Team
Birch Hill’s founders Miner A. Crary, CFA, Gary R. Mikula, CFA, Robert A. O’Neil, CFA, and Thomas E. Reilly Jr., JD are actively engaged in managing investments for clients. As a team, we have over 100 years combined experience working with clients and managing their financial assets.
Our Principals always set their course with a strict code of ethics. Three are Chartered Financial Analysts, a professional designation which requires comprehensive knowledge of investments and an adherence to the highest standards of ethical and professional conduct. One Principal is an attorney with tax, trust and estate administration experience who helps identify issues requiring outside legal and tax-related advice.
Miner A. Crary, CFA, Founding Principal
Miner is a founder of Birch Hill and has twenty-eight years of experience providing investment counseling and investment research for high net-worth clients. Prior to founding Birch Hill, Miner was a Managing Director at Seaward Management. Miner also held positions at P.D. Sinclair and Associates and started his career as an equity analyst at Liberty Mutual and Arkwright Insurance.
Miner has a BA from Amherst College, an MA from Tufts, and an MBA from Boston University. He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society, the CFA Institute and the Boston Economic Club. Miner is a Trustee of the Sudbury Foundation and a former Director and Treasurer of the Boston Security Analysts Society. He also served as an Overseer of the Bank of America Celebrity Series and was Chair of the Investment Committee.
Miner may be reached at 617-502-8304 or MCrary@BirchHillAdvisors.com
Gary R. Mikula, CFA, Founding Principal
Gary is a founder of Birch Hill, and has twenty-nine years of experience managing investment portfolios for high net-worth individuals and small institutions. Prior to founding Birch Hill Gary was a Managing Director at Seaward Management. Prior to Seaward, Gary was a Vice President and Investment Counselor for Eaton Vance Management. Gary also held positions at Webster Management in Boston and Hamilton Bank in Pennsylvania. Barron’s magazine named Gary as one of the country’s top 100 Independent Financial Advisors in 2008 and 2009. In 2010, Boston Magazine named Gary as one of Boston’s Five Star Wealth Managers.
Gary received a BBA from Pennsylvania State University at Harrisburg. He has an MBA from Drexel University. He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society, the CFA Institute, and The Boston Economic Club. Gary is a Trustee of The Boston Conservatory and a Director and Treasurer of Friends of the Children-Boston.
Gary may be reached at 617-502-8301 or GMikula@BirchHillAdvisors.com.
Robert A. O’Neil, Jr., CFA, Founding Principal
Rob is a founder of Birch Hill and has sixteen years experience in the financial service industry. Rob’s experience includes providing portfolio management, security analysis, and financial advice to individuals and charitable groups. Prior to Birch Hill, Rob was a Managing Director at Seaward Management. Rob also was a Vice President and Investment Counselor at Eaton Vance Management. In addition, Rob held positions at Standish, Ayer & Wood and Investors Bank and Trust Company.
Rob has a BS from Bentley College and an MBA from the F.W. Olin Graduate School of Business at Babson College. He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society and the CFA Institute. Rob is a member of the investment committee of the Louisa May Alcott Memorial Association. He is also a Corporator for Emerson Hospital and Vice-Chairman of the Investment Committee.
Rob may be reached at 617-502-8302 or ROneil@BirchHillAdvisors.com.
Thomas E. Reilly, Jr., JD, LLM, Founding Principal
Tom is a founder of Birch Hill and has been working with individuals, endowments and foundations in the management of their accounts for more than thirty-three years. Prior to founding Birch Hill, Tom was at Seaward Management for ten years as a Managing Director. From 1984 through 1997 he was a Portfolio Manager at the Boston Company, where his positions included Head of the Boston Endowments and Foundations Group for Mellon Private Capital Management. He began his career in the late 1970’s with the Private Client Group of Morgan Guaranty Trust Company of New York.
A graduate of Hamilton College, Tom holds a Juris Doctor from Albany Law School of Union University and an LLM in Taxation from New York University Graduate School of Law. He is a member of the New York Bar. He is a Trustee of Crossroads for Kids and former Treasurer of the Wellesley Community Children's Center.
Tom may be reached at 617-502-8303 or TReilly@BirchHillAdvisors.com.
John B. Stiles, Principal
With over nine years of experience in financial management services, John is responsible for systems management and trading at Birch Hill. Prior to joining Birch Hill, John was a Research Associate and Trader at Seaward Management. John began his career at Eaton Vance Management.
John is a graduate of Northeastern University where he participated in the Co-op program, holding various financial internships at State Street Bank, Mellon Financial, and Batterymarch Financial Management. He received his Masters of Science in Investment Management from Boston University.
John may be reached at 617-502-8324 or JStiles@BirchHillAdvisors.com.
