Provenienza dei contatti di primo grado di Nick Burwell
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Nick Burwell tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Lafayette College | College/University | Undergraduate Degree | |
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Investment Managers | Analyst-Fixed Income |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Settori
| Consumer Services | 2 |
| Finance | 2 |
Posizioni
| Portfolio Manager-Fixed Income | 1 |
| Undergraduate Degree | 1 |
| Analyst-Fixed Income | 1 |
Contatti più connessi
| Insiders | |
|---|---|
| Patrick Creahan | 3 |
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