Profil
Mr. Paul D.
Simpson, CFA MBA, is Vice Chairman at Woodstock Corp.
He has been with Woodstock since 1993, and has more than 45 years of experience in the asset management and financial consulting field.
He served as president of Woodstock from March 2003 until March 2013.
He is also a partner of Agawam Trust & Management Company, LLC, which provides trustee services to members of the family which controls Woodstock, and is a manager of Woodstock Services Company, LLC, which provides accounting, tax and custody services to Woodstock clients.
Prior to joining Woodstock Corporation, Mr. Simpson was vice president at Fleet Investment Advisors, Bank of New England and First National Bank of Boston.
At all three, he served, during various periods, as an analyst responsible for the consumer, capital goods, financial and energy sectors.
He received his MBA from the Tuck School of Business at Dartmouth College, and his BA from Tufts University.
He is a member of the CFA Institute and the Boston Security Analysts Society.
Postes actifs de Paul Dunleigh Simpson
| Sociétés | Poste | Début |
|---|---|---|
Woodstock Corp.
 Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Analyst-Equity | 11/10/2010 |
Anciens postes connus de Paul Dunleigh Simpson
| Sociétés | Poste | Fin |
|---|---|---|
| Bank of New England Corp. | Corporate Officer/Principal | - |
FleetBoston Financial Corp.
 FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Corporate Officer/Principal | - |
| Fleet Investment Advisors | Corporate Officer/Principal | - |
Formation de Paul Dunleigh Simpson
| Tufts University | Undergraduate Degree |
| Dartmouth College | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Finance |
| Fleet Investment Advisors | Finance |
| Bank of New England Corp. | Finance |
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Finance |
