July 12th, 2023- Boston, MA – The directors of Rice, Heard & Bigelow (“RHB”) are pleased to announce that fellow director, Gregory Gullickson, has been named to the investment committee of Carleton-Willard Village. Mr. Gullickson joined RHB in 1986 and has been a shareholder and director since 1997.
Carleton-Willard Village is a continuing care retirement community located in Bedford, Massachusetts. The organization can trace its history back to two extraordinary women of Boston that launched philanthropic efforts that led to the creation of the first full-scale accredited community of its kind in Massachusetts in the late 1980s.
“I’m thrilled to welcome Greg to the Carleton-Willard Village investment committee. I’m certain that the important work our group does to promote Carleton-Willard’s mission will be enhanced by his years of experience as a Boston trustee” says Adrienne Smith, long-time Carleton-Willard trustee.
Rice, Heard & Bigelow is a firm of private trustees that traces its history to 1782, when it was founded by the financier and historian George Richards Minot. Among the firm’s early accounts was Benjamin Franklin’s legacy to the City of Boston, of which George Minot’s son William served as trustee for 64 years. This tradition of fiduciary duty, prudent investment management, and relationships built on trust and discretion has served generations of families in Massachusetts and beyond for almost 250 years.
About Carleton Willard Village
Carleton-Willard, a charitable, not-for-profit community, offers the very best in retirement living. Here, you’ll find an incredible variety of activities and resources to keep you learning, growing, and living life to the fullest. Our natural environment offers tranquility with 72 acres of pristine fields and forest, and the historic city of Boston affords great cultural and intellectual offerings close to home.
