Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors. We were co-founded by Chairman Emerita Karen Firestone and David Scudder in 2005.  Thad Davis, a partner since the firm’s inception, now serves as our CEO and President.

We have adapted the advanced investing methodology of leading endowments and institutions to create a contemporary wealth management model for serving clients. The following are the foundational tenets of our investment philosophy: Personalization, Diversification, Concentration and Active Management. 

Aureus is a privately held firm offering fee-only investment advice to our clients.    

Except for material posted on this page by Aureus, we are not responsible for the content displayed on this site.  Aureus does not endorse any content from third parties.   Aureus does not collect any information from this site.  No information displayed on this site is to be taken as investment advice.

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Personal Finance

Aureus Asset Management

The Boston office focuses on client relationships, investment research, and strategic operations in the financial sector.

Boston

Thaddeus Davis

Mike Kellogg

This department focuses on managing client relationships and overseeing client service delivery standards.

Client Management

This department focuses on high-level strategic decision-making and overall organizational management.

Executive Leadership

This department provides high-level administrative assistance to executives, ensuring efficient scheduling and management of their responsibilities.

Executive Support

This department oversees the development and maintenance of strategic partnerships to drive business growth.

Partnership Management

This department focuses on conducting market research and executing trading strategies.

Aureus Asset Management

Org chart

Teams

Client Management

Executive Leadership

Executive Support

Partnership Management

Research and Trading

Offices

Aureus Asset Management

Org chart

Teams

Client Management

Executive Leadership

Executive Support

Partnership Management

Research and Trading

Offices

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