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Kristen Jane Holland
Corporate Officer/Principal bei Fernwood Investment Management LLC
Ursprung des Netzwerks ersten Grades von Kristen Jane Holland
Einheit | Art der Einheit | Industrie | |
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Fernwood Investment Management LLC
![]() Fernwood Investment Management LLC Investment ManagersFinance Fernwood Investment Management LLC (Fernwood) is an independent wealth management firm and registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Tom Reilly in 2003. Fernwood provides wealth management services and personalized advice for individuals, families, foundations, and endowments.
5
| Private Company | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Kristen Jane Holland
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Bainco International Investors LLC
![]() Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Investment Managers | Analyst-Equity Investment Committee Member | |
Albert D. Mason, Inc.
![]() Albert D. Mason, Inc. Investment ManagersFinance Albert D. Mason, Inc., do-business-as Mason Capital Partners (MCP), is a registered independent wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Albert D. Mason in 1978. MCP manages money for a handful of institutions, pension funds, charitable trusts, and high net worth individuals. They offer custom managed accounts including balanced, diversified equity, high dividend products. | Investment Managers | Analyst-Equity | |
Zevin Asset Management LLC
![]() Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Investment Managers | Portfolio Manager-Equities | |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Boston College | College/University | Undergraduate 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 | |
Colby-Sawyer College | College/University | Undergraduate Degree | |
The College of William & Mary | College/University | Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree | |
Regis College | College/University | Corporate Officer/Principal | |
Nichols & Pratt LLP
![]() Nichols & Pratt LLP Investment ManagersFinance Nichols & Pratt LLP provides investment advice and estate administration services. The private company is based in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Grace Capital, Inc.
![]() Grace Capital, Inc. Investment ManagersFinance Grace Capital, Inc. is an independent investment manager headquartered in Quincy, Massachusetts. The firm was founded by Catherine (Cate) Faddis in 2006. Grace Capital offers custom and separately managed accounts to institutions, high net worth individuals, and family offices. | Investment Managers | Chief Executive Officer | |
Harvard Business School | College/University | Masters Business Admin | |
Radius Wealth Management LLC
![]() Radius Wealth Management LLC Investment ManagersFinance Radius Wealth Management LLC (Radius) is an independent wealth management firm headquartered in Duxbury, Massachusetts. The firm was founded by Nancy von Stackelberg and Thomas LaHaise in 2013. Radius offers investment advisory services to individuals, high-net worth individuals, foundations, endowments, and corporations. | Investment Managers | Chief Executive Officer |
Statistik
International
Vereinigte Staaten | 19 |
Sektoral
Finance | 11 |
Consumer Services | 8 |
Commercial Services | 2 |
Operativ
Portfolio Manager-Equities | 8 |
Corporate Officer/Principal | 8 |
Undergraduate Degree | 5 |
Analyst-Equity | 4 |
Portfolio Manager-Fixed Income | 3 |
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