Our Team - Management Committee

Our team is comprised of industry veterans with decades of combined experience serving both institutional and high net worth clients through various market cycles. With more than twenty investment professionals, our dynamic group of experts has demonstrated its investment management strength over the last three decades.

We are proud of the lasting relationships we have built with our diverse client base and strive to continuously provide exceptional client service.




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Peter Anderson
President

Mr. Anderson is the President of Boston Advisors. Mr. Anderson has been with Boston Advisors for over ten years working as CMO and a member of the Management Committee. As President, he is responsible for overseeing the firm's equity, alternative investment and general business practices.

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In addition, Mr. Anderson is responsible for business development, marketing and client service for the firm's investment strategies to the institutional, sub-advisory and wealth investment communities. Mr. Anderson joined Boston Advisors in 2009 and has over 25 years of experience in business leadership, client service, marketing and sales in the investment and financial services industries. Prior to working at Boston Advisors, he was with Clay Finlay as a Managing Director and a member of the board of directors. He has also held various management, sales and marketing positions at Franklin Templeton Institutional, Bankers Trust Company and Citibank.

Mr. Anderson earned a B.S. degree from Northeastern University and an M.B.A. from Syracuse University and is a founder and President of the Boston Investment Professionals.

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David A. Hanna
Chief Investment Officer

Mr. Hanna is Chief Investment Officer at Boston Advisors, which includes serving on the Management and Operating Committees. In his role, Mr. Hanna oversees the firm's equity activities, including quantitative and fundamental research, portfolio management and trading. He also serves as lead portfolio manager for the firm's international equity strategy and was a founding team member of the international product launch in 2008. Mr. Hanna has specific expertise in the areas of quantitative research and risk management.

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Mr. Hanna has more than 32 years of industry-related experience. Prior to joining the firm in 2007, he was a senior portfolio manager in the Global Hedge Fund Strategies Group at State Street Global Advisors (SSgA), where he managed US and European equity portfolios and travelled globally to support some of the world's largest, most sophisticated institutions. He was with SSgA from 1997 to 2005, working in both the Boston and London offices. Prior to SSgA, he was Vice President, Quantitative Analysis, at Standish, Ayer & Wood from 1992-1997. Prior to that, he worked in proprietary trading, small cap portfolio management and portfolio insurance.

Mr. Hanna earned a B.S. degree in finance from the Pennsylvania State University in 1987 and completed an honors degree with a thesis on derivatives hedging entitled, "Portfolio Insurance - A Simulation Using Binomial Option Pricing Theory." He also attended the Institut Universitaire de Technologie in Nice, France, focusing on European business. He is nearing completion of a MA at Gordon Conwell Theological Seminary, where his coursework has focused on faith-based economic development and social justice.

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Richard Shea
Chief Financial Officer

As Chief Financial Officer, Rick is responsible for all aspects of financial management at Boston Advisors. Prior to joining Boston Advisors in 2005, Rick was Head of North American finance at Baring Asset Management, where he was responsible for all internal and external financial reporting. Rick began his career in public accounting with PricewaterhouseCoopers.

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Rick earned a BA in Accounting from Providence College and an MBA from Boston College's Carroll School of Management. Rick is a Certified Public Accountant licensed in the state of New York and is a member of the American Institute of Certified Public Accountants.

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Kristin Soule
Director of Operations

Ms. Soule is the Operations Manager of Boston Advisors, directly responsible for all security movement and control functions at the firm, including settlements, reconciliation and corporate reorganizations. Previously, Ms. Soule was a business systems analyst at Boston Advisors. Prior to joining the firm, Ms. Soule was with Babson-United Investment Advisors, Inc. from 1988 to May 2002.

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James W. Gaul, CFA
Senior Vice President & Portfolio Manager

Mr. Gaul is a Senior Vice President and Portfolio Manager at Boston Advisors. As a member of the Institutional Equity Team, he is lead portfolio manager on the firm's Small Cap Growth and Large Cap Core strategies.

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Mr. Gaul has more than fifteen years of industry-related experience, including investment banking, sales and trading, and investment management. Prior to joining Boston Advisors in 2005, Mr. Gaul was an institutional fixed income sales professional with Commerce Capital Markets, Inc. and Advest, Inc. Previously, he worked closely with non-profit and municipal borrowers structuring tax-exempt bond issues for Advest, Inc.'s Public Finance Investment Banking department.

Mr. Gaul earned a B.S. degree in investments from Babson College, an M.S. degree in investment management with High Honors at the Boston University Graduate School of Management and is a member of Beta Gamma Sigma International Honor Society. He is an active supporter of Babson's academic community, including guest lecturing for graduate-level courses. Mr. Gaul holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society Boston.

 

Boston Advisors
One Liberty Square, 10th Floor
Boston, MA 02109

Phone: (617) 348-3100
Fax: (617) 348-0081

info@bostonadvisors.com
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