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Loopbaan van Robert Thomas Boon
Eerdere bekende functies van Robert Thomas Boon
Bedrijven | Functie | Begin | Einde |
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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. | Algemeen Directeur | 01-02-2015 | 01-12-2022 |
Chief Investment Officer | 01-02-2015 | 01-12-2022 | |
Ledyard National Bank (Investment Management)
![]() Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard National Bank (Investment Management) (dba Ledyard Financial Advisors) is the Investment and Trust Services division of Ledyard National Bank, a community bank headquartered in Hanover, New Hampshire. The firm was founded in 1994 to provide outstanding investment management, trust and custody services. They are a subsidiary of Ledyard Financial Group, Inc. (OTCMKTS: LFGP). Ledyard Financial Advisors provides integrated investment, tax, banking and wealth management services to affluent individuals, families and institutions throughout the Upper Valley, Lake Sunapee and Concord Regions. | Portefeuillebeheerder-Aandelen | 27-01-2011 | 31-01-2012 |
Portfolio Manager-Fixed Income | 27-01-2011 | 31-01-2012 | |
Corporate Officer/Principal | 19-03-2010 | 27-01-2011 | |
President | - | 19-03-2010 | |
CCBT Financial Cos., Inc. | Corporate Officer/Principal | - | - |
Opleiding van Robert Thomas Boon
Bowdoin College | Undergraduate Degree |
Massachusetts Institute of Technology | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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CCBT Financial Cos., Inc. | Finance |
Ledyard National Bank (Investment Management)
![]() Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard National Bank (Investment Management) (dba Ledyard Financial Advisors) is the Investment and Trust Services division of Ledyard National Bank, a community bank headquartered in Hanover, New Hampshire. The firm was founded in 1994 to provide outstanding investment management, trust and custody services. They are a subsidiary of Ledyard Financial Group, Inc. (OTCMKTS: LFGP). Ledyard Financial Advisors provides integrated investment, tax, banking and wealth management services to affluent individuals, families and institutions throughout the Upper Valley, Lake Sunapee and Concord Regions. | Finance |
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 |
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