Profil
An expert in trust services, portfolio management, and client service, Bernadette heads the trust portfolio management unit at Boston Advisors, supporting the network of financial advisors and their clients at both Advest, Inc. and the MONY Group.
Bernadette is responsible for portfolio management for high net worth individuals and businesses and also leads the Boston Advisors team to provide account oversight for Advest’s Trust Managed Accounts Consulting and Trust AssetMatch programs.
For over 30 years, Bernadette has managed money for high net worth U.S.
and international individual investors and institutions.
Prior to joining Boston Advisors, she was Senior Portfolio Manager and team leader in Wilmington Trust’s High Net Worth Client Unit.
Prior to that, she spent four years managing First Union’s Miami office and over a decade working with institutional clients throughout Connecticut for Shawmut Bank before it was acquired by Fleet.
Bernadette is a graduate of the Wharton School of the University of Pennsylvania and received her M.B.A.
from St. Joseph’s University.
Anciens postes connus de Bernadette Kehl
| Sociétés | Poste | Fin |
|---|---|---|
Frontier Trust Co., FSB
 Frontier Trust Co., FSB Regional BanksFinance Advest Bank and Trust Company is a federally chartered bank and a division of The Advest Group, Inc. that focuses exclusively on trust and estate planning. They are headquartered in Hartford, Connecticut. The Advest Group was acquired by The MONY Group (NYSE: MNY) in 2001. In late 2003, AXA Financial, Inc. announced a merger agreement to acquire 100% of MONY. AXA Financial is a subsidiary of holding company AXA SA (NYSE: AXA). | Directeur en chef des Investissements | 08/06/2006 |
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 02/06/2005 |
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Finance |
Frontier Trust Co., FSB
Frontier Trust Co., FSB Regional BanksFinance Advest Bank and Trust Company is a federally chartered bank and a division of The Advest Group, Inc. that focuses exclusively on trust and estate planning. They are headquartered in Hartford, Connecticut. The Advest Group was acquired by The MONY Group (NYSE: MNY) in 2001. In late 2003, AXA Financial, Inc. announced a merger agreement to acquire 100% of MONY. AXA Financial is a subsidiary of holding company AXA SA (NYSE: AXA). | Finance |
