Kim Robinson
Gestore di Portafoglio-Azioni presso Mascoma Wealth Management LLC
Profilo
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.
Posizioni attive di Kim Robinson
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/02/2015 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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- Kim Robinson
