Broad Management Experience

The Principals of Birch Hill:

  • Have over 100 years combined experience working with clients in the management of their financial assets:
  • Consist of three holders of the Chartered Financial Analyst (CFA) designation, recognized as a global symbol of analytical excellence and integrity. Each has been trained as security analysts and help drive Birch Hill's investment research efforts.
  • Include an attorney who serves as a resource in the area of taxes and trust and estate administration. He also helps identify issues requiring outside legal and accounting assistance.