Birch Hill Investment Advisors LLC

Matthew Malicki is a CFA® charterholder with four years of industry experience. He has worked at Birch Hill Investment Advisors LLC since 2022 and previously held roles at Dolan McEniry Capital Management, Echo Global Logistics, and Badger Mutual Insurance Company. Birch Hill Investment Advisors LLC provides portfolio management and investment advisory services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with ESG integration and customizes portfolios based on client objectives and constraints.

George Cook is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Birch Hill Investment Advisors LLC in Boston, MA. His entire professional background is with Birch Hill, where he has worked since 2013. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with low turnover and integrates ESG factors into security selection, customizing portfolios to client objectives and constraints.

Christopher Mikus is a financial advisor at Birch Hill Investment Advisors LLC in Boston, MA, holding CFP® and CFA® designations with five years of industry experience. He serves on the investment committee of Saint Francis House, a nonprofit focused on aiding the poor and homeless, and holds leadership roles as Director, Treasurer, and Finance Committee member at the Canton Historical Society. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, employing a fundamental, quality-oriented, and long-term investment approach that integrates ESG factors. The firm manages approximately $2.65 billion in discretionary assets with a small advisory team, offering customized portfolios and coordinating with clients’ broader financial professionals.

Brett Mirliani is a CFP® and CFA® with 11 years of industry experience, currently serving as an advisor at Birch Hill Investment Advisors LLC since 2015. He is a member of the Board of Directors and a fundraising committee member for the Victim Rights Law Center, a nonprofit providing legal representation to survivors of rape and sexual assault. Birch Hill Investment Advisors provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, focusing on a fundamental, quality-oriented, long-term approach with ESG integration. The firm manages approximately $2.65 billion in discretionary assets with a small team of nine advisors, offering customized portfolios and coordinating with clients’ broader financial advisors.

Adam Desjardins is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with integrated ESG considerations and customizes portfolios to client objectives and constraints.

Gary Mikula is a CFA® charterholder and Series 63 licensee with 23 years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Mikula serves as a committee member and volunteer for Friends of the Children-Boston, participating in their Budget & Finance and Investment Committees. Birch Hill Investment Advisors provides portfolio management and advisory services primarily to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented investment approach with ESG integration, focusing on customized portfolios and risk control through diversification.

Robert Oneil is a CFA® charterholder with 23 years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Outside of his advisory role, he serves as Vice President and Audit and Investment Committee member for Louisa May Alcott's Orchard House Inc., as well as an Investment Committee member for the Foundation for MetroWest. Birch Hill Investment Advisors provides portfolio management and investment advisory services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented investment approach with integrated ESG factors and customizes portfolios to client-specific objectives and constraints.

Catherine Kennedy is a CFP® with 14 years of industry experience, currently serving as an advisor at Birch Hill Investment Advisors LLC since 2018. She previously worked at Seaward Management for 18 years. Birch Hill Investment Advisors provides portfolio management and investment advisory services to individuals, trusts, IRAs, endowments, and foundations, employing a fundamental, quality-oriented approach with integrated ESG considerations. The firm manages approximately $2.65 billion in discretionary assets with a small team, offering customized portfolios and coordination with clients’ legal and accounting professionals.

Timothy Malloy is a CFP® and holds a Series 65 license, with 12 years of industry experience. He has been with Birch Hill Investment Advisors LLC in Boston, MA since 2013. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, employing a fundamental, quality-oriented, long-term approach with integrated ESG factors. The firm manages approximately $2.65 billion in discretionary assets with a small team, focusing on customized portfolios and coordination with clients’ broader financial advisors.