Our Team
Joseph J. Trainor, CFA
Managing Partner
Phone: 877-227-0847
Fax: 978-683-3653
Joe has over 35 years of financial and investment experience. Prior to founding Boston Hill Advisors, Joseph was 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; Centerville Improvement Society; Head of Finance Committee St. John’s the Evangelist Church in Beverly, MA; Sponsor the Lauren Helen Trainor NICU Research Fund at Brigham & Women’s Hospital; Member Investment Committee of the Essex County Community Foundation; Board Member Beverly Bootstraps; MBA Northeastern University; BS Salem State College
Michael F. Edwards, CFA
Managing Partner
Phone: 877-227-0847
Fax: 978-683-3653
Michael has more than 25 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. 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
Financial Advisor
Phone: 877-227-0847
Fax: 978-683-3653
Marybeth has over 30 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 served as the Community Outreach Director on the Board of the Massachusetts Financial Planning Association from 2013-2017. In this role, she oversaw efforts to support all pro bono initiatives, including its partnerships with the Massachusetts National Guard, The Dana-Farber Cancer Institute, The Midas Collaborative and Lawrence Community Works.
Certified Financial PlannerTM; Series 65; Member-Financial Planning Association of Massachusetts; Pro Bono Financial Planner; BA Saint Anselm College
Stephen F. Curran, CFP
Financial Advisor
Phone: 877-227-0847
Fax: 978-683-3653
Stephen has over 25 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; Member-Financial Planning Association of Massachusetts; BS Merrimack College
Joseph W. Hayes, CFP
Financial Advisor
Phone: 877-227-0847
Fax: 978-683-3653
Joe has over 30 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; Member- Financial Planning Association of Massachusetts; Series 65; BA Brandeis University; MBA Northeastern University
Ronald F. Siggens
Financial Advisor
Phone: 877-227-0847
Fax: 978-683-3653
Ron has over 25 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.
Member- Financial Planning Association of Massachusetts; Series 65; BS Finance Bentley College (Bentley University)
Scott M. Brown, CFA, CFP
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; Member-Financial Planning Association of Massachusetts; Member Boston Security Analysts Society; Pro Bono Financial Coach for the Lawrence Community Works Program; BA in Economics with a concentration in Financial Markets, Colby College; Master of Education in Curriculum and Teaching, Boston University
Eileen S. Currie
Financial Advisor
Phone: 877-227-0847
Fax: 978-683-3653
Eileen has more than 30 years of experience as a business leader and executive. Eileen’s expertise covers numerous financial areas allowing her to serve in the role of CFO for her clients. In addition, Eileen focuses on mentoring female leaders and supporting women in gaining financial independence. Before joining BHA, Eileen was President/CEO of eMaxx insurance operating companies; Senior Vice President at Arbella Commercial Insurance Group; Chief Marketing Officer for Crum & Foster; and served in various management capacities with The Hartford Steam Boiler Inspection and Insurance Company, Columbia Insurance Agency, Inc., and CIGNA.
Board Member of Massachusetts Hospital Association Solutions Insurance & Benefits; Member of Planning, Audit, and Dues Committees Salem Country Club; Mentor, Women Unlimited, Inc.; Series 65; BS Accounting and Computer Science, Boston College
Bin Chen, CFA
Financial Advisor
Phone: 877-227-0847
Fax: 978-683-3653
Bin has over 25 years of global investment research, advising, and asset allocation experience. She focuses on providing asset allocation and investment advice to both institutional and private wealth clients. Prior to joining Boston Hill Advisors, Bin served as Managing Director of CreditEase Wealth Management and Executive Director of Goldman Sachs China. She was responsible for managing global fund-of-funds and developing a wealth management platform for private clients. Prior to Goldman, Bin was the China investment consulting leader for Mercer and Aon Hewitt. Bin also worked at Charles Schwab, Financial Engines, and Partners Healthcare System.
Chartered Financial Analyst; Member Boston Security Analysts Society; BS, Beijing Institute of Technology; MBA Finance and Accounting, Bernard M Baruch College
John M. Ham, CFA
Portfolio Manager and Head of Trading
Phone: 877-227-0847
Fax: 978-683-3653
John brings nearly 20 years of experience in the financial services industry with him to Boston Hill Advisors. He worked at or for long-short equity Hedge Funds in both the fundamental analysis and quantitative disciplines for the majority of his career. John spent nearly a decade at Bain Capital’s Public Equity arm focusing on Derivates, collateral management and Prime Broker optimization. He then worked at Arrowstreet Capital, a leading quantitative hedge fund. Most recently, John transitioned to the RIA side of the business focusing on affluent and high-net-worth clients. John is a member of the Boston Hill Advisors Investment Committee focusing on asset allocation and security selection.
Chartered Financial Analyst; Member Boston Security Analysts Society; BS Accounting, Bryant University; Master of Investment Management, Boston University
Derek J. McCarthy
Investment Analyst
Phone: 877-227-0847
Fax: 978-683-3653
Derek has over 10 years of investment management experience. Prior to joining Boston Hill Advisors, Derek was an Analyst/Trader at Longfellow Investment Management Co., LLC. He began his career at State Street Bank & Trust as a CLO Analyst.
BS Economics and Finance, Bentley University
Ellen E. Johnson
Client Service Associate
Phone: 877-227-0847
Fax: 978-683-3653
Ellen has 25 years of experience in investment services. 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 served in the roles of Corporate Credit Representative, Senior Administrative Assistant and then Associate Product Manager/Northeast region for Arrow Electronics.
BS Finance, University of Rhode Island
Kyle W. Gahan
Client Service Associate
Phone: 877-227-0847
Fax: 978-683-3653
Kyle serves in the role of Client Service Associate where he supports clients and advisor needs on a daily basis. Prior to joining Boston Hill Advisors in 2021, Kyle graduated from Sacred Heart University where he studied Sport Management and Advertising & Public Relations.
BS Sport Management, Sacred Heart University
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.
Paralegal Certificate, University of Hartford; BA Art History, University of Hartford
Lauren D. Gomes
Paraplanner
Phone: 877-227-0847
Fax: 978-683-3653
Lauren has over 15 years of experience in the financial services industry. Prior to joining Boston Hill Advisors, she worked at Beverly National Bank in the Wealth Management and Trust Department. She began her career working as a Defined Benefit and Defined Contributions Specialist. She received a Graduate Certificate in Financial Planning from
Salem State University.
BS Business Administration concentration in Financial Service Management, Johnson & Wales University
Michael P. Dalton, CFP
Paraplanner
Phone: 877-227-0847
Fax: 978-683-3653
Michael began his career in the financial services industry more than 10 years ago. Prior to joining Boston Hill Advisors, Michael worked as a Paraplanner for an independent financial advisor and was a financial advisor for a credit union wealth management team. Michael also worked for Fidelity Investments on a team serving high net worth clients.
Certified Financial PlannerTM; Retirement Income Certified Professional® (RICP®); BS Finance concentration in Financial Planning, Southern New Hampshire University
Ai L. Welch
Paraplanner
Phone: 877-227-0847
Fax: 978-683-3653
Ai has nearly 30 years of experience assisting families going through transitions both personally and financially. Prior to joining Boston Hill Advisors, Ai served in a senior role managing a multi-location funeral home firm where he both co-managed the business and served in the sensitive role of working with families who engaged in funeral services. Previously Ai worked in the financial services industry for Northwestern Mutual and Fidelity Investments. He is committed to volunteerism in his community and leadership mentoring with his local fraternal organizations.
Member-Financial Planning Association; Completing studies BA Business Administration, Southern New Hampshire University; A.A.S., NH Technical College
Despina Phelps
Analyst/Trader
Phone: 877-227-0847
Fax: 978-683-3653
Despina has over 15 years of experience in the financial services industry. Prior to joining Boston Hill Advisors in March 2022, Despina worked for Cetera Advisors as Client Services Manager. She started her career at SalemFive in the Deposit Operations Department as an Operations Specialist.
BA Communication Studies, Northeastern University
Megan Pinkham
Analyst/Trader
Phone: 877-227-0847
Fax: 978-683-3653
Megan brings over 20 years of experience in both client and financial services. Prior to joining Boston Hill Advisors, Megan worked at Sentinel Benefits & Financial Group as a Senior Trade Support Analyst.
BA Psychology, Westfield State College