Kim Robinson
Gestionnaire de Portefeuille-Actions chez Mascoma Wealth Management LLC
Profil
Ms. Kimberley M.
Robinson is Senior Portfolio Manager at Mascoma Wealth Management LLC.
Ms. Robinson has held positions in financial planning and investment in the Upper Valley since 1989, including 15 years with Morgan Stanley.
She has extensive training in investments and financial services from the Willette Institute of Finance and the New York Institute of Finance, and earned her certificate in Financial Planning from Boston University.
Postes actifs de Kim Robinson
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/02/2015 |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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. | Finance |
