Todd Alan Wulfson

Todd Alan Wulfson

Responsabile della Conformità presso Rock Point Advisors LLC

63 anni
Finance
Consumer Services

Profilo

Mr. Todd A.
Wulfson, CFA, is a VP, Financial Advisor & Chief Compliance Officer at Rock Point Advisors LLC.
He brings over 25 years of industry experience to managing client relationships, conducting research and serving on the Investment Committee.
He functioned in those same roles as Vice President at Fraser Management Associates from 1998 through 2004.
From 1993 to 1998, he was an analyst and manager at a wealth management firm where he counseled individual and business clients.
He completed the University of Vermont accounting program and graduated with a B.S.
in Business Administration.
He earned his Chartered Financial Analyst designation in 2002.
He serves on the board of the CFA Society Vermont as the Program Chair arranging speakers for society meetings.

Posizioni attive di Todd Alan Wulfson

SocietàPosizioneInizio
Responsabile della Conformità 01/01/2021
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Formazione di Todd Alan Wulfson

University of Vermont Undergraduate Degree

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