Client Services
The Client Services teams’ objective is to find ways to best serve our network of advisors and ultimately their underlying clients. The team consists of two groups: Consultant Relations and Client Administration. Consultant Relations is responsible for working with advisors on new and existing clients with respect to various presentations, meetings and conference calls. The Consultant Relations team can be contacted at 617-443-1120 or
marketing@bondinvestor.com.
Client Administration is responsible for working with advisors with respect to account opening, reporting and various other issues regarding account maintenance. The Client Administration team can be contacted at 617-443-0779 or
clientadmin@bondinvestor.com. Individual biographies can be viewed below.
 Phil Newell, Executive Vice President, Consultant Relations
Chris Day, Senior Vice President, Consultant Relations
J.W. Craig, Director of Client Administration
James Spidle, CFA, Vice President, Consultant Relations
Mitch Syp, Associate, Consultant Relations
Jeremy Jenkins, Associate, Consultant Relations
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