Gary R. Mikula, CFA

PRESIDENT & CO-FOUNDER

Gary has more than 35 years of experience managing investment portfolios for high net-worth individuals and small institutions. Prior to Birch Hill, he was a Managing Director at Seaward Management and a Vice President and Investment Counselor for Eaton Vance Management. Gary also held positions at Webster Management in Boston and Hamilton Bank in Pennsylvania.

He received a BBA from Pennsylvania State University at Harrisburg and an MBA from Drexel University. He is a Chartered Financial Analyst and a member of the CFA Society Boston, the CFA Institute, and The Boston Economic Club. He is a Director of Friends of the Children Boston and a Trustee Emeritus of The Boston Conservatory. In 2018 Boston Magazine named Gary as one of Boston’s Five-Star Wealth Managers.

Gary R. Mikula, CFA

Q: What are your role and responsibilities at Birch Hill?
A:
I conduct investment research, invest client portfolios, manage client relationships, and provide overall firm management.

Q: What do you think Birch Hill’s best qualities are?
A: A sincere dedication to our clients and a continuing effort to provide sound and successful investment results.

Q: What about what you do brings you the most personal satisfaction?
A: I enjoy completing puzzles. At Birch Hill this comes in the form of analyzing and anticipating the future direction of businesses we invest in and structuring the right investment portfolios to meet our clients’ needs. It’s very satisfying to see successful results for clients over many years. The very best moment is when a client calls to offer a simple but sincere “thank you” for our efforts.

Q: When you’re not working, how do you spend your time?
A: Attending musical and theatrical events with my wife as we try to keep track of our two college-aged children. I also dedicate a portion of my time to work as a board member for a not-for-profit organization which benefits highly at risk children in Boston.

Q: When someone asks you what you do for a living, what do you tell them?
A: I manage investments and act as a financial quarterback for individuals and families. It’s exactly what I have always wanted to do. I’m living my dream.

Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: If I didn’t work as an investment advisor or financial planner, I would probably work as a financial officer in a small not-for-profit organization or as a financial advocate for the needy.

Q: What words do you live by?
A: “Never, never, never give up.” I wish Winston Churchill had actually said it, but it is still one of my favorite “quotes.”