Résumé and Qualifications

William J. Maselunas, President and Senior Advisor

• BS in Management, Massachusetts Institute of Technology
• MBA in Finance, Columbia University
• Chartered Financial Analyst since 1978
• Certified Financial Planner examination completed in 1999
• 8 years in the trust investment division of Bank of Boston
• 20 years with Loomis Sayles & Company, one of the nation's largest pension fund management and mutual fund organizations

Lochinvar is a Fee-Only Advisor

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About the name Lochinvar

The name Lochinvar is from a character in the epic poem "Marmion" by Sir Walter Scott. Lochinvar is a knight whose beloved is betrothed to another during his absence. He rides up to her wedding ceremony, asks her father for a last dance with her, and then scoops her up and rides off never to be seen again. Very romantic, needless to say, but what does it have to do with financial planning?

Mr. Maselunas began using the name Lochinvar at the height of the LBO craze back in the late 1980's. He was a member of a group putting together a "white squire" fund to rescue companies who were takeover targets from the clutches of unwanted suitors. The metaphor seemed perfect. More recently, in forming this financial planning practice, the name was revived, since once again the concept of rescue from an undesirable future seemed apropos.

Click to read a selection from "Marmion". (This will open a new browser window)

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