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Map of South Boston, MA

Investment Management in South Boston, MA

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1. Charles Bank

Charles Bank

200 Clarendon St Fl 54, Boston, MA 02116

CLOSED NOW:

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

2. Essex Investment Management Company

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…

YP
49 Years
in Business

3. 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

4. Manulife Investment Management

Manulife Investment Management

197 Clarendon St, Boston, MA 02116

CLOSED NOW:

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

5. State Street Global Advisors

State Street Global Advisors

1 Iron St, Boston, MA 02210

CLOSED NOW:

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…

6. 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

7. Trillium Asset Management Corp

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…

YP
41 Years
in Business

8. 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

9. 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…

10. 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…

11. 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…

12. 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…

13. 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,…

14. 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…

15. 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…

16. 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

17. Barings

Barings

10 Fan Pier Blvd, Boston, MA 02210

From Business: Baring Asset Management is a global investment management company that manages $35 billion on behalf of clients located around the world. The firm offers a wide range of equity…

18. 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…

19. 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…

20. Federated Hermes MDT Advisers

Federated Hermes MDT Advisers

125 High St, Boston, MA 02110

From Business: MDT Advisers is an investment management firm that has been business since 1988. The firm offers a range of equity investment strategies for individuals and institutions. It is…

21. Kroll Inc

Kroll Inc

125 High St, Boston, MA 02110

From Business: Duff & Phelps Corp. is one of the leading providers of financial advisory and investment banking services globally. It offers various services in categories of valuation,…

22. Northeast Investors Trust

Northeast Investors Trust

125 High St, Boston, MA 02110

From Business: Northeast Investors Trust is a mutual fund that holds the objective of producing income. The fund focuses on marketable securities, such as bonds and preferred and dividend…

23. FBR Investment Service Inc

FBR Investment Service Inc

1 International Pl, Boston, MA 02110

From Business: FBR Investment Services is a subsidiary of Friedman Billings Ramsey, a top 10 investment bank with a national franchise with one of the strongest equities distribution…

24. 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…

25. 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.

26. 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

27. Model Capital Management LLC

Model Capital Management LLC

15 Broad St Ste 300, Boston, MA 02109

CLOSED NOW:

From Business: Model capital management is a tactical investment manager. Tactical investment management is a strategy that invests in asset classes with the best return risk Outlook. AS…

YP
23 Years
in Business

28. Taylor, Robert

Taylor, Robert

53 State St, Boston, MA 02109

CLOSED NOW:

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

29. Joseph, Ernie

Joseph, Ernie

53 State St, Boston, MA 02109

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

30. Alex Sugar

Alex Sugar

53 State St Ste 3600, Boston, MA 02109

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…