Our Team -Boston Portfolio Advisers, LLC – Boston, MA
Bradford G. Williams, MBA
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 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 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.