Top 10 Investment Management Companies in Portsmouth

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

Investment Management Companies in Portsmouth

1. Prime, Buchholz & Associates

Industry: Investment Management

Location: Portsmouth, New Hampshire

Website: primebuchholz.com

Company Founded: 1988

Company Size: 51-200

Company Address: 273 Corporate Drive, Portsmouth, New Hampshire, United States

Prime, Buchholz & Associates Contact Details

Name Title LinkedIn Phone Email
Josh Gutierrez Performance Analyst
Evan Williams Senior Investment Analyst
Sean Higman Principal
Kendrick Brown Senior Data Analyst
Rachel Mckenna Client Service Coordinator
Tracy Murray Human Resources Coordinator
Jared Fuller Head Of Private Capital And Real Assets Research
Requires/Intent and 28 more Employees
Risk Management & Compliance
IT Support
Robo-Advisors & AI Trading
and more

2. Pax World Investments

Industry: Investment Management

Location: Portsmouth, New Hampshire

Website: paxworld.com

Company Founded: 1970

Company Size: 51-200

Company Address: 30 Penhallow Street, Portsmouth, New Hampshire, United States

Pax World Investments Contact Details

Name Title LinkedIn Phone Email
Remmi Ellis Internal Business Development Associate
David Loehwing Vice President, Sustainable Investing
Greg Hasevlat Sustainability Research Analyst
Sai He Analyst, Performance And Portfolio Analytics
Kevin Schneider Director, Equity Trading
Finn Johnson High Yield Analyst
Mahmood Kinani Director Of Information Technology
Requires/Intent and 3 more Employees
Accounting
Risk Management & Compliance
Tax Optimization For Investments
and more

3. Green Harvest Asset Management

Industry: Investment Management

Location: Portsmouth, New Hampshire

Website: greenharvestam.com

Company Size: 1-10

Green Harvest Asset Management Contact Details

Name Title LinkedIn Phone Email
Solomon Teller Chief Investment Strategist
Denise Gallo Senior Portfolio Manager And Head Of Operations At Green Harvest Asset Management
Requires/Intent
Software Development
AI Chatbots
HR & Payroll Services
Investor Relations & Reporting
Financial Management
and more

4. Estate Planners Of New England

Industry: Investment Management

Location: Portsmouth, New Hampshire

Website: epne.net

Company Founded: 2001

Company Size: 1-10

Company Address: 1 New Hampshire Avenue, Portsmouth, New Hampshire, United States

Estate Planners Of New England Contact Details

Name Title LinkedIn Phone Email
Apma Eric Flaim Senior Managing Partner
Raymond Panek Vp, Private Wealth Advisor
Requires/Intent
Predictive Analytics
AI-Based Credit Risk Assessment
High-Frequency Trading Solutions
Global Market Trend Analysis
and more

5. Seascape Capital Management, Llc

Industry: Investment Management

Location: Portsmouth, New Hampshire

Website: seascape-capital.com

Company Founded: 2003

Company Size: 1-10

Company Address: 99 Bow Street, Portsmouth, New Hampshire, United States

Seascape Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Andrew Litzerman Chief Investment Officer
Requires/Intent
Risk Management & Compliance
E-commerce Integration
Business Expansion
Accounting
Financial Due Diligence
and more

6. Well Fargo Bank

Industry: Investment Management

Location: Portsmouth, New Hampshire

Company Size: 51-200

Company Address: 1 Harbour Place, Portsmouth, New Hampshire, United States

Well Fargo Bank Contact Details

Name Title LinkedIn Phone Email
Ja Wells Manager
Combo Ricardo Receptionist
Requires/Intent
Smart Contracts For Investment
Web Development
AI
and more

Portsmouth Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Josh Gutierrez Prime, Buchholz & Associates Performance Analyst
2 Evan Williams Prime, Buchholz & Associates Senior Investment Analyst
3 Sean Higman Prime, Buchholz & Associates Principal
4 Kendrick Brown Prime, Buchholz & Associates Senior Data Analyst
5 Rachel Mckenna Prime, Buchholz & Associates Client Service Coordinator
6 Tracy Murray Prime, Buchholz & Associates Human Resources Coordinator
7 Jared Fuller Prime, Buchholz & Associates Head Of Private Capital And Real Assets Research
8 Remmi Ellis Pax World Investments Internal Business Development Associate
9 David Loehwing Pax World Investments Vice President, Sustainable Investing
10 Greg Hasevlat Pax World Investments Sustainability Research Analyst
11 Sai He Pax World Investments Analyst, Performance And Portfolio Analytics
12 Kevin Schneider Pax World Investments Director, Equity Trading
13 Finn Johnson Pax World Investments High Yield Analyst
14 Mahmood Kinani Pax World Investments Director Of Information Technology
15 Solomon Teller Green Harvest Asset Management Chief Investment Strategist
16 Denise Gallo Green Harvest Asset Management Senior Portfolio Manager And Head Of Operations At Green Harvest Asset Management
17 Apma Eric Flaim Estate Planners Of New England Senior Managing Partner
18 Raymond Panek Estate Planners Of New England Vp, Private Wealth Advisor
19 Andrew Litzerman Seascape Capital Management, Llc Chief Investment Officer
20 Ja Wells Well Fargo Bank Manager
21 Combo Ricardo Well Fargo Bank Receptionist