Our investment team is a diversified group with experience and deep investment knowledge. Each professional brings different strengths to the process.
John G. Bratschi, Managing Director 33 Years of 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. Currently, he serves on the Board of Overseers of the Newton Wellesley Hospital.
Kelly A. Morgan, Managing Director 32 Years of 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. Later 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 member of the Board and the Investment Committee of the Berkshire Taconic Community Foundation.
Stephen R. Petersen, CFA, Managing Director 35 Years of Experience
Prior to joining Seaward in 2013, Stephen was Senior Vice President, Investments at Fidelity Investments. Stephen began his 32 year tenure at Fidelity as an equity analyst, and then became a Portfolio Manager and Group Leader of The Fidelity Management Trust Company. Beginning in 1993, Stephen was responsible for managing several equity income and balanced mutual funds.
Stephen is a Chartered Financial Analyst. He earned both a Master of Science-Finance and a Bachelor of Business Administration degree from the University of Wisconsin. Currently, Stephen serves as the Chairman of the Traditional Asset Investment Committee for the University of Wisconsin Foundation. He also co-Chairs the Executive Committee of the Boston Catholic Schools Scholarship Fund.
Frederick W. Schultz, III, Managing Director 49 Years of Experience
Fred joined Seaward in April 2010 after eight years a Managing Director at BNY Mellon. Fred 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 Bank of New York.
Fred received his undergraduate degree from Bates College. He also pursued his studies at Manchester College, Oxford University. He currently serves as Trustee of the Boston Psychoanalytic Society and Institute.
Jeffrey J. St. Mary, CFA, Managing Director 22 Years of 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 holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. Jeff currently serves on the Family Advisory Council of Cradles to Crayons.
Yolanda S. Taylor, Managing Director 25 Years of Experience
Yolanda joined Seaward Management in May 2015 after four years at Copper Rock Capital Partners, where she was a partner and health care analyst. Yolanda began her investment career in 1992 as an equity trader for Cantor-Fitzgerald. After two years, she moved into institutional equity sales at Robinson-Humphrey. Following that, she spent eleven years with Fidelity Investments serving multiple roles including Analyst, Fund Manager, and Director of Research. As Director of Research, she oversaw more than 40 analysts. She managed a number of mutual funds during her tenure at Fidelity including over $10 billion in healthcare assets and $2 billion in financial services assets.
Yolanda received a B.A. in Economics and a B.S. in Marketing from the University of Pennsylvania and the Wharton School of Business in 1992. She received her MBA from Duke University in 1997. Yolanda is also the owner of Lexington Power Yoga. She is Chair of the development committee for the Boston Board of Cradles to Crayons and serves on their Family Advisory Council. In 2009 Yolanda published her memoir about growing up homeless: Take Me Back to Redway.
Thomas F. Woodhouse, CFA, CFP®, Managing Director 26 Years of Experience
Tom joined Seaward 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 the tax-exempt bond and money market funds.
Tom received his 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 holds the Chartered Financial Analyst designation and is a Certified Financial Planner®. He is also a member of the Boston Security Analyst Society and the CFA Institute. He currently serves on the board and the investment committee of Swan Point Cemetery in Providence, RI. Tom is also a board member of Carleton-Willard Village in Bedford, MA and chairs their investment committee.
Christopher T. Barrow, CFA, CIC (Kit), Of Counsel 50 Years of 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.
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 in 1976.
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 and Vice Chair of the Atlantic Salmon Federation. Kit also serves on the investment committees of Gore Place.
Roger D. Scoville, Of Counsel 53 Years of 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 M.I.T.’s Executive Management Program. He was the Treasurer of the New England Conservatory of Music 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 a member of the Partners Investment Committee. Roger is on the board of Thompson Island Outward Bound Education Center and is on the Investment Committee of the Appalachian Mountain Club and Simmons College. He recently retired from Eastern Bank’s board where he was 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.