Birch Hill News

  • MAY
    2017
    Birch Hill was a Respite Caregiver Sponsor of Boston Health Care for the Homeless Program's 2017 Medicine That Matters Gala. Over 12,000 homeless men, women, and children are cared for by Boston Health Care for the Homeless Program each year. Gary Mikula, Rob O'Neil and Brett Mirliani attended the event.
  • MAY
    2017
    Birch Hill was a Silver Sponsor of Silver Lining Mentoring's 8th Annual Match Gala. Silver Lining Mentoring's mission is to empower youth in foster care to flourish through committed mentoring relationships and the development of essential life skills. Gary Mikula and Chris Mikus attended the event.
  • MAY
    2017
    Following a multi-year tradition, Birch Hill helped sponsor the Friends of the Children-Boston "2017 Friend Raiser". The annual event is a major revenue source for the organization. Friends of the Children is a revolutionary mentoring organization which fosters high academic achievement and strong character development of children from at-risk and underserved communities. Gary Mikula has been a Director of the organization for twelve years and currently serves as its Treasurer.
  • MAY
    2017
    Birch Hill continued its support of Crossroads For Kids as a Lantern Sponsor of the Urban Campfire Event. Crossroads has been providing life-changing experiences to at-risk youth and teens for almost 80 years. Children start as summer campers in their early elementary school years and with mentoring and year-round support move through their teen years to graduation and often college. At every turn, Crossroads strives to provide these deserving young people the support to help them make the right decisions that lead to fulfilling lives. Tom Reilly has been a Trustee since 1992 and currently serves on the Finance Committee and chairs the Investment Committee.
  • MAR
    2017
    For the second year in a row, AdvisoryHQ has listed Birch Hill as one of the Top 10 Financial Advisors in Boston. AdvisoryHQ is a global online news media that provides extensive research, reviews, and rankings of firms and products. Birch Hill was specifically commended for transparency, accountability, community involvement, and the trust clients have in our Principals to serve multiple generations of family members. (See more information about AdvisoryHQ and their ranking process on our disclosures page.)
  • FEB
    2017
    Boston Magazine named Tom Reilly and Gary Mikula as two of Boston's Five Star Wealth Manager award winners for 2017. (See more information about Boston Magazine's ranking process on our disclosures page.)
  • OCT
    2016
    Birch Hill was again a Leadership Sponsor of All the Way Home, an evening to benefit St. Francis House, the largest day shelter in New England. St. Francis House strives to establish a relationship of trust with everyone who comes through its doors, leading to care and rehabilitative services that enable the homeless to rebuild their lives. Tom Reilly has been a Trustee since 2010 and is on the Finance and Development Committees. Tim Malloy, Tom Reilly and their spouses attended the event.
  • SEP
    2016
    Birch Hill was an Advocate Sponsor of Boston Health Care for the Homeless Program's First Annual September Soirée, a gala event to celebrate Boston's young professionals and their commitment to service. BHCHP has a singular, powerful mission – to provide and assure access to the highest quality health care for Boston's homeless women, men and children. Gary Mikula and Brett Mirliani attended the event.
  • AUG
    2016
    Adam J. Desjardins successfully completed the third and final exam required to receive the Chartered Financial Analyst® (CFA®) designation. The CFA program is a globally recognized standard for measuring the competence and integrity of financial analysts. In addition to other requirements, candidates must pass three six-hour examinations covering areas of study including accounting, economics, ethics, money management and security analysis. Adam received his BA in Economics from California State University San Marcos and his MBA from Boston College. Adam joined Birch Hill in July 2007 and has been a Research Analyst since 2012.
  • AUG
    2016
    G. Bowen Cook, Jr. successfully completed the third and final exam of the Chartered Financial Analyst® (CFA®) program and will be eligible for the CFA charter upon completion of the required work experience. The CFA program is a globally recognized standard for measuring the competence and integrity of financial analysts. In addition to other requirements, candidates must pass three six-hour examinations covering areas of study including accounting, economics, ethics, money management and security analysis. Bo received his Bachelor of Science in Business Administration from Northeastern University. Bo joined Birch Hill in July 2013 as an Associate. His current responsibilities include mutual fund analysis and researching individual equities.
  • JUL
    2016
    Christopher P. Mikus recently received his Master of Business Administration degree at Boston University Questrom School of Business. Chris previously received his Bachelor's degree in History from Kenyon College. He joined Birch Hill in 2012 and currently works as an Associate. Chris is primarily responsible for securities trading, performance measurement, and operations.
  • JUL
    2016
    Birch Hill's office closed early on Friday, July 8th so that staff and spouses could attend a local performance of Cirque du Soleil's Kurios: Cabinet of Curiosities. Based in Montreal, Canada, Cirque du Soleil is a contemporary circus act featuring acrobatics. The outing was a perfect way for Birch Hill employees to celebrate the beginning of our tenth year.
  • JUN
    2016
    Brett Mirliani joined the Boston Estate Planning Council Sponsorship Committee for fiscal 2016-2017. The Sponsorship Committee solicits member and non-member firms for annual sponsorship packages and support for the Annual Gala. The Boston Estate Planning Council is an association organized to provide educational programs and networking opportunities for estate planning professionals in the community.
  • MAR
    2016
    Brett A. Mirliani recently was approved for membership in the Boston Estate Planning Council. Established in 1930, the Boston Estate Planning Council is an association organized to provide educational programs and networking opportunities for estate planning professionals in the community. Rob O'Neil and Tom Reilly are also BEPC members.
  • NOV
    2015
    Brett A. Mirliani joined Birch Hill as Vice President. Brett has twenty years of experience in the financial services industry, including roles in business development, security analysis, portfolio management, and providing financial advice to individuals. Brett was focused on business development at Granite Harbor Asset Management and Pinnacle Equity Solutions, and equity analysis at Massachusetts Financial Services (MFS) and Manning & Napier Advisors. He has a Bachelor of Arts degree in Economics from St. Lawrence University, and is a CFA Charterholder and CFP® Practitioner. Brett lives with his wife, Kristin, and three children in Canton, Ma. We are delighted to have Brett as part of our team.
  • OCT
    2015
    Rob O'Neil was a panelist of professional advisors discussing investing across life's stages. The event was sponsored by the Goodnow Library Foundation in Sudbury.
  • MAR
    2015
    Janan S. Thomas joined Birch Hill as an Associate. Janan previously worked as an Administrator and Research Associate at Kanon Bloch Carré. We are very pleased to welcome Janan to Birch Hill.
  • MAR
    2015
    Miner Crary was elected to the Board of Trustees of the Wayside Inn, Sudbury, MA, a non-profit historical national landmark and site of the country's oldest operating Inn.
  • FEB
    2015
    Boston Magazine again named Tom Reilly and Gary Mikula as two of Boston's Five Star Wealth Managers.
  • JAN
    2015
    John Stiles was elected President of the Advent Users Group Board of Directors. Founded in 1998 by a group of investment professionals, AUG is focused on sharing knowledge and solutions among users of industry software and services. It represents roughly 300 investment firms nationally.
  • JUN
    2014
    John Stiles became a Director of Camp Fire Eastern Massachusetts, a non-profit which provides asset-based development programs for children, youth, and their families.
  • JUN
    2014
    Adam J. Desjardins completed his Master of Business Administration degree at Boston College. Adam previously received his BA in Economics from California State University San Marcos. He joined Birch Hill in July 2007 as an Associate and was promoted to a Research Analyst in 2012. Adam is currently pursuing his CFA designation. He is a member of the CFA Institute and the Boston Security Analysts Society. Adam is a volunteer at the Boston Money Management Program and Big Brothers Big Sisters.
  • MAY
    2014
    Gary Mikula was named a Trustee Emeritus of The Boston Conservatory. Gary first became an Overseer of The Conservatory in 1995. Later that year he became a Trustee. Over his nineteen year tenure Gary served in various leadership roles including Vice-Chairman of the Board of Trustees, Treasurer, and Chairman of the Investment Committee. Gary was a long standing member of The Conservatory's Budget & Finance Committee, Investment Committee, Executive Committee, and Compensation Committee.
  • AUG
    2013
    Timothy M. Malloy joined Birch Hill as Vice President and Equity Analyst. Tim has more than fifteen years of experience as an analyst and portfolio manager at Manulife Asset Management, Thomas Weisel Partners and Baring Asset Management. He has a Bachelor of Science degree from Catholic University and an MBA from Boston College. Tim lives with his wife, Carolyn, and three children in Dover, Ma. We are delighted to have Tim as part of our team.
  • JUL
    2013
    G. Bowen Cook Jr. joined Birch Hill as an Associate. Bo is a 2011 graduate of Northeastern University with a Bachelor of Science degree in Business Administration. Bo previously worked as an Operations Specialist at Brown Brothers Harriman and had internships at Wellington and John Hancock. We are very pleased to welcome Bo to Birch Hill.

*For disclosures related to recognitions given to Birch Hill Investment Advisors LLC and Birch Hill Principals, please click here.