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Todd Alan Wulfson
Compliance Officer chez Rock Point Advisors LLC
Postes actifs de Todd Alan Wulfson
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Analyst-Equity | 01/01/2004 | - |
Compliance Officer | 01/01/2021 | - | |
Membre du Comité d'Investissement | 01/01/2004 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/2004 | - |
Historique de carrière de Todd Alan Wulfson
Anciens postes connus de Todd Alan Wulfson
Sociétés | Poste | Début | 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. | Gestionnaire de Portefeuille-Actions | 01/01/1998 | - |
Formation de Todd Alan Wulfson
University of Vermont | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Compliance Officer | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
---|---|
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 |
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 |
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