People

Private Advisory Team

Patricia A. Bowlin
Senior Vice President & Portfolio Manager

As a Senior Vice President and Portfolio Manager, Patty provides investment guidance and portfolio management services to individual and institutional investors. Patty's expertise is complemented by comprehensive portfolio management, investment strategy, and research experience.

Prior to joining Boston Advisors, Patty was Managing Director of Voyageur Asset Management, where she managed client portfolios, contributed to the firms equity research efforts, and co-managed their Growth & Value Portfolio product. Previously, Patty was a portfolio manger at Capital House Investment Management, a subsidiary of the Royal Bank of Scotland, where she was responsible for North American investment strategy and equity research and actively managed major institutional and private client portfolios.

Patty earned a B.A. degree in Economics from Trinity College, and attended Boston University's Graduate School of Management.

Keith E. Faulkner
Senior Vice President & Portfolio Manager

As a Senior Vice President and Portfolio Manager, Keith provides investment guidance and portfolio management services to individual investors. Keith's direct portfolio management expertise is complemented by comprehensive portfolio management, investment strategy, and research experience.

Prior to joining Boston Advisors, Keith was an Assistant Manager at Brown Brothers Harriman & Company where he was responsible for managing relationships with several large institutional clients. He was instrumental in maintaining a consistent level of service between the U.S. and offshore offices during a special assignment in Brown Brothers Luxembourg office.

Keith earned a B.A. degree in Psychology from Framingham State College and an M.B.A. degree from Suffolk University.

Francis Feger, CFP
Senior Vice President & Portfolio Manager

As Senior Vice President and Portfolio Manager, Frank, brings more than thirty years of industry-related experience to Boston Advisors. He provides investment guidance and portfolio management services to individual investors. His direct portfolio management expertise is complemented by his vast management, corporate planning, treasury, and credit analysis experience.

Prior to joining Boston Advisors, Frank was Assistant Vice President of Treasury at A.G. Becker-Paribas Inc., Account Executive and Certified Financial Planner at Prudential-Bache Securities Inc., and Group Control and Operations Manager at Charles Schwab & Co., Inc.

Frank earned a B.A. degree in History at Columbia College, and an M.B.A. degree at New York University's Leonard N. Stern School of Business. Upon graduating, Frank was elected to the prestigious Beta Gamma Sigma, the national scholastic honorary society in business administration. He holds the Certified Financial Planner (CFP) designation.

Donald D. Fox
Senior Vice President & Portfolio Manager

As a Senior Vice President and Portfolio Manger, Don provides investment guidance and portfolio management services to individual investors. Don draws upon extensive industry experience and offers his clients a broad perspective on portfolio management. His client work extends from individual and trust accounts to endowments, foundations, and small-business profit sharing plans.

Don began his career in the Research Department at Babson-United Investment Advisors, and earned a reputation as one of Babsons most highly respected securities analysts. In 1993, he was promoted to Vice President, Director of Research, elected a voting member of the investment committee, and appointed Managing Editor of the firm's client communications. He formerly served as Chairman of the Investment Committee.

Don earned a B.A. degree in Political Science from the University of Rochester.

Stephen F. Fusi, CFA, CFP
Senior Vice President & Portfolio Manager

As a Senior Vice President and Portfolio Manager, Steve brings over twenty years of industry-related experience to Boston Advisors. Steve provides investment guidance and portfolio management services to individual investors. Steve's expertise is supported by professional experience across a variety of industries. This diverse background provides him with the unique ability to meet a broad range of client objectives.

Prior to joining Boston Advisors, Steve held positions as a mechanical engineer, construction contracts manager, stockbroker, and investment trust officer for a major Boston Bank.

Steve earned a B.S. degree in Mechanical Engineering from Wentworth College. His professional knowledge of finance is enhanced through various M.B.A. coursework. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.

Lawrence C. Manning, Jr., CFA
Senior Vice President & Portfolio Manager

As a Senior Vice President, Portfolio Manager and Co-Chairman of the Private Advisory Investment Policy Committee, Larry has been instrumental in shaping Boston Advisors investment policies and is involved in numerous aspects of the firms business. Larry has maintained oversight of the firms research effort and served as Chairman of the Investment Committee. He manages portfolios for many individual and institutional clients at Boston Advisors.

Prior to joining Boston Advisors, Larry was Vice President and Financial Consultant for Cadaret, Grant & Company/HMS Financial Group. Larry was responsible for preparing comprehensive financial plans including investment and insurance advice for individuals and small businesses.

Larry earned a B.A. degree in Business and Economics from Saint Anselm College, and an M.S.F. degree from Bentley College, where he subsequently taught International Finance as an adjunct professor at the undergraduate and graduate levels. Larry holds the Chartered Financial Analyst (CFA) designation, and is a member of the Boston Security Analysts Society and the Association for Investment Management and Research (AIMR).

John H. Peterson
Senior Vice President & Business Development Officer

As a Senior Vice President and Business Development Officer, John is responsible for all business development within the Portfolio Advisory Group of Boston Advisors LLC.

Prior to joining Boston Advisors LLC, Mr. Peterson was a Vice President and Portfolio Manager for the Investment Management Group of Rockland Trust Company for seven years managing high net-worth, non-profit, and municipal investment accounts.

Previously Mr. Peterson was a Vice President of Sales for Babson-United Investment Advisors and a Financial Advisor with Paine Webber, Inc.

Mr. Peterson holds a BA in History from Saint Anselm College and a MBA from Northeastern University. He is an affiliate member of the CFA Institute and the Boston Securities Analyst Society

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