Top 10 Investment Management Companies in Portland

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Below is the list of Top 10 Investment Management Companies in Portland ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Portland

1. Vigilant Capital Management, Llc

Industry: Investment Management

Location: Portland, Maine

Website: vigilantcap.com

Company Founded: 2002

Company Size: 11-50

Vigilant Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Endri Trajani Portfolio Manager - Fixed Income
Hannah Strickland Portfolio Manager And Research Analyst
Dan Mulkern Principal And Founder
Sam Witherspoon Portfolio Manager And Analyst
Jeff Carlisle Founder And Principal
Laura Daskoski Managing Director
Chris Penfield Wealth Advisor
Requires/Intent and 9 more Employees
Cybersecurity Solutions
FinTech Solutions For Investment Firms
Sales
and more

2. Hm Payson & Co

Industry: Investment Management

Location: Portland, Maine

Website: hmpayson.com

Company Founded: 1854

Company Size: 11-50

Company Address: 0ne Portland Square, Portland, Maine, United States

Hm Payson & Co Contact Details

Name Title LinkedIn Phone Email
Csric Timothy Kaijala Alternatives Analyst And Research Analyst
Jeff Soules Trader
David Hines Director Of Research And Managing Director
Timothy Griffin Portfolio Manager
Molly Reinfried Chair Of Financial Planning Group
Chip Weickert Managing Director
Daniel Lay Managing Director, Portfolio Manager, Institutional Management Group
Requires/Intent and 16 more Employees
High-Frequency Trading Solutions
Investor Relations & Reporting
ERP Solutions
Smart Contracts For Investment
Cybersecurity Solutions
and more

3. Old Port Advisors

Industry: Investment Management

Location: Portland, Maine

Website: oldportadvisors.com

Company Founded: 1994

Company Size: 11-50

Company Address: 130 Middle Street, Portland, Maine, United States

Old Port Advisors Contact Details

Name Title LinkedIn Phone Email
Fredric Williams Managing Director
Richard Harlow Vice President - Portfolio Manager
Steve Eddy Fiduciary Consultant
Sharon Bunker Portfolio Manager Associate
Erica Bly Portfolio Manager Associate
Camille Shiffler Operations Manager
Camille Shiffler Operations Manager, Client Service Associate
Requires/Intent
Business Expansion
Public Relations
Private Wealth Management
and more

4. 44 North Financial Partners

Industry: Investment Management

Location: Portland, Maine

Website: 44northfp.com

Company Founded: 2012

Company Size: 1-10

Company Address: 2 Cotton Street, Portland, Maine, United States

44 North Financial Partners Contact Details

Name Title LinkedIn Phone Email
Chad Weber Partner
Matthew Carr Partner
Requires/Intent
Financial Due Diligence
E-commerce Integration
AI
and more

5. Bigelow Investment Advisors, Llc

Industry: Investment Management

Location: Portland, Maine

Website: bigelowadvisors.com

Company Founded: 2007

Company Size: 11-50

Company Address: 4 Moulton Street, Portland, Maine, United States

Bigelow Investment Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
P Benjamin Flood Certified Financial Planner â | Vice President
Requires/Intent
Digital Marketing
Cybersecurity Solutions
Risk Management & Compliance
Smart Contracts For Investment
and more

6. Harpswell Capital

Industry: Investment Management

Location: Portland, Maine

Website: harpswellcapital.com

Company Founded: 2006

Company Size: 1-10

Company Address: 2 Monument Square, Portland, Maine, United States

Harpswell Capital Contact Details

Name Title LinkedIn Phone Email
Julie Mitchell Pharmacy Technician
Requires/Intent
Private Wealth Management
ERP Solutions
Business Expansion
Cybersecurity Solutions
and more
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Portland Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Endri Trajani Vigilant Capital Management, Llc Portfolio Manager - Fixed Income
2 Hannah Strickland Vigilant Capital Management, Llc Portfolio Manager And Research Analyst
3 Dan Mulkern Vigilant Capital Management, Llc Principal And Founder
4 Sam Witherspoon Vigilant Capital Management, Llc Portfolio Manager And Analyst
5 Jeff Carlisle Vigilant Capital Management, Llc Founder And Principal
6 Laura Daskoski Vigilant Capital Management, Llc Managing Director
7 Chris Penfield Vigilant Capital Management, Llc Wealth Advisor
8 Csric Timothy Kaijala Hm Payson & Co Alternatives Analyst And Research Analyst
9 Jeff Soules Hm Payson & Co Trader
10 David Hines Hm Payson & Co Director Of Research And Managing Director
11 Timothy Griffin Hm Payson & Co Portfolio Manager
12 Molly Reinfried Hm Payson & Co Chair Of Financial Planning Group
13 Chip Weickert Hm Payson & Co Managing Director
14 Daniel Lay Hm Payson & Co Managing Director, Portfolio Manager, Institutional Management Group
15 Fredric Williams Old Port Advisors Managing Director
16 Richard Harlow Old Port Advisors Vice President - Portfolio Manager
17 Steve Eddy Old Port Advisors Fiduciary Consultant
18 Sharon Bunker Old Port Advisors Portfolio Manager Associate
19 Erica Bly Old Port Advisors Portfolio Manager Associate
20 Camille Shiffler Old Port Advisors Operations Manager
21 Camille Shiffler Old Port Advisors Operations Manager, Client Service Associate
22 Chad Weber 44 North Financial Partners Partner
23 Matthew Carr 44 North Financial Partners Partner
24 P Benjamin Flood Bigelow Investment Advisors, Llc Certified Financial Planner â | Vice President
25 Julie Mitchell Harpswell Capital Pharmacy Technician