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. 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 over 16 years of experience in investment research. 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 Captial 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
Managing Partner
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
Ronald F. Siggens
Financial Advisor
Phone: 877-227-0847
Fax: 978-683-3653
Ronald specializes in working with educators and educational institutions, as well as employees and executives in job transitions. He has specialized in this area for 12 years with a focus on financial planning. Leveraging the tools and investment team at Boston Hill Advisors, Ronald 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.
Series 65, BA Finance Bentley College
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