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1548 Great Plain Ave, Needham, MA 02492 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Associates, Llc | Boston | MA | 07/2019 | Present |
| Aon | Chicago | IL | 09/2016 | 06/2019 |
Sole proprietorship: Real Estate property manager Name: N/A - the business is not a separate legal entity Address: 1548 Great Plan Ave, Needham, MA 02492 Position: proprietor Duties: manager real estate for self-owned property, as well as for family member. Includes tenant management, property management, coordination with HOAs or building management, as well as other aspects of real estate rental management. Start date: 9/1/2012 Approximate hours per month: 3 Number of hours devoted during securities trading hours: 1 Managing Director, OCIO, Investment Actuary Name: Cambridge Associates Address: 115 Federal St, Boston MA 02110 Position: Managing Investment Director Duties: discretionary and advisory portfolio manager for large institutional clients, generally $50 million or more in AUM. Other duties involve asset allocation, financial modeling, and pension strategy work Start date: 7/1/2019 Approximate hours per month: 40 Number of hours devoted during securities trading hours: 25
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