Boston Hill Advisors, LLC

CONNECT

Address:

100 Andover Bypass Street, Suite 201
North Andover, MA 01845

Phone:

877-227-0847

Fax/Other:

978-683-3653

Our Team

Joseph J. Trainor, CFA Joseph J. Trainor, CFA

Managing Partner

Phone: 877-227-0847
Fax: 978-683-3653

Joe has over 30 years of financial and investment experience.  Joe serves as the Head of the Boston Hill Advisors Investment Committee and has primary responsibility for investment decisions.  Prior to joining Boston Hill Advisors, Joe was Managing Director U.S. Trust, President U.S. Trust Institutional, President MFS Institutional Advisors, Chief Investment Officer Partners HealthCare System (Affiliate of Harvard Medical School teaching hospitals), Deputy Treasurer Partners HealthCare System, Chief Financial Officer Brigham and Women's Hospital, and Treasury Manager Honeywell Information Systems.

Chartered Financial Analyst; Member Boston Security Analysts Society; MBA Northeastern University 


Michael F. Edwards, CFA Michael F. Edwards, CFA

Managing Partner

Phone: 877-227-0847
Fax: 978-683-3653

Michael has more than 21 years of experience in investment research.  Michael is a member of the Boston Hill Advisors Investment Committee and overseas client relationships as a Financial Advisor at Boston Hill Advisors.  From 2010-2014 Michael received the FIVE STAR Wealth Management Award from Boston Magazine.  Prior to joining Boston Hill Advisors, Michael served as VP/Director of Fund Analysis and Research at Fidelity Management and Research Company.  Prior to Fidelity, Michael held the positions of Manager of Institutional Research and Investment Specialist at MFS Institutional Advisors.  Prior to MFS, Michael was Manager of Capital Markets and Manager of Cash Management and Banking at Partners Healthcare System.

Chartered Financial Analyst; Member Boston Security Analysts Society; MBA Finance Bentley College (Bentley University), BA Saint Anselm College


Marybeth R. Breed, CFP Marybeth R. Breed, CFP

Financial Advisor

Phone: 877-227-0847
Fax: 978-683-3653

Marybeth has over 27 years of experience in the wealth management industry, including 12 years at Heritage Capital Management and 12 years at Wainwright Bank & Trust Company. She has maintained both family and institutional client relationships throughout her career and has focused on financial planning, client service, investment management and fiduciary services.

Marybeth serves as the Outreach Director on the Board of The Massachusetts Financial Planning Association. In this role, she oversees efforts to support all pro bono initiatives, including its military program and partnership with the Dana-Farber Cancer Institute.

Certified Financial PlannerTM; Series 65; BA Saint Anselm College; Pro Bono Financial Planner, Dana Farber Cancer Institute/Financial Planning Association of Boston


Stephen F. Curran, CFP Stephen F. Curran, CFP

Financial Advisor

Phone: 877-227-0847
Fax: 978-683-3653

Stephen has over 24 years of experience in wealth management.  Stephen focuses on the breadth of advisory services including financial planning, investment management, fiduciary services and tax planning.  He also offers broad knowledge in the areas of retirement and estate planning.  Prior to joining Boston Hill Advisors, Stephen served as VP and Trust Officer at Beverly National Bank.  During his 19 year tenure at Beverly National Bank, Stephen's roles also included oversight of Trust Operations and Tax Services. 

Certified Financial PlannerTM; BS Merrimack College


Joseph W. Hayes, CFP Joseph W. Hayes, CFP

Financial Advisor

Phone: 877-227-0847
Fax: 978-683-3653

Joe has over 28 years of experience in the financial services industry. He has developed and maintained long-term client relationships with families and small businesses, with a focus on financial planning. Joe specializes in the areas of insurance planning and investment management. Previously, Joe worked as a financial advisor, individual insurance broker, and employees benefits consultant at Mass Mutual Financial Group.

Certified Financial PlannerTM; Chartered Life Underwriter; Series 65; BA Brandeis University, MBA Northeastern University, Member- Financial Planning Association


Ronald F. Siggens Ronald F. Siggens

Financial Advisor

Phone: 877-227-0847
Fax: 978-683-3653

Ron has over 17 years of experience in the financial services industry. In addition to his experience in Wealth Management for individuals and families, Ronald has extensive experience in working with employees and  executives in job transitions, teachers/educators, and educational institutions.  He has specialized in this area with a focus on financial planning.  Leveraging the tools and investment team at Boston Hill Advisors, Ron delivers to his clients best-in-class planning and investment management. Prior to joining Boston Hill Advisors, Ronald held the position of Financial Advisor at New England Financial.

BS Finance Bentley College (Bentley University); Financial Planning Association of Boston; Series 65


Scott M. Brown, CFP Scott M. Brown, CFA

Financial Advisor

Phone: 877-227-0847
Fax: 978-683-3653

Prior to joining Boston Hill Advisors, Scott completed a three-year service commitment as a Corps Member in the Teach for America program.  Scott graduated from Colby College where he majored in Economics with a concentration in Financial Markets. Scott has held various internships within the industry, including  wealth management and market research firms. Scott is a member of the Financial Planning Association of Boston.

Chartered Financial Analyst; Certified Financial PlannerTM; BA in Economics with a concentration in Financial Markets, Colby College; Master of Education in Curriculum and Teaching, Boston University; Massachusetts Financial Planning Association Member; Pro Bono Financial Coach for the Lawrence Community Works Program 


Susan Danson Susan E. Danson, CFP

Financial Advisor

Phone: 877-227-0847
Fax: 978-683-3653

Sue joined BHA from H&R Block where she prepared individual tax returns and counseled clients on strategic fiscal solutions. Susan completed the Boston University Certificate Program in Financial Planning. She also spent twelve years in the pharmaceutical sales industry.

Certified Financial PlannerTM; BA in Sociology, Fairfield University


Ellen E. Johnson Ellen E. Johnson

Client Service Associate

Phone: 877-227-0847
Fax: 978-683-3653

Ellen has over 21 years of client service experience, with 12 years experience in investment services.  Immediately prior to joining BHA, Ellen served as Marketing Assistant at Independent Financial within the Eastern Bank financial services division.  Prior to Independent Financial, Ellen held the position of Office Assistant for Business Planning Associates supporting investment personnel.  Ellen began her career as a Corporate Credit Representative for Arrow Electronics and later served as a Senior Administrative Assistant and then Associate Product Manager/Northeast region.

BS Finance, University of Rhode Island


Michael P. Claveau Michael P. Claveau, CFP

Associate Advisor

Phone: 877-227-0847
Fax: 978-683-3653

Prior to joining Boston Hill Advisors, Michael attended the University of Massachusetts Dartmouth where he graduated with a degree in Finance.  During his time at UMass Dartmouth, Michael was a member of the student managed investment fund.  Michael also spent his time as a Senator for the Charlton College of Business where he was the Vice Chair of the Finance Committee. 

Certified Financial PlannerTM; BS in Finance, University of Massachusetts Dartmouth


Kelly E. West Kelly E. West

Paraplanner

Phone: 877-227-0847
Fax: 978-683-3653

Kelly serves in the role of paraplanner where she is integral to supporting the advisors in designing and updating financial plans.  She has over seven years experience in intellectual property law managing case work for multiple attorneys with a focus on trademark and copyright work, and has worked with associates and clients worldwide.   Kelly has also provided support to underwriters and clients within the insurance industry.  Kelly completed the Paralegal Certificate program at the University of Hartford. 

BA Art History, University of Hartford; Paralegal Certificate, University of Hartford


Jackson W. Webster Jackson W. Webster, CFA

Senior Analyst/Trader

Phone: 877-227-0847
Fax: 978-683-3653

Prior to joining Boston Hill Advisors, Jackson attended Bryant University where he graduated with a concentration in Finance. During his time at Bryant University, Jackson was part of the student managed equity portfolio called the Archway Investment Fund, where hemanaged the technology sector.

Chartered Financial Analyst; Member Boston Security Analysts Society; BS in Business Administration with a concentration in Finance, Bryant University


Elizabeth A. Willmonton Elizabeth A. Willmonton

Analyst/Trader

Phone: 877-227-0847
Fax: 978-683-3653

Prior to joining Boston Hill Advisors, Elizabeth attended Bryant University where she graduated with a degree in Applied Economics. During her time at Bryant University, Elizabeth was a part of the student managed equity portfolio called the Archway Investment fund, where she sat on the executive board and managed the technology sector. 

BS in Applied Economics, Finance Minor, Bryant University

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