Kim Robinson
Portefeuillebeheerder-Aandelen bij Mascoma Wealth Management LLC
Profiel
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.
Actieve functies van Kim Robinson
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-02-2015 |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
