Our Team - Institutional Team
Our team is comprised of industry veterans with decades of combined experience serving both institutional and high net worth clients through various market cycles. With more than twenty investment professionals, our dynamic group of experts has demonstrated its investment management strength over the last three decades.
We are proud of the lasting relationships we have built with our diverse client base and strive to continuously provide exceptional client service.
Mr. Hanna is Chief Investment Officer at Boston Advisors, which includes serving on the Management and Operating Committees. In his role, Mr. Hanna oversees the firm's equity activities, including quantitative and fundamental research, portfolio management and trading. He also serves as lead portfolio manager for the firm's international equity strategy and was a founding team member of the international product launch in 2008. Mr. Hanna has specific expertise in the areas of quantitative research and risk management.Show/Hide More ›
Mr. Hanna has more than 32 years of industry-related experience. Prior to joining the firm in 2007, he was a senior portfolio manager in the Global Hedge Fund Strategies Group at State Street Global Advisors (SSgA), where he managed US and European equity portfolios and travelled globally to support some of the world's largest, most sophisticated institutions. He was with SSgA from 1997 to 2005, working in both the Boston and London offices. Prior to SSgA, he was Vice President, Quantitative Analysis, at Standish, Ayer & Wood from 1992-1997. Prior to that, he worked in proprietary trading, small cap portfolio management and portfolio insurance.
Mr. Hanna earned a B.S. degree in finance from the Pennsylvania State University in 1987 and completed an honors degree with a thesis on derivatives hedging entitled, "Portfolio Insurance - A Simulation Using Binomial Option Pricing Theory." He also attended the Institut Universitaire de Technologie in Nice, France, focusing on European business. He is nearing completion of a MA at Gordon Conwell Theological Seminary, where his coursework has focused on faith-based economic development and social justice.
Mr. Riley is Senior Vice President and Director of Growth Equity Investing at Boston Advisors. Mr. Riley brings more than twenty-five years of industry-related experience to Boston Advisors. As a member of the Institutional Equity Team, Mr. Riley has primary responsibility for the firm's growth equity strategies.Show/Hide More ›
Prior to joining Boston Advisors in 2002, Mr. Riley was a Vice President and Portfolio Manager at Babson-United Investment Advisors. In addition to serving as Vice Chairman of the Investment Committee, Mr. Riley managed private accounts for high net worth clients and institutional portfolios, and was instrumental in the development and implementation of a quantitatively-based stock selection process.
Mr. Riley earned a B.S. degree in business administration and finance from Emory University and a M.B.A. degree from Northeastern University. He holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and of the CFA Society Boston.
Mr. Gaul is a Senior Vice President and Portfolio Manager at Boston Advisors. As a member of the Institutional Equity Team, he is lead portfolio manager on the firm's Small Cap Growth and Large Cap Core strategies.Show/Hide More ›
Mr. Gaul has more than fifteen years of industry-related experience, including investment banking, sales and trading, and investment management. Prior to joining Boston Advisors in 2005, Mr. Gaul was an institutional fixed income sales professional with Commerce Capital Markets, Inc. and Advest, Inc. Previously, he worked closely with non-profit and municipal borrowers structuring tax-exempt bond issues for Advest, Inc.'s Public Finance Investment Banking department.
Mr. Gaul earned a B.S. degree in investments from Babson College, an M.S. degree in investment management with High Honors at the Boston University Graduate School of Management and is a member of Beta Gamma Sigma International Honor Society. He is an active supporter of Babson's academic community, including guest lecturing for graduate-level courses. Mr. Gaul holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society Boston.
As a Vice President and Director of Quantitative Research, Ted manages the group responsible for proprietary model research and development at Boston Advisors. The group focuses on stock, asset class, market and risk modeling for traditional and alternative investment management efforts.Show/Hide More ›
Ted is a member of the portfolio management team for Boston Advisors' suite of global tactical asset allocation products and serves as lead portfolio manager for the Dynamic Risk Parity strategy. He also contributes to the development of investment technology and processes for the firm. Prior to joining Boston Advisors, Ted spent over six years in the semiconductor and technology industries as a Senior Design Engineer with Advanced Micro Devices and a R&D Engineer with Hewlett-Packard.
Ted earned a Master of Business Administration with High Honors and a Master of Science in Mathematical Finance, both from Boston University. He also holds a Master and Bachelor of Science in Computer Engineering from Rochester Institute of Technology. Ted holds the Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analysts Society and the CFA Institute.
As Quantitative Research Analyst, Ms. Hochstatter manages and enhances Boston Advisors' portfolio construction and risk modeling processes. She also contributes to model research and the development of investment technology and processes for the firm. In this role, she is accountable to the Institutional Portfolio Management Team.Show/Hide More ›
Prior to joining Boston Advisors, Ms. Hochstatter worked at Ag World Support Systems as a Data Analyst within the agricultural industry. She also has experience as a Research Assistant, creating mathematical models in the field of mathematical biology.
Ms. Hochstatter earned a Master of Science in Mathematical Finance with honors at Boston University Graduate School of Management. In addition, she holds a Master of Business Administration and a Bachelor of Science in Mathematics from Whitworth University.
As Head Equity Trader, Robyn works with the investment portfolio management teams within the firm to ensure trades are executed in a market-sensitive, cost efficient, timely and compliance manner.Show/Hide More ›
Prior to joining Boston Advisors in 2008, Robyn worked at Winslow Management Company as a Portfolio Trader. At Winslow she was responsible for trading and monitoring two mutual funds, a hedge fund and approximately 30 separately managed accounts. Prior to working at Winslow, Robyn worked at Canaccord Adams for over 5 years in various roles including Operations Specialist, Trading Assistant and Sales Trader. Robyn has a B.A. in Finance with a minor in Spanish from Stonehill College.
Mr. Eaton is a Portfolio Manager and Equity Analyst at Boston Advisors. In his role as a Portfolio Manager, Mr. Eaton is the lead manager on the firm's Private Advisory Equity Income strategy and collaborates with the large cap team as a contributing member to the Institutional Large Cap Value strategy. In addition to his portfolio management responsibilities, Mr. Eaton also contributes to the firm's fundamental research efforts.Show/Hide More ›
As an Equity Analyst, Mr. Eaton is a member of the institutional equity investment team, conducting fundamental research with primary coverage of the financials, industrials and energy sectors, identifying industry-level trends that generate actionable investment ideas.
Mr. Eaton joined Boston Advisors in 2011 as an analyst for the Institutional Team. In this role, he was responsible for in-depth equity research, attribution analysis for institutional products and ad hoc research projects. In 2014, Mr. Eaton managed the Small Cap Growth strategy. After taking a brief hiatus for business school, Mr. Eaton rejoined the firm in 2016, leading the integration efforts for the acquisition of Weyland Capital Management. Most recently, Mr. Eaton was the lead portfolio manager for the Global Tactical Asset Allocation (GTAA) strategy; his role included research in macroeconomic and market trends and assisting in the asset allocation strategy for the firm.
Mr. Eaton earned a Master of Business Administration from Harvard Business School. He also holds an MS in Finance from Bentley University and a BA in Economics and Accounting from Gordon College. Mr. Eaton holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston and the CFA Institute. He also holds a CPA license in the state of Massachusetts.
Ms. Burlock is an International Equity Analyst and Lead ESG Strategist at Boston Advisors. In her role as equity analyst, she performs fundamental research and assists with portfolio construction for the firm’s international equity strategies. As the firm’s resident specialist on Environmental, Social & Governance (ESG) issues, she keeps the investment team up-to-date on industry trends and leads the development of Boston Advisors’ approach to sustainable investing.Show/Hide More ›
Ms. Burlock joined the firm in 2014, and worked closely with Operations, Marketing and Compliance teams before joining the investment team. Prior to working in the finance industry, she worked as a medical interpreter, professional musician and United Methodist pastor. This diversity of experience gives her unique insight into the sustainable investing space, complementing her investment experience and education. She earned a B.A. in Portuguese & Brazilian Studies and English Language & Literature from Smith College and a Masters of Divinity from Boston University School of Theology. She holds her Series 65 FINRA license and is a Level II CFA Candidate.
Mr. Barry is an Equity Analyst and a member of the institutional equity investment team at Boston Advisors. In his role as an Equity Analyst, Mr. Barry covers the technology and healthcare sectors and is responsible for identifying industry-level trends, conducting stock-specific fundamental research and generating actionable investment ideas.Show/Hide More ›
Mr. Barry joined Boston Advisors in 2019. Prior to joining Boston Advisors, Mr. Barry spent four years at Canaccord Genuity on the Technology Investment Banking team executing M&A and capital raising transactions for middle market technology companies.
Mr. Barry holds a B.S. in Economics from the University of New Hampshire, and has passed Level I of the CFA.
Ms. Yang is an Equity Analyst at Boston Advisors. In her role as equity analyst, Bessie covers the consumer staples, consumer discretionary, industrials and materials sectors. She is responsible for conducting fundamental research and identifying thematic industry trends, picking investment ideas for firm's equity strategies. Bessie also helps the team integrating environmental, social and governance (ESG) factors into the investment research and valuation process, identifying sector-specific material ESG factors and ESG opportunities/risks.Show/Hide More ›
Ms. Yang joined Boston Advisors in 2019. Prior to joining Boston Advisors, she was a part of the Research team at Trillium Asset Management where she was responsible for fundamental and ESG research in the energy, clean teach, industrials, utilities, technology and telecommunications sectors for both U.S. and international markets. Before joining Trillium Asset Management, she was a Risk Analyst for Santander Holdings USA. She also served as a Basic Materials/Energy sector analyst for the Babson College Fund, managing sourcing equity ideas for a $2 million endowment fund. Bessie was a summer ESG project consultant at Breckinridge Capital Advisors as part of a team building the firm's ESG investment evaluation methodology.
Bessie earned her B.A. in Taxation from Dongbei University of Finance and Economics in China and an M.B.A. from the F.W. Olin School of Business at Babson College. Bessie is a CFA level III candidate and a member of the CFA Institute and CFA Society Boston. She is a member of the Sustainable Investing Research Analyst Network (SIRAN), a member of Women Investing for a Sustainable Economy (WISE) and a member of Building Sustainable Investment Community (BASIC).
Ms. Mackey is the Institutional Client Service Manager at Boston Advisors. In this role, Ms. Mackey is the primary liaison for the firm's institutional relationships, including institutional investors, investment consultants and sub-advisory clients. She works closely with the institutional team to ensure all client communications are timely and accurate and service needs are met. Her strong operations background is particularly helpful in troubleshooting and resolving issues, as well as facilitating the onboarding process of large, institutional investors.Show/Hide More ›
Ms. Mackey joined Boston Advisors in 2003 as an Institutional Portfolio Administrator and continued on to Equity Trader and then Assistant Operations Manager within the firm. Prior to joining Boston Advisors, Ms. Mackey worked as a Compliance Specialist for Investors Bank & Trust. Previously, she worked in public accounting as an auditor for Deloitte & Touche, LLP and Arthur Andersen, LLP. Ms. Mackey earned a B.S. degree in business administration from Suffolk University.