Harvey R. BoshartHarvey R. Boshart, CFA®Managing Director
LinkedInAbout Harvey
Harvey Boshart is a Managing Director, Wealth Advisor and Portfolio Manager with J.P. Morgan Wealth Management in Boston. He provides investment management guidance for clients of Fagan & Boshart Wealth Management by drawing extensively on J.P. Morgan's strategists, economists and analysts to provide advice on asset allocation and manager selection. Harvey pays particular attention to the risk level of a portfolio in order to assure that clients protect their purchasing power and do not assume unnecessary risk in order to meet their income and growth goals. Utilizing both passive and active management strategies, Harvey constructs asset allocations that focus on taking advantage of the opportunities he identifies for outperformance over market cycles.
Prior to joining J.P. Morgan predecessor firm Bear Stearns in 2006, Harvey worked in various capacities at Lehman Brothers for six years.
Harvey is a graduate of Clarkson University, where he earned a B.S. in Civil and Environmental Engineering. He went on to serve as a Captain in the U.S. Army, after which he earned his M.B.A. in Finance, with high honors, from Boston University. In 2004, Harvey received his Chartered Financial Analyst® (CFA®) designation, a respected and recognized investment designation in the financial services industry. Harvey's educational background, investment knowledge and attention to detail are vital components in constructing portfolios aligned with each client's specific risk tolerance.
Harvey lives in Weston, Massachusetts, with his son and daughter. As the former Chairman of the Town of Weston Finance Committee, Harvey stays actively involved in his town's governance as a member of the Town Select Board. In his spare time, he enjoys fly fishing, the Celtics and spending time with his family.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
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December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now