PERSPECTIVE

PERSPECTIVE

PERSPECTIVE

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

birch-hill-top-ranked-financial-advisor-boston

News

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.

JUL 2021

  • The Boston Business Journal (BBJ) ranked Birch Hill among the Top 25 Largest Independent Investment Advisers in Massachusetts. Advisers are ranked by assets under management (AUM) as of June 2021. This is the third consecutive year BBJ included Birch Hill in the top 25 of Massachusetts Independent Advisors. The “Largest Independent Investment Advisers In Mass” is an independent listing produced by the Boston Business Journal. 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.

JUN 2021

  • Timothy M. Malloy, CFP™ has become a Principal of Birch Hill. As a Principal, Tim is a Member of Birch Hill Investment Advisors LLC and an owner of the firm. Tim joined Birch Hill in 2013 as an equity analyst. In 2017, his responsibilities expanded to include the management of client portfolios. Prior to Birch Hill, Tim was an analyst and portfolio manager at Manulife Asset Management and held similar positions at Thomas Weisel Partners, Baring Asset Management and Heritage Investments. Tim earned his BS degree from Catholic University and an MBA from Boston College. In 2017, Tim became a Certified Financial Planner ™.
  • Catherine M. Kennedy, CFP™ has become a Principal of Birch Hill. As a Principal, Kate is a Member of Birch Hill Investment Advisors LLC and an owner of the firm. Kate joined Birch Hill in 2018. Her responsibilities include portfolio management and financial planning. Kate was previously a Managing Director at Seaward Management and a Portfolio Administrator at Mellon Financial. Kate received her B.A. from Boston College and a certificate in Trust and Estate Administration from The New England School of Banking at Williams College. She is a Certified Financial Planner ™.
  • Brett A. Mirliani, CFA, CFP™, CPWA® has become a Principal of Birch Hill. As a Principal, Brett is a Member of Birch Hill Investment Advisors LLC and an owner of the firm. Brett joined Birch Hill in 2015. His responsibilities include portfolio management, equity analysis and new business. Brett has also spearheaded the integration of ESG analysis into Birch Hill’s research process. Prior to Birch Hill, Brett was a co-founder and Director of Client Relations at Granite Harbor Asset Management. Brett was also an equity analyst with Massachusetts Financial Services (MFS) and held positions at Pinnacle Equity Solutions, Manning & Napier Advisors, and TD Waterhouse. Brett has a BA from St. Lawrence University. He is a Chartered Financial Analyst, a Certified Financial Planner ™, and a Certified Private Wealth Advisor®.
  • Paul J. Donovan, CFP™ has become a Principal of Birch Hill. As a Principal, Paul is a Member of Birch Hill Investment Advisors LLC and an owner of the firm. Paul joined Birch Hill in 2019. He is the firm’s Chief Compliance Officer and Chief Administrative Officer. Prior to Birch Hill, Paul was a Senior Vice President at Boston Private Bank and he held positions at Woodstock Corporation, Marshall & Ilsley Trust Company and Mellon Financial. Paul holds a Bachelor of Science degree in Economics & Finance and an Associate of Science degree in Accounting, both from Bentley College, an Associate of Science degree in Aviation Technology from Northeastern University, and an MBA from Suffolk University. Paul is a Certified Financial Planner™.
  • Birch Hill was a gold sponsor of Silver Lining Mentoring’s Match 2021 Virtual Celebration. Gary Mikula and Chris Mikus were in attendance. Silver Lining Mentoring’s programs address 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.

MAY 2021

  • Birch Hill was a Respite Caregiver Sponsor of Boston Health Care for the Homeless’ Medicine That Matters Virtual Event. BHCHP is dedicated to providing or assuring access to the highest quality healthcare for Boston’s homeless men, women, and children. Gary Mikula, Brett Mirliani and Rob O’Neil attended the event.
  • Birch Hill proudly supported Crossroads as a Hammer Sponsor of the Urban Campfire. Through its summer camps and mentorship program, Crossroads helps empower youth to unlock their potential and positively impact the world. Crossroads has been providing life-changing experiences to at-risk youth and teens for over 80 years.
  • Birch Hill was an Everyday Hero Sponsor for Friends of the Children’s 2021 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.

MAR 2021

  • Gary MikulaRob O’Neil, and Tim Malloy have been named Boston Five Star Wealth Managers for 2021. For Gary, 2021 marks the ninth year he has been named a Five Star Wealth Manager. Rob and Tim are both receiving this distinction for the second time. (Please see more information about the Criteria for Five Star Award winners on our disclosures page.)

JAN 2021

  • We are happy to share the news that Paul J. Donovan, CFP® has been promoted to Chief Compliance Officer. Currently, Paul is the Chief Administrative Officer, overseeing human resources, operations and technology. Prior to joining Birch Hill in 2019, Paul was Senior Vice President at Boston Private Bank where he focused on compliance and wealth services. Paul holds a Bachelor of Science degree in Economics & Finance from Bentley College and an MBA from Suffolk University. Paul is a CERTIFIED FINANCIAL PLANNER™.

DEC 2020

  • G. Bowen Cook Jr. (“Bo”), CFA has been promoted to Vice President. Bo joined Birch Hill in 2013 as an Associate. In 2016 he was promoted to Research Analyst and in 2018 to Assistant Vice President. Bo’s primary duties are researching individual stocks and providing quarterly macro-economic overviews. In addition, Bo analyzes mutual funds and provides overall coordination of our research efforts. 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.

NOV 2020

  • Jonathan O. Eng recently joined Birch Hill as Investment Operations Manager. Jon comes to Birch Hill from Boston Trust Walden Company where we was a Senior Operations Analyst. Prior to Boston Trust, Jon worked at State Street Bank & Trust, F-Squared Investments and Capital One Financial. 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 is a member of The Exchange Network (formerly Advent Users Group) and a big fan of Michigan football.

AUG 2020

  • FA (Financial Advisor) ranked Birch Hill Investment Advisors as the 193rd largest Registered Investment Advisor (RIA) for 2020. RIAs were ranked by Assets Under Management as of 12/31/2019. Financial Advisor publishes a monthly magazine used by advisors, financial planners and broker dealers. View more details on the ranking.

JUL 2020

  • The Boston Business Journal (BBJ) ranked Birch Hill among the Top 25 Largest Independent Investment Advisers in Massachusetts. Advisers are ranked by assets under management (AUM) as of June 2020. This is the second consecutive year BBJ included Birch Hill in the top 25 of Massachusetts Independent Advisors.

    The “Largest Independent Investment Advisers In Mass” is an independent listing produced by the Boston Business Journal (July 2020). The BBJ list is based on data gathered from firms, regulatory disclosures, and BBJ’s research. The 2020 listing ranked each firm by AUM as of 6/1/2020. Neither Birch Hill nor our employees pay a fee to BBJ in exchange for inclusion in the list.

JUN 2020

  • Christopher P. Mikus has been promoted to Assistant Vice President. Chris joined Birch Hill in 2012 as an Associate in our operations group. He was promoted to a Senior Associate in 2016 and Assistant Portfolio Manager in 2018. Chris received his BA in History from Kenyon College and earned his MBA from Boston University. He is a Chartered Financial Analyst. Chris’ duties include securities research and assisting in the management of portfolios and client relationships.
  • For the fifth year in a row, AdvisoryHQ named Birch Hill as one of the Top 10 Financial Advisors in Boston. AdvisoryHQ highlighted the abundance of multi-generational relationships as evidence of the trust clients place in Birch Hill. Birch Hill was also praised for our experienced team of advisors, long-term orientation and highly customized client solutions. AdvisoryHQ is a global online news media that provides extensive research, reviews, and rankings of firms and products. (See more information about AdvisoryHQ and their ranking process here and on our disclosures page.)

FEB 2020

  • Gary Mikula, Rob O’Neil and Tim Malloy have been named Boston Five Star Wealth Managers for 2020. This is the eighth year Gary has been named a Five Star Wealth Manager and the first year for Rob and Tim. (Please see more information about the Criteria for Five Star Award winners on our disclosures page.)

OCT 2019

  • Brett A. Mirliani, CFA, CFP®, CPWA® earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. To earn certification, CPWA professionals must meet an experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. Brett joined Birch Hill in 2015. He is a Managing Director and provides portfolio management and financial advice to high net worth individuals.
  • Birch Hill was a proud Sponsor of Boston Health Care for the Homeless Program’s Annual Emerging Leaders’ Fall Soirée, an event recognizing the extraordinary contributions made by corporations and young professionals to improve the lives of Greater Boston’s most vulnerable citizens. Birch Hill’s Christopher Mikus attended this year’s event.

AUG 2019

  • Christopher P. Mikus successfully completed the third and final exam required to receive the Chartered Financial Analyst® (CFA®) designation. The CFA program is a globally recognized standard for measuring the competence and integrity of financial analysts. In addition to other requirements, candidates must pass three six-hour examinations covering areas of study including accounting, economics, ethics, money management and security analysis. Chris received his Bachelor’s degree from Kenyon College and his Master of Business Administration degree from Boston University. Chris joined Birch Hill in 2012 as an Associate. His current position is Assistant Portfolio Manager. Chris’ additional responsibilities include investment research.

MAY 2019

  • Birch Hill was a Respite Caregiver Sponsor of Boston Health Care for the Homeless Program’s 10th annual Medicine that Matters Gala. BHCHP is dedicated to providing or assuring access to the highest quality healthcare for Boston’s homeless men, women, and children. Gary MikulaRob O’Neil and Brett Mirliani attended the event.
  • Birch Hill was a sponsor of Silver Lining Mentoring’s 10th Annual Match Gala. Silver Lining Mentoring’s programs address the two greatest needs for youth in foster care: long term relationships and life skills development. Gary Mikula and Chris Mikus were in attendance.
  • Birch Hill proudly supported Crossroads as a Build Sponsor of the 11th Annual Urban Campfire event. Through its summer camps and mentorship program, Crossroads helps empower youth to unlock their potential and positively impact the world. Crossroads has been providing life-changing experiences to at-risk youth and teens for over 80 years. Tom Reilly has been a Trustee of Crossroads since 1992 and currently serves on the Board Governance Committee, Finance Committee and chairs the Investment Committee. Paul Donovan and Adam Desjardins were in attendance.
  • Birch Hill helped sponsor the Friends of the Children-Boston “2019 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.

APR 2019

  • Birch Hill hosted a Leadership Roundtable luncheon with C5 Leaders from Crossroads.  Crossroads C5 Leaders is a five-year summer and school-year program that helps teen leaders develop their leadership style and expand their academic, career and civic horizons.  During the luncheon, Tom ReillyBrett MirlianiJessica Truong, and Kerley Hairston shared their financial industry career experiences with the C5 Leaders group.

MAR 2019

  • Paul J. Donovan, CFP® recently joined Birch Hill as Chief Administrative Officer. Paul was previously a Senior Vice President at Boston Private Bank where he spent most of his tenure as Director of Wealth Services & Compliance. Prior to Boston Private, Paul held positions at Woodstock Corporation and Mellon Trust/The Boston Company. Paul holds a Bachelor of Science degree in Economics & Finance from Bentley College, and an MBA from Suffolk University. Paul is a CERTIFIED FINANCIAL PLANNER™ practitioner.
  • For the fourth year in a row, AdvisoryHQ named Birch Hill as one of the Top 10 Financial Advisors in Boston. One of the key factors highlighted in our ranking is the trust many clients place in us to manage wealth for multiple generations of family members. Birch Hill was also praised for our experienced team of advisors, hands-on approach to serving clients, and long-term orientation. AdvisoryHQ is a global online news media that provides extensive research, reviews, and rankings of firms and products. (See more information about AdvisoryHQ and their ranking process here and on our disclosures page.)

FEB 2019

  • Boston Magazine named Gary Mikula as one of Boston’s Five Star Wealth Manager award winners for 2019. (See more information about Boston Magazine’s ranking process on our disclosures page.)

DEC 2018

  • G. Bowen Cook (“Bo”), CFA has been promoted to Assistant Vice President. Bo joined Birch Hill in 2013 as an Associate and was promoted to a Research Analyst in 2016. His duties have included complex administrative projects, mutual fund analysis, and individual stock research. Bo’s impact on our investment process will continue to expand as he assumes additional stock research responsibilities. Bo received his Bachelor of Science in Business Administration from Northeastern University with dual concentrations in Finance and Accounting. Bo is a Chartered Financial Analyst.
  • Christopher P. Mikus has been promoted to Assistant Portfolio Manager. Chris joined Birch Hill in 2012 as an Associate in our operations group. He was promoted to a Senior Associate in 2016. Chris’s duties have included securities trading, performance measurement, and more advanced operations activities. Chris’s new responsibilities will include securities research and assisting with portfolio management. Chris received his BA in History from Kenyon College. Chris earned his MBA from Boston University. He is currently a Chartered Financial Analyst level III candidate.

OCT 2018

  • Birch Hill was again a Leadership Sponsor of All the Way Home, an evening to benefit St. Francis House. The organization’s mission is to rebuild lives by providing refuge and pathways to stability for adults experiencing homelessness and poverty. Tom Reilly made the opening remarks, welcoming the 500 attendees to this event that raised close to $900,000. Tom has been a Trustee since 2010 and is on the Finance and Development Committees.
  • Birch Hill was a proud Sponsor of Boston Health Care for the Homeless Program’s Annual Emerging Leaders’ Fall Soirée. BHCHP aims to provide or assure access to the highest quality health care for all homeless individuals and families in the greater Boston area. Birch Hill’s Adam Desjardins, Christopher Mikus and Bo Cook were all in attendance.

JUL 2018

  • Financial Advisor Magazine released their RIA Survey & Ranking for 2018.  Birch Hill was listed as one of the largest Registered Investment Advisory firms in the U.S., based on assets under management as of 12/31/17.  Financial Advisor Magazine has been listed as the #1 publication targeting professional advisors for the past four years (according to Erdos & Morgan’s Financial Advisor Media Usage and Outlook Study), and currently reaches 110,000 qualified readers each month according to its website.

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