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Our Story

[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ specialty=”on” _builder_version=”4.4.7″ background_image=”https://bluedoorprivate.com/wp-content/uploads/2020/07/DoorPicHQ-e1596215531351.png” parallax=”on” min_height=”413.7px” background_last_edited=”on|tablet” parallax_tablet=”off” parallax_phone=”off” background_size_tablet=”cover” background_position_tablet=”center” background_position_phone=”center”][et_pb_column type=”1_2″ specialty_columns=”2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text content_tablet=”

Doors were traditionally painted blue as a welcoming refuge to those in need of a reprieve from a harsh world. Our role is just that, a calming refuge for clients in all types of market conditions and stress. Our blue door is a beacon of comfort instilling confidence and security in your financial future.

We’d love the opportunity to talk with you.

Please call us at (617) 528-9863 or email [email protected] for more information!

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We’d love the opportunity to talk with you. Please call us at (617) 528-9863 or email [email protected] for more information!

” content_last_edited=”on|phone” _builder_version=”4.4.7″ text_font=”Prata||||||||” text_text_color=”#ffffff” text_text_color_tablet=”#000000″ text_text_color_phone=”#000000″ text_text_color_last_edited=”on|desktop”]

We’d love the opportunity to talk with you.

Please call us at (617) 528-9863 or email [email protected] for more information!

[/et_pb_text][/et_pb_column][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.4.7″][et_pb_row _builder_version=”4.4.7″][et_pb_column type=”4_4″ _builder_version=”4.4.7″][et_pb_text _builder_version=”4.4.7″]

Team

[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.4.7″][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.4.7″][et_pb_column type=”1_4″ _builder_version=”4.4.7″][et_pb_team_member name=”Michael Kozak, J.D., CFP” position=”President” image_url=”https://bluedoorprivate.com/wp-content/uploads/2025/09/Screenshot-2025-09-05-at-16.04.33.png” _builder_version=”4.4.7″]

Michael is the Founder and President of BlueDoor Private Wealth. Michael has over twenty years of experience providing investment, tax and estate planning advice to individuals, family groups and charities.

Prior to founding BlueDoor, Michael was a founding partner of Little House Capital, LLC. He also served as a principal and Chief Compliance Officer of East Coast Asset Management. Prior to his time at East Coast, Michael was a Principal and the Director of Wealth Management with Cabot Money Management, Inc. in Salem, MA. While at Cabot, Michael was responsible for overseeing the wealth management and tax preparation services for the firm. He also served as the firm’s Chief Compliance Officer. Prior to Cabot, Michael worked for The Colony Group, LLC in Boston, MA where he provided financial planning services to high net worth families and corporate executives as well as estate planning services through the firm’s affiliated law firm.

Michael received his B.A. from the University of Massachusetts at Amherst in Anthropology and earned his Juris Doctor from Boston University. Michael is admitted to practice law in Massachusetts and before the U.S. Tax Court. He also holds the Certified Financial PlannerTM (CFP®) designation.

In addition to his professional life, Michael is an avid golfer and soccer fan.

[/et_pb_team_member][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.4.7″][et_pb_team_member name=”Grady Kozak” position=”Associate Portfolio Manager” image_url=”https://bluedoorprivate.com/wp-content/uploads/2025/09/image-coming-soon-placeholder.png.webp” _builder_version=”4.4.7″]

Grady is an Associate Portfolio Manager at BlueDoor Private Wealth, where he supports the firm in both an investment research and client adviser capacity. Grady is particularly focused on using his background to drive deep fundamental analysis to support BlueDoor’s long-term investment focus. In his capacity working with clients, he strives to offer a personalized approach to the client experience by bridging the gap between the portfolios and real world needs of each individual client.

Prior to joining BlueDoor, Grady graduated Magna cum Laude from Fordham University with a B.S. in Business Administration concentrating in Finance. While enrolled at Fordham, Grady was a member of the Division 1 men’s soccer team and competed in the NCAA National Tournament. He also founded Collegiate Skillz which provides sports based after-school programs delivered by college athletes to schools throughout the United States.

He is currently enrolled in the CFA program as a Level 2 candidate, having passed his Level 1 exam.

Apart from his work with BlueDoor, Grady enjoys travel, golf and continues to play soccer and maintain his lifelong support of Manchester United.

[/et_pb_team_member][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.4.7″][et_pb_team_member name=”Ryan O’Meara” position=”Associate Financial Counselor” image_url=”https://bluedoorprivate.com/wp-content/uploads/2025/09/image-coming-soon-placeholder.png.webp” _builder_version=”4.4.7″]

Ryan O’Meara is an Associate Financial Counselor at BlueDoor Private Wealth, where she supports the firm’s advisors in delivering investment support and administrative services to clients. She plays a key role in the client experience, helping to ensure that each client receives prompt, thoughtful, and highly personalized attention throughout their financial journey. Ryan previously worked in the financial advisory industry in Portsmouth, NH and brings a fantastic combination of knowledge, efficiency and enthusiasm to our team.

Ryan graduated from the University of New Hampshire in 2021 with a B.A. in English. She is committed to continuing her professional development in the areas of investment planning, estate coordination, and client advisory services. She is particularly interested in the role that clear communication and thoughtful planning play in helping clients feel confident in their financial decisions.

Outside of work, she practices yoga and enjoys spending time with family and friends.

[/et_pb_team_member][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.4.7″][et_pb_team_member name=”Mary-Ann Watkins” position=”Administrative Assistant” image_url=”https://bluedoorprivate.com/wp-content/uploads/2025/09/image-coming-soon-placeholder.png.webp” _builder_version=”4.4.7″]

Mary Ann Watkins is a Administrative Assistant with BlueDoor Private Wealth, LLC. She provides highly professional and dedicated service to the clients of BlueDoor since joining BlueDoor in 2023. Her responsibilities include providing support to the BlueDoor team through monitoring account updates, daily reporting, and workflow processes. Prior to BlueDoor, She held positions with various investment management firms in both Essex, MA and Boston.

Mary Ann enjoys spending time with family and friends and has a passion for horses and animals “great and small.”

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