Investment Approach

E. Greer Candler, CFA joined The Boston Family Office as a partner and portfolio manager in 2010.

Previously she was a partner and portfolio manager with Norris, Perné, and French in Grand Rapids, Michigan. Prior to that, she was a Vice President and portfolio manager at Old Kent Bank, also in Grand Rapids, and a trader at Detroit Bank and Trust.

Greer graduated from Trinity College in 1976 with a BA in Economics. She earned her CFA Charter in 1986 and is currently a member of the Boston Security Analysts Society and the Boston Estate Planning Council.

Having recently moved from Michigan where she was very involved with her community, in Boston she is a member of the Beacon Hill Circle for Charity and Chair of the Membership Committee of the Nichols House Museum.

She lives in Beacon Hill and has two grown children, Claire and Reed Lerchen.


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