Investment Management in Jamaica Plain, MA

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1. EquipNet Direct

EquipNet Direct

70 Parklawn Rd, Boston, MA 02132

OPEN NOW:8:30 am - 5:30 pm

2. Edward Jones - Financial Advisor: Chiquita Rice

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…

3. CoinFlip Bitcoin ATM - CFSC All Checks Cashed (Jamaica Plain)

CoinFlip Bitcoin ATM - CFSC All Checks Cashed (Jamaica Plain)

282 Centre St, Jamaica Plain, MA 02130

OPEN NOW:8:30 am - 10:00 pm

From Business: CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your bitcoin…

8. Charles Bank

Charles Bank

200 Clarendon St Fl 54, Boston, MA 02116

OPEN NOW:9:00 am - 6:00 pm

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…

YP
36 Years
in Business

9. Manulife Investment Management

Manulife Investment Management

197 Clarendon St, Boston, MA 02116

OPEN NOW:9:00 am - 5:00 pm

From Business: John Hancock Funds is a premier investment management firm, dedicated to providing disciplined investment products and superior service for shareholder and financial…

10. GW&K Investment Management

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.…

YP
41 Years
in Business

11. Essex Investment Management Company

Essex Investment Management Company

125 High St Fl 18, Boston, MA 02110

OPEN NOW:8:30 am - 5:00 pm

From Business: Founded in 1976, Essex Investment Management Company is a financial management firm that specializes in equity investments and serves institutional and private clients. The…

YP
49 Years
in Business

12. Cubic Asset Management

Cubic Asset Management

800 Boylston St Ste 2830, Boston, MA 02199

OPEN NOW:9:00 am - 5:00 pm

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,…

YP
18 Years
in Business

13. Natixis Global Assets Management

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…

YP
28 Years
in Business

14. Riverside Partners

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…

YP
29 Years
in Business

15. Hancock Timber Resource Group

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…

YP
40 Years
in Business

16. Lincoln Peak Capital Management, LLC

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.

17. State Street Global Advisors

State Street Global Advisors

1 Iron St, Boston, MA 02210

OPEN NOW:9:00 am - 5:00 pm

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…

18. Trillium Asset Management Corp

Trillium Asset Management Corp

60 South St Ste 1100, Boston, MA 02111

OPEN NOW:8:30 am - 5:00 pm

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…

YP
41 Years
in Business

19. Stag Capital Partners

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…

20. 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…

21. Welch & Forbes

Welch & Forbes

45 School St Old City Hall, Boston, MA 02108

OPEN NOW:9:00 am - 5:00 pm

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

22. Scott Grenert

Scott Grenert

160 Federal St, Boston, MA 02110

OPEN NOW:9:00 am - 5:00 pm

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…

23. 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

OPEN NOW:8:00 am - 6:00 pm

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

24. 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

OPEN NOW:8:00 am - 6:00 pm

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…

25. 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

OPEN NOW:8:00 am - 6:00 pm

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…

26. 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

OPEN NOW:8:00 am - 6:00 pm

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…

27. 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

OPEN NOW:8:00 am - 6:00 pm

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…

28. 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

OPEN NOW:8:00 am - 6:00 pm

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,…

29. 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

OPEN NOW:8:00 am - 6:00 pm

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…

30. 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

OPEN NOW:8:00 am - 6:00 pm

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…