Kevin David Whitmore
Portfolio Manager-Equities at Eldridge Investment Advisors, Inc.
Profile
Mr. Kevin D.
Whitmore is a Financial Advisor at Eldridge Investment Advisors, Inc. He brings almost three decades of securities industry experience to his role as a financial advisor.
He joined the firm in 2005, where he specializes in managing client investment portfolios for growth and income with an emphasis on tax efficiency.
As an independent financial advisor, he is dedicated to providing personal wealth planning and asset management services through a fee-based platform.
Mr. Whitmore began his career in the securities business in 1988.
He was previously employed as a Principal by E.F.
Hutton & Co. (London) Ltd.
and a Principal by Morgan Stanley.
Mr. Whitmore his B.A.
in business and economics from St. Anselm College.
He is licensed in both the securities and insurance fields through LPL Financial and holds Series 7 and 63 securities registrations through LPL Financial and Series 66 through both LPL and Eldridge Investment Advisors.
He also holds his New Hampshire State Life & Health Insurance License.
Kevin David Whitmore active positions
Companies | Position | Start |
---|---|---|
Eldridge Investment Advisors, Inc.
Eldridge Investment Advisors, Inc. Investment ManagersFinance Founded by Susan Eldridge in 1992, Eldridge Investment Advisors, Inc. is an independent registered investment advisory firm located in Manchester, New Hampshire. They provide comprehensive investment management services to fiduciaries, investment committees, trustees and high net-worth individuals | Portfolio Manager-Equities | 2004-12-31 |
Former positions of Kevin David Whitmore
Companies | Position | End |
---|---|---|
MORGAN STANLEY | Corporate Officer/Principal | - |
E.F. Hutton & Co. (London) Ltd. | Corporate Officer/Principal | - |
Training of Kevin David Whitmore
St. Anselm College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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MORGAN STANLEY | Finance |
Private companies | 2 |
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Eldridge Investment Advisors, Inc.
Eldridge Investment Advisors, Inc. Investment ManagersFinance Founded by Susan Eldridge in 1992, Eldridge Investment Advisors, Inc. is an independent registered investment advisory firm located in Manchester, New Hampshire. They provide comprehensive investment management services to fiduciaries, investment committees, trustees and high net-worth individuals | Finance |
E.F. Hutton & Co. (London) Ltd. | Finance |
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