Paul Weisman
Portfolio Manager-Equities at Ironwood Investment Management LLC
Paul Weisman active positions
| Companies | Position | Start | End |
|---|---|---|---|
Ironwood Investment Management LLC
 Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI). | Portfolio Manager-Equities | 2008-12-31 | - |
Career history of Paul Weisman
Former positions of Paul Weisman
| Companies | Position | Start | End |
|---|---|---|---|
J. L. Kaplan Associates LLC
 J. L. Kaplan Associates LLC Investment ManagersFinance Founded in 1976, Boston-based J.L. Kaplan Associates LLC is a subsidiary of Evergreen Investments. The manage assets for individuals and high net worth individuals. Evergreen is the asset management division of Wachovia Corp. (NYSE: WB | Chief Investment Officer | 1985-12-31 | 2009-06-29 |
| Director of Research - Equity | 1985-12-31 | 2009-06-29 | |
| Portfolio Manager-Equities | 1985-12-31 | 2009-06-29 | |
| President | 1985-12-31 | 2009-06-29 |
Training of Paul Weisman
| Boston University | Graduate Degree |
| Haverford College | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Chief Investment Officer | 1 |
| Director of Research - Equity | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
J. L. Kaplan Associates LLC
J. L. Kaplan Associates LLC Investment ManagersFinance Founded in 1976, Boston-based J.L. Kaplan Associates LLC is a subsidiary of Evergreen Investments. The manage assets for individuals and high net worth individuals. Evergreen is the asset management division of Wachovia Corp. (NYSE: WB | Finance |
Ironwood Investment Management LLC
Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI). | Finance |
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