A complete list of active advisors currently associated with The Bollard Group LLC
Warmer can help you find a great advisor at The Bollard Group LLC or one who fits your needs even better.
The Bollard Group serves high-net-worth individuals, trusts, charitable foundations and family-centric companies, providing investment advising alongside financial and estate planning, tax preparation, bookkeeping and other wealth and business advisory services. The firm offers both discretionary and non-discretionary portfolio management tailored to client objectives and reporting needs. The firm uses a mix of charting, fundamental and technical analysis with active management across equities, fixed income, options, futures and cash management, and will employ leveraged or hedging strategies where suitable for a client’s tolerance. For eligible clients it recommends access to alternative, privately offered pooled investments and affiliated private funds (Spinnaker Funds) that invest in private equity, venture, hedge and real estate opportunities. What is distinctive is the firm’s role as a private fund adviser and sponsor of pooled vehicles that may charge performance-based carried interest — an arrangement that creates potential side-by-side conflicts and is managed through allocation, consent and disclosure procedures. Senior management also provides trustee and corporate management services for clients and investors, and the client base is concentrated among high-net-worth and institutional family entities rather than retail individual investors.
To learn more about the advisors currently working at The Bollard Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Boston, MA
| 7
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")