Breckinridge Capital Advisors
200 High St
phone (617) 443-0779
fax (617) 443-0778
Short report on company website
Lisa joined the firm in May of 2000. Lisa has over 30 years of experience in municipal bond trading and portfolio management. She joined The Bank of Boston in 1978 where she worked in the municipal trading and underwriting area until 1990. Lisa transferred to Eagle Investment where she was responsible for all tax-exempt trading for the trust, custodial and agency accounts. She was also the Portfolio Manager for the bank's money market funds with assets totaling over $6 billion. Lisa is a member of the Municipal Bond Club of Boston. Lisa attended Salem State College.
Matt joined the Trading team in August of 2002 and transitioned to Portfolio Management in 2008. He has over 18 years of experience in the municipal bond market. Prior to joining the firm, Matt was a Trader at Mellon Private Asset Management where he was responsible for the tax exempt trading in over two thousand individual trust accounts and assisted with trading on six municipal bond funds. Prior to Mellon, Matt was a Portfolio Manager at David L. Babson and Co. for both taxable and tax exempt money market portfolios. While at David L.
We think robust corporate liquidity, steady profit growth and accommodative monetary policy will continue to provide support to the corporate bond market. Rising M&A and shareholder enhancement risk are offsets that we continue to monitor. While spreads are currently tight, we think they are likely to remain so absent a major market dislocation or unexpected economic weakness.
Jesse joined Breckinridge in February 2011 and serves as the Director of Development. He has over 10 years of experience designing and managing large-scale distributed systems. Previously, he was a Senior Web Systems Engineer for Aetna, where he specialized in online information security, infrastructure design, and performance analysis. He also represented Aetna at Microsoft's Interoperability Executive Council, a consortium dedicated to creating standards across emerging internet technologies.
Jeremy joined the Consultant Relations team at Breckinridge in October of 2011 and has over 6 years of experience in the industry. He started his career in the Client Service group at BlackRock where his primary responsibilities included providing support to clients in open-end and closed-end products. Jeremy has held FINRA Series 6, 7, and 63 licenses and currently holds his Series 65 license. Jeremy graduated from Framingham State College with a B.S. in Business Administration and earned his M.B.A. with a concentration in Finance from Suffolk University.
Number of employees:15-29