Harvey R. Boshart, CFA®
Harvey Boshart is a Managing Director and Financial Advisor with J.P. Morgan Securities, LLC in Boston, the wealth management division of J.P. Morgan. He provides investment management guidance for clients of the Fagan Boshart Group by drawing extensively on J.P. Morgan’s strategists, economists and analysts to provide advice on asset allocation and manager selection. Harvey pays particular attention to the risk level of a portfolio in order to assure that clients protect their purchasing power and do not assume unnecessary risk in order to meet their income and growth goals. Utilizing both passive and active management strategies, Harvey constructs asset allocations that focus on taking advantage of the opportunities he identifies for outperformance over market cycles.
Prior to joining J.P. Morgan Securities’ predecessor firm, Bear Stearns, in 2006, Harvey worked in various capacities at Lehman Brothers for six years.
Harvey is a graduate of Clarkson University, where he earned a B.S. degree in Civil and Environmental Engineering. He went on to serve as a Captain in the U.S. Army after which he earned his M.B.A. in Finance, with high honors, from Boston University. In 2004, Harvey received his Chartered Financial Analyst (CFA) designation, a respected and recognized investment designation in the financial services industry. Harvey’s educational background, investment knowledge and attention to detail are vital components in constructing portfolios aligned with each client’s specific risk tolerance.
Harvey and his wife, Deborah, live in Weston, MA with their son, daughter and yellow lab. As the former chairman of the Town of Weston Finance Committee, Harvey stays actively involved in his town’s governance. In his spare time, he enjoys fly fishing, basketball and spending time with his family in Maine.
Registered States: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KY, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NY, NV, OH, PA, RI, SC, TX, VA, VT, WA, WI, WY
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.