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Todd Alan Wulfson
Oficial de Cumplimiento en Rock Point Advisors LLC .
Origen de la red de primer grado Todd Alan Wulfson.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
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.
6
| Private Company | Investment Managers | 6 |
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.
1
| Extinct | Investment Managers | 1 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Todd Alan Wulfson a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
Cboe Exchange, Inc. (Illinois)
![]() Cboe Exchange, Inc. (Illinois) Investment Banks/BrokersFinance Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Trading-Equity | |
Dartmouth College | College/University | Undergraduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin | |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity | |
New York University | College/University | Masters Business Admin | |
Middlebury College | College/University | Undergraduate Degree | |
St. Michael's College | College/University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 11 |
Sectorial
Consumer Services | 7 |
Finance | 5 |
Operativa
Portfolio Manager-Equities | 5 |
Undergraduate Degree | 5 |
Analyst-Equity | 4 |
Corporate Officer/Principal | 3 |
Masters Business Admin | 2 |
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