Yvan , a CFA® Charterholder, is responsible for portfolio construction and implementation of investment policy for individuals, families, as well as endowments and foundations. He seeks to align each client’s investment strategy with their financial planning objectives; taking into consideration time horizon; risk tolerance; income requirements; taxes; and other unique factors, such environmental, social, and governance considerations.
Yvan has over 10 years’ industry experience and was most recently Managing Director, Wealth Manager at Boston Financial Management, LLC. Prior to that he served as Client Advisor and Investment Director at Cabot-Wellington LLC, a single-family office, and as Vice President, Portfolio Manager at Bank of America Private Bank.
He received his CFA designation in 2016 and is currently pursuing his CFP® certification.
He was raised overseas in continental Europe and is bilingual in French. Yvan travels have enabled him to obtain a global perspective and develop meaningful relationships with people of diverse backgrounds. He is a volunteer coach, supporter, and fundraiser for Tenacity, SquashBusters & 3Point Foundation as well as an Advisory Board Member for The Max Courage Curriculum.
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