News & Resources

Summer 2016 Investment Report

Michael O’Leary, Michael Puzo


We've been blessed in New England this summer with beautiful weather and a US stock market trading at all-time highs. This has been a busy summer managing client assets, enhancing our data security and compliance procedures, and (fortunately) transitioning new clients to the firm. Hemenway Trust Company and H&B now proudly work with over 400 families and charitable institutions and assets under management have grown to $3.8 billion.

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