Minot DeBlois Advisors (“MDA”) is pleased to announce that Adam C. Rutledge has been named a portfolio manager and investment officer in the firm. He is also a shareholder and director of Rice, Heard & Bigelow, MDA’s parent company, which he joined in 2010. Adam holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Boston. He graduated summa cum laude and Phi Beta Kappa from Wake Forest University, earned a master’s degree summa cum laude at Yale University under Professor Harold Bloom, and completed a doctorate in English Literature at Brandeis University.
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Key Takeaways:
- Minot DeBlois Advisors (“MDA”) is pleased to announce that Adam C. Rutledge has been named a portfolio manager and investment officer in the firm.
- He is a shareholder and director of Rice, Heard & Bigelow, MDA’s parent company, which he joined in 2010
- Adam has been involved in ESG investing and is Chair of the Socially Responsible Investing Committee for the Trustees of Donations, which manages assets for churches and organizations associated with the Episcopal Diocese of Massachusetts.
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Minot DeBlois Advisors LLC (MDA) is a privately owned investment advisory firm registered with the SEC. MDA’s mission is to provide our clients a high level of investment advice, service, and individual attention.
MDA works to assess investment strategies for each client where asset allocation, security selection and portfolio weightings are collectively discussed and reviewed in an effort to ensure that the client’s investment goals and risk tolerances are reflected in portfolio composition throughout market cycles.
This material is prepared for and authorized for the recipient’s personal use only. This material and/or its contents are current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Minot DeBlois Advisors LLC. This material is not intended to constitute investment advice or a recommendation of any particular security, strategy, or investment product, and is not an offer to sell, or the solicitation of an offer to purchase shares or other securities. An investor may lose money. Any views expressed herein are those of the author and are subject to change without notice.
Contacts:
Karen Pacheco
617-557-7407
info@minotdeblois.com
Source: Minot DeBlois Advisors
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