Christopher T. (Kit) Barrow, CFA, CIC, Managing Director 44 years experience

Kit co-founded Seaward Management in 1988. Prior to Seaward Kit was the President of Moseley Capital Management where he managed both mutual funds and individual investment portfolios from 1979 to 1988. As a principle of Seaward, Kit brings his extensive experience and knowledge of non-profit organizations and family wealth management to our clients.

Kit started his investment career at Scudder, Stevens & Clark in 1967 as an analyst trainee and later as Vice President and Senior Portfolio Manager. Kit then moved to Keystone Investment Management Company in 1976, where he was a Director and Executive Vice President.

Kit received his undergraduate degree from Harvard and an MBA from Harvard Business School. Kit is a Chartered Financial Analyst and a Certified Investment Counselor. He is a member of the CFA Institute, the Boston Security Analysts Society, and The Boston Economic Club. Interested in education and conservation, he has served on several committees and boards. Currently he is a member of the Corporation of Woods Hole Oceanographic Institution, Treasurer and Director of the Miramichi Salmon Association, Inc. and a Director of the Atlantic Salmon Federation.

Originally from Kentucky and having spent many years in Milwaukee, Kit and his wife Sue are residents of Wellesley, Massachusetts. They have four daughters, three of whom still live in the Boston area.
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John G. Bratschi, Managing Director 27 years experience

John joined Seaward in the Fall of 2000 after three years as Senior Vice President at UAM Investment Services, Inc. John began his career in 1984 as a leasing analyst for Compugraphic Corporation. In 1986, John joined The Boston Five Cents Savings Bank (now part of Citizen’s Bank) as a financial analyst. From 1989 to 1997, John worked for Fidelity Investments. Beginning in 1993, he was responsible for Retirement Counseling in Fidelity’s Tax-Exempt Services Company, providing retirement plan investment services to the not-for-profit community.

John received his B.S. in Business Administration from Boston University in 1984 and a Masters of Science in Finance from Boston College in 1990.

John, Deborah and their four children are residents of Needham, Massachusetts.
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John J. Cook, Jr., Managing Director 45 years experience

John joined Seaward in March 1999 after five years as President of UAM Investment Services, Inc. John’s investment career started in 1966 as a Wall Street analyst. He moved into portfolio management in 1976 with Morgan Guaranty Trust Co., and in 1983 he became Head of Morgan’s Institutional Equity Management group. John moved to Boston in 1986 as President of Fidelity Management Trust Company, subsequently adding responsibility for all of Fidelity’s institutional investment business. From 1992 to 1994, he was President and Chief Executive Officer of Credit Suisse First Boston Investment Management, Inc.

John received his B.A. in economics from Fordham University in 1965.  He served as a trustee of Fordham for sixteen years and is now a Trustee Emeritus. He is a trustee and member of the executive committee of the Joslin Diabetes Center, and a director of Boston Mutual Life Insurance Company.  He is also a former trustee of his son’s alma mater, St. Sebastian’s School in Needham Massachusetts.  John earned an MBA from New York University in 1972.

John and Joette are residents of Wellesley, Massachusetts. They are the parents of two grown children and are enjoying their three granddaughters.
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Catherine M. Kennedy, Trader/ Portfolio Associate 15 years experience

Kate joined Seaward Management in March of 2000 as an administrative assistant. She previously worked as a portfolio administrator in the Private Asset Management Group at Mellon Financial (The Boston Company), where she provided administrative and client support to several portfolio managers. She received a Certificate in Trust and Estate Administration from The New England School of Banking at Williams College, and received her B.A from Boston College in 1997.

Kate, Tim and their son are residents of Hanover, Massachusetts.
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Kelly A. Morgan, Managing Director 26 years experience

Prior to joining Seaward in July 2008, Kelly spent eleven years with Putnam Investments in Boston. Initially, she was the lead portfolio manager on Global Growth retail and institutional portfolios, then became Head of Global Equity Research. Finally she became the Chief Investment Officer for all retail and institutional U.S. Large Cap Growth portfolios. Prior to Putnam, Kelly spent ten years managing Global Growth Equity portfolios for Alliance Capital Management in New York and London. Before graduate school, she spent two years as an analyst with Morgan Stanley Asset Management.

Kelly received her undergraduate degree from Middlebury College in Mathematics (Phi Beta Kappa, Summa Cum Laude) in 1984. She earned her MBA from Harvard Business School in 1988.

Kelly is a resident of Boston, Massachusetts.
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Frederick W. Schultz III, Managing Director43 years experience

Fred joined Seaward in April 2010, after eight years as Managing Director at BNY Mellon. He started his career at Security Pacific National Bank in 1968. Moving to Boston in 1972, Fred was Senior Vice President at Brookline Trust Company and its successors until 1987. Moving to University Bank, he headed the Trust Department until 1990. Following this, Fred founded Beacon Fiduciary Advisors where he was President and Chief Investment Officer until the firm was acquired by BNY Mellon.

Fred received his undergraduate degree from Bates College. He also pursued his studies at Manchester College, Oxford University. He currently serves as a Trustee of the Boston Psychoanalytic Society and Institute.

Fred and Kathy are residents of Boston, Massachusetts. They enjoy spending time with their two grown children.
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Roger D. Scoville, Managing Director 46 years experience

Prior to helping found Seaward, Roger gained broad experience in most aspects of the investment business during twenty years with Bank of Boston. At different times, he was Head of the Bond Department, Director of Research, Endowment Management Division Head and finally Head of the bank’s Personal Trust Division. In 1986, Roger formed his own firm to manage private accounts, and to consult with large institutional managers. Roger brings to Seaward a sound fiduciary background, broad portfolio management, and business management experience.

Roger has a degree in Economics from the University of Vermont and is a graduate of MIT’s Executive Management Program. He was the Treasurer of the New England Conservatory of Music, the Treasurer of the Appalachian Mountain Club, and a member of the Audit Committee of Children’s Hospital Medical Center. He was Chairman of the Board of Trustees of the Newton-Wellesley Hospital and remains a member of the Partners Investment Committee. Roger is a member of Thompson Island Outward Bound’s board and Chairman of the Nominating Committee. He is also on Eastern Bank’s board where he is Chairman of the Compensation Committee. He is a past President of The Boston Economic Club and a member of the Boston Security Analyst’s Society.

Roger and Krista are residents of Chestnut Hill, Massachusetts, where their three children and five grandchildren visit.
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Jeffrey J. St. Mary, CFA, Managing Director 16 years experience

Jeff joined Seaward in 2007 after spending two years as Vice President at Lehman Brothers. Jeff began his career in 1994 as a research analyst with Harbor Capital Management. In 1996, Jeff became a portfolio manager at Harbor Capital and was responsible for managing over $1 billion in institutional assets. In 2000, Harbor Capital was acquired by Fortis Investments and in 2003, Jeff assumed responsibility for managing the Private Client & Endowment group for Fortis. Jeff’s primary responsibility was creating customized investment strategies and portfolios for private individuals, families, endowments and foundations. Jeff received his B.S. in Business Administration from the State University of New York, University at Albany. Jeff is a member of the Boston Security Analysts Society and the CFA Institute.

Jeff, Denise and their four children are residents of Hingham, Massachusetts.
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Thomas F. Woodhouse, CFA, CFP®, Managing Director 20 years experience

Tom joined Seaward Management in April 2001, after six years at Fleet Investment Advisors, where he was a Vice President and Portfolio Manager. While at Fleet, he managed investment portfolios for high net worth clients and charitable funds. Prior to joining Fleet, he was a Senior Municipal Analyst for Federated Investors in Pittsburgh, Pennsylvania. His focus at Federated was to analyze securities for their tax-exempt bond and money market funds.

Tom received Bachelor of Science degrees from St. Lawrence University (Mathematics) and Columbia University (Mechanical Engineering) in 1983 as part of a combined program. He received his MBA from Carnegie Mellon University in 1991. Tom is a Chartered Financial Analyst and a Certified Financial PlannerTM. He is also a member of the Boston Security Analysts Society and the CFA Institute.

Originally from Providence, Rhode Island, Tom now resides in Medfield, Massachusetts with his wife and two children. During the summer he enjoys sailing and following his daughter (Milton Academy) and his son (Colby College) on various field hockey and lacrosse teams.
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