Thomas Frederic Woodhouse
Direttore/Membro del Consiglio presso Carleton-Willard Homes, Inc.
Profilo
Mr. Thomas F.
Woodhouse, CFA MBA, is a Managing Director & Wealth Advisor at Prio Wealth LP.
He is on the Board of Directors at Carleton-Willard Homes, Inc and Swan Point Cemetery.
He is also a Portfolio Manager and has over 26 years of experience managing money for individual clients.
He was previously employed as a Vice President & Portfolio Manager by Fleet Investment Advisors where he managed investment portfolios for high-net-worth clients and charitable funds and a Senior Municipal Analyst by Federated Investors, Inc. where he focused on securities analysis for tax-exempt bond and money market funds
Mr. Woodhouse received his Bachelor of Science degrees from St. Lawrence University (Mathematics) and Columbia University (Mechanical Engineering) in 1983 as part of a combined program.
He received his MBA from Carnegie Mellon University in 1991.
He holds the Chartered Financial Analyst designation and is a Certified Financial Planner.
Posizioni attive di Thomas Frederic Woodhouse
| Società | Posizione | Inizio |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Gestore di Portafoglio-Azioni | 01/04/2001 |
Carleton-Willard Homes, Inc.
 Carleton-Willard Homes, Inc. Hospital/Nursing ManagementHealth Services Carleton-Willard Homes, Inc. operates as continuing care retirement communities services. The firm offers apartments and cluster homes to assistance in living, skilled nursing and rehabilitation services and support for those with Alzheimer's disease and other dementias. The company was founded 1982 and is headquartered in Bedford, MA | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Thomas Frederic Woodhouse
| Società | Posizione | Fine |
|---|---|---|
| Fleet Investment Advisors | Corporate Officer/Principal | - |
| FEDERATED HERMES, INC. | Corporate Officer/Principal | 01/01/1995 |
Formazione di Thomas Frederic Woodhouse
| St. Lawrence University | Undergraduate Degree |
| Carnegie Mellon University | Masters Business Admin |
| The Trustees of Columbia University in The City of New York | 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
| Società quotate in Borsa | 1 |
|---|---|
| FEDERATED HERMES, INC. | Finance |
| Aziende private | 3 |
|---|---|
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
| Fleet Investment Advisors | Finance |
Carleton-Willard Homes, Inc.
Carleton-Willard Homes, Inc. Hospital/Nursing ManagementHealth Services Carleton-Willard Homes, Inc. operates as continuing care retirement communities services. The firm offers apartments and cluster homes to assistance in living, skilled nursing and rehabilitation services and support for those with Alzheimer's disease and other dementias. The company was founded 1982 and is headquartered in Bedford, MA | Health Services |
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