BOSTON ASSET MANAGEMENT, INC.
CLEARWATER, FLORIDA

Founded in 1992, Boston Asset Management is a boutique financial services firm, headquartered in Clearwater, Florida, that serves private clients, institutions and fiduciaries. Client assets are held at Fidelity Investments and other major financial institutions. We provide unbiased financial expertise, as we do not have vested interests in one investment solution over another. BAM’s Private Client Group, in concert with wholly owned subsidiaries and strategic partnerships, provides a full range of wealth management solutions including investment management, retirement plans, and concierge services typically only found in a multi-family office setting. BAM specializes in serving affluent individuals and families that find value in a single point of contact and a fiduciary relationship to manage their complex financial and personal lives. Boston Asset Management also understands the unique nature of operating a non-profit organization, and accordingly, specializes in the management of assets for these organizations. Mark has 30 years of experience as an investment advisor. He is responsible for the New England division of Boston Asset Management and specializes in portfolio management for high net worth individuals and institutions. Previously, Mark served as Vice President and Portfolio Manager for U.S. Trust Bank of America, where he was responsible for the investment of $400 million in institutional and individual assets. Mark is a 1981 graduate of Colby College in Waterville, Maine. Vice President of Business Development Ms. Coletti is dedicated to expanding the firm’s footprint in the greater New England area focusing on bringing business owners and resources together to create wealth and sustainability for her clients’ professional and personal success. Cheryl received her Bachelors Degree in Communication from the University of Massachusetts, Amherst and her Masters Degree in Business Administration from the University of New Hampshire. Cheryl comes to us from Casella Waste Systems, where she was responsible for their Northern New England operations. Cheryl sits on the Board of Directors for both the Greater Chamber of Commerce and Intown Concord. She is a member of the Leadership NH Class of 2015 and is an active member of the Business and Industry Association of New Hampshire and the Concord Rotary. She enjoys living in Concord with her two small children. Elevina joined Boston Asset Management in August of 2009 after working at US Trust, Bank of America Private Wealth Management for 12 years. Prior to working at US Trust, she worked in Trust Services and Retirement Services for Fleet Bank. Her role within the firm is to assist our advisors with client interaction, handling administrative requests and account reconciliation to opening accounts and monitoring asset transfers and day to day support. Elevina provides our clients with exceptional personal service. Our Philosophy Whatever your individual needs, goals, or dreams are, success starts with a plan. That is why we begin every relationship by taking the time to understand you, your family, and your business or organization. We commit substantial resources to assess where you are today, understand where you want to go, and create a customized solution to help you get there. At Boston Asset Management, the client is at the center of everything we do. Not Wall Street. Not proprietary products. Not the daily noise of the markets. We pride ourselves on providing, objective, client-centered advice and disciplined ongoing solutions tailored to the client’s unique situation. Life changes. Markets change. True advisory relationships are built to last. Our client relationships are founded on open communication, mutual respect, and trust. We are committed to earning your business every day. What to Expect When you Become a Client of Boston Asset Management: From there, the real work begins. We will develop a plan to get you from where you are today to where you want to be. We work diligently to fine tune the details, and communicate back and forth along the way. Once completed, we will deliver a comprehensive plan and walk through the details with you step by step. We will help you implement the plan and get you organized with a personal website that displays and tracks your financial life in one place. Finally, we will provide ongoing service and regular updates on your progress. We will make changes as needed and be there for you to answer your questions or provide additional services that you may require. Mark has 30 years of experience as an investment advisor. He is responsible for the New England division of Boston Asset Management and specializes in portfolio management for high net worth individuals and institutions. Previously, Mark served as Vice President and Portfolio Manager for U.S. Trust Bank of America, where he was responsible for the investment of $400 million in institutional and individual assets. Mark is a 1981 graduate of Colby College in Waterville, Maine. Vice President of Business Development Ms. Coletti is dedicated to expanding the firm’s footprint in the greater New England area focusing on bringing business owners and resources together to create wealth and sustainability for her clients’ professional and personal success. Cheryl received her Bachelors Degree in Communication from the University of Massachusetts, Amherst and her Masters Degree in Business Administration from the University of New Hampshire. Cheryl comes to us from Casella Waste Systems, where she was responsible for their Northern New England operations. Cheryl sits on the Board of Directors for both the Greater Chamber of Commerce and Intown Concord. She is a member of the Leadership NH Class of 2015 and is an active member of the Business and Industry Association of New Hampshire and the Concord Rotary. She enjoys living in Concord with her two small children. Elevina joined Boston Asset Management in August of 2009 after working at US Trust, Bank of America Private Wealth Management for 12 years. Prior to working at US Trust, she worked in Trust Services and Retirement Services for Fleet Bank. Her role within the firm is to assist our advisors with client interaction, handling administrative requests and account reconciliation to opening accounts and monitoring asset transfers and day to day support. Elevina provides our clients with exceptional personal service.