Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
We use cookies to ensure you get the best experience on our website. If you accept, you agree with our cookie policy.
Back to all locations
Boston_Liberty

One Liberty Sq. 10th Floor
Boston, MA 02109

Directions

Phone: 617.348.3100

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Wealth Management
Endowments & Foundations

Our Team

Our Boston office specializes in wealth management and financial planning and offers clients a holistic approach to retirement for high-net-worth individuals and families and investment advisory services to endowments and foundations.

Advisor

Lauren Lambert, CFA®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Lawrence C. Manning, Jr., CFA®

Principal,
Financial Advisor

View Profile
Advisor

John H. Peterson

Senior Vice President,
Financial Advisor

View Profile
Advisor

Kristen Stewart

Senior Vice President,
Financial Advisor

View Profile
Advisor

Michael J. Vogelzang, CFA®

Principal, and
Chief Investment Strategist

View Profile
View All News and Resources

Contact Us

How can we help?

Boston, MA - Liberty Square

One Liberty Sq.
10th Floor
Boston, MA 02109
Phone 617.348.3100