Rand Goodwin Folta
Portfolio Manager-Aktien bei Shorepoint Capital Partners LLC
Profil
Mr. Rand G.
Folta, CFA, is a Portfolio Manager at Shorepoint Capital Partners LLC.
He has over forty years’ experience in the investment industry in both the institutional and private client segments.
Mr. Folta was recently Chief Investment Strategist for Winslow, Evans and Crocker.
Prior to that he was Chief Investment Officer at Burns & Levinson Asset Management and Equity Portfolio Manager for National Grange Mutual Insurance Company.
Mr. Folta earned his B.S.
in Investments and Economics from Babson College and M.S.
in Finance from Boston College.
He is a Chartered Financial Analyst and member of the CFA Institute.
Aktive Positionen von Rand Goodwin Folta
| Unternehmen | Position | Beginn |
|---|---|---|
Shorepoint Capital Partners LLC
 Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint Capital Partners LLC (Shorepoint) is an independent, SEC-registered investment advisor headquartered in Norwood, Massachusetts. The firm was founded by Timothy Vanech and Luis Raposo in 2009. Shorepoint provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans. | Portfolio Manager-Aktien | 01.01.2023 |
Ehemalige bekannte Positionen von Rand Goodwin Folta
| Unternehmen | Position | Ende |
|---|---|---|
B&L Asset Management LLC
 B&L Asset Management LLC Investment ManagersFinance B&L Asset Management LLC (dba Burns & Levinson Asset Management) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1980 and is a wholly-owned subsidiary of Burns & Levinson LLP. Burns & Levinson Asset Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporations. | Mitglied des Investmentausschusses | 01.11.2022 |
Winslow, Evans & Crocker, Inc.
 Winslow, Evans & Crocker, Inc. Investment Banks/BrokersFinance Founded in 1991, Winslow, Evans & Crocker, Inc. is a broker/dealer located in Boston. The company is a member of the NASD, DBSE, NIBA and the SIPC. Winslow, Evans & Crocker's initial focus was to meet the investment, brokerage, and underwriting needs of their principals. Over time, the firm's capabilities were extended to a select group of investment professionals, registered investment advisors and institutional and strategic partners. In 1998, a decision was made to further leverage the assets of the firm by offering services to a wider customer base. In 1999, the company became a registered investment advisor with the Commonwealth of Massachusetts to address the growing demand for fee-based asset management. In January 2000, all employees of Culverwell & Co., another Boston-based NASD member, joined Winslow, Evans & Crocker. Also in January of 2000, the firm established a wholly-owned subsidiary, Winslow Evans and Crocker Life Agency, Inc. | Analyst-Equity | 01.03.2021 |
NGM Insurance Co.
 NGM Insurance Co. Insurance Brokers/ServicesFinance Part of American Family Insurance Mutual Holding Co., NGM Insurance Co. is a company that provides insurance services. The company is based in Jacksonville, FL. | Corporate Officer/Principal | - |
Safian Investment Research, Inc.
 Safian Investment Research, Inc. Investment ManagersFinance Safian Investment Research, Inc., a division of Burnham Securities Inc., is a registered investment advisor located in White Plains, New York. | Corporate Officer/Principal | - |
Ausbildung von Rand Goodwin Folta
| Boston College | Graduate Degree |
| Babson College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Safian Investment Research, Inc.
Safian Investment Research, Inc. Investment ManagersFinance Safian Investment Research, Inc., a division of Burnham Securities Inc., is a registered investment advisor located in White Plains, New York. | Finance |
NGM Insurance Co.
NGM Insurance Co. Insurance Brokers/ServicesFinance Part of American Family Insurance Mutual Holding Co., NGM Insurance Co. is a company that provides insurance services. The company is based in Jacksonville, FL. | Finance |
B&L Asset Management LLC
B&L Asset Management LLC Investment ManagersFinance B&L Asset Management LLC (dba Burns & Levinson Asset Management) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1980 and is a wholly-owned subsidiary of Burns & Levinson LLP. Burns & Levinson Asset Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporations. | Finance |
Winslow, Evans & Crocker, Inc.
Winslow, Evans & Crocker, Inc. Investment Banks/BrokersFinance Founded in 1991, Winslow, Evans & Crocker, Inc. is a broker/dealer located in Boston. The company is a member of the NASD, DBSE, NIBA and the SIPC. Winslow, Evans & Crocker's initial focus was to meet the investment, brokerage, and underwriting needs of their principals. Over time, the firm's capabilities were extended to a select group of investment professionals, registered investment advisors and institutional and strategic partners. In 1998, a decision was made to further leverage the assets of the firm by offering services to a wider customer base. In 1999, the company became a registered investment advisor with the Commonwealth of Massachusetts to address the growing demand for fee-based asset management. In January 2000, all employees of Culverwell & Co., another Boston-based NASD member, joined Winslow, Evans & Crocker. Also in January of 2000, the firm established a wholly-owned subsidiary, Winslow Evans and Crocker Life Agency, Inc. | Finance |
Shorepoint Capital Partners LLC
Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint Capital Partners LLC (Shorepoint) is an independent, SEC-registered investment advisor headquartered in Norwood, Massachusetts. The firm was founded by Timothy Vanech and Luis Raposo in 2009. Shorepoint provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans. | Finance |
