Todd Alan Wulfson

Todd Alan Wulfson

Compliance Officer at Rock Point Advisors LLC

63 year
Finance
Consumer Services

Profile

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.

Todd Alan Wulfson active positions

CompaniesPositionStart
Compliance Officer 2020-12-31
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Former positions of Todd Alan Wulfson

CompaniesPositionEnd
Portfolio Manager-Equities -
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Training of Todd Alan Wulfson

University of Vermont Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

6

1st degree connections

3

1st degree companies

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Linked companies

Private companies2

Finance

Finance

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