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One International Place Suite 770, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-07-27 |
| MA | RA | APPROVED | 2007-06-06 |
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 | 06/2007 | Present |
Friends of the Children-Boston; investment-related; 184 Dudley St, Suite 100, Roxbury, MA 02119; Non-profit; Committee member; volunteer; start date: 2004; approximate number of hours per month devoted to the organization: 2 hours; 2 hours during securities trading hours; my duties include - Member of the Budget & Finance Committee which oversees budgeting, audit and other financial aspects of the organization. Member of the Investment Committee, which oversees an outside investment manager. BH manages an account for the organization on a no-fee basis.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-21 |
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