Investment Management in Quincy, MA

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting

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 f

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting

Established in 1991, Charlesbank Capital Partners is one of the leading private equity firms in the United States. It makes investments in middle-mark

Founded in 1976, Essex Investment Management Company is a financial management firm that specializes in equity investments and serves institutional and priva

Gannett Welsh & Kotler manages approximately $5 billion for high-net-worth individuals and small to mid-sized institutions located in the Boston area a

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

Founded in 1978, Computershare is one of the global leaders in transfer agency and share registration, employee equity plans, proxy solicitation a

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 t

Established in 1986, Citisoft is one of the world's leading investment management firms. It provides wealth management and asset servicing solutions. T

Baring Asset Management is a global investment management company that manages $35 billion on behalf of clients located around the world. The firm offers

Jonas Patrikson is a portfolio manager of the Focused Mid Cap Value and Focused Small Cap Value. Before joining Columbia Threadneedle Investments in 2004,

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

Wayne is a senior portfolio manager of the Columbia Small and Mid-Cap Growth portfolios. Prior to joining Columbia Threadneedle Investments in 2006, he work

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 t

Corey Lorenzen is a portfolio manager for Alternative Investments. Prior to joining Columbia Threadneedle Investments in 2012, he was a senior manager with

Richard Taft is a senior portfolio manager and lead of the Focused Large Cap Value team. Before joining Columbia Threadneedle Investments, he worked in Pri

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 seni

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 a

Founded in 1928, Wellington Management Company manages a variety of investments for institutional clients. The company has operations in Boston, Atlanta a