Our Team
 Joseph J. Trainor, CFA
Managing Partner
Phone: 877-227-0847
Fax: 978-683-3653
Joe has over 26 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
Managing Partner
Phone: 877-227-0847
Fax: 978-683-3653
Michael has more than 17 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. In 2010 and 2011 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, BA Saint Anselm College
 Michael A. Berardi
Financial Advisor
Phone: 877-227-0847
Fax: 978-683-3653
Michael has over 17 years of executive business, sales and marketing experience. As an experienced equity trader he specializes in technical analysis and uses this information to complement the fundamental and macroeconomic analysis of the BHA investment committee. In addition, Michael is a frequent speaker at area corporations on job transition and related financial planning issues. Prior to joining Boston Hill Advisors, Michael served as Financial Advisor for New England Financial. Prior to New England Financial, Michael held the positions of Partner and Sales Executive for D.A. Crowley & Associates.
Series 65; Member Market Technician Association. BS Business Finance - Southern New Hampshire University. AS Electrical Engineering - NHTC
 Stephen F. Curran, CFP®
Financial Advisor
Phone: 877-227-0847
Fax: 978-683-3653
Stephen has over 19 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
 Marybeth R. Breed, CFP
Financial Advisor
Phone: 877-227-0847
Fax: 978-683-3653
Marybeth has over 24 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.
Certified Financial Planner; Series 65; BA Saint Anselm College; Pro Bono Financial Planner, Dana Farber Cancer Institute/Financial Planning Association of Boston
 Ronald F. Siggens
Financial Advisor
Phone: 877-227-0847
Fax: 978-683-3653
Ronald specializes in working with educators, educational institutions, as well as employees and executives in job transitions. He has specialized in this area for 15 years 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. In 2010 and 2011 Ron received the FIVE STAR Wealth Management Award from Boston Magazine. Prior to joining Boston Hill Advisors, Ronald held the position of Financial Advisor at New England Financial.
Series 65, BA Finance Bentley College
 Ellen E. Johnson
Client Service Associate
Phone: 877-227-0847
Fax: 978-683-3653
Ellen has over 20 years of client service experience, with 11 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
 Jordan A. Letendre
Paraplanner
Phone: 877-227-0847
Fax: 978-683-3653
Prior to joining Boston Hill Advisors, Jordan attended Bryant University where he graduated with a concentration in Financial Services. Jordan also held various internships within the industry, mainly working for independent investment firms
BS in Business Administration with a concentration in Financial Services, Bryant University
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