Harvey R. Boshart, CFA®

Harvey Boshart

Managing Director

Harvey is a Managing Director with J.P. Morgan Securities in Boston. He draws extensively on J.P. Morgan’s elite strategists, economists and analysts to provide advice relating to asset allocation and manager selection. Prior to joining Bear Stearns (now J.P. Morgan Securities) in 2006, Harvey worked in various capacities at Lehman Brothers for 6 years and served in numerous leadership positions as a Captain in the US Army.

Harvey is a graduate of Clarkson University and received his M.B.A., high honors, from Boston University. He received his Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute (formerly known as the Association for Investment Management and Research (AIMR) and the Boston Securities Analyst Society (BSAS). Harvey is a former chairman of the Town of Weston Finance Committee.

Harvey lives in Weston with his wife, 7 year old son and 2 year old daughter. He enjoys playing basketball, fly fishing, and spending time with his family in Maine.

Phone: 617.654.2001
Toll-free: 866.283.3830
Fax: 617.956.8880

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

Investment products: Not FDIC insured · No bank guarantee · May lose value
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