Paul Donovan Email & Phone Number
Principal, Chief Compliance Officer, and Chief Operating Officer @ Birch Hill Investment Advisors LLC
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Paul Donovan Location
- Boston, MA, US
Paul Donovan Work
- 2021 -now Principal, Chief Compliance Officer, and Chief Operating Officer @ Birch Hill Investment Advisors LLC
- 2021 -now Principal, Chief Compliance Officer (CCO), and Chief Administrative Officer (CAO) @ Birch Hill Investment Advisors LLC
- 2019 -now Chief Compliance Officer (CCO) and Chief Administrative Officer (CAO) @ Birch Hill Investment Advisors LLC
- 2015 -2018 SVP and Director of Commercial Lending Risk, Operations and Technology @ Boston Private Bank & Trust Company
- 2011 -2014 SVP and Director of Wealth Services and Compliance @ Boston Private Bank & Trust Company
- 2008 -2011 SVP and Director of Client Service and Operations @ Boston Private Bank and Trust Company
- 2004 -2008 VP and Manager of Operations @ Boston Private Bank & Trust Company
- 1999 -2004 VP and Director of Investment Operations @
Paul Donovan Education
- College for Financial Planning
Certified Financial Planner (Financial Planning)
2003-2006 - Suffolk University
MBA (Management)
1988-1990 - Bentley University
BS (Economics-Finance)
1982-1985 - Bentley University
AS (Accounting)
1982-1985 - Northeastern University
AS (Aviation Technology)
1981-1982
Paul Donovan Skills
- Portfolio Management
- Wealth Management
- Asset Managment
- Asset Management
- Banking
- Equities
- Fixed Income
- Investments
- Risk Management
- Mutual Funds
- Securities
- Financial Services
- Asset Allocation
- Commercial Banking
- Credit
- Relationship Management
- Hedge Funds
Paul Donovan Summary
- Paul Donovan, based in Boston, MA, US, is currently a Principal, Chief Compliance Officer, and Chief Operating Officer at Birch Hill Investment Advisors LLC. Paul Donovan brings experience from previous roles at Birch Hill Investment Advisors LLC and Boston Private Bank & Trust Company. Paul Donovan holds a 2003 - 2006 Certified Financial Planner in Financial Planning @ College for Financial Planning. With a robust skill set that includes Portfolio Management, Wealth Management, Asset Managment, Asset Management, Banking and more. Paul Donovan has 2 emails and 3 mobile phone numbers on RocketReach.
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