one of the world's largest…
16. Trillium Asset Management Corp
60 South St Ste 1100, Boston, MA 02111
From Business: Founded in 1982, Trillium Asset Management Corporation is an independent investment management firm that offers equity, balanced and fixed-income portfolios designed to meet…
17. Stag Capital Partners
93 Summer St, Boston, MA 02110
From Business: Founded in 2003, STAG Capital Partners is an organization in Boston, Mass. that acquires and manages single-tenant, industrial real estate assets purchased through third party…
18. 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…
19. 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…
20. Scott Grenert
160 Federal St, Boston, MA 02110
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…
21. Jonas Patrikson, Senior Portfolio Manager of the Mid Cap Value and Focused Small Cap Value, Columbia Threadneedle Investments
290 Congress St, Boston, MA 02210
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…
22. Alex Rivas, Portfolio Manager of the Global Asset Allocation team, Columbia Threadneedle Investments
290 Congress St, Boston, MA 02210
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…
23. Wayne M. Collette, Senior Portfolio Manager of the Columbia Small and Mid-Cap Growth, Columbia Threadneedle Investments
290 Congress St, Boston, MA 02210
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…
24. Jeremy H. Javidi, Lead Portfolio Manager of the Small Cap Value I and Value II, Columbia Threadneedle Investments
290 Congress St, Boston, MA 02210
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…
25. Corey Lorenzen, Portfolio Manager for Alternative Investments, Columbia Threadneedle Investments
290 Congress St, Boston, MA 02210
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…
26. Richard Taft, Senior Portfolio Manager and Lead of the Focused Large Cap Value team, Columbia Threadneedle Investments
290 Congress St, Boston, MA 02210
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,…
27. Daniel H. Cole, Lead Portfolio Manager of the Small and Mid-Cap Growth team, Columbia Threadneedle Investments
290 Congress St, Boston, MA 02210
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…
28. C. Bryan Lassiter, Portfolio Manager of the Columbia Small Cap Value Small Cap Value II, Columbia Threadneedle Investments
290 Congress St, Boston, MA 02210
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…
29. Wellington Management
280 Congress St, Boston, MA 02210
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…
30. 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…