George Putnam III is a financial advisor at Boston Family Office LLC with 32 years of industry experience. He previously worked at New Generation Advisors, LLC for 35 years. Outside of advising, he serves as president of New Generation Research, Inc., a publishing company, where he oversees operations and contributes writing. Boston Family Office LLC provides investment advisory services primarily to individuals, families, trusts, and charitable organizations, managing approximately $2.02 billion in assets. The firm employs a sector-based research model and constructs portfolios tailored to clients’ tax situations, income needs, and risk tolerance.

Michael Dorsey Jr. is a CFP® and CFA® credentialed advisor with 14 years of industry experience. He is currently with Boston Family Office LLC, where he has worked since 2020. His prior experience includes roles at Solano Wealth Management Group, Raymond James Financial Services, and Steward Partners. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm employs a sector-based research model for investment decisions, managing accounts on a discretionary basis with a focus on liquid securities combined with selective alternatives for qualified clients.

Peder Johnson is a CFA® charterholder with 14 years of industry experience. He has been with Boston Family Office LLC since 2016 and previously worked at Roxiticus Partners LLC for six years. Boston Family Office provides personalized investment advisory services to individuals, family groups, trusts, and charitable organizations, managing over $2 billion in assets at year-end 2025. The firm uses a sector-based research model to support fundamental analysis and constructs portfolios tailored to clients’ tax situations, income needs, and risk tolerance.

Benjamin Richardson is a CFA® charterholder with 18 years of experience at Boston Family Office LLC, where he has worked since 2008. The firm provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. Boston Family Office manages approximately $1.87 billion in assets for around 335 clients, utilizing fundamental analysis and sector-specific portfolio management to build diversified portfolios tailored to client needs.

Romahlo Wilson is a financial advisor at Boston Family Office LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for ACM Capital Management, LLC for ten years. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations, managing tailored portfolios that incorporate fundamental analysis and sector-specific management across equities and fixed income. The firm serves approximately 335 clients with about $1.87 billion in assets under management.

George Beal is a financial advisor with Boston Family Office LLC, holding 27 years of industry experience. He has been with Boston Family Office since 1996. Beal serves as a trustee of Northeast Investors Trust, a mutual fund, and has been on the advisory board of Breckinridge Capital Advisors since 2011. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations, managing approximately $1.87 billion in assets across roughly 335 clients. The firm emphasizes fundamental analysis and assigns portfolio managers to specific economic sectors to construct diversified portfolios tailored to client needs.

Eliza Rowe is a financial advisor at Boston Family Office LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Boston Family Office since 2000. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages separately tailored accounts using fundamental analysis and sector-focused portfolio management, incorporating tax considerations and client-specific income needs.

Dylan Brix is a CFA® charterholder and holds a Series 65 license, with 11 years of experience in the financial services industry. He has worked at Boston Family Office LLC since 2020 and previously held positions at Reynders, McVeigh Capital Management, LLC, athenahealth, Inc., and Algonquin Advisors LLC. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages accounts on a discretionary basis and uses a sector-based research model to construct portfolios tailored to clients’ tax situations, income needs, and risk tolerance, combining individual equities, fixed income, and selective alternatives.