TRENDS & PERSPECTIVES
NEWS
2011
Federal Street ranked 22 in Bloomberg's top 50 Family Offices
Bloomberg released their annual top 50 ranking of Family Offices. Federal Street is pleased to have been ranked number 22.
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John LaPann ranked in Barron's Top 100 Independent Financial Advisors
Barron's identified America's top independent financial advisors and John ranked 26. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for their firms and the quality of the advisors' practices.
Federal Street named one of the top 20 firms by Advisor One Magazine
Federal Street was listed number 16 by Advisor One Magazine in its annual ranking of the 100 Top Wealth Managers in 2011.
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Bloomberg Listed Federal Street in the Top 25 of the World's Richest Family Offices in 2011
Federal Street is pleased to have been placed in Bloomberg's top 25 of family offices.
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John LaPann quoted in Boston Business Journal article Wild ride for advisers: Hours spent getting ahead of tumult and advising clients to sit tight
Federal Street had worked to set expectations with clients in the prior weeks, and a month ago had started advising some clients to set aside enough cash to ride through any serious swings, said LaPann, the firm's president and chief investment officer.
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Federal Street one of the top 20 RIAs according to Financial Advisor Magazine
Financial Advisor Magazine has just announced their 2011 RIA rankings, and once again, Federal Street Advisors is the top firm in New England. Overall the firm was ranked number 17 based on assets under advisement.
John Przybylski quoted in Financial Advisor Magazine on the 2010 Tax Relief Act
The myriad changes and opportunities mean estate plans should be reviewed to see how they'll function under the new, albeit temporary, rules.
Andrew Shepard interviewed by Nonprofit News on Federal Street's approach to seeking active managers.
In order to get the most out of active managers, institutions need to go beyond the checklist approach to identifying quality firms.
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2010
Federal Street's story makes the cover of the September/October 2010 issue of Private Wealth magazine.
Beyond Satisfied - Federal Street Advisors makes a habit of helping its wealthy clients reach their investing and philanthropic goals.
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New Barron's Rankings of Independent Financial Advisors Puts Federal Street at Top of Boston Firms
Additional RIA Rankings by Financial Advisor Magazine, Wealth Manager, and Boston Business Journal Round Out a Strong Summer for the Boston Investment Consultant
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Federal Street featured in The Boston Foundation's Summer 2010 edition of Philanthropic Advisor.
We were honored to have been given the opportunity to co-write two articles with The Boston Foundation: Understanding Behavioral Finance When Advising Clients and High Impact Philanthropy.
Open the PDF to read both articles.
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Corporation Hits a Hole-in-One for Kids
Federal Street was featured in Judge Baker Children's Center's annual report. We have been a supporter of the Center for many years and were honored to be recognized.
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Federal Street Featured in Nonprofit News
It's not often an investment consultant can say it was far ahead of its peers in either taking on a new idea or being part of an innovative trend, but Federal Street Advisors makes a strong case for both.
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2009
Jennifer Murtie acknowledged by the Family Wealth Alliance
Jennifer was recognized as a rising talent in the family wealth industry at the Family Wealth Alliance's 40minus Leadership Summit. The industry-first event was attended by professionals forty years of age and under who represented a select number of advisory and provider firms from the family wealth space across the U.S.
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Federal Street Advisors Highlighted in Investment Advisor
John LaPann was interviewed by Robert F. Keane, Managing Editor of Investment Advisor.
2008
Climate Solutions Forum Goes Big Time
Born from Merck Family Fund/Federal Street collaboration in 2007, this year the conference moved to New York, quadrupled in size, and received the Keynote from the Hon. Al Gore and David Blood.
John LaPann Featured on FundFire
John LaPann was a featured guest columnist in FundFire’s “MoneyVoices” section writing about socially responsible investing (SRI).
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Federal Street Named Top Dog by Wealth Manager Magazine
Federal Street has been named number one Top Dog in 2008 by Wealth Manager Magazine.
Federal Street Advisors Strengthens Research Function Amid Growth
The firm appoints Investment Research Veteran Kristin Fafard to the Position of Director of Research.
Federal Street Advisors Strengthens Financial Services Offering to Foundations and Non-Profits
The firm names veteran Jennifer Christian Murtie to newly created position of Director of Foundation Services.