Profilo
Mr. Robert T.
Boon is a Managing Director at Mascoma Wealth Management LLC.
He brings over 35 years of investment and wealth management experience.
Mr. Boon began his investment career at State Street Bank in Boston, and in 1985 joined Cape Cod Bank and Trust where for many years he served as Executive Vice President and Chief Investment Officer for CCBT Financial Companies before becoming part of TD Bank and serving as Executive Vice President in their U.S.A.
Wealth Management group.
Prior to joining Mascoma, Bob served as Executive Vice President and Managing Director of Ledyard Financial Advisors in Hanover, NH.
He received his Bachelor of Arts degree from Bowdoin College and a graduate degree from Massachusetts Institute of Technology.
Precedenti posizioni note di Robert Thomas Boon
| Società | Posizione | Fine |
|---|---|---|
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. | Amministratore Delegato | 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. | Presidente | 19/03/2010 |
| CCBT Financial Cos., Inc. | Corporate Officer/Principal | - |
Formazione di Robert Thomas Boon
| Massachusetts Institute of Technology | Graduate Degree |
| Bowdoin College | Undergraduate Degree |
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 | 3 |
|---|---|
| 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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