Adam M. Grossman
Directeur Général chez Mayport LLC
Profil
Mr. Adam M.
Grossman, CFA MBA, is a Founder & Principal at Mayport LLC.
Mr. Grossman was previously employed as a Research Analyst & Portfolio Manager by Middleton & Co., Inc., an Analyst by Ballentine Partners LLC, a Product Manager by Brandwise, Inc., and a Senior Business Analyst by Massachusetts Financial Services Co.
He earned MBA from the MIT Sloan School and BA from Williams College.
He is a CFA charterholder.
Postes actifs de Adam M. Grossman
| Sociétés | Poste | Début |
|---|---|---|
Mayport LLC
 Mayport LLC Investment ManagersFinance Mayport LLC provides investment advice. The private company is based in Newton, MA. The company was founded in 2017 by Adam M. Grossman. Adam M. Grossman has been the CEO since 2017. | Directeur Général | 01/03/2017 |
Anciens postes connus de Adam M. Grossman
| Sociétés | Poste | Fin |
|---|---|---|
Middleton & Co., Inc.
 Middleton & Co., Inc. Investment ManagersFinance Middleton & Co., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. | Analyst-Equity | 01/04/2017 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | - |
Brandwise, Inc.
 Brandwise, Inc. Packaged SoftwareTechnology Services Brandwise, Inc. is an application service provider which engages in the deliver of sales software to suppliers and its sales organizations. Its products include order capture and delivery; reporting and analytics; and brandwise studio, passport, and transit. The company was founded by Todd Litzman, Jannetta Litzman, and Randy Quade in 1997 and is headquartered in Lakewood, CO. | Corporate Officer/Principal | - |
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Analyst-Equity | - |
Formation de Adam M. Grossman
| Massachusetts Institute of Technology | Masters Business Admin |
| Williams College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Brandwise, Inc.
Brandwise, Inc. Packaged SoftwareTechnology Services Brandwise, Inc. is an application service provider which engages in the deliver of sales software to suppliers and its sales organizations. Its products include order capture and delivery; reporting and analytics; and brandwise studio, passport, and transit. The company was founded by Todd Litzman, Jannetta Litzman, and Randy Quade in 1997 and is headquartered in Lakewood, CO. | Technology Services |
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. | Finance |
Mayport LLC
Mayport LLC Investment ManagersFinance Mayport LLC provides investment advice. The private company is based in Newton, MA. The company was founded in 2017 by Adam M. Grossman. Adam M. Grossman has been the CEO since 2017. | Finance |
