Pension & Wealth Management Advisors has recently announced the addition of James M. Boyd as a Managing Partner. In the new role, Boyd will be responsible for advising wealth management and institutional clients to help them achieve their long-term goals and objectives.
With over 30 years of experience in the investment management industry, Boyd has worked as a senior portfolio manager and analyst on multi-billion-dollar equity strategies for institutional and high-net-worth clients. For most of the last 20 years, Jim has been working at Newton Investments and has prior experience at State Street Global Advisors, Fortis Investments, and John Hancock Advisors in similar capacities. Mr. Boyd comes to the firm with an M.S. in Finance from Boston College and is a CFA charter holder.
George P. Webb, CEO and Managing Partner of PWMA, said “We’re very excited to have someone of Jim’s personal and professional caliber to join our firm. We have known Jim for many years and his proven track record of success in the investment management industry. He possesses a deep understanding of financial and capital markets and is equally skilled in managing relationships.” The addition of Boyd furthers PWMA’s goal of becoming one of the top boutique firms in the industry. The firm has an impressive roster of experienced advisors and has been making significant investments in state-of-the-art infrastructure, compliance and technology, and investment advisory talent.