For the fifth year in a row, AdvisoryHQ has listed Birch Hill as one of the Top 10 Financial Advisors in Boston.

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News

MAR 2025

  • Tim Malloy, Gary Mikula, Brett Mirliani, and Rob O’Neil were named Boston Five Star Wealth Managers on February 1, 2025, by Five Star Professional for the period 4/1/24 through 10/31/24. For Gary, 2025 marks the thirteenth time he has been named a Five Star Wealth Manager. Rob and Tim are receiving this distinction for the sixth time, and this is the fourth year Brett has been named a Five Star Wealth Manager. Congrats to Gary, Rob, Tim & Brett! (Birch Hill does not pay a fee to be considered for Five Star Wealth Managers. Please see more information about the Criteria for Five Star Award winners on our disclosures page.)

JAN 2025

  • We are happy to announce G. Bowen Cook, Jr. is now a Principal at Birch Hill. Since joining Birch Hill in 2013, Bo has held several positions, including Research Analyst and Vice President. In 2022, Bo became Birch Hill’s Director of Research. Bo’s primary duties are researching individual stocks, writing MarketView, and providing a quarterly macroeconomic overview. Bo received his Bachelor of Science Degree in Business Administration from Northeastern University with dual concentrations in Finance and Accounting. Bo is a Chartered Financial Analyst.
  • We are pleased to share that Christopher P. Mikus is now a Principal at Birch Hill. Chris joined Birch Hill in 2012 and has held several positions, most recently Vice President. Chris’ primary duties are managing client portfolios, creating financial plans, and researching individual stocks. A graduate of Kenyon College, Chris is a Chartered Financial Analyst and a Certified Financial Planner®.

NOV 2024

  • Please join us in welcoming Joe Rizzo to the Birch Hill team. Joe will be part of the operations group and will focus on trading, account reconciliation, and systems management. A UMass grad, Joe previously worked at BNY Mellon as a Senior Portfolio Analyst.

OCT 2024

  • We are happy to share CBNC ranked Birch Hill as one of the top 100 Financial Advisory (FA) Firms for 2024. The CNBC FA 100 recognizes those firms that best help clients navigate their financial lives. The ranking is based on data gathered from firms, regulatory disclosures, and CNBC’s proprietary analysis. Neither Birch Hill nor our employees pay a fee to CNBC in exchange for inclusion in the list. Learn more about the list and the ranking methodology here.
  • We were thrilled to be a sponsor of the Victim Rights Law Center’s (VRLC) Shining Star Celebration earlier this month. VRLC provides free legal services for victims of sexual assault in Massachusetts and Oregon. Last year VRLC assisted 782 rape, sexual assault, and stalking survivors with 1,466 separate legal matters. VRLC board member Brett Mirliani noted, “This year’s Shining Star Celebration was a success, and I am humbled to be a part of such a great organization. Hearing from this year’s Leadership Awardee, Evelyn Yang, was inspiring.” Learn more about VRLC here.

SEP 2024

  • Birch Hill was among Massachusetts’s Largest Independent Investment Advisers in Boston Business Journal’s 2024 list. This marks the second consecutive year Birch Hill has made the list. The Boston Business Journal (BBJ) ranked Birch Hill as Massachusetts’s 20th largest Independent Investment Adviser based on assets under management as of 7/15/24. The BBJ list is based on data gathered from firms, regulatory disclosures, and BBJ’s research. Neither Birch Hill nor our employees pay a fee to BBJ in exchange for inclusion in the list. Learn more about the ranking here.

JUL 2024

  • FA (Financial Advisor) ranked Birch Hill Investment Advisors as the 184th largest Registered Investment Advisor (RIA) for 2024. RIAs were ranked by Assets Under Management as of 12/31/2023. Financial Advisor publishes a monthly magazine used by advisors, financial planners, and broker-dealers. (Neither Birch Hill nor our employees pay a fee to be considered or placed on FA’s Registered Investment Advisor Ranking. View more details on the ranking.)

JUN 2024

  • Birch Hill was a Social Impact Sponsor for Friends of the Children’s 2024 Friend Raiser. Gary Mikula attended the event and was on the host committee. Friends of the Children is dedicated to breaking the cycle of generational poverty through salaried, professional mentoring. These mentors, called “Friends,” are provided from kindergarten through high school graduation. You can learn more about Friends of the Children here.
  • Cole Hanifin recently joined Birch Hill Investment Advisors. Cole graduated from Boston College with a degree in Economics and was an active member of the BC Investment Club. Cole will handle various operational tasks, including updating and reconciling our portfolio accounting system, setting up new accounts and securities, working with the custodian banks, facilitating internal reporting, client report packages, and more.

MAY 2024

MAR 2024

  • Timothy Malloy, MBA, CFP®, Gary Mikula, CFA, Brett Mirliani, CFA, CFP®, CPWA®, and Rob O’Neil, CFA were named Boston Five Star Wealth Managers on February 1, 2024, by Five Star Professional for the period 4/10/2023 through 10/31/23. Gary has been named a Five Star Wealth Manager twelve times. Rob and Tim are receiving this distinction for the fifth time, and this is the third year Brett has been named a Five Star Wealth Manager. Congrats to Gary, Rob, Tim & Brett! (Birch Hill does not pay a fee to be considered for Five Star Wealth Managers. Please see more information about the Criteria for Five Star Award winners on our disclosures page.)

AUG 2023

  • Birch Hill was a sponsor of Crossroad’s C5 Golf Classic at the Wianno Club. Crossroads helps local students learn real-world skills via outdoor educational experiences. Learn more about Crossroads here.

JUL 2023

  • Birch Hill was among Massachusetts’s Largest Independent Investment Advisers in Boston Business Journal‘s 2023 list. Co-Founder & President Gary Mikula noted, “We are pleased to be included on BBJ’s list and believe it is a testament to Birch Hill’s dedication to delivering our clients the highest standard of service.” The “Largest Independent Investment Advisers In Mass” is an independent listing produced by the Boston Business Journal (BBJ) based on Total Assets as of 6/1/2023. The BBJ list is based on data gathered from firms, regulatory disclosures, and BBJ’s research. Neither Birch Hill nor our employees pay a fee to BBJ in exchange for inclusion in the list.
  • FA (Financial Advisor) ranked Birch Hill Investment Advisors as the 204th largest Registered Investment Advisor (RIA) for 2023. RIAs were ranked by Assets Under Management as of 12/31/2022. Financial Advisor publishes a monthly magazine used by advisors, financial planners, and broker-dealers. (Neither Birch Hill nor our employees pay a fee to be considered or placed on FA’s Registered Investment Advisor Ranking. View more details on the ranking.)

MAY 2023

  • Christopher Mikus has met the Certified Financial Planner (CFP) Board’s educational, experience, examination, and ethical requirements. CFP® professionals are trained in 72 areas of financial expertise, including Estate Administration, Tax Planning, and Risk Management. Chris joined Birch Hill in 2012 and is a portfolio manager. He is a CFA Charterholder and a graduate of Kenyon College. Congrats Chris!
  • Birch Hill was a sponsor of Silver Lining Mentoring’s Match 2023 Celebration. Silver Lining Mentoring addresses the two greatest needs for youth in foster care: long-term relationships and life skills development. You can learn more about Silver Lining Mentoring here.
  • Rob O’Neil and Brett Mirliani recently attended the Medicine that Matters Gala presented by Boston Healthcare for the Homeless Program (BHCHP). The mission of BHCHP is to provide access to the highest quality health care for individuals and families experiencing homelessness. Birch Hill was also a sponsor for the event. Find out more about BHCHP here.
  • Birch Hill was a Growth Mindset Sponsor for Friends of the Children’s 2023 Friend Raiser. Friends of the Children is dedicated to breaking the cycle of generational poverty through salaried, professional mentoring. These mentors, called “Friends,” are provided from kindergarten through high school graduation. You can learn more about Friends of the Children here.

*For disclosures related to recognitions given to Birch Hill Investment Advisors LLC and Birch Hill Principals, please click here.