Our team is comprised of industry veterans with more than forty years 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.
Michael J. Vogelzang, CFA
President & Chief Investment Officer
Mr. Vogelzang is President and Chief Investment Officer of Boston Advisors. Mr. Vogelzang has managed Boston Advisors since 1997 and led the firm's management buyout in 2006. As President and CIO, he is responsible for overseeing the firm's equity, fixed-income and alternative investment activities, risk management strategy and general business practices. In his role as the firm's Managing Member, he also chairs the independent Board of Directors.Show/Hide More ›
Professionally, Mr. Vogelzang served as the President and Trustee of the multi-billion dollar Boston Advisors Trust, a family of money market mutual funds. He also held the role of President of the Lebenthal Funds, a taxable and tax-exempt family of long-term bond funds. He served as a board member for Advest, Inc., the one-time parent company of Boston Advisors. Prior to joining Boston Advisors, Mr. Vogelzang held senior positions with Freedom Capital Management and Shawmut Investment Management, and he began his investment career at The Boston Company.
Mr. Vogelzang chairs the investment committee of the Barnabas Foundation, a large, Chicago-based, planned giving and estate planning charitable organization, investing on behalf of faith-based organizations. Mr. Vogelzang earned a B.A. degree in economics and political science from Calvin College in Grand Rapids, MI and attended Boston University's Graduate School of Management. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston. As an investment strategist, he is frequently invited to speak at industry conferences, interview in the financial media and contribute articles to portfolio management journals.
David A. Hanna
Senior Vice President & Director of Institutional Portfolio Management
Mr. Hanna is Senior Vice President and Director of Institutional Portfolio Management at Boston Advisors. In his role, Mr. Hanna oversees the firm's equity and alternative investment activities. He also serves as lead portfolio manager for the firm's small cap value strategy and is a member of the portfolio team managing the firm's global tactical asset allocation (GTAA) strategy, where he focuses on commodities and currencies.Show/Hide More ›
Mr. Hanna has specific expertise in the areas of quantitative research and alternative investments. He contributes to the development of the firm's proprietary quantitative models, specifically the stock selection, asset class selection, market profiling and risk assessment models. He also directs decisions around alternative investments, including alternative asset class allocations, hedging and derivatives.
Mr. Hanna has more than 20 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). 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. As an investment strategist, he is frequently invited to speak at industry conferences, interview in the financial media, and contribute articles to portfolio management journals.
Douglas A. Riley, CFA
Senior Vice President & Portfolio Manager
Mr. Riley is Senior Vice President and Director of Growth Equity Investing at Boston Advisors. Mr. Riley brings more than twenty-five years of industry-related experience to Boston Advisors. As a member of the Institutional Equity Team, Mr. Riley has primary responsibility for the firm's growth equity strategies.Show/Hide More ›
Prior to joining Boston Advisors in 2002, Mr. Riley was a Vice President and Portfolio Manager at Babson-United Investment Advisors. In addition to serving as Vice Chairman of the Investment Committee, Mr. Riley managed private accounts for high net worth clients and institutional portfolios, and was instrumental in the development and implementation of a quantitatively-based stock selection process.
Mr. Riley earned a B.S. degree in business administration and finance from Emory University and a M.B.A. degree from Northeastern University. He holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and of the CFA Society Boston.
Lawrence C. Manning, Jr., CFA
Senior Vice President & Portfolio Manager
Mr. Manning is Senior Vice President at Boston Advisors, a boutique investment management firm that provides custom institutional and private wealth investment management services. Mr. Manning serves as lead portfolio manager on the firm's Focused Appreciation equity strategy. On the private advisory side of the business, Mr. Manning chairs the Investment Committee and provides comprehensive portfolio management services to high-net-worth individuals and institutional investors.Show/Hide More ›
Prior to joining Boston Advisors, Mr. Manning was Vice President and Portfolio Manager at Babson United, overseeing the equity research team, chairing the Investment Committee and publishing articles in the firm's newsletter. Before Babson, Mr. Manning was Vice President and Financial Consultant for Cadaret, Grant & Company/HMS Financial Group, where he was responsible for preparing comprehensive financial plans, including investment and insurance advice, for individuals and small businesses. Mr. Manning began his career at John Magee, Inc., as a Technical Equity Analyst and contributing editor for the company's newsletter.
Mr. Manning earned a B.A. degree in business and economics from Saint Anselm College, and an M.S.F. degree from Bentley University, where he subsequently taught international finance as an adjunct professor at the undergraduate and graduate levels. Mr. Manning holds the Chartered Financial Analyst (CFA) designation, and is a member of the Boston Security Analysts Society and the CFA Institute.
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.Show/Hide More ›
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.
Tanya A. Kerrigan, Esq.
General Counsel & Compliance Officer
Tanya holds the dual role of general counsel and chief compliance officer of Boston Advisors. Previously, she was a compliance officer with H.C. Wainwright & Co., Inc. Tanya earned a BA in political science from the University at Albany and a JD from the New England School of Law in Boston. She is a member of the Massachusetts Bar Association and is admitted to the practice of law in Massachusetts.
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.
Executive Vice President & Chief Marketing Officer
Peter Anderson is an Executive Vice President and Chief Marketing Officer at Boston Advisors, LLC, where he is responsible for business development, marketing and client service for the firm's investment strategies to the institutional, sub-advisory and wealth investment communities.Show/Hide More ›
Peter joined Boston Advisors in 2009 and has over 20 years experience in client service, marketing and sales in the investment and financial services industries. Prior to working at Boston Advisors, Peter was with Clay Finlay as a Managing Director and a member of the board of directors, responsible for business development. He has also held various sales, management and marketing positions at Franklin Templeton Institutional, Bankers Trust Company and Citibank.
Peter holds a B.S. from Northeastern University and an M.B.A. from Syracuse University and is a founder and President of the Boston Investment Professionals.