Susan D. Vallerand
Analyst-Equity bij Birch Hill Investment Advisors LLC
Profiel
Ms. Susan D.
Vallerand is an Associate at Birch Hill Investment Advisors LLC.
She joined Birch Hill in September 2021.
Previously, she was a client service associate at Argent Wealth Management.
She has over 25 years of experience in the financial services industry, including positions with Seaward Management, State Street Corporation, Investors Bank & Trust and BankBoston.
Ms. Vallerand has a Bachelor of Arts in Economics from Regis College.
Actieve functies van Susan D. Vallerand
| Bedrijven | Functie | Begin |
|---|---|---|
Birch Hill Investment Advisors LLC
 Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill Investment Advisors LLC (Birch Hill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2007 by Miner Crary, Gary Mikula, Robert O'Neil and Thomas Reilly. Birch Hill provides investment advisory services to individuals, trusts, IRA’s and other employee benefit plans, endowment and foundations accounts. | Analyst-Equity | 01-09-2021 |
Eerdere bekende functies van Susan D. Vallerand
| Bedrijven | Functie | Einde |
|---|---|---|
Argent Wealth Management, Inc.
 Argent Wealth Management, Inc. Investment ManagersFinance Argent Wealth Management, Inc. provides investment advice. It offers financial planning, investment management, estate, retirement, taxes planning, and charitable giving. The company was founded by David Duchesneau in 1992 and is headquartered in Waltham, MA. | Corporate Officer/Principal | - |
Opleiding van Susan D. Vallerand
| Regis College | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Birch Hill Investment Advisors LLC
Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill Investment Advisors LLC (Birch Hill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2007 by Miner Crary, Gary Mikula, Robert O'Neil and Thomas Reilly. Birch Hill provides investment advisory services to individuals, trusts, IRA’s and other employee benefit plans, endowment and foundations accounts. | Finance |
Argent Wealth Management, Inc.
Argent Wealth Management, Inc. Investment ManagersFinance Argent Wealth Management, Inc. provides investment advice. It offers financial planning, investment management, estate, retirement, taxes planning, and charitable giving. The company was founded by David Duchesneau in 1992 and is headquartered in Waltham, MA. | Finance |
