Susan Gaukler Zimmerman
Gestore di Portafoglio-Azioni presso Boston Financial Management LLC
Profilo
Ms. Susan G.
Zimmerman is a Managing Director at Boston Financial Management LLC.
She is also a Wealth Manager of the firm.
She is involved in the strategic direction of the firm and works with individuals and families to develop and execute wealth planning and investment strategies.
She serves as a trustee on a number of client trusts and is a member of the firm’s Boston Fiduciary Services, LLC.
Prior to joining Boston Financial Management in 2003, Ms. Zimmerman was Senior Vice President, Analyst and Portfolio Manager at the Woodstock Corporation and also Boston Safe Deposit and Trust Company.
She is a graduate of Denison University with a Bachelor of Arts degree in Economics.
Posizioni attive di Susan Gaukler Zimmerman
| Società | Posizione | Inizio |
|---|---|---|
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Gestore di Portafoglio-Azioni | 01/01/2003 |
Precedenti posizioni note di Susan Gaukler Zimmerman
| Società | Posizione | Fine |
|---|---|---|
Mellon Trust of New England, NA
 Mellon Trust of New England, NA Major BanksFinance Mellon Trust of New England NA operates as a commercial bank. It manages accounts for pension and profit sharing plans, charitable organizations, corporations and state or municipal government entities. The company was founded in 1867 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Woodstock Corp.
 Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Corporate Officer/Principal | - |
Formazione di Susan Gaukler Zimmerman
| Denison University | 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 |
|---|---|
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Finance |
Mellon Trust of New England, NA
Mellon Trust of New England, NA Major BanksFinance Mellon Trust of New England NA operates as a commercial bank. It manages accounts for pension and profit sharing plans, charitable organizations, corporations and state or municipal government entities. The company was founded in 1867 and is headquartered in Boston, MA. | Finance |
- Borsa valori
- Insiders
- Susan Gaukler Zimmerman
