Todd Alan Wulfson

Compliance Officer chez Rock Point Advisors LLC

63 ans

Finance

Consumer Services

Postes actifs de Todd Alan Wulfson

Sociétés	Poste	Début	Fin
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	-
	Membre du Comité d'Investissement	01/01/2004	-
	Gestionnaire de Portefeuille-Actions	01/01/2004	-

Sociétés	Poste	Début	Fin
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.	Gestionnaire de Portefeuille-Actions	01/01/1998	-

University of Vermont

Undergraduate Degree

Internationale

Etats-Unis

Opérationnelle

Sectorielle

Finance	3
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	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

Entreprise privées

Finance