Profile
Mr. Michael J.
Puzo is a Managing Director & Treasurer at Hemenway Trust Co. LLC.
He also chairs the Investment Committee of the firm.
He has over 30 years of experience in hands-on trust management, working with individuals, families and charities and also being a partner at Hemenway & Barnes.
He chairs the firm’s Trust Investment Committee.
He devotes substantial time to sophisticated estate and charitable gift planning and providing counsel to individuals on a broad range of family issues.
He received his undergraduate degree from Boston College and a graduate degree from Boston College Law School.
Michael J. Puzo active positions
| Companies | Position | Start |
|---|---|---|
Hemenway Trust Co. LLC
Hemenway Trust Co. LLC Investment ManagersFinance Hemenway Trust aims to preserve and grow their clients’ wealth through a sound investment management philosophy and best practices. The firm is committed to a long-term investment approach using a diversified portfolio of holdings that spans asset classes and industry sectors and integrates sophisticated estate and tax planning strategies. Typically, they invest directly in common stocks issued by high-quality companies with reliable earnings, broad exposure to global markets, a history of dividend growth and strong balance sheets. Hemenway Trust avoids credit risk and invest in fixed income instruments issued by the US Treasury, highly rated companies, or states and local municipalities. | Investment Committee Member | - |
Training of Michael J. Puzo
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Hemenway Trust Co. LLC
Hemenway Trust Co. LLC Investment ManagersFinance Hemenway Trust aims to preserve and grow their clients’ wealth through a sound investment management philosophy and best practices. The firm is committed to a long-term investment approach using a diversified portfolio of holdings that spans asset classes and industry sectors and integrates sophisticated estate and tax planning strategies. Typically, they invest directly in common stocks issued by high-quality companies with reliable earnings, broad exposure to global markets, a history of dividend growth and strong balance sheets. Hemenway Trust avoids credit risk and invest in fixed income instruments issued by the US Treasury, highly rated companies, or states and local municipalities. | Finance |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston College Law School
Boston College Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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