Breckinridge Capital Advisors Inc

Christopher Hemhauser is a financial advisor at Breckinridge Capital Advisors Inc with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foreside Fund Services, PanAgora Asset Management, and State Street Bank & Trust Company. Outside of his advisory roles, he has been involved with several businesses, including Procrease Goaltending LLC and Connecticut Mongoose LLC. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, and corporations. The firm offers a range of fixed income and equity strategies supported by a combination of top-down macro analysis and bottom-up fundamental research, along with tax-aware services and proprietary portfolio management systems.

Eric Haase is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Breckinridge Capital Advisors Inc in Boston, where he has worked since 2016. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, and corporations. The firm offers a range of fixed income and equity strategies, combining top-down macro analysis with bottom-up fundamental research, and employs rules-based portfolio construction and automated trading systems.

Abigail Ingalls is a financial advisor at Breckinridge Capital Advisors Inc with 11 years of industry experience. She holds a Series 65 designation and has been with Breckinridge since 2015. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a range of fixed income and equity strategies supported by a combination of top-down macro outlooks and bottom-up fundamental research, with a distinctive operational structure as a certified B Corp and Massachusetts Benefit Corporation.

Jeffrey Glenn is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial industry. He has been with Breckinridge Capital Advisors Inc in Boston, MA since 2012. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm employs a combination of top-down macro analysis and bottom-up fundamental research to implement a range of fixed income and equity strategies, supported by proprietary technology and a team-based portfolio construction process.

Brian Kelleher is a financial advisor at Breckinridge Capital Advisors Inc with 14 years at the firm and three years of industry experience. He holds a Series 65 credential and is based in Boston, MA. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm offers a range of fixed income and equity strategies and combines a top-down macro outlook with bottom-up fundamental research, supported by proprietary technology and team-based portfolio management.

Peter Coffin is a financial advisor at Breckinridge Capital Advisors Inc with 31 years of industry experience. He has been with Breckinridge since 1993 and holds a Series 65 designation. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, trusts, and mutual funds. The firm employs a combination of top-down macro analysis and bottom-up fundamental research, using rules-based models and proprietary trading systems to implement a variety of fixed income and equity strategies.

Jeremy Jenkins is a financial advisor at Breckinridge Capital Advisors Inc. based in Boston, MA, holding Series 63 and Series 65 designations with 13 years of industry experience. He has worked at Breckinridge since 2011 and has been affiliated with Suffolk University since 2005. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, trusts, and mutual funds. The firm offers a range of fixed income and equity strategies and employs a combined top-down and bottom-up investment process supported by proprietary technology and a team-based portfolio management approach.

Patrick Araujo Lipine is a financial advisor at Breckinridge Capital Advisors Inc with 13 years of industry experience. He holds the Series 65 designation and has been with Breckinridge since 2013. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies, combining top-down macro outlooks with bottom-up fundamental research, and emphasizes tax-aware services and portfolio customization.

Alison Di Fonzo is a financial advisor at Breckinridge Capital Advisors Inc with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Newday USA prior to joining Breckinridge in 2022. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm offers a range of fixed income and equity strategies and combines a top-down macro outlook with bottom-up fundamental research, employing rules-based models and proprietary trading systems.

Andressa Tsaparlis is a financial advisor at Breckinridge Capital Advisors Inc with 8 years at the firm and a total of 11 years of industry experience, including three years at JP Morgan. She holds the Series 65 designation and is based in Boston, MA. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee programs. The firm offers a range of fixed income and equity strategies and integrates a top-down macro outlook with bottom-up fundamental research, supported by proprietary technology and a team-based portfolio construction process.

Evan Couture is a financial advisor at Breckinridge Capital Advisors Inc with seven years of industry experience. He holds a Series 66 designation and has previously worked at Allspring Funds Distributor, Allspring Funds Management, T. Rowe Price, and Vigilant Capital Management. Couture also has a four-year background at Georgetown University. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a range of fixed income and equity strategies and combines a top-down macro outlook with bottom-up fundamental research, supported by proprietary trading systems and team-based portfolio management.

Mitchel Syp is a financial advisor at Breckinridge Capital Advisors Inc with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Breckinridge since 2015. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies and employs a combination of top-down macro analysis and bottom-up fundamental research, supported by proprietary technology and team-based portfolio management.

James Begen is a financial advisor at Breckinridge Capital Advisors Inc in Boston, MA, holding a Series 65 credential. He has experience at Income Research and Management, PNC Capital Advisors, and GMO, totaling several years in the investment industry. Breckinridge Capital Advisors manages over $50 billion in fixed income and equity strategies for a diverse client base including high net worth individuals, charities, corporations, and mutual funds. The firm combines top-down macro analysis with bottom-up research and utilizes rules-based models and proprietary trading systems, operating as a Massachusetts Benefit Corporation and certified B Corp with an independent ownership structure.

Ariana Polk is a Series 65-licensed financial advisor at Breckinridge Capital Advisors Inc with 14 years of industry experience. She has been with Breckinridge since 2008. Breckinridge Capital Advisors manages over $50 billion across a diverse client base, offering fixed income and equity strategies with a focus on customization and tax-aware services. The firm combines top-down macro analysis with bottom-up research, employing rules-based models and proprietary technology to support portfolio construction and trading.

James Spidle is a financial advisor at Breckinridge Capital Advisors Inc with 15 years of industry experience. He holds a Series 65 designation and has been with Breckinridge since 2010. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies and employs a combination of top-down macro analysis and bottom-up fundamental research, supported by proprietary trading systems and team-based portfolio management.