Office and Hours

Address:  121 Mount Vernon Street, Boston, Massachusetts 02108
Office Phone: +1 617-423-5705
Office Fax: +1 617-423-6656

Hours of Operations: 8:30 am to 4:30 pm, Monday to Friday; with the exception of the holidays below

2018 Office Holidays:  New Year’s Day, Martin Luther King Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Columbus Day, Veteran's Day, Thanksgiving Day and the following day, Christmas Eve and Christmas Day.

Directory:

Eva Alpert: Tax, ea@jmforbes.com ; 617-316-7019
Jeff Bernier: Partner, jb@jmforbes.com ; 617-316-7018
Tom Brosnan: Management, Investments, tb@jmforbes.com ; 617-316-7021
Brian Chirco: Tax, bc@jmforbes.com ; 617-316-7016
Leah Duffield: Office Administration, ld@jmforbes.com; 617-316-7025
Paul Elias: Partner, pe@jmforbes.com ; 617-316-7013
Barbara Fitzgerald: Accounting, bf@jmforbes.com ; 617-316-7011
Bob Goodnow: Accounting, rg@jmforbes.com ; 617-316-7026
Jeanne Gould: Accounting, jg@jmforbes.com ; 617-316-7027
Tim Green: Account Management, Operations, tg@jmforbes.com ; 617-316-7024
Paul Kendrigan: Management, Compliance, pk@jmforbes.com ; 617-316-7029
Linda Leahy: Tax, lal@jmforbes.com ; 617-316-7032
Andy Robberson: Account Management, Operations, ar@jmforbes.com ; 617-316-7031
Nyana Simpson: Communications, ns@jmforbes.com ; 617-316-7010
Scott Smith:  Account Management, Estates, ss@jmforbes.com ; 617-316-7023
Ben Waddicor:  Investments, bw@jmforbes.com ; 617-316-7017
Dave Warner:  Partner, dw@jmforbes.com ; 617-316-7028

Directions and Parking Tips:

Click on our address, 121 Mount Vernon Street to see a map of our location.

Visitors to our office staying two hours or less can usually find a metered space on Charles St. These meters require ten quarters or a credit card for the full two hour limit, and remain in operation until 8 pm. All of these meters are within a three or four minute walk of our location. At the Public Garden drivers must turn right off Charles St. By taking a series of left turns, one can then circle the Public Garden, which is lined with metered spaces.  If no meter is found, simply follow the blue “P” sign down into the underground Boston Common Parking Garage and walk back down Charles two blocks to find us.

Form ADV:

Please click here to view our Form ADV, registered with the Securities Exchange Commission.