Anthony D. Pell
Corporate Officer/Principal at Boston Co. Financial Strategies, Inc.
Profile
Mr. Anthony D.
Pell is Vice President at Eaton Vance Investment Counsel and Senior Vice President at Boston Co. Financial Strategies, Inc. He is also on the Board of US/ICOMOS a UN affiliated organization.
He is a member of the investment committee of Historic New England, a Boston-based charity.
He provides investment advice to private investors.
Prior to joining Eaton Vance Investment Counsel in 2011, Mr. Pell was a principal and co-founder of Pelican Investment Management.
He served as an officer in the U.S.
Navy and was an analyst for the Office of Naval Intelligence in Washington D.C.
Mr. He practiced law at Coudert Brothers and Cadwalader, Wickersham & Taft, both in New York City, and is a member of the New York and District of Columbia Bars.
He then joined The Boston Company, a Boston-based investment advisory firm.
In 1980, Mr. Pell co-founded Pell, Rudman & Co., an investment advisory firm specializing in advising high net-worth individuals and families.
The firm was sold in 1993, having become prominent in its area of specialization.
While there, he served as director of two subsidiary trust companies and general partner of numerous limited partnerships.
Additionally, Mr. Pell was a director of a New York-based asset management and financial services firm and was a member of its investment committee.
He has been a director of a publicly listed company and served as treasurer.
He is the past president of Fort Ticonderoga, a history museum located in New York and is currently the Treasurer.
He received his undergraduate degree from Princeton University and a graduate degree from George Washington University.
Anthony D. Pell active positions
| Companies | Position | Start |
|---|---|---|
Boston Co. Financial Strategies, Inc.
 Boston Co. Financial Strategies, Inc. Investment ManagersFinance Boston Co. Financial Strategies, Inc. provides financial planning services. The private company is based in Boston, MA. | Corporate Officer/Principal | 1971-12-31 |
Former positions of Anthony D. Pell
| Companies | Position | End |
|---|---|---|
| POWERSECURE INTERNATIONAL, INC. | Chairman | 2013-06-10 |
Pelican Investment Management, Inc.
 Pelican Investment Management, Inc. Investment ManagersFinance Part of Morgan Stanley, Pelican Investment Management, Inc. is an alternative investment manager. The company is based in Boston, MA. The company was founded by Anthony D. Pell. Pelican Investment Management was acquired by Eaton Vance Corp., part of Morgan Stanley from March 01, 2021. | Founder | 2011-02-28 |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | President | 1992-12-31 |
| Metretek, Inc. | Director/Board Member | 1994-02-28 |
Pell Rudman & Co.
 Pell Rudman & Co. Investment Banks/BrokersFinance Part of BrightSphere Investment Group, Inc., Pell Rudman & Co. is an investment manager. The company is based in Boston, MA. Pell Rudman was acquired by Old Mutual (US) Holdings, Inc. on December 24, 1992. | President | 1992-12-31 |
Training of Anthony D. Pell
| George Washington University | Graduate Degree |
| Princeton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Boston Co. Financial Strategies, Inc.
Boston Co. Financial Strategies, Inc. Investment ManagersFinance Boston Co. Financial Strategies, Inc. provides financial planning services. The private company is based in Boston, MA. | Finance |
Cadwalader, Wickersham & Taft LLP
 Cadwalader, Wickersham & Taft LLP Miscellaneous Commercial ServicesCommercial Services Cadwalader, Wickersham & Taft LLP provides legal services to financial institutions and corporations, government entities, charitable and health care organizations and individual private clients. It was founded in 1792 and is headquartered in New York, NY. | Commercial Services |
PowerSecure International, Inc.
 PowerSecure International, Inc. Electrical ProductsProducer Manufacturing PowerSecure International, Inc. engages in the business of providing energy technologies and services to electric utilities and large industrial, commercial, institutional and municipal customers. It provides products and services through four reporting segments: distributed generation, solar energy, utility infrastructure, and energy efficiency. The company was founded by Sidney Hinton on April 5, 1991 and is headquartered in Wake Forest, NC. | Producer Manufacturing |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
| Metretek, Inc. | Producer Manufacturing |
Coudert Brothers LLP
 Coudert Brothers LLP Miscellaneous Commercial ServicesCommercial Services Coudert Brothers LLP provides legal services. The firm's practice areas include antitrust, banking, mergers and acquisitions, and real estate. The company was founded on September 5, 2001 and is headquartered in New York, NY. | Commercial Services |
Pell Rudman & Co.
Pell Rudman & Co. Investment Banks/BrokersFinance Part of BrightSphere Investment Group, Inc., Pell Rudman & Co. is an investment manager. The company is based in Boston, MA. Pell Rudman was acquired by Old Mutual (US) Holdings, Inc. on December 24, 1992. | Finance |
Pelican Investment Management, Inc.
Pelican Investment Management, Inc. Investment ManagersFinance Part of Morgan Stanley, Pelican Investment Management, Inc. is an alternative investment manager. The company is based in Boston, MA. The company was founded by Anthony D. Pell. Pelican Investment Management was acquired by Eaton Vance Corp., part of Morgan Stanley from March 01, 2021. | Finance |
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