ANCHOR CAPITAL ADVISORS LLC

ANCHOR CAPITAL ADVISORS LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 105540). Regulatory assets under management: $2.4B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (28)

Showing 25 of 28 people.

NameRoleLocation
Seth William BrennanMEMBER
Anthony Harfield LenessMEMBER
William Phipps RiceCHIEF EXECUTIVE OFFICER, DIRECTOR; EXECUTIVE CHAIRMAN
Diane Marie Debono SchaferSECRETARY, CHIEF COMPLIANCE OFFICER
Kyle Francis GormanCHIEF FINANCIAL OFFICER
BERGEN MARKCHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER
DALTON TIMOTHY GEORGEDIRECTOR
BRENNAN STEPHEN WILLIAMMEMBER
WILSON ALBERT OLOFDIRECTOR
RICE WILLIAM PHIPPSCHIEF EXECUTIVE OFFICER, DIRECTOR; EXECUTIVE CHAIRMAN; EXECUTIVE VICE PRESIDENT, DIRECTOR (+5 more)
RICKABAUGH MARK VAYDAEXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, DIRECTOR
CROCE ROBERT FELICESENIOR VICE PRESIDENT, DIR. OF MARKETING
DRAKE BARBARASENIOR VICE PRESIDENT
MEAD STEPHENFIRST VP, SR. FINANCIAL ANALYST
BROWN STEPHEN CARTERDIRECTOR; MEMBER
SIEGFRIEDT SHARON ANNSENIOR VICE PRESIDENT
DEBONO DIANE MARIECHIEF COMPLIANCE OFFICER; SECRETARY, CHIEF COMPLIANCE OFFICER
FLOOR RICHARD EDIRECTOR/CLERK
DEUTSCH CLAYTON GEORGEDIRECTOR
LENESS ANTHONY HARFIELDMEMBER
KEARNEY KATHRYN ANNCHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER
KAYE DAVID JDIRECTOR
KAYE DAVID JOHNDIRECTOR
BERGEN MARK DAVIDCHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER; PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER
Brush Candida GreerDIRECTOR

Disclosures (2)

InitiatedTypeAllegationsStatusAmount
2023-09-05regulatoryRENDERED INVESTMENT ADVICE, FROM A LOCATION WITHIN FLORIDA, WITHOUT BEING REGISTERED BY THE OFFICEFinal$10K

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