Boston Hill Advisors

About Boston Hill Advisors

Boston Hill Advisors, founded in 2006, provides customized wealth management, investment solutions, and financial planning services to individuals, families, and institutions. Their mission is to apply institutional asset management principles to personal and family financial planning, focusing on building lasting, multigenerational relationships through a team-based approach.

Products & Services

Wealth Management:Customized solutions for individuals, families, and institutions to manage wealth.

Investment Solutions:Tailored investment strategies to meet client goals and objectives.

Financial Planning:Holistic financial plans integrating short and long-term needs and priorities.

Specialties

Wealth Management Investment Strategy Financial Planning Risk Management Portfolio Management

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Strategic Investment T: - FT: Strategic Investment	A: 1000000000 MR: - FA: $1 billion FAN: 1000000000	D: 2023-06-06 FD: 2023-06-06	1 investors

Strategic Investment Latest

2023-06-06

$1.0B

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

J

Joseph J. Trainor

Managing Partner

M

Michael F. Edwards

Managing Partner

M

Marybeth R. Breed

Financial Advisor

S

Stephen F. Curran

Financial Advisor

R

Ronald F. Siggens

Financial Advisor

J

Joseph W. Hayes

Financial Advisor

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