E Greer Candler

E. Greer Candler, CFA, is a Partner and Portfolio Manager at The Boston Family Office LLC in Boston, MA, where she has served since 2010. In this role, she provides individualized investment management and advisory services to high-net-worth individuals, families, and charitable organizations, focusing on constructing and managing diversified portfolios according to each client’s specific objectives and risk profiles.

Candler specializes in the management of liquid securities including common stocks, government, corporate and municipal bonds, mutual funds, and exchange-traded funds (ETFs), with a keen integration of tax considerations in portfolio choices. She is recognized for her expertise in multi-asset strategies and tax-sensitive portfolio management, most commonly serving clients with taxable accounts.

Candler’s career spans several decades of leadership in investment management, including previous roles as Partner and Portfolio Manager at Norris, Perné and French, LLP, Vice President at Old Kent Financial, and a trading position at Detroit Bank and Trust. She holds a BA in Economics from Trinity College (1976) and was awarded the Chartered Financial Analyst (CFA) charter in 1986, demonstrating her deep expertise in analytical and ethical standards within the investment industry.