![Ed J. Childs](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joining Back Bay Financial Group, Inc. in April 2005, Mr. Edward Childs carries out a variety of analysis, research and technical assignments.
His areas of focus include portfolio management, software system integration and process improvement.
He oversees the investment reporting, securities processing and trading functions within the firm’s operations groups.
Prior to joining BBFG, Mr. Edward Childs held senior engineering positions at Digital Equipment Corp., the Research Institute of the Open Software Foundation and EMC.
Changing careers in 2004, he developed computer-based systems for a small financial planning practice, and also performed business management and financial reporting functions within the visual arts.
Mr. Edward Childs received his Certified Financial Planner designation in 2008 and is a corporate member of the National Association of Personal Financial Advisors (NAPFA).
He regularly attends industry conferences addressing investment operations, financial reporting software and trading automation.
Mr. Edward Childs completed the Financial Planning program at Boston University in 2005, and holds a Bachelor of Science degree in Computer Science from Worcester Polytechnic Institute.
| Sociétés | Poste | Fin |
|---|---|---|
Digital Equipment Corp.
 Digital Equipment Corp. Computer Processing HardwareElectronic Technology Makes personal computers and servers | Corporate Officer/Principal | - |
Back Bay Financial Group, Inc.
 Back Bay Financial Group, Inc. Investment ManagersFinance Back Bay places a long-term focus on diversity, cost consciousness and tax efficiency. Portfolios include several types of investments, including low cost index funds and ETFs, quantitatively passive funds and actively managed funds selected for their consistent style, performance record and low expenses. Back Bay invests in a range of asset classes with growth and value style characteristics. Allocations to each asset class are determined by the anticipated long-term return, correlation to other asset classes and anticipated volatility. Portfolios include an allocation of fixed-income securities that depend on the risk tolerance of the client. Alternative investments such as domestic and international REITs and absolute return funds provide further diversification that attempts to lower volatility without sacrificing returns. There are no direct investments in limited partnerships or private equity. Exposure to alternative asset classes is achieved by investing in mutual funds selected for their liquidity, marketability and transparency. Portfolios are exposed to a wide variety of asset classes with institutional shares of mutual funds that have lower expenses than equivalent retail funds. Tax efficiency is achieved by maintaining long-term focus and avoiding frequent buying and selling. Back Bay minimizes capital gains taxes by using techniques such as locating tax-inefficient funds in tax-deferred accounts, investing in municipal bonds and utilizing tax-managed funds. The firm offers access to Dimensional Fund Advisors, Inc., an institutional money manager that offers low-cost mutual funds with a unique passive-management strategy. The DFA philosophy is based on the belief that markets are efficient and that passive investing is the surest way to achieve higher after-tax, after-cost returns. DFA does not tie funds to commercial market indices. Instead, they construct funds using quantitative measures associated with sound academic theory. Their flexibility enables them to lower costs by engaging in fewer transactions than most index funds. This strategy is beneficial in the small-cap market, where low liquidity complicates indexing and DFA's presence helps them bargain for better prices. Back Bay provides services to individuals, foundations and endowments. | Analyst-Equity | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 3 |
|---|---|
Digital Equipment Corp.
Digital Equipment Corp. Computer Processing HardwareElectronic Technology Makes personal computers and servers | Electronic Technology |
Back Bay Financial Group, Inc.
Back Bay Financial Group, Inc. Investment ManagersFinance Back Bay places a long-term focus on diversity, cost consciousness and tax efficiency. Portfolios include several types of investments, including low cost index funds and ETFs, quantitatively passive funds and actively managed funds selected for their consistent style, performance record and low expenses. Back Bay invests in a range of asset classes with growth and value style characteristics. Allocations to each asset class are determined by the anticipated long-term return, correlation to other asset classes and anticipated volatility. Portfolios include an allocation of fixed-income securities that depend on the risk tolerance of the client. Alternative investments such as domestic and international REITs and absolute return funds provide further diversification that attempts to lower volatility without sacrificing returns. There are no direct investments in limited partnerships or private equity. Exposure to alternative asset classes is achieved by investing in mutual funds selected for their liquidity, marketability and transparency. Portfolios are exposed to a wide variety of asset classes with institutional shares of mutual funds that have lower expenses than equivalent retail funds. Tax efficiency is achieved by maintaining long-term focus and avoiding frequent buying and selling. Back Bay minimizes capital gains taxes by using techniques such as locating tax-inefficient funds in tax-deferred accounts, investing in municipal bonds and utilizing tax-managed funds. The firm offers access to Dimensional Fund Advisors, Inc., an institutional money manager that offers low-cost mutual funds with a unique passive-management strategy. The DFA philosophy is based on the belief that markets are efficient and that passive investing is the surest way to achieve higher after-tax, after-cost returns. DFA does not tie funds to commercial market indices. Instead, they construct funds using quantitative measures associated with sound academic theory. Their flexibility enables them to lower costs by engaging in fewer transactions than most index funds. This strategy is beneficial in the small-cap market, where low liquidity complicates indexing and DFA's presence helps them bargain for better prices. Back Bay provides services to individuals, foundations and endowments. | Finance |
Worcester Polytechnic Institute
 Worcester Polytechnic Institute Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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