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Asset ManagerRIA · CRD 165554

Updated:

Boston Harbor Investment Management

Boston Harbor Investment Management is a state-registered investment adviser in Bedford, MA. It manages $15 million in regulatory assets. The firm has 3...

Overview

Boston Harbor Investment Management is a state-registered investment adviser in Bedford, MA. It manages $15 million in regulatory assets. The firm has 3 employees and 3 investment advisers.

General information

Firm type

Generalist

Year founded

2008

Location

Region

North America

Country

United States

City

Bedford

Corporate office

Bedford, United States

Principals

David Page

Chairman and CEO

Dennis N. Caulfield

Chief Investment Officer and Vice Chairman

Stephen H. Penman

Member of the Board of Advisors

Jan P. Hagemeier

Managing Partner and Global Head of Distribution

Robert F. Ploder

Special Advisor

Frequently asked questions

Who runs investment decisions at Boston Harbor Investment Management?

Dennis N. Caulfield serves as Chief Investment Officer and Vice Chairman.

What prior experience do the founders bring to Boston Harbor Investment Management?

David Page previously founded IDEAssociates and EnvoyWorldWide. Dennis N. Caulfield founded Quantitative Securities Research, Inc.

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