Boston Advisors
Established in 1982, Boston Advisors is a boutique investment management firm, managing assets for institutional investors. The firm offers a range of investment capabilities, including equity, fixed income, asset allocation, and socially responsible/faith-based asset management. Our investment services range from managing all or just a portion of a client’s investment portfolio. Boston Advisors is known for its hybrid investment approach, combining sophisticated, proprietary quantitative modeling with a fundamental overlay to create custom portfolios that emphasize active risk management. Specialties Asset Management, Asset Allocation, Custom Portfolio Construction and Management, Global tactical Asset Allocation (GTAA), Subadvisory Services, Separate Accounts, Faith-Based Investing, Socially Responsible Investing, Catholic Investing (adhering to the U.S. Conference of Catholic Bishops investment guidelines) Boston Advisors is the business name of the equity division of Knights of Columbus Asset Advisors, LLC (“KOCAA”), an SEC registered investment adviser that maintains business operations in the States of Connecticut and Massachusetts. For information about KOCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at Boston Advisors is a division of KOCAA, which is a wholly-owned subsidiary of Knights of Columbus, the world’s largest Catholic Lay organization.
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Verified contacts
8
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
24
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- KS
Kristin Soule
Director of Operations · Operations
EmailPhone - JP
Julie Parker
Rfp Consultant Communications Manager · Other
EmailPhone - LR
Linda Rich
Operations Analyst · Operations
EmailPhone - YK
Yulia Krayter
Finance Associate Analyst · Finance & Accounting
EmailPhone - PA
Peter Anderson
President · General Business & Management
EmailPhone - DV
Don Vogelsang
Senior Systems Analyst · Information Technology
EmailPhone - JB
Jon Barry
Equity Analyst · Finance & Accounting
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Boston Advisors
8 distinct titles indexed · top 8 shown.
- 1associate equity analyst
- 1director of operations
- 1equity analyst
- 1finance associate analyst
- 1operations analyst
- 1president
- 1rfp consultant communications manager
- 1senior systems analyst
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