Esther Loyer Charles brings vast experience to Burns & Levinson as part of the support personnel, having worked in the fields of institutional trust, healthcare compliance, investment, and custody. She has worked for such companies as The Boston Company/BNY Mellon, MediRegs Inc., Loomis, Sayles & Company, and State Street Corporation, where she held the positions of Senior Trust Specialist, Product Manager, Fixed Income Operations Analyst and Fund Accounting Manager, respectively.
As Investment Operations Assistant at Burns & Levinson Asset Management, LLP, Esther monitors and executes all client requests, which includes all aspects of bookkeeping, forecasting and management of cash, clients' distributions and tax payments, and preparation and management of the quarterly Investment Policy Committee meetings. She oversees client communications and maintains direct contact with brokers, custodians and clients to ensure excellent customer service.
Esther graduated from Northeastern University with a major in Business Administration and a minor in Management.