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Advisor at CAPTRUST
Boston, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Captrust | Institutional manager | Nov 29, 2024 | n/a | yes | Boston, MA | Current employment |
| BOSTON FINANCIAL MANAGEMENT LLC | Former SEC adviser | Jan 25, 2022 | Feb 18, 2025 | no | BOSTON, MA | Previous registration |
| WELLESLEY INVESTMENT PARTNERS, LLC | Former SEC adviser | Jan 22, 2015 | Oct 30, 2020 | no | WELLESLEY, MA | Previous registration |
| WINDHAVEN INVESTMENT MANAGEMENT, INC. | Former SEC adviser | Nov 10, 2010 | Nov 17, 2014 | no | BOSTON, MA | Previous registration |
| WINDWARD INVESTMENT MANAGEMENT INC | n/a | May 11, 2010 | Nov 18, 2010 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOSTON FINANCIAL MANAGEMENT LLC | Captrust | Feb 18, 2025 | Nov 29, 2024 | -81 | Firm change after gap | Other |
| WELLESLEY INVESTMENT PARTNERS, LLC | BOSTON FINANCIAL MANAGEMENT LLC | Oct 30, 2020 | Jan 25, 2022 | 452 | Firm change after gap | RIA to RIA |
| WINDHAVEN INVESTMENT MANAGEMENT, INC. | WELLESLEY INVESTMENT PARTNERS, LLC | Nov 17, 2014 | Jan 22, 2015 | 66 | Firm change | Other |
| WINDWARD INVESTMENT MANAGEMENT INC | WINDHAVEN INVESTMENT MANAGEMENT, INC. | Nov 18, 2010 | Nov 10, 2010 | -8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112360:175112:MA:2025-02-18 | Feb 18, 2025 | Nov 29, 2024 | BOSTON, MA | Firm change after gap |
| 144984:112360:MA:2020-10-30 | Oct 30, 2020 | Jan 25, 2022 | WELLESLEY, MA | Firm change after gap |