LongView serves as a Chief Investment Officer
for Small Non-Profits and Families

We provide portfolio management, investment advisory, and advice on all things financial.
Our principals each have decades of experience in the investment industry,

 bringing a variety of wisdom and expertise to our investment and advisory process.

Our current clients are located in six states along the East Coast.

LongView serves as a Chief Investment Officer for Small Non-Profits and Families

We provide portfolio management, investment advisory, and advice on all things financial. Our principals each have decades of experience in the investment industry, bringing a variety of wisdom and expertise to our investment and advisory process.

We seek to preserve and grow the purchasing power of our clients’ portfolios, investing and advising according to your goals, cash needs, and the time horizon of your investments. We offer advice and problem solving for investors and for your investment policy.

Advisory Philosophy

Team

Our expertise and experience include portfolio management, investment advisory, asset allocation, equity research, and published academic research in investments and industry conflicts of interests. One of our principals even authored a definitive investment guide entitled: The Fund Industry: How Your Money is Managed

1 - Nicole Boyson - Replacement Photo - Aug 22

Nicole Boyson, Ph.D.
Principal
Investment Committee

  • Prof. of Finance & Dept. Chair – Northeastern Univ
  • Financial Advisory Group – Ernst & Young
  • Co-Editor, Financial Analysts Journal
  • The Ohio State University – Ph.D., Finance
2 - Chuck Brown - Replacement Photo - August 2

Chuck Brown
Principal
Investment Committee

  • Credit Suisse – Equity Analyst
  • Windward Investment Management – Investment Committee
  • UNC-Chapel Hill (B.A.)
  • Darden Graduate School of Business at UVA (M.B.A., Finance)
3 - Bob Pozen - Replacement Photo - Aug 22 202

Bob Pozen
Investment Committee
 

  • Former Vice-Chairman, Fidelity Investments & President of Fidelity Management & Research Co.
  • Former Executive Chairman, MFS Investments
  • Harvard College (B.A., Phi Beta Kappa)
  • Yale Law School (J.D., Yale Law Journal – Editorial Board)
4 - Calie Richman - Replacement Photo - August

Calie Richman
Operations Associate

5 - Danielle Tyler - Replacement Photo - Augus

Danielle Tyler
Chief Compliance Officer

Corporate Partners

Services

FAQ

Contact

LongView Investment Advisors

Prudential Tower
800 Boylston St., 16th Fl.
Boston, MA 02199

(617) 624-4105

For inquiries, please email: info@longviewinvestments.com

Investment Advisory Services offered through Integrated Advisors Network LLC (IAN) a Registered Investment Advisor. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed on this web site are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Danielle Tyler is an employee of IAN and oversees all compliance and regulatory matters related to LongView Investment Advisors LLC.