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Rand G. Folta Rand G. Folta, CFA

Investment Counselor
Chief Investment Officer

Office phone: 617.345.3506
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Experience:

Rand Folta brings more than twenty five years of experience in the financial services industry to Burns & Levinson Asset Management. As the Chief Investment Officer, Mr. Folta has primary responsibility for creating investment strategy, analysis and selection of equity and fixed income investments, and management of investment portfolios. Mr. Folta is also a member of the Family Advisory Services Team at Burns & Levinson LLP.

Prior to joining Burns & Levinson Asset Management he was Vice President at Safian Investment Research in New York where he authored many of the firm’s macroeconomic and equity market sector strategy studies. He was Vice President and Equity Portfolio Manager for National Grange Mutual Insurance Company in New Hampshire where he created the firm’s investment process and managed the equity portfolios for the insurance company, its subsidiaries, and several client insurance companies. Mr. Folta was also Vice President for BankEast Trust Company in New Hampshire where he managed equity and fixed income portfolios for individuals as well as the firm’s pooled fixed income funds.

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Education