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

JULY 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.

MAR 2023

  • Tim Malloy, Gary Mikula, Brett Mirliani, and Rob O’Neil were named Boston Five Star Wealth Managers on February 1, 2023, by Five Star Professional for the period 5/23/2022 through 01/06/23. For Gary, 2023 marks the eleventh year he has been named a Five Star Wealth Manager. Rob and Tim are both receiving this distinction for the fourth time, and this is the second 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.)
  • Jon Eng recently completed the Investment Advisor Certified Compliance Professional (IACCP®) program. The IACCP® program is designed for compliance professionals to certify their knowledge of investment adviser regulatory obligations and requirements. Individuals must complete coursework, pass examinations, and satisfy work prerequisites. Jon manages the Operations team and is integral to our Compliance & IT efforts. Jon joined Birch Hill in 2020 and has a BA from the University of Michigan and a JD from the University of Maine School of Law. Congrats Jon!

FEB 2023

  • We are happy to announce Taylor Cartaglia has joined Birch Hill Investment Advisors. As part of our operations team, Taylor will execute equity trades and assist with other reporting and pricing responsibilities. A graduate of UNH’s Paul School of Business and Economics, Taylor worked for Sheperd, Kaplan, and Krochuk LLC and Fidelity Investments before Birch Hill. Welcome to the team Taylor!

DEC 2022

  • G. Bowen (“Bo”) Cook Jr., CFA has been named Birch Hill’s Director of Research. Bo has served in various research roles since joining Birch Hill in 2013. Prior to Birch Hill, Bo worked at Brown Brothers Harriman. Bo is a CFA Charter holder and holds a BS in Business Administration from Northeastern University.
  • Joanne E. Powers has been promoted to Senior Associate. Joanne has been with Birch Hill since the firm’s founding in 2007. Before that, Joanne worked at Seaward Management, Eaton Vance Management, and Webster Management. Joanne provides customer service to Birch Hill clients and internal administrative support.
  • Matthew W. Malicki recently joined Birch Hill as an Investment Associate. Matt will take on certain research responsibilities and assist with special client service items. A graduate of Marquette University in Milwaukee, Matt was previously working in various roles at Dolan McEniry Capital Management in Chicago. Please join us in welcoming Matt to Birch Hill!

JUL 2022

  • FA (Financial Advisor) ranked Birch Hill Investment Advisors as the 191st largest Registered Investment Advisor (RIA) for 2022. RIAs were ranked by Assets Under Management as of 12/31/2021. Financial Advisor publishes a monthly magazine used by advisors, financial planners, and broker-dealers. (Birch Hill does not pay a fee to be considered or placed on FA’s Registered Investment Advisor Ranking. View more details on the ranking.)

MAY 2022

  • Birch Hill was a sponsor of Silver Lining Mentoring’s Match 2022 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.
  • Birch Hill was a Perseverance Sponsor for Friends of the Children’s 2022 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. Gary Mikula attended the event. You can learn more about Friends of the Children here.

APR 2022

  • We are pleased to announce Jon Eng has been promoted to Vice President. Jon joined Birch Hill in 2020 as Investment Operations Manager. Previously, Jon was a Senior Operations Analyst at Boston Trust Walden Company. A graduate of the University of Michigan, where he studied economics, Jon also has a JD from the University of Maine School of Law. Jon’s promotion acknowledges his broad, deep, applicable knowledge and his ongoing contribution to the success of Birch Hill.

MAR 2022

  • Tim Malloy, Gary Mikula, Brett Mirliani, and Rob O’Neil have been named Boston Five Star Wealth Managers for 2022. For Gary, 2022 marks the tenth year he has been named a Five Star Wealth Manager. Rob and Tim are both receiving this distinction for the third time, and this is the first 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 2022

  • Cindy Warhol retired at the end of 2021. A Birch Hill employee since the firm’s inception in 2007, Cindy’s career in financial services spanned more than three decades. Cindy’s work ethic and dedication to clients were second to none. We are happy for Cindy as she now has more time to spend with friends and family. Cindy plans to devote considerable time to gardening, her favorite hobby. We wish her sunny skies and happy days!

DEC 2021

  • Paul J. Donovan has become Chief Operating Officer. Paul is also a Principal and the Chief Compliance Officer at Birch Hill. In addition to Compliance, Paul oversees technology, human resources, and operations. Paul joined Birch Hill in 2019 and has a BS from Bentley, an MBA from Suffolk and is a CERTIFIED FINANCIAL PLANNERTM.
  • We are pleased to announce Christopher P. Mikus has been promoted to Vice President. Chris joined Birch Hill in 2012. He received his BA in History from Kenyon College, an MBA from Boston University, and completed the CFA program. Chris’ duties include securities research, portfolio management, and client relationship management.

SEP 2021

  • We are pleased to announce that Lynne Ames has joined Birch Hill as an Associate. Prior to Birch Hill Lynne was a Senior Client Advisor Associate at Boston Private Wealth. Lynne has over 30 years of experience in the financial services industry, including positions with Freedom Capital Management and Tucker Anthony. Lynne has an Associate Degree in Business from Massasoit Community College.
  • We are pleased to announce that Susan Vallerand has joined Birch Hill as an Associate. Prior to Birch Hill Susan was a client service associate at Argent Wealth Management. A graduate of Regis College, Susan has over 25 years of financial services experiences, including positions with Seaward Management, State Street Corporation, Investors Bank & Trust and Bank Boston.

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