David Robert MacDougall
Investment Committee Member at Ipswich Investment Management Co., Inc.
Profile
Mr. David R.
MacDougall, CFA MBA, is a Managing Director at Ipswich Investment Management Co., Inc. He is also a Member of the Investment Committee of Ipswich Investment Management (IIM).
Prior to joining IIM, Mr. MacDougall was a Portfolio Manager at Eaton Vance WaterOak Advisors where he managed the firm’s Quality Dividend Growth equity strategy.
He was also responsible for the development and execution of investment strategies for individuals and families.
Previously, Mr. MacDougall held equity research positions at Wilkins Investment Counsel and Boston Financial Management, where he managed the firm’s Dividend Appreciation equity strategy.
Earlier in his career, he held positions at Crestwood Advisors and Cambridge Associates.
He received his Bachelor’s degree in Business Administration from Northeastern University and an MBA from Boston College.
He is a Chartered Financial Analyst, a member of the CFA Institute and the CFA Society of Boston.
David Robert MacDougall active positions
Companies | Position | Start |
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Ipswich Investment Management Co., Inc.
Ipswich Investment Management Co., Inc. Investment ManagersFinance Founded in 1986, Ipswich Investment Management Co., Inc. is a registered investment advisor located in Ipswich, Massachusetts. The firm's clients include individuals, families, trusts, corporations, pension plans and profit sharing plans. | Investment Committee Member | 2021-02-28 |
Former positions of David Robert MacDougall
Companies | Position | End |
---|---|---|
Wilkins Investment Counsel, Inc.
Wilkins Investment Counsel, Inc. Investment ManagersFinance Wilkins Investment Counsel, Inc. (WIC) is an independent registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by John P. Wilkins in 1989. WIC manages investment accounts on a discretionary basis for high net worth individuals, families, foundations and endowments. | Analyst-Equity | 2018-06-30 |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | Analyst-Equity | - |
THESTREET, INC. | Corporate Officer/Principal | - |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Corporate Officer/Principal | - |
Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Analyst-Equity | - |
Training of David Robert MacDougall
Northeastern University | Undergraduate Degree |
Wallace E Carroll School of Management | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Finance |
TheStreet, Inc.
TheStreet, Inc. Commercial Printing/FormsCommercial Services TheStreet, Inc. engages in the provision of financial news and information to investors and institutions worldwide. It operates through the following segments: TheDeal/BoardEx, RateWatch, and Business to Consumer. The TheDeal/BoardEx segment are based of proprietary and commercial systems developed for consumption by institutional clients. The RateWatch segment maintains a constantly-updated database of deposit, loan, and fee rate data from financial institutions using proprietary software and commercial software both internally and within the Amazon Web Services environment. The Business to Consumer segment is led by the namesake website of the company, and includes free content and houses its premium subscription products which targets varying segments of the retail investing public. The company was founded by James J. Cramer and Martin Peretz in 1996 and is headquartered in New York, NY. | Commercial Services |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | Finance |
Wilkins Investment Counsel, Inc.
Wilkins Investment Counsel, Inc. Investment ManagersFinance Wilkins Investment Counsel, Inc. (WIC) is an independent registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by John P. Wilkins in 1989. WIC manages investment accounts on a discretionary basis for high net worth individuals, families, foundations and endowments. | Finance |
Ipswich Investment Management Co., Inc.
Ipswich Investment Management Co., Inc. Investment ManagersFinance Founded in 1986, Ipswich Investment Management Co., Inc. is a registered investment advisor located in Ipswich, Massachusetts. The firm's clients include individuals, families, trusts, corporations, pension plans and profit sharing plans. | Finance |
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