Middleton & Company Inc.

Robert Bruch is a CFA® charterholder based in Boston, MA, with nine years of industry experience. He has been with Middleton & Company Inc. since 2015. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets as of December 31, 2024. The firm’s investment process is grounded in fundamental analysis and typically emphasizes U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds across a range of strategies, including concentrated equity, equity income, core growth, fixed income, and ETF-based allocations.

Barry Hilliard is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Middleton & Company Inc. since 2021 and previously worked at Santander Bank, NA and Santander Securities, LLC. He holds a Series 63 license. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets as of December 31, 2024. The firm employs a fundamental analysis approach with strategies focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios and detailed quarterly reporting.

Alice Walsh is a CFP® professional with 30 years of industry experience, serving at Middleton & Company Inc. in Boston, MA since 1995. She holds Series 63 and Series 65 licenses and is part of a seven-advisor team. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets. The firm employs a fundamental analysis approach with strategies focused on U.S. stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios and detailed quarterly reporting.

John Sargent Jr. is a CFA® charterholder with 23 years of industry experience, currently serving at Middleton & Company Inc. in Boston, MA, where he has worked since 1993. He holds the role of Treasurer and Chair of the Finance Committee at Gordon College, a position he assumed in late 2023. Middleton & Company provides discretionary investment management services to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing over $1.1 billion in client assets. The firm’s investment approach is grounded in fundamental analysis and includes strategies focused on U.S. exchange-listed stocks, funds, and investment-grade bonds, delivered with regular performance reporting.

Maria Mccormack is a CFA® charterholder with 22 years of experience in the financial industry. She has been with Middleton & Company Inc. since 2003. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets as of December 31, 2024. The firm employs a fundamental analysis approach focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios across five strategies with regular performance reporting.

Grenville Anderson is a financial advisor at Middleton & Company Inc. in Boston, MA, holding a Series 63 designation with four years of industry experience. He has worked at Middleton & Company since 2021 and previously spent 22 years at Fiduciary Trust Company. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets as of December 31, 2024. The firm employs a fundamental analysis-based investment process focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds across multiple strategies, including tax-sensitive and tactical approaches.