Team Biographies
 
  Thomas P. Reilly, Founder, Managing Member, and Portfolio Manager 
Tom has 38 years of experience in investment management and financial services. Tom founded Fernwood Investment Management in 2003 and is responsible for portfolio management and the strategic direction of the firm's operations and investments. Before establishing Fernwood, Tom held positions at Bainco International Investors where he was a Partner and Senior Research Analyst for five years. Prior to that, he was at Merrill Lynch for 22 years where he worked with corporations and high net worth individuals on equity strategies, asset allocation, and portfolio analysis. Mr. Reilly holds a Series 65 license for investment advisement and an insurance license. He also served on the Boston College Investment Advisory Council and as a member of the Regis College Board of Trustees. Tom earned a Bachelor of Science degree in Biology at Boston College.
     Jeffrey J. Vincent, Director of Wealth Management
Jeff joined the firm with 18 years of experience in the financial services industry, most recently as the President and Founder of his own investment advisory firm.  He is reponsible for managing client portfolios and providing financial planning services.  Jeff is a graduate of Boston College where he earned both a Bachelor of Science and a Masters of Business Administration from the Carroll School of Management.  In addition, Jeff holds a graduate certificate in Leadership from Boston College, a certificate in Financial Planning from Boston University and is a Certified Financial Planner (CFP®)
    Kristen J. Holland, Director of Client Services 
Kristen has 28 years of experience in the financial services industry and oversees the firm's investment operations and hedge fund of funds product. She joined the firm in 2003 from Wellington Management Company, LLP where she was an investment marketing consultant to the firm's mutual fund clients for eight years. Prior to that, she held the position of global account manager at Brown Brothers Harriman & Company covering the institutional market. Kristen earned a Bachelor of Science degree in Finance from the Carroll School of Management at Boston College and holds a Certificate in Financial Planning. She holds a Series 65 NASD license. 
    Michael D. Reilly, Investment Associate
Michael is responsible for assisting with portfolio management and conducting investment analysis and market research.  He joined the firm in 2011 and earned a Bachelor of Science degree in Finance from Fairfield University.