Boston Family Office LLC

Michael Dorsey is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Boston Family Office LLC since 2020. His prior roles include positions at Solano Wealth Management Group, Raymond James Financial Services, and Boston Advisors, LLC. Outside of advising, he is an owner of a rental real estate business. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages approximately $1.87 billion in assets across roughly 335 clients, using fundamental analysis and sector-specific portfolio management to build diversified equity and fixed income portfolios tailored to client needs.

Peder Johnson is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Boston Family Office LLC since 2016. He is based in Boston, MA, and is part of a team of 10 advisors at the firm. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages roughly 335 separately tailored accounts with about $1.87 billion in assets under management, using fundamental analysis and sector-specific portfolio management to create diversified portfolios that incorporate tax considerations and client-specific income needs.

Benjamin Richardson is a CFA® charterholder with 18 years of experience at Boston Family Office LLC, where he has worked since 2008. The firm provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. Boston Family Office manages approximately $1.87 billion in assets for around 335 clients, utilizing fundamental analysis and sector-specific portfolio management to build diversified portfolios tailored to client needs.

Romahlo Wilson is a financial advisor at Boston Family Office LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for ACM Capital Management, LLC for ten years. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations, managing tailored portfolios that incorporate fundamental analysis and sector-specific management across equities and fixed income. The firm serves approximately 335 clients with about $1.87 billion in assets under management.

Eliza Rowe is a financial advisor at Boston Family Office LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Boston Family Office since 2000. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages separately tailored accounts using fundamental analysis and sector-focused portfolio management, incorporating tax considerations and client-specific income needs.

Michael Unger is a CFA® charterholder with 25 years of experience in the financial advisory industry. He has been with Boston Family Office LLC since 2000. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages approximately $1.87 billion in assets across around 335 individually tailored accounts, employing a fundamental analysis approach with sector-specific portfolio management and incorporating tax and income considerations into asset allocation.

Dylan Brix is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Boston Family Office LLC, where he has worked since 2020. Prior to this, he was with Reynders, McVeigh Capital Management, LLC from 2017 to 2020 and spent a year at athenahealth, Inc. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages individually tailored portfolios using fundamental analysis and assigns portfolio managers to specific economic sectors, incorporating tax considerations and client-specific needs.