Advisors at this firm
John W
CFA®, CIC, Series 65
Boston, MA
Wilkins Investment Counsel, Inc
John Wilkins is a CFA® and CIC credentialed financial advisor with over 31 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1989. Based in Boston, MA, Wilkins is part of a six-advisor team at the firm. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven, long-term investment approach focused on equities and fixed income, and manages approximately $1.08 billion in discretionary assets for around 189 client relationships.
Zhou F
CFA®
Boston, MA
Wilkins Investment Counsel, Inc
Zhou Feng is a CFA® charterholder and financial advisor at Wilkins Investment Counsel, Inc. in Boston, MA, with over 15 years of industry experience. Prior to joining Wilkins Investment Counsel in 2024, he worked at Rockland Trust for eight years and Bullard, McLeod & Associates, Inc. for five years. Wilkins Investment Counsel, Inc. provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven investment approach with a long-term focus on company fundamentals and valuation, managing approximately $1.08 billion in discretionary assets for a concentrated client base.
Michael C
CFA®, CIC
Boston, MA
Wilkins Investment Counsel, Inc
Michael Charland is a CFA® and CIC credentialed advisor with 25 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1997. Wilkins Investment Counsel, Inc. provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm’s investment approach is fundamentally driven with a long-term orientation, emphasizing company fundamentals, valuation, and laddered high-quality bond portfolios typically held to maturity.
Areeb K
CFA®
Boston, MA
Wilkins Investment Counsel, Inc
Areeb Khan is a CFA® charterholder and financial advisor at Wilkins Investment Counsel, Inc. in Boston, MA, with eight years of experience at the firm and seven years prior experience at Liberty Mutual Asset Management Inc. His career includes a brief period of unemployment between roles. Wilkins Investment Counsel, Inc. is a registered investment adviser serving individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm focuses on fundamentally driven, long-term investment strategies across equities and fixed income, providing customized portfolio management and ongoing wealth management services.
Shane G
CFA®
Boston, MA
Wilkins Investment Counsel, Inc
Shane Garman is a CFA® charterholder with 12 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 2006. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven investment approach with a long-term orientation, focusing on company fundamentals and valuation, and manages approximately $1.08 billion in discretionary assets across a concentrated client base.