Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management.

We believe the following characteristics set us apart:

- Commitment to staying independent
- Disciplined portfolio management
- Rigorous fundamental credit analysis
- Forward looking and integrated ESG research
- Ability to customize separate accounts at scale
- Proprietary technology platform
- Culture of exceptional responsiveness and access
- Competitive pricing

We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge’s assets under management totaled more than $44 billion as of June 30, 2023.

Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest.

Disclosures: https://www.breckinridge.com/social-media-disclosures/ 

Investment Management

Breckinridge Capital Advisors

Peter Coffin

Ruth Ducret

Tim Coffin

Ben Smelser

Bob Conlon

Dominica Ribeiro

Helen McAuley

Phillip Newell

Ognjen Sosa

Craig Belanger

Chris Bennett

The Financial Analysis and Trading team at Breckinridge Capital Advisors is responsible for managing and executing investment strategies across various asset classes, with a focus on disciplined portfolio management and rigorous credit analysis. This team conducts in-depth research and analysis to inform trading decisions, ensures compliance with ESG principles, and interacts with high-net-worth clients and institutions to provide tailored investment solutions. Utilizing proprietary technology, they aim to optimize performance while maintaining exceptional responsiveness to client needs.

Financial Analysis and Trading

Client Services and Support

Leadership Team

Financial Analysis and Trading

About

Team members

Other teams at Breckinridge Capital Advisors

Client Services and Support

Leadership Team