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Joel Traver Underwood
Directeur en chef des Investissements chez Ledyard National Bank (Investment Management)
Provenance du réseau au premier degré de Joel Traver Underwood
Entité | Type d'entité | Industrie | |
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Ledyard National Bank (Investment Management)
![]() Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard National Bank (Investment Management) (dba Ledyard Financial Advisors) is the Investment and Trust Services division of Ledyard National Bank, a community bank headquartered in Hanover, New Hampshire. The firm was founded in 1994 to provide outstanding investment management, trust and custody services. They are a subsidiary of Ledyard Financial Group, Inc. (OTCMKTS: LFGP). Ledyard Financial Advisors provides integrated investment, tax, banking and wealth management services to affluent individuals, families and institutions throughout the Upper Valley, Lake Sunapee and Concord Regions.
13
| Operating Division | Investment Managers | 13 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Joel Traver Underwood via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Grantham, Mayo, Van Otterloo & Co. LLC
![]() Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Corporate Officer/Principal | |
NORTHERN TRUST CORPORATION | Investment Managers | President | |
Bar Harbor Wealth Management
![]() Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor Wealth Management (Bar Harbor) is an investment management firm headquartered in Concord, New Hampshire. The firm was founded in 1984 as Charter Trust Co. and changed their name to Bar Harbor Wealth Management in 2022. They are a subsidiary of Bar Harbor Bank & Trust, which is owned by Bar Harbor Bankshares (NYSEAMERICAN: BHB). Bar Harbor provides trust services, investment management, estate planning, and financial advisory services for individuals, businesses, nonprofit organizations, and municipal clients throughout Northern New England. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
R. M. Davis, Inc.
![]() R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Investment Managers | Corporate Officer/Principal | |
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Portfolio Manager-Equities | |
LEDYARD FINANCIAL GROUP, INC. | Major Banks | Chief Executive Officer | |
ICBA Securities Corp.
![]() ICBA Securities Corp. Investment Banks/BrokersFinance ICBA Securities Corp. provides investment banking services. The private company is based in Memphis, TN. The CEO of the company is Jim Reber. | Investment Banks/Brokers | Director/Board Member | |
Broadcast Pix, Inc.
![]() Broadcast Pix, Inc. BroadcastingConsumer Services Broadcast Pix, Inc. provides live television production products and solutions. Its products include production switchers, graphics, slow motion sports replay and visual radio. The company was founded by Jack Swanton, Ken Swanton and Russell Whittaker in 2002 and is headquartered in Chelmsford, MA. | Broadcasting | Director/Board Member | |
Dartmouth College | College/University | Masters Business Admin | |
Stanford University | College/University | Undergraduate Degree | |
New Hampshire Retirement System
![]() New Hampshire Retirement System Investment ManagersFinance New Hampshire Retirement System is a pension fund that has been administered in Concord, New Hampshire since 1967. | Investment Managers | Portfolio Manager-Equities | |
North Atlantic Capital Corp.
![]() North Atlantic Capital Corp. Investment ManagersFinance North Atlantic Capital Corp. (North Atlantic Capital) is a private equity/venture capital firm founded by David Coit in 1986. The firm is headquartered in Portland, Maine. | Investment Managers | Corporate Officer/Principal | |
Adelphi University | College/University | Undergraduate Degree | |
Babson College | College/University | Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Bates College | College/University | Undergraduate Degree | |
Bowdoin College
![]() Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
Champlain College | College/University | Undergraduate Degree | |
Green Mountain College | College/University | Undergraduate Degree | |
Husson University | College/University | Masters Business Admin | |
Keene State College | College/University | Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree | |
Skidmore College | College/University | Undergraduate Degree | |
Southern New Hampshire University | College/University | Masters Business Admin Graduate Degree | |
University of Maine | College/University | Undergraduate Degree | |
University of New Hampshire | College/University | Undergraduate Degree | |
University of Southern Maine | College/University | Undergraduate Degree | |
KeyBank NA (Cleveland, Ohio)
![]() KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal | |
Federal Reserve Bank of Boston | General Government | Director/Board Member | |
New Hampshire Business Committee for the Arts
![]() New Hampshire Business Committee for the Arts Miscellaneous Commercial ServicesCommercial Services New Hampshire Business Committee for the Arts engages in educate, motivate, and recognize business support of and participation in the arts, advocates for the value of the arts in economic, social and community development, and facilitates people and projects that enhance engagement in the arts. The company was founded in 1985 and is headquartered in Concord, NH. | Miscellaneous Commercial Services | Director/Board Member | |
Independent Community Bankers of America
![]() Independent Community Bankers of America Regional BanksFinance The Independent Community Bankers of America provides community banking services. The private company is based in Washington and has subsidiaries in the United States. Rebeca Romero-Rainey has been the CEO of the American company since 2011. | Regional Banks | Director/Board Member | |
ICBA Bancard
![]() ICBA Bancard Miscellaneous Commercial ServicesCommercial Services ICBA Bancard operates as a bankers association. The company was founded in 1985 and is headquartered in Washington,DC. | Miscellaneous Commercial Services | Director/Board Member | |
Kendal At Hanover
![]() Kendal At Hanover Hospital/Nursing ManagementHealth Services Kendal At Hanover provides retirement care services. It provides three levels of care services residential living, assisted living including memory care and skilled nursing. The company was founded in July 1991 and is headquartered in Hanover, NH. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
Tuck School of Business at Dartmouth | College/University | Director/Board Member | |
North Country Angels Inc
![]() North Country Angels Inc Investment ManagersFinance North Country Angels Inc. (North Country Angels) is a venture capital firm founded in 1998 by Kireker Charles F. The firm Headquartered in Montpelier, Vermont. | Investment Managers | Chief Investment Officer | |
Heritage Bank & Trust (Columbia, Tennessee)
![]() Heritage Bank & Trust (Columbia, Tennessee) Regional BanksFinance Heritage Bank & Trust operates as a state chartered commercial bank. The firm offers personal banking, business banking, mortgage loans, rates and fees, online banking, online bill payment, applications and direct deposit forms. The company was founded on March 6, 2006 and is headquartered in Columbia, TN. | Regional Banks | Sales & Marketing | |
Northern Trust NA (Califoria)
![]() Northern Trust NA (Califoria) Major BanksFinance Part of Northern Trust Corp., the company is a nationally chartered commercial bank based in San Francisco, CA. | Major Banks | Corporate Officer/Principal | |
Granite State Angels, Inc.
![]() Granite State Angels, Inc. Investment ManagersFinance Granite State Angels, Inc. (Granite State Angels) is a venture capital firm founded in 1999 by Dick L. Green. The firm is headquartered in Lebanon, New Hampshire. | Investment Managers | Director/Board Member | |
Mascoma Wealth Management LLC
![]() Mascoma Wealth Management LLC Investment ManagersFinance Mascoma Wealth Management LLC (MWM) is a registered investment advisory firm headquartered in Hanover, New Hampshire. The firm was founded in 2013 and is wholly owned by Mascoma Bank. MWM primarily provides customized discretionary portfolio management services to individuals, families and non-profit institutions. | Investment Managers | Chief Executive Officer | |
Ledyard National Bank
![]() Ledyard National Bank Major BanksFinance Part of Ledyard Financial Group, Inc., Ledyard National Bank is a banking institution that offers personal and business banking services, including checking and savings accounts, credit cards, mortgages, and loans. The company is based in Hanover, NH. In addition to banking services, Ledyard National Bank also offers wealth management services, including investment management and brokerage services. The company provides convenient banking tools such as online and mobile banking, cardvalet, and uchoose debit card rewards. Ledyard National Bank is committed to providing excellent customer service and educating its clients through its education and information center. The company was founded by Dick Couch, and Josephine Moran has been the CEO of the company since 2023. | Major Banks | Director/Board Member | |
New Hampshire Bankers Association
![]() New Hampshire Bankers Association Miscellaneous Commercial ServicesCommercial Services The New Hampshire Bankers Association is an organization that supports its members by fostering a banking environment that strengthens communities. The organization is based in Concord, NH, and provides support to banks, trust companies, and associate members throughout the state. The association offers various services and resources to its members, including professional development opportunities, endorsed partners, and advocacy efforts. | Miscellaneous Commercial Services | Director/Board Member | |
TCM Bank, N.A.
![]() TCM Bank, N.A. Major BanksFinance TCM Bank, N.A. operates as a nationally chartered commercial bank. It provides total card management agent credit card solutions. The company was founded in 1998 and is headquartered in Tampa, FL. | Major Banks | Director/Board Member |
Statistiques
Internationale
Etats-Unis | 48 |
Sectorielle
Finance | 25 |
Consumer Services | 19 |
Commercial Services | 4 |
Government | 2 |
Health Services | 2 |
Opérationnelle
Director/Board Member | 14 |
Portfolio Manager-Equities | 14 |
Corporate Officer/Principal | 12 |
Undergraduate Degree | 12 |
President | 6 |
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