Jeff has over 25 years of experience in the financial markets and serves as President and of MuniCrest, a firm he founded in 2000. Jeff began his investment management career at General Reinsurance Corporation in 1991. At General Re, Jeff's responsibilities included the management and strategic direction of the tax-exempt bond portfolio, as well as oversight of the preferred stock and the cash management operation for the domestic property and casualty companies. Jeff earned his undergraduate degree in Mathematics from Syracuse University and his MBA in Finance from the State University of New York at Albany. He earned the Chartered Financial Analyst designation in 1994. Mr. Slater's fixed-income acumen was recognized when his chapter entitled “Managing Municipal Bond Portfolios,” was published by Frank Fabozzi Associates in Managing Fixed Income Portfolios, and Selected Topics in Bond Portfolio Management. The Wall Street Journal, The New York Times, Bloomberg Business News, and The Bond Buyer have all published Mr. Slater’s comments on market developments.
MuniCrest Investment Management Company is an investment advisor founded in 2000 that specializes in the management of fixed income portfolios for insurance companies and individuals.
MuniCrest is a majority owned subsidiary of Boston Hill Advisors, a federally registered, independent, and fee-only investment advisor to hundreds of individuals, families, small businesses and charities
Michael has nearly 20 years of experience in the financial markets. In addition to serving on the investment committee at MuniCrest, Mike is also a managing partner with Boston Hill Advisors, the parent company of MuniCrest. Prior to joining Boston Hill Advisors and MuniCrest, Michael served as Vice President and Director of Fund Analysis and Research at Fidelity Management and Research Company. Michael also held the positions of Manager of Institutional Research and Investment Specialist at MFS Institutional Advisors. Prior to MFS, Michael was Manager of Capital Markets and Manager of Cash Management and Banking at Partners Healthcare System. Mike is a Chartered Financial Analyst, a member Boston Security Analysts Society and has an MBA in Finance from Bentley College. Mike's undergraduate degree is from Saint Anselm College.
Joe has over 25 years of financial market and investment management experience. In addition to chairing the investment committee at MuniCrest, Joe is also a managing partner with Boston Hill Advisors, the parent company of MuniCrest. Prior to joining Boston Hill Advisors and MuniCrest, Joe was a Managing Director for U.S. Trust, President of U.S. Trust Institutional, President of MFS Institutional Advisors, Chief Investment Officer Partners HealthCare System (Affiliate of Harvard Medical School teaching hospitals), Deputy Treasurer Partners HealthCare System, Chief Financial Officer Brigham and Women's Hospital, and Treasury Manager for Honeywell Information Systems. Joe is a Chartered Financial Analyst, a member of the Boston Security Analysts Society and has an MBA from Northeastern University.