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    The De Burlo Group, Inc.

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    Description

    • The de Burlo Group, Inc. is an independent SEC-registered investment advisory firm located in the heart of Bostons financial district. Our mission is to provide personalized investment management to; Massachusetts Municipal Retirement Systems, Corporate Profit Sharing Plans, Educational Institutions, Religious/Non-Profit Organizations & Individual Clientele Trusts with an emphasis on long term returns. We have a strong track record managing portfolios for; Retirement Systems complaint with specific Massachusetts Statues & Regulations, Socially Concerned Organizations & Individuals and Non-profit Entities. C. Russell de Burlo, Jr. founded the firm in 1987 after serving as Treasurer of Tufts University and managing its endowment, working capital and bond collateral funds. The firm has four full time portfolio managers and five individuals providing operational and administrative support.
    • location

      Headquarters:50 Federal Street , Boston, Massachusetts, United States

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    • The De Burlo Group, Inc. phone

      Phone Number: +1 617-482-0275

    • The De Burlo Group, Inc. website

      Website: https://www.deburlogroup.com

    • The De Burlo Group, Inc. employees

      Employees:9

    • The De Burlo Group, Inc. revenue

      Revenue:$1 - 10M

    • The De Burlo Group, Inc. legal name

      Legal Name:The De Burlo Group, Inc.

    • The De Burlo Group, Inc.'s Social Media

      The De Burlo Group, Inc. linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Vice President And Portfolio Manager for The De Burlo Group, Inc.

    Steve Kern

    Vice President And Portfolio Manager

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    View Employees

    Steve Kern

    Vice President And Portfolio Manager

    Nicole Roderick

    Operations And Financial Analyst And Chief Marketing Manager

    Nimra Jamil

    Organization Manager

    Michael Shade

    Portfolio Manager

    Frequently Asked Questions regarding The De Burlo Group, Inc.

    • Where are The De Burlo Group, Inc.'s Headquarters?

      The De Burlo Group, Inc.'s Headquarters are in 50 Federal Street ,Boston,Massachusetts,United States

    • What is The De Burlo Group, Inc.'s phone number?

      The De Burlo Group, Inc.'s phone number is +1 617-482-0275

    • What is The De Burlo Group, Inc.'s official website?

      The De Burlo Group, Inc.'s official website is https://www.deburlogroup.com

    • What is The De Burlo Group, Inc.'s Revenue?

      The De Burlo Group, Inc.'s revenue is $1 - 10M

    • What is The De Burlo Group, Inc.'s NAICS code?

      The De Burlo Group, Inc.'s NAICS code is 523930

    • How many employees are working in The De Burlo Group, Inc.

      The De Burlo Group, Inc. has 9 employees

    • What is The De Burlo Group, Inc.'s Industry?

      The De Burlo Group, Inc. is in the industry of Financial Services

    • Who is The De Burlo Group, Inc.'s Vice President And Portfolio Manager?

      The De Burlo Group, Inc.'s Vice President And Portfolio Manager is Steve Kern

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