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One International Place Suite 770, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-02-09 |
Branch Locations
One International Place Suite 770, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Birch Hill Investment Advisors Llc | Boston | MA | 11/2012 | 12/2016 |
| Birch Hill Investment Advisors Llc | Boston | MA | 12/2016 | 12/2018 |
| Birch Hill Investment Advisors Llc | Boston | MA | 12/2018 | 06/2020 |
| Birch Hill Investment Advisors Llc | Boston | MA | 06/2020 | 12/2021 |
| Birch Hill Investment Advisors Llc | Boston | MA | 12/2021 | 01/2025 |
| Birch Hill Investment Advisors Llc | Boston | MA | 01/2025 | Present |
(1) Saint Francis House; investment-related; 39 Bolyston Street, Boston, MA 02116; non-profit founded to meet the needs of the poor and homeless; Member of the Investment Committee; start: 11/01/2022; devote 2 hours per month to this organization; 2 hours during securities trading hours; My duties include: Attend bi-annual meetings and offer input on investment strategy. (2) Canton Historical Society; Investment related; 1400 Washington St, Canton, MA 02021; non-profit; Director, Treasurer, and Finance Committee member; start date 1/1/2025; approximate number of hours per month devoted to the organization: 4 hours; 2 of the hours during securities trading hours. My duties include: As a Director, helping oversee that the organization is fulfilling its mission. As a Treasurer, ensure the organization has sufficient liquidity to meet obligations and continue day-to-day operations. As a finance committee member, set asset allocations for the investment account. BH manages an account for the organization on a no-fee basis.
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