Bernadette Kehl

An expert in trust services, portfolio management, and client service, Bernadette heads the trust portfolio management unit at Boston Advisors, supporting the network of financial advisors and their clients at both Advest, Inc. and the MONY Group.
Bernadette is responsible for portfolio management for high net worth individuals and businesses and also leads the Boston Advisors team to provide account oversight for Advest’s Trust Managed Accounts Consulting and Trust AssetMatch programs.
For over 30 years, Bernadette has managed money for high net worth U.S.
and international individual investors and institutions.
Prior to joining Boston Advisors, she was Senior Portfolio Manager and team leader in Wilmington Trust’s High Net Worth Client Unit.
Prior to that, she spent four years managing First Union’s Miami office and over a decade working with institutional clients throughout Connecticut for Shawmut Bank before it was acquired by Fleet.
Bernadette is a graduate of the Wharton School of the University of Pennsylvania and received her M.B.A.
from St. Joseph’s University.