Mike Huffman
Directeur Général chez Rock Point Advisors LLC
Profil
Mr. Michael L.
Huffman, CFA MBA, is a President & Financial Advisor at Rock Point Advisors LLC.
He founded Rock Point Advisors in 2004.
He takes the lead role in executing Rock Point Advisors’ investing strategy and manages client relationships.
He gained invaluable experience as Vice President of Fraser Management Associates from 1997 through 2004.
Prior to that, he traded stocks and options on the floor of the Chicago Board Options Exchange for 16 years.
He is a graduate of Dartmouth College and earned an M.B.A.
from the Kellogg School of Management at Northwestern University.
Postes actifs de Mike Huffman
| Sociétés | Poste | Début |
|---|---|---|
Rock Point Advisors LLC
 Rock Point Advisors LLC Investment ManagersFinance Rock Point Advisors LLC is an independent, SEC-registered wealth advisory firm headquartered in Burlington, Vermont. It was founded by Michael Huffman and Todd Wulfson in 2004. The firm provides portfolio management and investment counseling services to individuals, trusts, partnerships, corporations, retirement plans, and charitable organizations. | Directeur Général | 01/01/2004 |
Anciens postes connus de Mike Huffman
| Sociétés | Poste | Fin |
|---|---|---|
Fraser Management Associates LLC
 Fraser Management Associates LLC Investment ManagersFinance Founded in 2004, Fraser Management Associates LLC is a registered investment advisor located in Burlington, Vermont. | Corporate Officer/Principal | - |
Cboe Exchange, Inc. (Illinois)
 Cboe Exchange, Inc. (Illinois) Investment Banks/BrokersFinance Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL. | Trading-Equity | - |
Formation de Mike Huffman
| Dartmouth College | Undergraduate Degree |
| Northwestern University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Rock Point Advisors LLC
Rock Point Advisors LLC Investment ManagersFinance Rock Point Advisors LLC is an independent, SEC-registered wealth advisory firm headquartered in Burlington, Vermont. It was founded by Michael Huffman and Todd Wulfson in 2004. The firm provides portfolio management and investment counseling services to individuals, trusts, partnerships, corporations, retirement plans, and charitable organizations. | Finance |
Fraser Management Associates LLC
Fraser Management Associates LLC Investment ManagersFinance Founded in 2004, Fraser Management Associates LLC is a registered investment advisor located in Burlington, Vermont. | Finance |
Cboe Exchange, Inc. (Illinois)
Cboe Exchange, Inc. (Illinois) Investment Banks/BrokersFinance Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL. | Finance |
