Boston Portfolio Advisers, LLC

Six Beacon Street, Suite 925, Boston, MA 02108
Wealth Management for Individuals, Families and Organizations

Recently Governor Baker declared a State of Emergency and subsequently ordered closure of non-essential business in Massachusetts due to the COVID-19 virus outbreak. As an essential business our office is open, the main phone lines are being answered and although we may be working remotely there should be no perceptible difference in how we conduct business.

For clients in Texas, please be advised that we are relying on the ADV filing waiver 45-day extension issued by the Texas State Securities Board Rule 139.23 due to the COVID-19 pandemic. It is our intention to have our ADV filed by May 15, 2020.

Our Team -Boston Portfolio Advisers, LLC - Boston, MA

Bradford G. Williams, MBA

Bradford G. Williams, MBA

President

Bradford G. Williams, MBA is President and Chief Investment Officer of Boston Portfolio Advisers, LLC (BPA).  He cofounded BPA with Jay Lebed in 2015 after working together for nine years at Boston Investment Advisers (BIA).  At BIA, Brad was a Client Counselor, Director of Investment Research and Chief Operating Officer.  Prior to BIA, he was Director of Investment Research at Wingate Wealth Advisors, a Lexington, MA-based wealth management and financial planning organization.  Brad graduated from Middlebury College in 1993, cum laude, with a joint major in Economics and Environmental Studies and then earned an MBA from Northeastern University.
Jay Lebed, PhD

Jay Lebed, PhD

Principal

Jay Lebed, PhD  is a managing member and cofounder of Boston Portfolio Advisers, LLC (BPA).  He formed BPA with Bradford Williams after working together for nine years at Boston Investment Advisers (BIA).  Jay is President of Lebed Asset Management, which he founded in 2003 to manage domestic stock portfolios for high net worth individuals and families.  Jay also spent fourteen years with Lewtan Technologies, a Waltham, MA-based provider of analytics for the structured finance business, where he held various positions, last serving as the firm’s CFO.  Jay is a winner of the Brinkmann Prize in Mathematics at Swarthmore College and received a PhD from MIT in Philosophy and Psychology.

Katherine Bennett, MBA

Katherine Bennett, MBA

Client Concierge

Katherine Bennett, MBA  is Client Concierge for Boston Portfolio Advisers, LLC (BPA).  Katherine has over 25 years of experience in the investment industry.  Her investment experience includes positions with Moseley Securities and Tucker Anthony.  She also was an Investment & Retirement Specialist with Charles Schwab.  Katherine graduated from Northeastern University with a BS degree and earned her MBA from Simmons College Graduate School of Management.
Boston Portfolio Advisers, LLC

Six Beacon Street, Suite 925, Boston, MA 02108

phone: (617) 227-7807 | fax: (617) 227-7809
email: Info@BostonPortfolioAdvisers.com

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