Gary Richard Mikula
Directeur Général chez Birch Hill Investment Advisors LLC
Postes actifs de Gary Richard Mikula
Sociétés | Poste | Début | Fin |
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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 | - |
Fondateur | 01/06/2007 | - | |
Gestionnaire de Portefeuille-Actions | 01/06/2007 | - | |
President | 01/06/2007 | - | |
The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | - | - |
Boston Conservatory | Corporate Officer/Principal | - | - |
Historique de carrière de Gary Richard Mikula
Anciens postes connus de Gary Richard Mikula
Sociétés | Poste | Début | Fin |
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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 | 01/12/2002 | 31/05/2007 |
CoreStates Hamilton Bank | Corporate Officer/Principal | - | - |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-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 offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Corporate Officer/Principal | - | - |
Formation de Gary Richard Mikula
The Pennsylvania State University | Undergraduate Degree |
Drexel University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 9 |
Opérationnelle
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 4 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
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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 |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-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 offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Finance |
The Boston Security Analysts Society, Inc. | |
CoreStates Hamilton Bank | Finance |
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