In 1995, Morningstar began distributing awards among three broad asset classes-domestic stock, international stock and fixed income. The Fund Manager of the Year award winners are chosen based on Morningstar’s proprietary research and in-depth evaluation by its fund analysts. To qualify for the award, managers’ funds must have not only posted impressive returns for the year, but the managers also must have a record of delivering outstanding long-term performance and of aligning their interests with shareholders. * Established in 1988, the Morningstar Fund Manager of the Year award recognizes portfolio managers who demonstrate excellent investment skill and the courage to differ from the consensus to benefit investors. ![]() Phil earned a BSBA (magna cum laude) from Saint Louis University and an MBA from Washington University he is also a CFA® Charterholder. While he was at Invesco, Morningstar*, the premier mutual fund rating service, designated Phil runner-up portfolio manager of the year for 1991 (for all mutual funds). Previously he was a portfolio manager for Chestnut Hill Management Company and Invesco Funds Group. ![]() He most recently served as an analyst and portfolio manager for Harvard Management Co., Inc., the endowment management arm of Harvard University, where he was responsible for over $2 billion within Harvard’s Core Equity strategy as well as a $300 million merger / arbitrage fund. As Chief Investment Officer, he provides both market commentary and research analysis. She is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst ® as well as a member of The Boston Estate Planning chairs the Beaumont Investment Committee. Cheryl holds a Bachelor of Arts (cum laude) in Political Science and Communications from Boston College. Prior to joining Beaumont in 2019, Cheryl spent over 19 years at BNY Mellon where she was consistently recognized as a top performing Senior Wealth Manager. As a steward for her clients and their wealth, Cheryl delivers the highest level of client service.Ĭheryl also partners with clients’ tax, trust and estate, and insurance advisors to ensure a comprehensive and customized wealth plan is established and implemented. She conducts regular reviews to monitor her clients’ progress towards reaching their goals and ensures their strategies evolve as their lives change. This has led to new partnerships with not-for-profit organisations and projects with the National Software Academy and the School of Earth and Environment. Cheryl develops and oversees relationships with high and ultra-high net worth individuals and families advising them on all aspects of investment and wealth management.Īs a Wealth Advisor, Cheryl works with clients to fully understand what matters most to them in order to develop an appropriate investment and wealth strategy.
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