Tag Archive for: client communication
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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.
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Pension & Wealth Management Advisors has recently announced the addition of Helen L. Barber as consultant Director of Strategy & Research. In the new role, Barber will be responsible for researching and producing high quality client communications to help them navigate an increasingly complex investment and regulatory environment.
With over 20 years of experience in the investment management industry, Barber has worked with institutional investors, high net worth individuals and other investors in the United States, Europe and in Asia. Prior to joining the firm, she was responsible for building and maintaining partnerships with wealth management and institutional clients at Nuveen Investments. She has also held senior positions at The Bank of New York and State Street Global Advisors.
George P. Webb, CEO and Managing Partner of PWMA, said “We’re very excited to have Helen join our firm. We have known Helen for many years and her proven expertise in the investment management industry. She works exceptionally well across different markets, channels and clients and will be a significant asset for our firm. We are confident that she will enhance our capabilities as a source of timely, relevant and actionable content for our advisors and clients. We very much look forward to her contributions and she already has several interesting projects underway.”