Investment Approach

George P. Beal
George helped found The Boston Family Office and now is its Managing Partner as well as a portfolio manager. More...

E. Greer Candler, CFA
Greer joined The Boston Family Office as a partner and portfolio manager in 2010. More...

Peder C. Johnson, CFA, CFP®
Peder is a partner and portfolio manager for the Boston Family Office. He joined the firm in 2016 after running his own investment advisory firm, Roxiticus Partners, for several years. More...

Darcy Morris
Darcy Morris joined The Boston Family Office as an analyst in December 2015. More...

George Putnam, III
George helped found The Boston Family Office and is a partner, although he is not involved in the day-to-day operations of the firm. More...

Benjamin T. Richardson, CFA
Ben is a partner and portfolio manager for The Boston Family Office. He joined the firm in 2004, became a partner in 2008 and now serves as the Chief Investment Officer. More...

Eliza H. S. ("Happy") Rowe
Happy joined The Boston Family Office as a partner and portfolio manager in 2000 and now serves as its Treasurer. More...

Megan Siegal
Megan joined The Boston Family Office in 2009 and now serves as the Chief Compliance Officer in addition to managing BFO operations and systems. More...

Michael J. Unger, CFA
Michael is a partner of and portfolio manager for The Boston Family Office. He joined the firm in 2000. More...

Pierre Ventur
Pierre joined The Boston Family Office in 2000 as a partner and portfolio manager. More...