Headquarters: Boston
AUM: $18.3 billion as of June 30
U.S. employees: 57
Years Won: 2024
Three cool things:
- Recruits from a diverse pool of candidates from platforms such as 100 Women in Finance and the Employer Assistance and Resource Network on Disability Inclusion. Also facilitates lunch-and-learn sessions and educational workshops on inclusion, diversity, equity and accessibility.
- Bolsters financial wellness by contributing 15% of the total compensation for all full-time employees’ 401(k) plans, for which vesting begins on first day of employment. Also promotes good health through 15-minute “deskercise” sessions every Thursday at 2 p.m., in addition to paid sabbatical leave.
- Organizes team bonding events during the spring and fall, in addition to an annual holiday event. Provides lunch to all staff on Fridays, in addition to maintaining a supply of assorted snacks and beverages.
Employees say:
- “This organization promotes learning, not just on investment topics but on a variety of topics that are interesting. Also, because of the size of the organization, employees have access to senior leadership and have the ability to expand their skill sets and pursue interests outside of their defined roles.”
- “Your voice is valued, and the firm is very open-door oriented. There is not one individual at any level who is not welcoming, helpful or available to fellow colleagues.”
- “Everyone works together and gets along well, no matter what department you are in. Additionally, I think the work-life balance is very fair. The ability to work remotely twice a week — and the flexibility it entails — is a perk that people really enjoy.
