Cherry Bekaert

Boston Advisors is a trusted investment firm that has been proudly serving institutional investors since 1982, offering a powerful hybrid investment process that combines quantitative modeling with expert judgment and insight from their team of experienced professionals. With a dedicated team of thoughtful investment experts, Boston Advisors provides broad asset management and wealth planning expertise, ensuring that clients' investment goals are met with purpose and precision.Generated from the website

The principal of our team is Kenneth P. Posco. He has over 35 years experience in investment management, financial planning, and tax preparation and planning. He has a bachelor degree in accounting, and a Masters in taxation degree both from Bentley University. He recognized the need for Investment & Financial planning 35 years ago, and became a Certified Financial Planner in 1981. His certification number is 556 out of over 75,000 Certified Financial Planners throughout the world. He witnessed significant changes in the business in that timeframe, which gave him the experience to analyze investments in an objective manner. The team is dedicated to serving each client with the utmost respect and integrity.

Brown Advisory Group, headquartered in East Providence, RI, provides comprehensive investment and wealth management solutions. As trusted financial planners, we offer expert guidance in financial and retirement planning, helping clients secure their future. Our experienced professionals provide personalized strategies to grow and protect your assets. We offer a wide range of services including retirement, estate, and long-term care planning, as well as tax-reduction strategies and charitable planning. Our team works closely with you to develop customized investment services and financial strategies aligned with your goals, ensuring your wealth works efficiently for you and your chosen causes.