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Kim Robinson
Gestionnaire de Portefeuille-Actions chez Mascoma Wealth Management LLC
Provenance du réseau au premier degré de Kim Robinson
Entité | Type d'entité | Industrie | |
---|---|---|---|
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.
8
| Subsidiary | Investment Managers | 8 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Kim Robinson via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
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 | |
Bentley University | College/University | Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin | |
Carleton College | College/University | Undergraduate Degree | |
Brandeis University | College/University | Graduate Degree | |
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 | |
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 | |
Dartmouth College | College/University | Undergraduate Degree | |
Ledyard National Bank (Investment Management)
![]() Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard National Bank (Investment Management) (dba Ledyard Financial Advisors) is the Investment and Trust Services division of Ledyard National Bank, a community bank headquartered in Hanover, New Hampshire. The firm was founded in 1994 to provide outstanding investment management, trust and custody services. They are a subsidiary of Ledyard Financial Group, Inc. (OTCMKTS: LFGP). Ledyard Financial Advisors provides integrated investment, tax, banking and wealth management services to affluent individuals, families and institutions throughout the Upper Valley, Lake Sunapee and Concord Regions. | Investment Managers | President | |
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 | |
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 | |
US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Bowdoin College
![]() Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
Keene State College | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 20 |
Sectorielle
Finance | 11 |
Consumer Services | 9 |
Government | 2 |
Opérationnelle
Corporate Officer/Principal | 9 |
Portfolio Manager-Equities | 9 |
Undergraduate Degree | 7 |
Chief Investment Officer | 4 |
Graduate Degree | 2 |
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