The de Burlo Group, Inc. Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

The de Burlo Group, Inc. is an independent, SEC-registered investment advisory firm based in Boston's financial district. It provides personalized investment management for a mix of institutional and individual clients, with an emphasis on long-term returns. Its client base includes Massachusetts Municipal Retirement Systems, corporate profit-sharing plans, educational institutions, religious and non-profit organizations, and individual trusts.

The firm was founded by C. Russell de Burlo, Jr., who previously served as Treasurer of Tufts University and oversaw its endowment, working capital, and bond collateral funds. It has a history of managing portfolios for retirement systems, socially concerned organizations, and non-profit entities in accordance with Massachusetts statutes and regulations. Located in Boston, the firm operates with a small team of portfolio managers and support staff to deliver its services.

Find The de Burlo Group, Inc. employees' phone numbers or email addresses

The de Burlo Group, Inc. Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Asia
1

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  • United Arab Emirates
    1

The de Burlo Group, Inc.'s Leadership

  • Stylized image of a person
    S. K.
    Vice President And Portfolio Manager
    Phone icon
  • Stylized image of a person
    C. A. K. B.
    President And CEO
    Phone icon
  • Stylized image of a person
    R. V.
    Vice-President
    Phone icon
  • Stylized image of a person
    M. R.
    Portfolio Manager
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  • Stylized image of a person
    L. P.
    Manager
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  • Stylized image of a person
    R. B.
    Principal
    Phone icon

The de Burlo Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from The de Burlo Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. A. K. B.
    President And CEO
    Phone icon
    United StatesNew York
    Feb 26, 2024
  • Stylized image of a person
    S. K.
    Vice President And Portfolio Manager
    Phone icon
    United StatesMassachusetts
    Mar 31, 2026
  • Stylized image of a person
    R. V.
    Vice-President
    Phone icon
    United StatesMassachusetts
    May 31, 2026
  • Stylized image of a person
    M. R.
    Portfolio Manager
    Phone icon
    United StatesMassachusetts
    Jun 08, 2026
  • Stylized image of a person
    L. P.
    Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    R. B.
    Principal
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

What is The de Burlo Group, Inc. known for?

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The de Burlo Group, Inc. was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 50 Federal Street Boston, Massachusetts 02110 United States; you can contact the main corporate office by phone at . Explore The de Burlo Group, Inc.'s company overview page for more information.

What is The de Burlo Group, Inc.'s most common email format?

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The de Burlo Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The de Burlo Group, Inc. email formats with LeadIQ.

How many employees does The de Burlo Group, Inc. have currently?

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The de Burlo Group, Inc. has approximately 9 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are The de Burlo Group, Inc.'s key employees and leadership?

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As of June 2026, The de Burlo Group, Inc.'s key employees include:

  • Vice President And Portfolio Manager: S. K.
  • President And CEO: C. A. K. B.
  • Vice-President: R. V.
  • Portfolio Manager: M. R.
  • Manager: L. P.

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