Andreane Bolduc

CFA®, CAIA®, MBA

Senior Investment Strategist / Client Advisor / Member Owner

Overview

Andreane Bolduc serves as a senior investment strategist and client advisor. Fluent in both English and French, she works closely with Savant’s financial advisors to help create customized investment solutions specifically for clients. As a Chartered Financial Analyst® (CFA®) and a Chartered Alternative Investment Analyst® (CAIA®), she previously worked as a portfolio manager at Heritage Financial until the firm joined Savant in 2026.

Andreane graduated from Laval University in Quebec City with a degree in business and finance while working at a Canadian financial services provider in the pension plan and private wealth management groups. This early love of business led her to complete a Master of Business Administration (MBA) in investment finance from Northeastern University in Boston. While there, she did her corporate residency at Wellington Management, where she stayed on following graduation, which helped to refine her interest in wealth management.

Growing up on a sailboat in San Francisco harbor was probably a good indicator that Andreane’s sense of adventure and natural interest in exploration would be well-developed. When she’s not working, you will find her on a sailboat somewhere in Maine or trekking across the globe, as she’s traveled to more than 30 countries.

Areas of Focus

Andreane’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Education

  • Laval University
    Bachelor of Science in Business and Finance
  • Northeastern University
    Master of Business Administration (MBA) in Investment Finance

Professional Designations

  • Chartered Financial Analyst®
  • CAIA®

Office Locations

Serving clients from our Woburn office.

Woburn

600 Unicorn Park Drive, Suite 203 Woburn, MA 01801

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