Battery Global Advisors provides customized wealth management within an institutional family office framework. We empower our clients to make confident decisions in order to optimize the impact they have on their personal, professional, and philanthropic endeavors. Between the families we advise and the private funds we offer, BGA manages over $1.25 billion of assets for sophisticated investors around the world.

Investment Management

Investment
Management

We provide differentiated opportunities using a wide variety of private funds, and we use conventional strategies for targeted exposure, diversification, and liquidity.

Tax and Estate Planning

Tax and Estate
Planning

We engineer strategies to minimize taxes and maximize charitable and multigenerational planning opportunities.

Accounting and Reporting

Accounting and
Reporting

We report all aspects of investment performance, asset allocation, commitments, and liquidity to generate actionable insights.

Client Service

Client
Service

We quarterback a variety of our clients' personal financial responsibilities so they can focus on what matters most.

Our Family Office Approach

1

Establish a
Baseline

  • Learn about family structure, personal goals, and wealth transfer objectives
  • Identify cash flow sources and liquidity needs
  • Outline existing accounts, financial holdings, and insurance policies
2

Prepare a Financial
Roadmap

  • Develop a personalized investor policy statement and target asset allocation
  • Establish a short-term and long-term financial plan
  • Facilitate changes in current structure of entities and accounts
3

Implement & Monitor
Recommendations

    • Create a customized portfolio using a variety of strategies and investment vehicles
  • Coordinate regular tax planning and annual return compliance
  • Manage cash flow, insurance, and charitable needs
4

Facilitate Regular
Reviews

  • Evaluate monthly portfolio construction, performance, and asset allocation
  • Rebalance investment portfolio as necessary to adhere to targets
  • Adjust plan when required due to changing situations

Our Investment Approach

BGA was established to provide investment advice to a group of venture capital professionals. To help them achieve their goals, we have developed a suite of investment options that includes ETFs, mutual funds, and separately managed accounts. The additional private funds we have created deliver access to a broad range of strategies including real estate, private equity, hedge funds, electricity trading, commercial aircraft leasing, and pharmaceutical royalties. We understand the importance of building an institutional-quality investment team and customizing portfolios to meet the specific and evolving needs of our clients.

At BGA, we:

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Diversify

across a variety of asset classes
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Perform

extensive fundamental research
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Conduct

detailed manager due diligence
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Maintain

a long-term view of performance
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Balance

risk and return expectations
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Identify

and exploit valuation anomalies
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Allocate

to managers who can generate alpha

Our Team

Our employees are our greatest assets. BGA's professionals have significant experience in investing, estate planning, tax, accounting, and operations. These diverse capabilities drive creativity and collaboration, enabling our team to stand out as a valuable resource to clients and investors.

John O’Connor

John O’Connor

CEO & Chief Investment Officer

John Dinneen

John Dinneen

COO & Director of Tax and Estate Planning

Daniel Burns

Daniel Burns

CFO & Chief Compliance Officer

Alex Cobb

Alex Cobb

Director of Investments

Matya Schachter

Matya Schachter

Director of Investments

Allison Drushella

Allison Drushella

Relationship Manager

Hillel Moskovits

Hillel Moskovits

Tax and Estate Planning Advisor

David Rothenhaus

David Rothenhaus

Director of Investments

Erik Berge

Erik Berge

Tax and Estate Planning Advisor

Lindsay Zappala

Lindsay Zappala

Relationship Manager

Kristin Griffin

Kristin Griffin

Relationship Manager

Nam Nguyen

Nam Nguyen

Investment Analyst

Conor O’Dwyer

Conor O’Dwyer

Investment Analyst

David Iannalfo

David Iannalfo

Associate

Sylvie Rozenblum

Sylvie Rozenblum

Associate

Laura Alves

Laura Alves

Executive Assistant

Our Advisory Board

Philip Bullen

Chairman, Board of Directors; Investment Advisory Board

Thomas Crotty

Board of Directors

Christopher Hanson

Board of Directors

Morris Smith

Investment Advisory Board

Tom Ballantyne

Investment Advisory Board

Kevin Grant

Investment and Real Estate Advisory Boards

William Chiasson

Real Estate Advisory Board

Peter Goedecke

Real Estate Advisory Board

Joshua Katzen

Real Estate Advisory Board

Battery Global Advisors

Battery Global Advisors
1 Marina Park Drive
Suite 1150
Boston, MA 02210

Phone: (617) 948-3800

Nothing on this website constitutes an offer to sell (or a solicitation of an offer to buy) an interest in any fund managed by Battery Global Advisors, LLC or any of its affiliates. Any such offer will be made via a private offering memorandum or similar document.