Gary Richard Mikula
Directeur Général chez Birch Hill Investment Advisors LLC
Profil
Mr. Gary R.
Mikula, CFA MBA, is a President & Co-Founder at Birch Hill Investment Advisors LLC, a Member at The Boston Security Analysts Society, Inc. and a Trustee at Boston Conservatory.
He has more than 40 years of experience managing investment portfolios for high net-worth individuals and small institutions.
Prior to Birch Hill, Mr. Mikula was a Managing Director at Seaward Management and a Vice President and Investment Counselor for Eaton Vance Management.
He also held positions at Webster Management in Boston and Hamilton Bank in Pennsylvania.
He received a BBA from Pennsylvania State University at Harrisburg and an MBA from Drexel University.
He is a Chartered Financial Analyst and a member of the CFA Society Boston, the CFA Institute, and The Boston Economic Club.
Postes actifs de Gary Richard Mikula
| Sociétés | Poste | Début |
|---|---|---|
Birch Hill Investment Advisors LLC
 Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill Investment Advisors LLC (Birch Hill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2007 by Miner Crary, Gary Mikula, Robert O'Neil and Thomas Reilly. Birch Hill provides investment advisory services to individuals, trusts, IRA’s and other employee benefit plans, endowment and foundations accounts. | Directeur Général | 01/06/2007 |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | - |
| Boston Conservatory | Corporate Officer/Principal | - |
Anciens postes connus de Gary Richard Mikula
| Sociétés | Poste | Fin |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Gestionnaire de Portefeuille-Actions | 31/05/2007 |
| CoreStates Hamilton Bank | Corporate Officer/Principal | - |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Corporate Officer/Principal | - |
Formation de Gary Richard Mikula
| Drexel University | Masters Business Admin |
| The Pennsylvania State University | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Finance |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
Birch Hill Investment Advisors LLC
Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill Investment Advisors LLC (Birch Hill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2007 by Miner Crary, Gary Mikula, Robert O'Neil and Thomas Reilly. Birch Hill provides investment advisory services to individuals, trusts, IRA’s and other employee benefit plans, endowment and foundations accounts. | Finance |
| The Boston Security Analysts Society, Inc. | |
| CoreStates Hamilton Bank | Finance |