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.

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

MARK GOVONI

President & Managing Director
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.

ELEVINA VERGATO

Executive Assistant
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

877-484-1070

Info@BostonAssetManagement.com

Office hours

8:30 am to 5:00 pm

Monday through Friday

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