OUR TEAM
George P. Beal
George helped found The Boston Family Office and now is its Managing Partner as well as a portfolio manager. More…
Darren Beals
Darren joined The Boston Family Office in 2021 and serves as the Chief Compliance Officer. More…
Michael J. Dorsey, Jr., CFA, CFP®
Mike joined The Boston Family Office in 2020 as a portfolio manager. More…
Benjamin T. Richardson, CFA
Ben is a partner and portfolio manager for The Boston Family Office. He joined the firm in 2004 and serves as the Chief Investment Officer. More…
Eliza H. S. (“Happy”) Rowe
Happy joined The Boston Family Office as a partner and portfolio manager in 2000 and now serves as its Treasurer. More…
Michael J. Unger, CFA
Michael is a partner of and portfolio manager for The Boston Family Office. He joined the firm in 2000. More…
George Putnam, III
George helped found The Boston Family Office and is a partner, although he is not involved in the day-to-day operations of the firm. More…
CLIENT ADMINISTRATORS
Solange Bell
Annmarie Costigan
Kathy Hiltz
Cary Marchi
Melissa Onorato
Christine O’Toole
Molly Perkins
