Boston, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$18,933,968,558
ClientsTotal clients
1,081
AdvisorsAdvisors at this office
3
Of 35 advisors across 9 offices
Location
30 Rowes Wharf, Ste. 410
Boston MA 02110
Advisors at this office
3
Advisors at this office
Nancy H
CFP®, Series 63, Series 65
Boston, MA
Silvercrest Asset Management Group LLC
Nancy Higgins is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Silvercrest Asset Management Group LLC since 2008. She holds Series 63 and Series 65 licenses and is based in Boston, MA. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies, combining bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.
Todd K
Series 63, Series 65
Boston, MA
Silvercrest Asset Management Group LLC
Todd Kanter is a financial advisor at Silvercrest Asset Management Group LLC in Boston, MA, holding Series 63 and Series 65 credentials with 43 years of industry experience. He has been with Silvercrest since 2008. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies alongside customized portfolio management and family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.
Peter T
Boston, MA
Silvercrest Asset Management Group LLC
Peter Tobeason is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2012. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.
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