BOSTON ASSET MANAGEMENT, INC.
CLEARWATER, FLORIDA

Founded in 1992, Boston Asset Management (BAM), headquartered in Clearwater, Florida, is a boutique financial services firm with a distinguished history of serving private clients, institutions, and fiduciaries. Recognized for its commitment to unbiased financial expertise owing to its lack of vested interests in specific investment solutions, BAM expertly manages client assets through partnerships with major financial institutions like Fidelity Investments. BAM's Private Client Group extends its wealth management expertise via wholly owned subsidiaries and strategic alliances, providing an extensive suite of services including investment management, retirement planning, and concierge services typically associated with a multi-family office setting. Particularly adept at catering to high-net-worth individuals and families, BAM offers comprehensive financial oversight through a dedicated point-of-contact approach that simplifies complex personal and financial affairs. The firm also boasts a nuanced understanding of the challenges unique to non-profit organizations, specializing in the thoughtful management of their assets. At the helm is Mark, who possesses 30 years of experience as an investment advisor. Currently leading Boston Asset Management's operations in New England, he focuses on portfolio management for individual clients and institutions alike. His extensive background includes a tenure at U.S. Trust Bank of America where he managed over $400 million in investments. An alumnus of Colby College (1981), Mark continues to play a pivotal role in guiding the firm's strategic direction. Cheryl Coletti, Vice President of Business Development, leverages her extensive professional background from Casella Waste Systems to expand BAM's influence across New England by fostering enduring business relationships focused on client wealth and sustainability. Her leadership extends into community engagement, as she holds positions on the Boards of Directors for both the Greater Chamber of Commerce and Intown Concord. Elevina further strengthens our team with over a decade and a half of experience in private wealth management, bringing her expertise from previous roles such as US Trust and Fleet Bank to BAM. She excels at ensuring seamless client interaction and comprehensive administrative support. BAM's philosophy underscores the importance of customized financial planning centered around understanding its clients' unique needs, goals, and dreams. The firm prides itself on remaining client-focused, committed to creating personalized strategies and maintaining transparent communication throughout evolving markets and life conditions. Established under Florida law as a Domestic Profit Corporation (DOMP), registered with the number V51051, BAM is actively regulated within its state framework. With a reinstatement event in 1995 and a recent annual report filed in April 2024, the firm's continued operation reflects robust compliance and commitment to high standards. For further information or inquiries on the services offered by Boston Asset Management, you may visit their official website at bostonassetmanagement.com.