Mr. Mills is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments and foundations. He seeks to align each client’s investment strategy with their financial planning objectives by taking into consideration time horizon, risk tolerance, income requirements, taxes, and other unique factors. He also coordinates with family members, outside advisors and with other members of the clients’ professional team. Mr. Mills has over 25 years of wealth and investment management experience. He most recently served as Executive Managing Director and Senior Wealth Advisor at Boston Private Wealth. Prior to Boston Private, he held senior clien