Anchor Capital Advisors LLC

William Hickey is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, holding Series 63 and Series 65 designations with 29 years of industry experience. He has been with Anchor Capital Advisors since 2006. Anchor Capital Advisors is a team-based firm with 17 advisors.

Alexander Waesche is a CFA® charterholder based in Boston, MA, currently serving at Anchor Capital Advisors LLC since 2020. He has prior experience at Ariel Investments, Blue Hawk Investment Group, and KPMG, as well as an academic affiliation with the University of Virginia Darden School of Business. Anchor Capital Advisors LLC is a team-based firm with 17 advisors.

Stephanie Moroney is a Series 65 licensed advisor with Anchor Capital Advisors LLC in Boston, MA. She has experience at Brown Brothers Harriman and Fidelity Investments, as well as a background at Columbia Business School. Moroney has been associated with Anchor Capital Advisors since 2015 in various roles. Anchor Capital Advisors is a team-based firm with 17 advisors that provides wealth management services.

Patrick Fischoeder is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at IMST Distributors, Bernzott Capital Advisors, Project Yosemite, Rockefeller & Co, and Morgan Stanley. Anchor Capital Advisors LLC is a team-based firm with 16 advisors.

Daniel Carr is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been with Anchor Capital Advisors since 2011. Anchor Capital Advisors is a team-based firm with 17 advisors.

William Rice is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Anchor Capital Advisors since 2006. Outside of his advisory role, Rice serves as Vice Chairman and Treasurer of the Ocean Reef Chapel Foundation and Ocean Reef Chapel, as well as Treasurer and Director of the Protestant Congregation of Ocean Reef. Anchor Capital Advisors LLC is a team-based firm comprising 17 advisors.

Daniel Doucette is a financial advisor with Anchor Capital Advisors LLC in Boston, MA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Anchor Capital Advisors since 2005. Anchor Capital Advisors LLC operates as a team-based firm with a total of 17 advisors.

Michael Serchen is a CFP® professional with 26 years of industry experience. He has been with Anchor Capital Advisors LLC since 2006, currently working within their Boston-based team of 17 advisors. Anchor Capital Advisors LLC serves clients with a team-oriented approach to financial planning and investment management.

Christopher O'Neill is a financial advisor at Anchor Capital Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Putnam Retail Management since 2012. Anchor Capital Advisors is a team-based firm with 17 advisors.

Tigran Navasardian is a CFA® charterholder with two years of industry experience. He has worked at Anchor Capital Advisors LLC since 2022 and previously spent seven years at Arm Invest Partners. Anchor Capital Advisors LLC is a team-based firm with 17 advisors, based in Boston, MA.

George Whitmore is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Anchor Capital Advisors since 2013. Anchor Capital Advisors is a team-based firm with 17 advisors.

Stephen Cavagnaro is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, with 14 years of industry experience. He holds a Series 65 designation and has been with Anchor Capital Advisors and its predecessor since 2010. He also serves as a trustee overseeing the Karl H. Proppe Irrevocable Insurance Trust. Anchor Capital Advisors LLC is a team-based firm with 17 advisors that provides investment management and financial planning services.

Andrew St Martin is a CFA® charterholder with 11 years of industry experience. He has been with Anchor Capital Advisors LLC in Boston, MA since 2006. Anchor Capital Advisors LLC is a team-based firm with 17 advisors.

William Rice is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Anchor Capital Advisors since 2005. Outside of his advisory role, he serves as Trustee for a client’s irrevocable trust, helping to monitor and distribute trust assets. Anchor Capital Advisors LLC operates as a team of 17 advisors, providing investment management and financial planning services.

Alison Goodrich is a CFP® professional with six years of experience at Anchor Capital Advisors LLC in Boston, MA, where she has worked since 2013. She is part of a team of 17 advisors at the firm. Anchor Capital Advisors LLC serves clients with a collaborative investment approach through its team-based structure.