Mike Edwards
Mitglied des Investmentausschusses bei Boston Hill Advisors LLC
Profil
Mr. Michael F.
Edwards, CFA MBA, is a Managing Partner at Boston Hill Advisors LLC.
He has more than 25 years of experience in investment research.
He is a member of the Boston Hill Advisors Investment Committee and oversees client relationships as a Financial Advisor at Boston Hill Advisors.
Prior to joining Boston Hill Advisors, Mr. Edwards served as VP/Director of Fund Analysis and Research at Fidelity Management and Research Company.
Prior to Fidelity, he held the positions of Manager of Institutional Research and Investment Specialist at MFS Institutional Advisors.
Prior to MFS, he was Manager of Capital Markets and Manager of Cash Management and Banking at Partners Healthcare System.
He is a Chartered Financial Analyst and member of the Boston Security Analysts Society.
He has an MBA in finance from Bentley College (Bentley University) and a Bachelor of Arts from Saint Anselm College.
Aktive Positionen von Mike Edwards
| Unternehmen | Position | Beginn |
|---|---|---|
Boston Hill Advisors LLC
 Boston Hill Advisors LLC Investment ManagersFinance Part of Hightower Holding LLC, Boston Hill Advisors LLC is a company that provides wealth management, investment advisory, and financial planning services. The company is based in North Andover, MA. The company was founded in 2006. Boston Hill Advisors was acquired by HighTower Advisors LLC on June 06, 2023. | Mitglied des Investmentausschusses | 01.07.2023 |
Ehemalige bekannte Positionen von Mike Edwards
| Unternehmen | Position | Ende |
|---|---|---|
MuniCrest Investment Management Co. LLC
 MuniCrest Investment Management Co. LLC Investment ManagersFinance MuniCrest Investment Management Co. LLC (MuniCrest) is a state registered investment advisor and consulting firm headquartered in North Andover, Massachusetts. The firm was founded by Jeffrey D. Slater in 2000. They are a majority owned subsidiary of Boston Hill Advisors LLC. MuniCrest specializes in the management of fixed income portfolios for insurance companies and individuals. | Portfolio Manager-Fixed Income | 01.07.2023 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Analyst-Equity | - |
Mass General Brigham, Inc.
 Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Corporate Officer/Principal | - |
Ausbildung von Mike Edwards
| St. Anselm College | Undergraduate Degree |
| Bentley University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
MuniCrest Investment Management Co. LLC
MuniCrest Investment Management Co. LLC Investment ManagersFinance MuniCrest Investment Management Co. LLC (MuniCrest) is a state registered investment advisor and consulting firm headquartered in North Andover, Massachusetts. The firm was founded by Jeffrey D. Slater in 2000. They are a majority owned subsidiary of Boston Hill Advisors LLC. MuniCrest specializes in the management of fixed income portfolios for insurance companies and individuals. | Finance |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Mass General Brigham, Inc.
Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Health Services |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Boston Hill Advisors LLC
Boston Hill Advisors LLC Investment ManagersFinance Part of Hightower Holding LLC, Boston Hill Advisors LLC is a company that provides wealth management, investment advisory, and financial planning services. The company is based in North Andover, MA. The company was founded in 2006. Boston Hill Advisors was acquired by HighTower Advisors LLC on June 06, 2023. | Finance |
