Network origin in Robert Thomas Boon first degree
Entity | Entity type | Industry | |
---|---|---|---|
Mascoma Wealth Management LLC
Mascoma Wealth Management LLC Investment ManagersFinance Mascoma Wealth Management LLC (MWM) is a registered investment advisory firm headquartered in Hanover, New Hampshire. The firm was founded in 2013 and is wholly owned by Mascoma Bank. MWM primarily provides customized discretionary portfolio management services to individuals, families and non-profit institutions.
7
| Subsidiary | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Robert Thomas Boon via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal | |
G.research LLC
G.research LLC Investment Banks/BrokersFinance G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology. | Investment Banks/Brokers | Analyst-Equity | |
Taylor Financial Group
Taylor Financial Group Investment ManagersFinance Part of SVB Financial Group, Taylor Financial Group is a company that provides investment advisory services. The company is based in Concord, NH. Taylor Financial Group was acquired by Boston Private Financial Holdings, Inc. on January 08, 2001 for $10.50 million. | Investment Managers | Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree | |
Community Financial Services Group LLC
Community Financial Services Group LLC Investment ManagersFinance Founded in 2001, Community Financial Services Group LLC (CFSG) is the trust and investment management affiliate of Community National Bank, National Bank of Middlebury and Woodsville Guaranty Savings Bank. CFSG is also the trust and investment non-affiliate for Peoples Trust Company of St. Albans. The firm is is headquartered in Newport, Vermont. | Investment Managers | Corporate Officer/Principal | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Brandeis University | College/University | Graduate Degree | |
Carleton College | College/University | Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin | |
Bentley University | College/University | Undergraduate Degree | |
Keene State College | College/University | Undergraduate Degree |
Statistics
International
United States | 15 |
Sectoral
Finance | 8 |
Consumer Services | 7 |
Government | 2 |
Operational
Portfolio Manager-Equities | 8 |
Corporate Officer/Principal | 7 |
Undergraduate Degree | 5 |
Chief Investment Officer | 2 |
Analyst-Equity | 2 |
Most connected contacts
- Stock Market
- Insiders
- Robert Thomas Boon
- Company connections