Profil
Mr. Todd D.
Allen is Senior Portfolio Manager at Mascoma Wealth Management LLC.
He focuses on client portfolios and the development of client relationships.
Mr. Allen's long career as a consultant and business strategist began with a role as a Principal with Mercer Management Consulting working with financial services companies.
His previous positions include stints at Fireman’s Fund Insurance, AAA Insurance, and BMO Harris Bank.
He received his BA degree from Carleton College and an MBA from Harvard Business School.
Anciens postes connus de Todd Donald Allen
| Sociétés | Poste | Fin |
|---|---|---|
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 | 01/04/2022 |
Formation de Todd Donald Allen
| Carleton College | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
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 |
