Principals

David Bush-Brown

A resident of Boston, Massachusetts, David's business pursuits have focused on the creation and delivery of financial products and services for institutions and individuals. He previously co-founded another financial services company and has extensive commercial banking, private banking and investment experience. David headed Trust and Private Banking in Boston and held other senior management positions at Fleet Bank/Bank of New England. Earlier, he opened the Private Banking and Investments office for Citicorp in Boston. He received a BA in Economics and an MBA in Finance from Boston University. He is a member of both the CFA Institute and Boston Security Analysts Society. Currently, he serves on the Board of North Bennet Street School as Co-chair of the Development Committee. In pursuit of his environmental, arts, and community services interests, David has participated in numerous fundraising efforts and served on the Boards of various nonprofit organizations in Massachusetts and Rhode Island.

John F. Keller

A resident of Cambridge, Massachusetts, John began his career in investments after many years in academia. He has held managerial positions in portfolio management, investment research and credit analysis at Fleet Investment Advisors, Constitution Capital Management, and the Bank of New England. He headed the $2 billion small accounts group at Fleet, managed the Yankee Equity Growth mutual fund, and was Chair of Investment Strategy and Director of Research at the Bank of New England. In 1992 he established his own investment advisory business which was succeeded by Long Wharf Investors in 1995. John received his BA from Stanford University, Ph.D. from the University of Michigan and MBA from the University of Massachusetts. He is a member of both the CFA Institute and the Boston Security Analysts Society.

Roderick Macdonald

Rod was a business and commercial real estate lawyer in Boston for over twenty years. As a partner of one of the largest Boston law firms and a boutique five member law practice, he has a tremendous range of experience in business and real estate transactions. He has also provided financial, investment, asset management and risk management advice to a variety of businesses. In 2004, Rod determined to shift the focus of his practice to investment management and financial planning leading to his joining Long Wharf at the beginning of 2005. Rod received a BA in International Relations from Brown University and a JD from Indiana University School of Law at Indianapolis. He is currently a candidate in the Certified Financial Planning Program. Rod has served over the past decade as Chairman of a number of Committees guiding the comprehensive planning processes for the City of Boston’s Waterfront and has served on Boards and Advisory Committees for various nonprofit organizations in Massachusetts.