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John is a graduate of Colgate University (Magna Cum Laude) and the University of Chicago Law School. He began his investment career in New York City as a research analyst for H.C. Wainwright & Co. and then became an investment officer for Citibank. Returning to his native Boston, John associated with Standish, Ayer & Wood, Inc. as a Partner and Managing Director. John has served as Chairman and President of the Investment Adviser Association, a national organization that represents the interests of SEC registered investment firms. He also serves as Director of YMCA Camp Belknap and as Honorary Trustee of the New England Baptist Hospital having previously been Chairman of the Board. He is a Director of Care Group, Inc. (holding company for Beth Israel Deaconess, Mt. Auburn and New England Baptist hospitals) and is on the investment committee of the Carleton-Willard Village, Inc., retirement community. In his home community John is a founding trustee of the Wellesley Free Library Centennial Fund. John holds the Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations. He is a member of the Boston Security Analysts Society and Boston Economic Club. |
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Mike graduated from Bates College where he majored in economics and mathematics. He earned an MBA degree (Cum Laude) from Babson College. Mike's focus at Wilkins Investment Counsel is on equity research and portfolio management, and he helps oversee the operation of the firm. Prior to joining Wilkins he worked in fixed income trading and management at Eaton Vance in Boston. Michael is very involved with his alma mater, Bates College, including serving as Chairman of the Boston Bates Business Network. He holds the Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations, and is a member of the Boston Security Analysts Society and the Boston Economic Club. |
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Gayle is a graduate of Suffolk University where she received a Bachelor of Science Degree. Upon graduation, Gayle completed an executive management program with the Jewel Tea Corporation. She also holds a Management Certificate from Curry College. Gayle supervises all administrative responsibilities at Wilkins Investment Counsel. Gayle entered the investment business as an account administrator with diversified responsibilities at Standish, Ayer & Wood, Inc. |
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Shane is a graduate of Indiana University where he majored in kinesiology. He earned an MBA degree (Summa Cum Laude) from Babson College and served as a member of the Babson College Fund, managing a portion of the school's endowment. Shane is responsible for overseeing the equity and fixed income research efforts of the firm. His previous professional experience includes tenures at XOS Technology, Inc. as a product marketing manager, assistant coaching positions with NCAA basketball programs and assisting the coaching staff of the NBA's Cleveland Cavaliers. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. |
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Alex is a graduate of Bucknell University (Cum Laude) where he majored in economics and political science. Alex specializes in fixed income management and research at Wilkins Investment Counsel. He previously served as a senior financial analyst with Great American Group. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. |
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Tom is a graduate of Carnegie Mellon University where he received a Bachelor of Science degree in Business Administration with a concentration in Finance. Tom specializes in equity research at Wilkins with a particular emphasis in the technology sector. His previous experience included equity research at Boston American Asset Management and Prudential Equity Group. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. |
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Dave is a graduate of Saint Anselm College where he majored in history. His previous experience includes serving as operations manager at Contravisory Investment Management and as an investment associate at Congress Asset Management. |
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Cindy earned her diploma in an accelerated program at Chandler School for Women. She has extensive experience as an Administrative Assistant, most recently at Environmental Resources Management, Inc. as the Office Administrator. |
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