Todd Alan Wulfson

Compliance Officer bei Rock Point Advisors LLC

63 Jahre

Finance

Consumer Services

Aktive Positionen von Todd Alan Wulfson

Unternehmen	Position	Beginn	Ende
Rock Point Advisors LLC Rock Point Advisors LLC Investment ManagersFinance Rock Point Advisors LLC is an independent, SEC-registered wealth advisory firm headquartered in Burlington, Vermont. It was founded by Michael Huffman and Todd Wulfson in 2004. The firm provides portfolio management and investment counseling services to individuals, trusts, partnerships, corporations, retirement plans, and charitable organizations.	Analyst-Equity	01.01.2004	-
	Compliance Officer	01.01.2021	-
	Mitglied des Investmentausschusses	01.01.2004	-
	Portfolio Manager-Aktien	01.01.2004	-

Unternehmen	Position	Beginn	Ende
Fraser Management Associates LLC Fraser Management Associates LLC Investment ManagersFinance Founded in 2004, Fraser Management Associates LLC is a registered investment advisor located in Burlington, Vermont.	Portfolio Manager-Aktien	01.01.1998	-

University of Vermont

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Sektoral

Finance	3
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	2
Rock Point Advisors LLC Rock Point Advisors LLC Investment ManagersFinance Rock Point Advisors LLC is an independent, SEC-registered wealth advisory firm headquartered in Burlington, Vermont. It was founded by Michael Huffman and Todd Wulfson in 2004. The firm provides portfolio management and investment counseling services to individuals, trusts, partnerships, corporations, retirement plans, and charitable organizations.	Finance
Fraser Management Associates LLC Fraser Management Associates LLC Investment ManagersFinance Founded in 2004, Fraser Management Associates LLC is a registered investment advisor located in Burlington, Vermont.	Finance

Private Unternehmen

Finance