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...

Dylan C. Brix, CFA
Dylan joined The Boston Family Office as a portfolio manager in 2020.
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E. Greer Candler, CFA
Greer joined The Boston Family Office as a partner and portfolio manager in 2010. More...

Michael J. Dorsey, Jr. CFA, CFP®
Mike joined The Boston Family Office in 2020 as a portfolio manager.
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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...

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 and 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 is a partner and serves as the Chief Compliance Officer of The Boston Family Office. She joined The Boston Family Office in 2009. 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...