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One International Place Suite 770, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-30 |
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 | 12/2022 | Present |
| Dolan Mceniry Capital Management | Chicago | IL | 12/2018 | 12/2022 |
| Echo Global Logistics | Chicago | IL | 11/2017 | 12/2018 |
| Badger Mutual Insurance Company | Milwaukee | WI | 06/2016 | 10/2017 |
| Marquette University | Milwaukee | WI | 08/2013 | 05/2017 |
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