Headquarters: Boston
AUM: $4.7 billion as of June 30
U.S. employees: 25
Years Won: 2021-2024
Three cool things:
- Recently implemented an equity ownership program that is being expanded from the leadership to most long-term employees, an effort designed to help build employees’ wealth.
- Fosters social environment through activities such as cornhole games, March Madness tournaments as well as team fun runs. Encourages relaxation through Wednesday “wine down” sessions, and supports intellectual curiosity through book clubs and field trips to celebrate Juneteenth.
- Promotes good health and wellness through free healthy snacks and free memberships at the office building’s fitness center. Also bolsters financial wellness through the technology platforms Enrich and iGrad, which both offer educational content and financial tools to assist in areas such as paying off student loans and saving for retirement.
Employees say:
- “We have a very energetic and innovative team-oriented culture where our team fun run and outings are a big hit. The work can be challenging, but peers are supportive and willing to help each other.”
- “Empathetic managers hire quality people. The management trusts and listens to us, and they have an open-door policy.”
- “The team treats older workers with dignity and respect, and mentors younger employees in a way that is not common today. It is a wonderful place to launch a career and also to end one.”
