Bringing you live news and features since 2006 

5 hands on top of each other

Boston Private Bank & Trust adds accomplished portfolio managers to investment management team


Boston Private Bank & Trust Company has appointed four senior Portfolio Managers, expanding the Bank’s investment management area by providing additional expertise to its existing team of experienced managers. These appointments will enhance the Bank’s investment management capabilities by bringing decades of various applied experience and investment expertise to the investment team.

"This strategic expansion of our team helps to strengthen our expertise, expand our investment platform, and enables us to further deepen relationships with clients, offering a customized investment approach that is the hallmark of the Bank," says Jay Henderson, Executive Vice President/Investment Management & Trust, Boston Private Bank & Trust Company.

Boston Private Bank’s investment management team members average twenty years of investment expertise with proven track records of success and strong technical knowledge of investment opportunities for both private and institutional clients. New appointments include:

Carl J (CJ) Young, Senior Vice President and Portfolio Manager. Young’s responsibilities include managing individual and institutional accounts, investment research and economic analysis.

David M Goss, CFA, Senior Vice President and Portfolio Manager with responsibilities that include strategic development and implementation of the Bank’s investment platform to provide an expanded array of investment opportunities for clients.

William R Lavelle, CFA and Kelly C McKernan have both been named Vice President and Portfolio Manager. Responsibilities include managing individual and institutional accounts, investment research, and economic analysis.

In addition, the following employees have been promoted:

Christopher J O’Connell, to Sales Manager, responsible for managing the Bank’s expert team of sales professionals in addition to his role as Senior Vice President and Portfolio Manager.

Jason T O’Connell, CFA, CAIA, to Director of Research, responsible for overseeing the analyst staff; coordinating in-house primary research; managing the relationships with and budget allocations to the firm’s external research, brokerage, and analytics technology providers in addition to his role as Vice President and Portfolio Manager.

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by