Boston Asset Management

Our Services

“Prudent management of our clients’ wealth and assets with the highest levels of integrity and personalized service.”

Asset Management

We will create an investment portfolio that caters to your goals, current situation, and risk acceptance.

Retirement Plans

We work with you, your business, or your institution to create retirement programs that serve your best interests.

Athlete Services

We develop specialized solutions designed to meet the needs of athletes in order to continue their success.

Who We Are | Boston Asset Management

Who We Are

Trust is built on the belief in the importance of each client and their goals. Play Video

Our Philosophy | Boston Asset Management

Our Philosophy

We manage our clients’ wealth and assets with the highest levels of integrity and personalized service. Learn more

Our Approach | Boston Asset Management

Our Approach

We take time to understand your goals and then develop to get you from where you are to where you want to be. Learn more

Our Team

  • Testimonial

    Mark Govoni

    President & Managing Director

    About Mark Govoni

    Mark has 30 years of experience as an investment advisor. He is responsible for the New England division of Boston Asset Management and specializes in portfolio management for high net worth individuals and institutions. Previously, Mark served as Vice President and Portfolio Manager for U.S. Trust Bank of America, where he was responsible for the investment of $400 million in institutional and individual assets. Mark is a 1981 graduate of Colby College in Waterville, Maine.

  • Testimonial

    Cheryl Coletti

    Vice President of Business Development

    About Cheryl Coletti

    Ms. Coletti is dedicated to expanding the firm’s footprint in the greater New England area focusing on bringing business owners and resources together to create wealth and sustainability for her clients’ professional and personal success.  Cheryl received her Bachelors Degree in Communication from the University of Massachusetts, Amherst and her Masters Degree in Business Administration from the University of New Hampshire.  Cheryl comes to us from Casella Waste Systems, where she was responsible for their Northern New England operations.

    Cheryl sits on the Board of Directors for both the Greater Chamber of Commerce and Intown Concord.  She is a member of the Leadership NH Class of 2015 and is an active member of the Business and Industry Association of New Hampshire and the Concord Rotary.  She enjoys living in Concord with her two small children.

     

  • Testimonial

    Elevina Vergato

    Executive Assistant

    About Elevina Vergato

    Elevina joined Boston Asset Management in August of 2009 after working at US Trust, Bank of America Private Wealth Management for 12 years. Prior to working at US Trust, she worked in Trust Services and Retirement Services for Fleet Bank. Her role within the firm is to assist our advisors with client interaction, handling administrative requests and account reconciliation to opening accounts and monitoring asset transfers and day to day support.  Elevina provides our clients with exceptional personal service.

Is your financial picture as clear as it should be?

Get in touch with us

Feel free to give us a call and hear how Boston Asset Management can create a financial solution for you.

Contact Address

Clearwater, FL
4912 Creekside Dr.
Clearwater, FL 33760


Concord, NH
11 South Main Street, Suite 300
Concord, NH 03301


Contact Details

727-894-6520
info@BostonAssetManagement.com


Office Hours

8:30 am to 5:00 pm
Monday to Friday

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