BOSTON FAMILY OFFICE LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 107141). Regulatory assets under management: $2.0B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
Showing 25 of 32 people.
| Name | Role | Location |
|---|---|---|
| GEORGE PUTNAM | MANAGING MEMBER | SPARKS, NV |
| George Putnam Beal | MANAGING MEMBER | — |
| Eliza Hapgood Rowe | MANAGING MEMBER, TREASURER | — |
| Michael James Unger | MANAGING MEMBER | — |
| Benjamin Taylor Richardson | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | — |
| Peder Christian Johnson | MANAGING MEMBER | — |
| Darren Leon Beals | CHIEF COMPLIANCE OFFICER | — |
| Michael Joseph Dorsey | MANAGING MEMBER | — |
| Elizabeth Greer Candler | MANAGING MEMBER | — |
| PUTNAM GEORGE | DIR. OF INVESTMENTS; MANAGING MEMBER; MEMBER (+1 more) | — |
| RICHARDSON PATRICIA L | DECEASED; PRESIDENT | — |
| SMALL SHERWOOD THAYER | MANAGING PARTNER | — |
| CANDLER ELIZABETH GREER | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BEAL GEORGE PUTNAM | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING PARTNER (+2 more) | — |
| WELD EDWARD WINSOR | CHIEF INVESTMENT OFFICER; DECEASED; DIR.RESEARCH (+1 more) | — |
| ROWE ELIZA HAPGOOD | MANAGING MEMBER; MANAGING MEMBER, TREASURER; MEMBER (+2 more) | — |
| VENTURE PIERRE EIRCH | PARTNER; PARTNER, CHIEF INV. OFFICER; PORTFOLIO MANAGER | — |
| UNGER MICHAEL J | MEMBER; PARTNER | — |
| HENDERSON RONALD HOLSTEIN | MANAGING MEMBER; MEMBER; PARTNER | — |
| EVERETT EDWIN D | PARTNER | — |
| JOHNSON PEDER CHRISTIAN | MANAGING MEMBER | — |
| LOVELL BENJAMIN CROCKER | PARTNER | — |
| WEST RICHARD ANGUS | V.P. & SECRETARY | — |
| MACKLEM RICHARD PETERSON | PARTNER; RETIRED; VICE PRESIDENT | — |
| VENTUR PIERRE | MANAGING MEMBER; MANAGING MEMBER, CHIEF INV. OFFICER; MEMBER, CHIEF INV. OFFICER (+1 more) | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2018-10-04 | regulatory | THE FIRM DID NOT REGISTER FOUR INVESTMENT ADVISER REPRESENTATIVES IN MASSACHUSETTS PRIOR TO THE REPRESENTATIVES CONDUCTING INVESTMENT ADVISER ACTIVITIES. | Final | $55K |