New Hampshire Office
Managing Director, Portfolio Manager
Mark has 30 years of experience as an investment advisor. Currently, he is responsible for the New England division of Boston Asset Management and specializes in portfolio management for high net worth individuals and institutions. Prior to that, Mark served as Vice President and Portfolio Manager for U. S. Trust/Bank of America, where he was responsible for the investment of $400 million in institutional and individual assts. Mark is a 1981 graduate of Colby College in Waterville, Maine.
Contact at Mark@bostonassetmanagement.com
Vice President, Investment Officer
Keith has 13 years of experience as an investment advisor. He specializes in portfolio management for high net worth individuals and institutions. Prior to joining Boston Asset Management, Keith served as Vice President and Investment Officer for Merrimack County Savings Bank where he was responsible for developing and managing the investment process for the Wealth Management Department. Keith graduated from the University of New Hampshire, Durham New Hampshire. A resident of Concord, New Hampshire, Keith serves his community as a trustee of the South Church Relief Society and is currently the Treasurer of The Friends Program.
Contact at Keith.Burbank@bostonassetmanagement.com
Elevina Vergato joined Boston Asset Management in August of 2009 after working at US Trust, Bank of America Private Wealth Management for 12 years. Prior to working at US Trust, she worked in Trust Services and Retirement Services for Fleet Bank. Her role within the firm is to assist our advisors with client interaction, handling administrative requests and account reconciliation to opening accounts and monitoring asset transfers and day to day support. Elevina provides our clients with exceptional personal service.
Contact at Elevina.Vergato@bostonassetmanagement.com
Anthony contributes with the professional athlete and private client divisions of Boston Asset Management by assisting with research, due diligence, concierge services and active participation in the athletes’ foundations. Before joining BAM, Anthony developed the first budget for a large holding company and its 15 subsidiaries and oversaw the transition of trust accounting and CRM software for the largest special needs trust administrator in the nation. Anthony graduated from John Carroll University with a Masters of Business Administration and Bachelors of Science in Computer Information Systems. He is also involved in the community contributing his efforts with the East West Shrine Game Committee and St. Petersburg Catholic Baron Touchdown Club. Anthony lives in St. Petersburg with his wife, Caitlin.
Contact at Anthony.Janicki@
Client Service Associate
Jolanta joined Boston Asset Management in May 2014. She began her career in the financial services industry in 2007 with Horwitz and Associates in Chicago serving as a client service associate and trader, and over the years added much experience to her name. While at Forum Financial LP, Northern Trust and Ameriprise her responsibilities ranged from Trader to Senior Client Service Associate and Client Service Manager. Jolanta graduated from Dominican University in River Forest, Illinois, with a Degree in Criminology. In her role as Client Service Associate at Boston Asset Management, Jolanta works closely with clients – fielding, responding to service requests, and facilitating client interaction with the portfolio management team.
Contact at Jolanta.Serrano@bostonassetmanagement.com
Vice President, Business Development
Dean brings 17 years of diverse business experience to the team at Boston Asset Management. He began his career in 1997 at the former Dean Witter, and continued with Morgan Stanley and Wachovia Securities as a Vice President. At Dean Witter, he was #1 in his training class and partnered in the management of over $300 million in client assets. Dean was also the recipient of the National Sales Award at Dean Witter and was asked to provide training for financial advisors nationwide. Dean later served in executive leadership roles at two non-profit public charities serving the disadvantaged through the vehicle of affordable housing, as well as launching real estate and technology start-ups as Chief Executive Officer.
Contact at Dean.Wilson@bostonassetmanagement.com
Vice President, Business Development
Carlos brings over 12 years of commercial banking experience to Boston Asset Management providing business clients and business owners from the United States and Latin America with capital resources, finance strategy, and wealth management solutions. Carlos was recently recognized by one of the leading U.S. financial institutions as the top performer in the State of Texas. Throughout his career, Carlos has donated his time to charitable organizations such as the United Way of Southern Nevada Accreditation (Council Member), Las Vegas Nevada American Cancer Society (Publicity Chair) and Explore Knowledge Foundation (Board of Directors). Currently, he serves on the Board of Directors for both the San Antonio Hispanic Chamber of Commerce and San Antonio River Foundation, and donates volunteer time to many other non-profit organizations.
Contact at Carlos.Isaac@bostonassetmanagement.com