Storia della carriera di Robert Thomas Boon
Precedenti posizioni note di Robert Thomas Boon
| Società | Posizione | Inizio | 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 | 01/02/2015 | 01/12/2022 |
| Direttore degli Investimenti | 01/02/2015 | 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. | Gestore di Portafoglio-Azioni | 27/01/2011 | 31/01/2012 |
| Portfolio Manager-Fixed Income | 27/01/2011 | 31/01/2012 | |
| Corporate Officer/Principal | 19/03/2010 | 27/01/2011 | |
| Presidente | - | 19/03/2010 | |
| CCBT Financial Cos., Inc. | Corporate Officer/Principal | - | - |
Formazione di Robert Thomas Boon
| Bowdoin College | Undergraduate Degree |
| Massachusetts Institute of Technology | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 6 |
Posizioni
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Settori
| Finance | 5 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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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