Emmett Maguire III, is a managing director and head of multi-asset research for SVB Private in Boston, Massachusetts. Previously, he served as a managing director, investor manager search and selection manager at Boston Private until 2021, when Boston Private was acquired by SVB. He and his team play an integral role in driving long-term investment strategies for SVB Private, and their work spans asset allocation to portfolio construction to investment thought leadership. Emmett is a leader in SVB Private’s asset allocation working group, and he is a voting member of the SVB Private investment policy committee.
Emmett enjoys designing investment solutions that help clients maximize their odds of achieving their personal long-term goals. His perspective is that investing is essentially built upon a set of choices and decisions: what to buy and sell, and when, to produce a return. Emmett is passionate about using his perspective to drive high-quality investment decisions.
With more than 15 years of experience in investment strategy and portfolio construction, his career includes time both with brand name firms and boutique shops. At Boston Private, drawing on foundational experiences at previous firms, guidance from great mentors and sitting with thousands of people interviewing for investment manager positions, Emmett led a team to build a platform of third-party investment partners ranging from exchange traded funds to private investments. Before that, Emmett was with Lake Street Advisors for nearly seven years as a director of investments and a senior investment analyst. While there, he shaped the company’s investment strategy to deliver comprehensive wealth advice delivered to more than 60 affluent families. Emmett also spent time at Twin Focus Capital Partners as a research analyst, gaining a well-rounded understanding of wealth advisory services and growing as a wealth professional.
Emmett holds a bachelor’s degree in finance from Bentley University, and he received a certificate in investment decision making and behavioral finance from Harvard Kennedy School. He is active with the Francis Ouimet Scholarship Fund, which awards millions in need-based, annual college scholarships to individuals who have worked in golf. He was a recipient of the scholarship and worked as a golf caddy while in high school. He is a member of the Boston Security Analysts Society and the CFA Institute. Emmett is a Chartered Financial Analyst® (CFA®) charterholder.
Emmett enjoys his time outside of the office with his wife, Sadie, their daughter, Maisie, and Wally, the family’s Airedale Terrier. When he has a few extra hours, you can find him golfing, gardening and woodworking.
The person named above is an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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