Dan Mello

Portfolio Manager-Equities at Boston Financial Management LLC

Finance

Profile

Daniel J.
Mello is currently working as an Associate Wealth Manager at Boston Financial Management LLC since 2022.
Prior to this, he worked as a Portfolio Manager at Nixon Peabody Trust Co. LLC from 2010 to 2022.

Dan Mello active positions

Companies	Position	Start
Boston Financial Management LLC Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations.	Portfolio Manager-Equities	2022-11-30

All active positions of Dan Mello

Former positions of Dan Mello

Companies	Position	End
Nixon Peabody Trust Co. LLC Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families.	Trading-Equity	2022-11-30

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Linked companies

Private companies	2
Nixon Peabody Trust Co. LLC Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families.	Finance
Boston Financial Management LLC Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations.	Finance