William Thomas Novelline
Founder at Abbot Financial Management, Inc.
Profile
Mr. William T.
Novelline is a Founder at Abbot Financial Management, Inc. Mr. Novelline founded Abbot Financial Management in 1983, with the primary focus of providing investment counseling to individuals and smaller entities.
Client service and communication are paramount in Mr. Novelline’s business philosophy.
He believes in remaining informed about the latest trends in the field of investment management.
He began his career in finance with Loomis Sayles, a leading Boston-based investment counseling firm.
In 1973 he joined David L.
Babson & Co. of Boston, where he served as a Senior Investment Analyst.
He graduated from Boston College with a B.A.
degree in economics in 1962.
He was awarded the Chartered Financial Analyst designation and is a member of the Boston Security Analyst Society and the CFA Institute.
He is also a founder and past president of the Bank Analyst Society of Boston.
William Thomas Novelline active positions
| Companies | Position | Start |
|---|---|---|
Abbot Financial Management, Inc.
 Abbot Financial Management, Inc. Investment ManagersFinance Founded in 1983 by William Novelline, Abbot Financial Management, Inc. is a registered investment advisor located in North Andover, Massachusetts. The firm provides investment management services to individuals, families, corporations, retirement plans and foundations. | Founder | 1982-12-31 |
Former positions of William Thomas Novelline
| Companies | Position | End |
|---|---|---|
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Analyst-Equity | 1982-12-30 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Corporate Officer/Principal | 1972-12-30 |
Training of William Thomas Novelline
| Boston College | Undergraduate Degree |
| The University of Chicago | Graduate Degree |
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 | 3 |
|---|---|
Abbot Financial Management, Inc.
Abbot Financial Management, Inc. Investment ManagersFinance Founded in 1983 by William Novelline, Abbot Financial Management, Inc. is a registered investment advisor located in North Andover, Massachusetts. The firm provides investment management services to individuals, families, corporations, retirement plans and foundations. | Finance |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Finance |
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