General Investing >> Money Manager Interviews >> July 28, 2003

Sherwood Small – Boston Private Value Investors Inc

Sherwood (WOODY) T. Small is Chairman of the Board and Chief Executive Officer of Boston Private Value Investors, Inc. His primary responsibility is research, portfolio strategy and portfolio management. Prior to joining the Boston Private family, he was President, Chief Executive Officer and Chief Investment Officer of Taylor Investments (1992-2001), which was acquired by Boston Private Financial Holdings on February 28, 2001. His experience includes 10 years as a Managing Director in mergers and acquisitions at Bear Stearns, Lazard Freres and Salomon Brothers. Prior to his work in M&A, he worked as a Security Analyst for six years at Donaldson, Lufkin & Jenrette and Lehman Brothers. He received his undergraduate degree in Economics from Clark University in 1966 and has an MBA from Cornell University. He is a former Trustee of Clark University and the Montshire Museum, and a member of the Corporation of the Hurricane Island Outward Bound School and a Director of the Isle au Haut Boat Services Company. He is also a member of the New York Society of Security Analysts, the Boston Security Analysts Society and the Association for Investment Management and Research. Profile
TWST: Can we start with a brief overview of Boston Private Value

Investors and the portfolios that you manage?

Mr. Small: Boston Private Value Investors was started about 20 years ago

by Ed