![Todd Alan Wulfson](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Todd Alan Wulfson
Compliance Officer bij Rock Point Advisors LLC
Profiel
Mr. Todd A.
Wulfson, CFA, is a VP, Financial Advisor & Chief Compliance Officer at Rock Point Advisors LLC.
He brings over 25 years of industry experience to managing client relationships, conducting research and serving on the Investment Committee.
He functioned in those same roles as Vice President at Fraser Management Associates from 1998 through 2004.
From 1993 to 1998, he was an analyst and manager at a wealth management firm where he counseled individual and business clients.
He completed the University of Vermont accounting program and graduated with a B.S.
in Business Administration.
He earned his Chartered Financial Analyst designation in 2002.
He serves on the board of the CFA Society Vermont as the Program Chair arranging speakers for society meetings.
Actieve functies van Todd Alan Wulfson
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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. | Compliance Officer | 01-01-2021 |
Eerdere bekende functies van Todd Alan Wulfson
Bedrijven | Functie | Einde |
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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. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Todd Alan Wulfson
University of Vermont | Undergraduate Degree |
Ervaring
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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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 |
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 |