Jim Boyd, CFA, is a seasoned financial professional with extensive experience in wealth management and investment analysis. Currently serving as a Wealth Management Advisor at Pension & Wealth Management Advisors since September 2023, Jim focuses on tailoring financial strategies to meet clients' unique goals. Previously, Jim held the position of Portfolio Manager and Senior Equity Analyst at Newton Investment Management Group from November 2005 to November 2022, where oversight of award-winning funds was a key responsibility. Jim's career also includes significant roles at State Street Global Advisors and Fortis, specializing in large-cap financial services and sector analysis, as well as early experience as an Equity Analyst at John Hancock Investment Management. Jim holds a Bachelor of Arts in Economics and History from Colgate University and a Master of Science in Finance from Boston College Carroll School of Management.
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Pension & Wealth Management Advisors
Pension & Wealth Management Advisors is a full-service wealth management advisory firm that has been serving clients for over thirty-five years. They provide the broadest investment opportunity set for their clients, select investment managers based on proprietary research and experience, and build optimized portfolios to achieve objectives. They manage the portfolios based on global themes and prudent risk management.