Our Team

Joseph J. Trainor, CFA 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 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 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; BA Saint Anselm College; Member-Financial Planning Association of Massachusetts; Pro Bono Financial Planner


Stephen F. Curran, CFP 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; BS Merrimack College; Member-Financial Planning Association of Massachusetts


Joseph W. Hayes, CFP 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; Series 65; BA Brandeis University, MBA Northeastern University; Member- Financial Planning Association of Massachusetts


Ronald F. Siggens 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.

BS Finance Bentley College (Bentley University); Member- Financial Planning Association of Massachusetts; Series 65


Scott M. Brown, CFP 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; BA in Economics with a concentration in Financial Markets, Colby College; Master of Education in Curriculum and Teaching, Boston University; Member-Financial Planning Association of Massachusetts; Member Boston Security Analysts Society; Pro Bono Financial Coach for the Lawrence Community Works Program 


Scott M. Brown, CFPEileen 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.

Bachelor of Science: Accounting and Computer Science, Boston College; Series 65


Michael TrainorMichael C. Trainor

Financial Advisor

Phone: 877-227-0847
Fax: 978-683-3653

Prior to joining Boston Hill Advisors, Michael worked as an investment professional at Peak Rock Capital, a leading private investment firm focused on equity and debt investments in companies in North America and Europe.  Michael began his career in the Investment Banking Division of Goldman Sachs, where he assisted in numerous capital raises and M&A transactions.

BA in Economics, Northwestern University; Series 65


Michael TrainorBin 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; MBA Finance and Accounting Bernard M Baruch College, BS Beijing Institute of Technology


Ellen E. Johnson 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


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


Lauren D. Gomes

Kelly E. West

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 in Business Administration, concentration in Financial Service Management, Johnson & Wales University


Michael TrainorCourtney L. Dolan

Analyst/Trader

Phone: 877-227-0847
Fax: 978-683-3653

Prior to joining Boston Hill Advisors in September 2021, Courtney worked for 7 years at Brandeis University’s Office of Investment Management as an investment operations analyst. She began her career at BNY Mellon as a portfolio accountant and senior data analyst.

BS in Business Administration, Boston University

 


Michael TrainorDespina 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 in Communication Studies, Northeastern University