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One International Place Suite 770, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
(1) LOUISA MAY ALCOTT'S ORCHARD HOUSE INC.; Investment-related; 399 Lexington Road, Concord, MA; non-profit; Director and Committee member; Vice President and Audit and Investment Committee member; start date: 2008; devote 4 hours per month to this organization; 2 hours during securities trading hours; My duties include: As Director, help oversee that the organization is fulfilling its mission. As an audit committee member, work with Treasurer to ensure audit is completed on time and evaluate the auditor. The investment committee oversees the assets of the organization. The endowment accounts are on Birch Hill's internal system at non-fee and we provide reporting to the organization. I help execute trades at the direction of the Investment Committee. (2) FOUNDATION FOR METROWEST; Investment-related; 3 Eliot St, Natick, MA 01760; non-profit; Investment Committee member; start date: 2009; devote 2 hours per month to this organization; 2 hours during securities trading hours; My duties include: Investment Committee oversees the organizations Endowment and operating funds. Evaluate the investment manager and policy decision.
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