Top 100 Investment Management Startups And Companies in Massachusetts

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Below is the list of Top 100 Investment Management Startups And Companies in Massachusetts ranked based on company size, client reviews, services, and awards.

Investment Management Startups And Companies in Massachusetts

1. Wellington Management

Industry: Investment Management

Location: Massachusetts

Website: wellington.com

Company Founded: 1970

Company Size: 1001-5000

Company Address: 280 Congress Street, Boston, Massachusetts, United States

Wellington Management Contact Details

Name Title LinkedIn Phone Email
Danielle Wei Investment Analyst
Lauren Schneiderhan Campus Recruiter, Assistant Vice President
Vicki Karr Property Manager
Wenwen Bi Investment Specialist
William Lee Investment Director
Qai Gordon Systems Analyst
Adam Nichols Vice President, Fixed Income Portfolio Analyst
Requires/Intent and 330 more Employees
Cloud Solutions
Institutional Asset Management
E-commerce Integration
ERP Solutions
Digital Asset & Cryptocurrency Investment
and more

2. Columbia Threadneedle Investments, Us

Industry: Investment Management

Location: Massachusetts

Website: columbiathreadneedle.com

Company Founded: 1985

Company Size: 1001-5000

Columbia Threadneedle Investments, Us Contact Details

Name Title LinkedIn Phone Email
Michael Farley Marketing Manager, Asset Management Communications
Peter Donatio Director - Asset Management Compliance
Rosemary Murphy Senior Director Of Learning And Development
Steve Fiedler Head Of Strategic Product Management At Columbia Threadneedle Investments
Mark Guenard Regional Advisor Consultant
Mark Guenard Regional Advisor Consultant
Mark Guenard Regional Advisor Consultant
Requires/Intent and 328 more Employees
AI-Powered Financial Forecasting
Data Security
and more

3. Eaton Vance

Industry: Investment Management

Location: Massachusetts

Website: eatonvance.com

Company Founded: 1924

Company Size: 501-1000

Company Address: 2 International Place, Boston, Massachusetts, United States

Eaton Vance Contact Details

Name Title LinkedIn Phone Email
David Lochiatto Vice President, Director Of Market Data And Vendor Management
Bob Kuberski Director Of Global Relationship Management
Terry Simpson Avp, Talent Acquisition Manager
James Putman Regional Director
Seth Goldzweig Senior Global Relationship Manager
Richard Froio Chief Compliance Officer
Dan Dorman Vice President And Senior Research Analyst
Requires/Intent and 162 more Employees
ESG Investing & Impact Analysis
High-Frequency Trading Solutions
and more

4. Mfs Investment Management

Industry: Investment Management

Location: Massachusetts

Website: mfs.com

Company Founded: 1924

Company Size: 1001-5000

Company Address: 111 Huntington Avenue, Boston, Massachusetts, United States

Mfs Investment Management Contact Details

Name Title LinkedIn Phone Email
Winter Li Equity Analyst
Aditi Taylor Chief Risk Officer
Reggie Berg Regional Director
Ellen Novotny Regional Sales Representative
Michael Mchugh Purchasing Associate
Serge Pierre-louis Senior Internal Wholesaler
Shanti Wermes Equity Research Analyst
Requires/Intent and 133 more Employees
M&A Advisory
AI-Powered Financial Forecasting
Technology
and more

5. Janus Capital Group

Industry: Investment Management

Location: Massachusetts

Website: janus.com

Company Founded: 1969

Company Size: 51-200

Company Address: 30 Dan Road, Canton, Massachusetts, United States

Janus Capital Group Contact Details

Name Title LinkedIn Phone Email
David Chiavacci Director, Advisor Solutions Group
Chris Wong Vice-president And Director, Financial Institutions Group
David Schrock Head Of North America Institutional
J Chris Bohnert Director, Advisor Solutions Group
Brian Demain Portfolio Manager
Jessica Leoncini Vp, Fixed Income Product Management
Zachary Atchinson Manager, Fund Services
Requires/Intent and 163 more Employees
Investor Relations & Reporting
ESG Investing & Impact Analysis
M&A Advisory
and more

6. Loomis, Sayles & Company

Industry: Investment Management

Location: Massachusetts

Website: loomissayles.com

Company Founded: 1926

Company Size: 501-1000

Loomis, Sayles & Company Contact Details

Name Title LinkedIn Phone Email
Son Nguyen Vice President, Global Equity Analyst
Ji Zhang Senior Equity Analyst At Loomis Sayles
Scott Darci Vp, Portfolio Manager And Strategist
Megan Lemay Senior Graphic Designer
Chetan Shinde Vice President
Kevin Kearns Portfolio Manager
Barath Sankaran Vice President, Senior Securitized Asset Analyst
Requires/Intent and 92 more Employees
AI-Based Credit Risk Assessment
Automation
Cloud Solutions
and more

7. John Hancock Investments

Industry: Investment Management

Location: Massachusetts

Website: jhinvestments.com

Company Founded: 1969

Company Size: 501-1000

Company Address: 601 Congress Street, Boston, Massachusetts, United States

John Hancock Investments Contact Details

Name Title LinkedIn Phone Email
Phil Casparius Senior Managing Director - Wealth Management Strategy And Alliances
Mathew Dimatteo Associate Director, Institutional Distribution, John Hancock Investments
Lee Small Svp, Divisional Sales Manager
Gfs Sean Farley Senior Vice President
Jose Collazo Regional Business Consultant
Will Creedon Director Of Capital Markets
Dean Hoeger Business Development Consultant
Requires/Intent and 75 more Employees
AI-Powered Financial Forecasting
Sales
and more

8. Acadian Asset Management

Industry: Investment Management

Location: Massachusetts

Website: acadian-asset.com

Company Founded: 1986

Company Size: 201-500

Company Address: 260 Franklin Street, Boston, Massachusetts, United States

Acadian Asset Management Contact Details

Name Title LinkedIn Phone Email
Thomas Obaseki Vice President, Business Development
Madeline Marinella Senior Client Reporting Associate
Garry Miller Enterprise Agile Coach
Hatherly Foster Business Development Associate
Ramu Miriampalli Senior Associate Dba
Erin Mahoney-gallagher Vice President, Director, Procurement, Data And Technology
Vladimir Zdorovtsov Director Of Global Equity Research
Requires/Intent and 66 more Employees
Institutional Asset Management
Technology
Sales
HR & Payroll Services
and more

9. Arrowstreet Capital

Industry: Investment Management

Location: Massachusetts

Website: arrowstreetcapital.com

Company Founded: 1999

Company Size: 201-500

Company Address: 200 Clarendon Street, Boston, Massachusetts, United States

Arrowstreet Capital Contact Details

Name Title LinkedIn Phone Email
Anurag Tripathi Associate,trading Systems
Han Zhong Associate, Investment Processes
Vibhor Gupta Manager, Research
Julia Yuan Associate, Research
Kevin Zablonski Head Of It Operations
James Love Associate
Jon Simon Senior Client Relationship Manager
Requires/Intent and 61 more Employees
Automation
Software Development
Customer Relationship Management
E-commerce Integration
Cloud Hosting
and more

10. Innovative Advisory Group

Industry: Investment Management

Location: Massachusetts

Website: innovativewealth.com

Company Founded: 2008

Company Size: 1-10

Company Address: 394 Lowell Street, Lexington, Massachusetts, United States

Innovative Advisory Group Contact Details

Name Title LinkedIn Phone Email
Kirk Chisholm Wealth Manager And Principal
Requires/Intent
Alternative Investment Consulting
Public Relations
Investor Relations & Reporting
Cybersecurity Solutions
Business Expansion
and more

11. Gmo

Industry: Investment Management

Location: Massachusetts

Website: gmo.com

Company Founded: 1977

Company Size: 201-500

Company Address: 40 Rowes Wharf, Boston, Massachusetts, United States

Gmo Contact Details

Name Title LinkedIn Phone Email
Nick Porecha Information Technology Management
Michelle Morphew Portfolio Strategist, Global Equity
Robert Daley Equity Trading
Tracey Keenan Fixed Income Trading
Matt Kadnar Partner And Portfolio Manager
Jack Mengel Program Manager
Jack Hanson Reconciliation Analyst
Requires/Intent and 74 more Employees
Customer Relationship Management
FinTech Solutions For Investment Firms
IPO Advisory
HR & Payroll Services
Advertising
and more

12. Meketa Investment Group

Industry: Investment Management

Location: Massachusetts

Website: meketagroup.com

Company Founded: 1978

Company Size: 51-200

Company Address: 80 University Avenue, Westwood, Massachusetts, United States

Meketa Investment Group Contact Details

Name Title LinkedIn Phone Email
Mika Malone Managing Principal
Jessica Lau Portfolio Investment Strategist
Sandra Ackermann-schaufler Principal
Aneish Arora Principal, Consultant
Thomas Dunleavy Senior Investment Analyst
Derek Proctor Vice President - Real Estate
Molly Lestage Principal, Private Markets Consultant
Requires/Intent and 29 more Employees
ERP Solutions
Global Market Trend Analysis
AI
Investor Relations & Reporting
and more

13. Income Research + Management

Industry: Investment Management

Location: Massachusetts

Website: incomeresearch.com

Company Founded: 1987

Company Size: 51-200

Company Address: 100 Federal Street, Boston, Massachusetts, United States

Income Research + Management Contact Details

Name Title LinkedIn Phone Email
Daniel Lynch Assistant Vice President, Recruitment
Jonathan Larkin Principal, Technology
Daniel Comiskey Senior Investment Product Analyst
Steven Devine Application Administrator
Lilly Chen Vice President, Head Of System Delivery
Matthew Conroy Chief Financial Officer
Oscar Arevalo-toledo Senior Analytics Developer
Requires/Intent and 28 more Employees
Financial Due Diligence
Risk Management & Compliance
Hedge Fund Strategies
Institutional Asset Management
and more

14. John Hancock Investment Management

Industry: Investment Management

Location: Massachusetts

Company Founded: 1969

Company Size: 501-1000

Company Address: 200 Berkeley Street, Boston, Massachusetts, United States

John Hancock Investment Management Contact Details

Name Title LinkedIn Phone Email
David Harris Regional Representative Business Consultant
James Coker Director, U.s Investment Platform Management Governance
Dan Fixler Director, Institutional And Retirement Product Development
Danielle Smoot Internal Sales Manager
Peter Hughan Head Of Internal Specialist Teams
Laura Foster Head Of Marketing, Wealth And Asset Management, Us And Europe
Suzanne Lambert Assistant Vice President And Assistant General Counsel
Requires/Intent and 24 more Employees
IPO Advisory
Digital Marketing
Market Research
Smart Contracts For Investment
and more

15. Cafua Management Company, Llc

Industry: Investment Management

Location: Massachusetts

Website: cafuamanagement.com

Company Size: 1001-5000

Company Address: 280 Merrimack Street, Methuen, Massachusetts, United States

Cafua Management Company, Llc Contact Details

Name Title LinkedIn Phone Email
Ernest Grenon Multi Unit Manager
Craig Patterson Director Operations
Frank Servidio Chief Operations Officer - Operations And Training
David Eckhart Director Of Operations
Vance White Director, Technology And Information Systems
Joe Levesque Multi Unit Manager
Jeronimo Silva Maintenance Director
Requires/Intent and 40 more Employees
ESG Investing & Impact Analysis
Accounting
HR & Payroll Services
and more

16. Geode Capital Management

Industry: Investment Management

Location: Massachusetts

Website: geodecapital.com

Company Founded: 2001

Company Size: 51-200

Company Address: 1 Hundred Summer Street, Boston, Massachusetts, United States

Geode Capital Management Contact Details

Name Title LinkedIn Phone Email
Yuxin Ai Quantitative Research Analyst
Danlu Xia Associate Quantitative Analyst
Hanna Vasilenka Software Engineer And Markit Edm Developer
John Cicci Trade Operations Associate - Alternatives
Kevin Xiong Quantitative Researcher
Alexandru Rosoiu Associate Quantitative Analyst
Anna Lester Senior Portfolio Manager
Requires/Intent and 12 more Employees
IPO Advisory
AI
and more

17. Panagora Asset Management

Industry: Investment Management

Location: Massachusetts

Website: panagora.com

Company Founded: 1989

Company Size: 51-200

Company Address: 1 International Place, Boston, Massachusetts, United States

Panagora Asset Management Contact Details

Name Title LinkedIn Phone Email
Kun Yang Director
Vic Malla Quantitative Research Analyst
Danni Ma Quantitative Analyst, Data Science Equity
Brian Henze Strategic Relationship Manager
Keith Macdonald Senior Manager Of Trading Technology
Jennifer Donlon Associate General Counsel
Jaime Lee Managing Director, Head Of Dynamic Equity
Requires/Intent and 16 more Employees
Mobile App Development
AI
Cloud Hosting
IPO Advisory
and more

18. Citisoft

Industry: Investment Management

Location: Massachusetts

Website: citisoft.com

Company Founded: 1986

Company Size: 51-200

Company Address: 343 Congress Street, Boston, Massachusetts, United States

Citisoft Contact Details

Name Title LinkedIn Phone Email
Tom Secaur Global Chief Operating Officer
Jake Gress Senior Consultant
Jake Gress Senior Consultant
Alissa Doherty Director Of Marketing And Communications
Michael Chevalier Investment Management Consultant
Jason Humm Principal Consultant
Brian Beldotti Principal Consultant
Requires/Intent and 6 more Employees
Sales
Customer Relationship Management
Alternative Investment Consulting
Smart Contracts For Investment
and more

19. Ddj Capital Management

Industry: Investment Management

Location: Massachusetts

Website: ddjcap.com

Company Founded: 1996

Company Size: 51-200

Company Address: 130 Turner Street, Waltham, Massachusetts, United States

Ddj Capital Management Contact Details

Name Title LinkedIn Phone Email
Meaghan Mahoney Director, Business Development And Consultant Relations
William Porter Director, Business Development And Consultant Relations
Audrey Brothers Office Administrator
Jay Russell Chief Financial Officer At Ddj Capital Management
Mark Cacciola Senior Performance Analyst
Joe Catalano Analyst
Sameer Bhalla Senior Research Analyst
Requires/Intent and 3 more Employees
Compliance & Risk Management
Alternative Investment Consulting
FinTech Solutions For Investment Firms
and more

20. Trillium Asset Management

Industry: Investment Management

Location: Massachusetts

Website: trilliuminvest.com

Company Founded: 1982

Company Size: 11-50

Company Address: 2 Financial Center 60 South Street, Boston, Massachusetts, United States

Trillium Asset Management Contact Details

Name Title LinkedIn Phone Email
Lisa Hayles Investment Manager
Tom Simunovic Esg Investment Strategy Specialist And Relationship Manager
Jonas Kron Chief Advocacy Officer
Ellen Griggs Board Director
Patrick Wollenberg Global Equity Analyst And Portfolio Manager
Evie Vermeer Esg Research Intern
Abigail Blyler Research Analyst Intern
Requires/Intent and 2 more Employees
E-commerce Integration
Risk Management & Compliance
Financial Due Diligence
FinTech Solutions For Investment Firms
Investor Relations & Reporting
and more

21. Gw&k Investment Management

Industry: Investment Management

Location: Massachusetts

Website: gwkinvest.com

Company Founded: 1974

Company Size: 51-200

Gw&k Investment Management Contact Details

Name Title LinkedIn Phone Email
David Rouse Director Of Compliance And Risk Management
Leigh Williamson Principal, Client Portfolio Manager
Ross Mcwilliams Assistant Relationship Manager
Michael Rabuffo Principal, Client Portfolio Manager
Blair Farinholt Internal Sales
Cara Fisher Compliance Manager
Brenna Spolidoro Operations Specialist
Requires/Intent and 12 more Employees
Institutional Asset Management
Digital Asset & Cryptocurrency Investment
Cloud Solutions
and more

22. Mit Investment Management Company

Industry: Investment Management

Location: Massachusetts

Website: mitimco.org

Company Size: 51-200

Company Address: 1 Broadway, Cambridge, Massachusetts, United States

Mit Investment Management Company Contact Details

Name Title LinkedIn Phone Email
Glenn Gans Senior Manager, Financial Reporting And Operational Risk
Benjamin Lavery Director Of Real Estate Development
Michael Whamond Director, Global Investment Legal Services
Ryan Akkina Global Investment Team
Winston Pat Analyst
Elizabeth Wright Associate Director, Real Estate Legal Services
Nina Kouxova Senior Manager, Head Of Portfolio Operations
Requires/Intent and 7 more Employees
Predictive Analytics
Financial Due Diligence
AI-Powered Financial Forecasting
High-Frequency Trading Solutions
and more

23. Spring Lane Capital

Industry: Investment Management

Location: Massachusetts

Website: springlanecapital.com

Company Size: 1-10

Spring Lane Capital Contact Details

Name Title LinkedIn Phone Email
Mike Bishop Principal
Nikhil Garg Sustainable Resource Investor | Co-founder And General Partner
Requires/Intent
FinTech Solutions For Investment Firms
Tax Optimization For Investments
Software Development
and more

24. Man Numeric

Industry: Investment Management

Location: Massachusetts

Website: numeric.com

Company Founded: 1989

Company Size: 51-200

Company Address: 200 Pier, Boston, Massachusetts, United States

Man Numeric Contact Details

Name Title LinkedIn Phone Email
Malini Santra Business Analyst
Eric Wu Quantitative Researcher
Adela Bai Software Engineer
Shanta Puchtler Chief Executive Officer
Philena Sun Quantitative Research Analyst
Andrew Kindman Principal Engineer
Carl Romines Software Engineer
Requires/Intent and 12 more Employees
Market Research
Accounting
IPO Advisory
and more

25. Ra Capital Management, Llc

Industry: Investment Management

Location: Massachusetts

Website: racap.com

Company Founded: 2004

Company Size: 51-200

Company Address: 200 Berkeley Street, Boston, Massachusetts, United States

Ra Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Joshua Resnick Managing Director
Chris Caliri Chief Information Officer At Ra Capital
Jake Simson Principal
Christina Lilliehook Senior Science Writer
Emilie Schleer Investor Relations Manager
Danielle Feldman Associate
Cristina Diez Associate Director, Techatlas
Requires/Intent and 8 more Employees
Robo-Advisors & AI Trading
IoT
and more

26. Highvista Strategies

Industry: Investment Management

Location: Massachusetts

Website: highvista.com

Company Founded: 2004

Company Size: 11-50

Company Address: 200 Clarendon Street, Boston, Massachusetts, United States

Highvista Strategies Contact Details

Name Title LinkedIn Phone Email
Rahul Gupta Quantitative Analyst
Raphael Schorr Managing Director
Caroline Page Investment Professional
Cortney Sevigny Operations Analyst
Matthew Hoff Operations Analyst
Greg Woodbury Software Architect
John Jacques Senior Analyst
Requires/Intent and 1 more Employees
Investor Relations & Reporting
Smart Contracts For Investment
and more

27. Alphasimplex Group

Industry: Investment Management

Location: Massachusetts

Company Founded: 1999

Company Size: 11-50

Alphasimplex Group Contact Details

Name Title LinkedIn Phone Email
Saurabh Kelkar Junior Research Scientist
Ivan Yim Credit Analyst
David Kuenzi Senior Portfolio Manager And Senior Research Scientist
Jordan Nolan Software Architect
Tatiana Papa Compliance Associate
Jim Gorman Senior Software Developer
Danielle Tolliver Marketing Associate
Requires/Intent and 5 more Employees
AI-Based Credit Risk Assessment
Smart Contracts For Investment
Cloud Hosting
ERP Solutions
ESG Investing & Impact Analysis
and more

28. Breckinridge Capital Advisors

Industry: Investment Management

Location: Massachusetts

Website: breckinridge.com

Company Founded: 1993

Company Size: 51-200

Company Address: 125 High Street, Boston, Massachusetts, United States

Breckinridge Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Phillip Newell Executive Vice President Client Communications
Cara Early Assistant Vice President, Investment Strategy
Bob Conlon Director Of Human Resources
Chris Day Executive Vice President
Jesse Starks Chief Technology Officer
Christina Parisi Senior Client Service Associate
Sabrina Marasco Marketing Associate
Requires/Intent and 5 more Employees
Legal
Market Research
Advertising
SEO
and more

29. Global Aginvesting

Industry: Investment Management

Location: Massachusetts

Company Founded: 2009

Company Size: 1-10

Company Address: 300 Rosewood Drive, Danvers, Massachusetts, United States

Global Aginvesting Contact Details

Name Title LinkedIn Phone Email
Jared Rose Managing Director
Requires/Intent
Cloud Hosting
Smart Contracts For Investment
Investor Relations & Reporting
Predictive Analytics
and more

30. Anchor Capital Advisors

Industry: Investment Management

Location: Massachusetts

Website: anchorcapital.com

Company Founded: 1983

Company Size: 11-50

Company Address: 2 International Place, Boston, Massachusetts, United States

Anchor Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Jack Kulpa Vice President
George Whitmore Executive Vice President - Director Of Sales And Marketing
Zach Dandurand Investment Operations Specialist
Rachel Hoban Marketing Associate
Gary Adams Senior Vice President
Diane Schafer Chief Operating Officer And Chief Compliance Office
David Watson First Vice President
Requires/Intent and 4 more Employees
IT Support
Private Wealth Management
IoT
FinTech Solutions For Investment Firms
and more

31. Eventide Asset Management

Industry: Investment Management

Location: Massachusetts

Website: eventide.info

Company Founded: 2008

Company Size: 11-50

Company Address: 1 International Place, Boston, Massachusetts, United States

Eventide Asset Management Contact Details

Name Title LinkedIn Phone Email
Finny Kuruvilla Portfolio Manager
Brock Treworgy Business 360 Analyst
Brian Chow Associate Research Analyst
Kyle Mabe Regional Director
Robin John Chief Executive Officer
Rob John Managing Partner And Chief Executive Officer
David Barksdale Managing Partner
Requires/Intent and 3 more Employees
AI Chatbots
ERP Solutions
Risk Management & Compliance
and more

32. F.l.putnam Investment Management Company

Industry: Investment Management

Location: Massachusetts

Website: flputnam.com

Company Founded: 1983

Company Size: 11-50

Company Address: 20 William Street, Wellesley, Massachusetts, United States

F.l.putnam Investment Management Company Contact Details

Name Title LinkedIn Phone Email
Thomas Fay Regional President, Rhode Island
Susan John Senior Vice President, Managing Director Financial Planning, Private Client Advisor
Daosith Lemay Vice President, Private Client Advisor
Meghan Civiello Investment Management
Allan Neskie Compliance Officer
Steven Violin Senior Vice President And Portfolio Manager
Jonathan Liff Portfolio Analyst
Requires/Intent and 6 more Employees
Web Development
Market Research
Sales
Financial Management
and more

33. Cutter Associates

Industry: Investment Management

Location: Massachusetts

Website: cutterassociates.com

Company Founded: 1998

Company Size: 51-200

Company Address: 1050 Hingham Street, Rockland, Massachusetts, United States

Cutter Associates Contact Details

Name Title LinkedIn Phone Email
Bryan Dimare Director
Patricia Coan Senior Consultant
Andrew Mccloy Fintech Editor
Charles Dwyer Consultant
Andrew Jenkins Managing Director
James Ryan Consultant
Angela Centeno Senior Research Analyst
Requires/Intent and 5 more Employees
Mobile App Development
Predictive Analytics
IPO Advisory
Tax Optimization For Investments
Sales
and more

34. Odum Capital

Industry: Investment Management

Location: Massachusetts

Website: odumcapital.com

Company Founded: 2010

Company Size: 1-10

Odum Capital Contact Details

Name Title LinkedIn Phone Email
Gregory Odum Managing Partner | Private Equity | Strategy
Requires/Intent
Digital Marketing
Digital Asset & Cryptocurrency Investment
Accounting
Institutional Asset Management
Financial Due Diligence
and more

35. Birch Hill Investment Advisors Llc

Industry: Investment Management

Location: Massachusetts

Website: birchhilladvisors.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1 International Place, Boston, Massachusetts, United States

Birch Hill Investment Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Brett Mirliani Managing Director
Sean Kelly Associate
Christopher Mikus Assistant Portfolio Manager
Bo Cook Assistant Vice President
Katy Colletti Associate At Birch Hill Investment Advisors Llc
Requires/Intent
M&A Advisory
Market Research
and more

36. Asset Strategy Advisors

Industry: Investment Management

Location: Massachusetts

Website: assetstrategyrc.com

Company Size: 11-50

Company Address: 24 Superior Drive, Natick, Massachusetts, United States

Asset Strategy Advisors Contact Details

Name Title LinkedIn Phone Email
Sean Whalen Director Of Business Development, Financial Consultant
John Gentry Director Of Retirement
Ted Herget Principal
Requires/Intent
Tax Optimization For Investments
Digital Asset & Cryptocurrency Investment
and more

37. Crestwood Advisors

Industry: Investment Management

Location: Massachusetts

Website: crestwoodadvisors.com

Company Founded: 2003

Company Size: 11-50

Company Address: 1 Liberty Square, Boston, Massachusetts, United States

Crestwood Advisors Contact Details

Name Title LinkedIn Phone Email
Greg Mcsweeney Portfolio Manager, Director
Leigh Hurd Portfolio Manager
Judy Burke Client Service Associate
Peter Malone Portfolio Manager
Margaret Sweet Director, Operations
Susan Brewer Managing Director
Lou Albanese Managing Director, Portfolio Manager
Requires/Intent and 2 more Employees
High-Frequency Trading Solutions
Customer Relationship Management
Smart Contracts For Investment
and more

38. Redwood Investments, Llc

Industry: Investment Management

Location: Massachusetts

Website: redwoodinv.com

Company Founded: 2004

Company Size: 11-50

Redwood Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Ezra Samet Portfolio Manager And Analyst
Jennifer Silver Founder And Managing Partner
George Junker Managing Member
Steve Flammey Chief Financial Officer And Chief Compliance Officer
Yuda Goodman Quantitative Analyst And Trader
Michael Wood Chairman
Jasmine Coley Real Estate Investor
Requires/Intent and 2 more Employees
Cybersecurity Solutions
ERP Solutions
Public Relations
and more

39. Abrams Capital

Industry: Investment Management

Location: Massachusetts

Company Founded: 1999

Company Size: 11-50

Abrams Capital Contact Details

Name Title LinkedIn Phone Email
Raja Bobbili Investment Analyst
Alison Bomberg General Counsel
Kate Rowe Senior Vice President Head Of Portfolio Operations
Mike Orenstein Abrams Capital
Aaron Herr Investor Relations
Kate Tiberio Technology
Requires/Intent
Software Development
Robo-Advisors & AI Trading
and more

40. Gurnet Point Capital

Industry: Investment Management

Location: Massachusetts

Website: gurnetpointcapital.com

Company Size: 1-10

Company Address: 55 Cambridge Parkway, Cambridge, Massachusetts, United States

Gurnet Point Capital Contact Details

Name Title LinkedIn Phone Email
Dave Moore Partner
Christopher Elia Portfolio Management Analyst
Sarah Casey Executive Assistant For Managing Partner
Requires/Intent
Web Development
Compliance & Risk Management
AI
and more

41. Westfield Capital Management

Industry: Investment Management

Location: Massachusetts

Website: westfieldcapital.com

Company Founded: 1989

Company Size: 51-200

Westfield Capital Management Contact Details

Name Title LinkedIn Phone Email
Jack Dings Senior Associate, Trading
Nikki Sharkin Marketing Associate
Jenny Muller Vice President, Marketing And Client Service
Karen Chiu Manager, Operations
Amelia Rice Front Office Administrator
Leonardo Kim Equity Research Intern
Rajat Babbar Partner
Requires/Intent and 5 more Employees
Mobile App Development
IPO Advisory
IoT
SEO
Web Development
and more

42. Weiss Asset Management

Industry: Investment Management

Location: Massachusetts

Website: weissasset.com

Company Size: 51-200

Weiss Asset Management Contact Details

Name Title LinkedIn Phone Email
Ian Brady Analyst
Anna Vinnik Senior Counsel
Nicholas Petrow Analyst
Mathew Dietzel Legal Assistant
Yoonsang Bae Analyst And Trader
Tsuyoshi Niwa Investment Analyst
Daniel Fu Medical Doctor
Requires/Intent and 3 more Employees
Branding
Mobile App Development
Cloud Hosting
CRM Systems
and more

43. Boston Trust & Investment Management Company

Industry: Investment Management

Location: Massachusetts

Website: bostontrust.com

Company Founded: 1974

Company Size: 51-200

Company Address: 1 Beacon Street, Boston, Massachusetts, United States

Boston Trust & Investment Management Company Contact Details

Name Title LinkedIn Phone Email
Nick Caldwell Manager, Institutional Markets
Lindsey Lane Director Of Marketing And Communications
Heidi Vanni Managing Director
David Sandell Portfolio Manager
Russell Gentry Chief Operating Officer
Jacob Goodkin Portfolio Associate
Mark Cushing Managing Director
Requires/Intent and 5 more Employees
Global Market Trend Analysis
Digital Asset & Cryptocurrency Investment
and more

44. Massachusetts Pension Reserves Investment Management

Industry: Investment Management

Location: Massachusetts

Website: mapension.com

Company Size: 11-50

Company Address: 84 State Street, Boston, Massachusetts, United States

Massachusetts Pension Reserves Investment Management Contact Details

Name Title LinkedIn Phone Email
Bill Li Senior Investment Officer, Director
Chris Supple Deputy Executive Director And General Counsel
David Gurtz Deputy Chief Investment Officer - Director Of Public Markets
Ed Caron Investment Operations Analyst
Jill Luci Administrative Assistant
Amaran Soja Executive Assistant
Liying Lu Analyst Intern - Hedge Fund And Low Vol Strategies
Requires/Intent
HR & Payroll Services
Legal
and more

45. Boston Common Asset Management

Industry: Investment Management

Location: Massachusetts

Website: bostoncommonasset.com

Company Founded: 2002

Company Size: 11-50

Company Address: 200 State Street, Boston, Massachusetts, United States

Boston Common Asset Management Contact Details

Name Title LinkedIn Phone Email
Geeta Aiyer President And Founder
Kristina Eisnor Chief Compliance Officer And Director Of Operations
Nancy Spady Managing Director
Lei Ge Global Equity Analyst
Marykelly Smith Vice President, Controller
Requires/Intent
Technology
IoT
Cloud Solutions
High-Frequency Trading Solutions
and more

46. Glouston Capital Partners

Industry: Investment Management

Location: Massachusetts

Website: permalcapital.com

Company Founded: 1994

Company Size: 11-50

Company Address: 800 Boylston Street, Boston, Massachusetts, United States

Glouston Capital Partners Contact Details

Name Title LinkedIn Phone Email
Aaron Bright Principal
Requires/Intent
Customer Relationship Management
Predictive Analytics
Sales
Public Relations
CRM Systems
and more

47. Jmh Capital

Industry: Investment Management

Location: Massachusetts

Website: jmhcapital.com

Company Founded: 2003

Company Size: 1-10

Company Address: 155 Federal Street, Boston, Massachusetts, United States

Jmh Capital Contact Details

Name Title LinkedIn Phone Email
Michael Stanek Management Partner
Drew Sabia Associate
Kim Menegoni Chief Financial Officer
Clair Ko Director
Jerry Hutcher President
Alice Nissen Transcription
Requires/Intent
Alternative Investment Consulting
Smart Contracts For Investment
Digital Asset & Cryptocurrency Investment
FinTech Solutions For Investment Firms
and more

48. Hancock Natural Resource Group

Industry: Investment Management

Location: Massachusetts

Website: hancocknaturalresourcegroup.com

Company Founded: 1985

Company Size: 501-1000

Company Address: 197 Clarendon Street, Boston, Massachusetts, United States

Hancock Natural Resource Group Contact Details

Name Title LinkedIn Phone Email
Julia Grant General Manager, Value Added Services
Jason Burke Area Manager, Value Added Services, CwbÂ
Marco Panza Assistant Controller
Traci Maselli Manager, Marketing Communications
Trent Warness Senior Gis Analyst
Emin Kurtovic Research Assistant
Carlos Ruiz Resource Planning Analyst
Requires/Intent and 1 more Employees
Hedge Fund Strategies
ESG Investing & Impact Analysis
IPO Advisory
and more

49. Clough Capital Partners, L.p.

Industry: Investment Management

Location: Massachusetts

Company Size: 11-50

Company Address: 53 State Street, Boston, Massachusetts, United States

Clough Capital Partners, L.p. Contact Details

Name Title LinkedIn Phone Email
Christopher Mullahy Head Of Institutional Sales And Consultant Relations
Mimi Gross General Counsel At Clough Capital Partners, L.p
Jim Canty President
Kathleen Reynolds Risk And Compliance Associate
Michael Hearle Chief Executive Officer
Requires/Intent
Global Market Trend Analysis
Portfolio Management Solutions
Advertising
and more

50. Constitution Capital Partners

Industry: Investment Management

Location: Massachusetts

Website: concp.com

Company Founded: 2008

Company Size: 11-50

Company Address: 300 Brickstone Square, Andover, Massachusetts, United States

Constitution Capital Partners Contact Details

Name Title LinkedIn Phone Email
Nikolas Price Private Equity Summer Analyst
Dominic Morell Associate
Jake Stalcup Associate
Andrew Bruno Summer Private Equity Analyst
Jeffrey Garro Fund Accountant
Lynnette Booker Administrative Assistant
Requires/Intent
Financial Due Diligence
Legal
Customer Relationship Management
IPO Advisory
and more

51. North American Management Corporation

Industry: Investment Management

Location: Massachusetts

Website: namcorp.com

Company Founded: 1928

Company Size: 11-50

Company Address: 10 Post Office Square, Boston, Massachusetts, United States

North American Management Corporation Contact Details

Name Title LinkedIn Phone Email
Mark Reed Principal And Portfolio Manager
Pam Woodruff Head Of Trading
Yuval Ezer Director Of Equity Research
Matthew Duggan Senior Client Service Administrator
Elizabeth Mcelligott Senior Client Services Associate
Requires/Intent
Customer Relationship Management
AI-Based Credit Risk Assessment
FinTech Solutions For Investment Firms
and more

52. Rhumbline Advisers

Industry: Investment Management

Location: Massachusetts

Website: rhumblineadvisers.com

Company Founded: 1990

Company Size: 11-50

Company Address: 265 Franklin Street, Boston, Massachusetts, United States

Rhumbline Advisers Contact Details

Name Title LinkedIn Phone Email
Lisa Sheeler Chief Compliance Officer And General Counsel
Sean Reardon Marketing Internship
Thomas Cassidy Director Of Investment Operations
Requires/Intent
HR & Payroll Services
ESG Investing & Impact Analysis
Robo-Advisors & AI Trading
SEO
and more

53. Welch & Forbes Llc

Industry: Investment Management

Location: Massachusetts

Company Founded: 1838

Company Size: 51-200

Company Address: 45 School Street, Boston, Massachusetts, United States

Welch & Forbes Llc Contact Details

Name Title LinkedIn Phone Email
Dan Gorman Portfolio Manager
Cam Callan Associate
Leah Brown Vice President, Human Resources And Administration
Lauren Gates Tax Specialist
Rich Young Manager
Rich Young Manager
Peter Brown Senior Vice President And Portfolio Manager
Requires/Intent and 7 more Employees
AI-Based Credit Risk Assessment
Customer Relationship Management
AI
and more

54. New Generation Research, Inc.

Industry: Investment Management

Location: Massachusetts

Website: newgenerationadvisors.com

Company Founded: 1986

Company Size: 11-50

Company Address: 88 Broad Street, Boston, Massachusetts, United States

New Generation Research, Inc. Contact Details

Name Title LinkedIn Phone Email
Mark Heiman Director Of Sales
Bruce Kaser Managing Director, Head Of Equity Research
Petra Tantcheva Marketing Associate
Requires/Intent
Digital Asset & Cryptocurrency Investment
SEO
AI-Powered Financial Forecasting
Investor Relations & Reporting
Sales
and more

55. Coalescence Partners

Industry: Investment Management

Location: Massachusetts

Website: cp-im.com

Company Founded: 2016

Company Size: 11-50

Coalescence Partners Contact Details

Name Title LinkedIn Phone Email
Kaize Yu Analyst
Kangni Deng Analyst
Requires/Intent
Financial Due Diligence
Public Relations
Legal
and more

56. Eastward Capital

Industry: Investment Management

Location: Massachusetts

Website: eastwardcp.com

Company Founded: 1994

Company Size: 11-50

Company Address: 432 Cherry Street, West Newton, Massachusetts, United States

Eastward Capital Contact Details

Name Title LinkedIn Phone Email
Michael Dale Managing Director And Chief Financial Officer
Ed Dresner Investment Partner
Maximilian Emmerich Student Intern
Nicholas Bologna Investment Partner
Christopher Bodnar Investment Partner
Requires/Intent
Portfolio Management Solutions
Predictive Analytics
Alternative Investment Consulting
Software Development
and more

57. Relay Investments

Industry: Investment Management

Location: Massachusetts

Website: relayinvestments.com

Company Founded: 2013

Company Size: 1-10

Company Address: 745 Boylston Street, Boston, Massachusetts, United States

Relay Investments Contact Details

Name Title LinkedIn Phone Email
Clement Lucas Senior Vice President
Cecilia Lulli Senior Associate
Requires/Intent
Alternative Investment Consulting
Public Relations
ERP Solutions
ESG Investing & Impact Analysis
and more

58. Millstreet Capital Management

Industry: Investment Management

Location: Massachusetts

Website: millstreet.com

Company Founded: 2010

Company Size: 1-10

Company Address: 399 Boylston Street, Boston, Massachusetts, United States

Millstreet Capital Management Contact Details

Name Title LinkedIn Phone Email
Jeffrey Growney Partner - Business Development
Christina Rosello Chief Financial Officer
Requires/Intent
Risk Management & Compliance
CRM Systems
Tax Optimization For Investments
Cybersecurity Solutions
and more

59. Aegis Retirement Partners

Industry: Investment Management

Location: Massachusetts

Website: aegisretire.com

Company Founded: 2017

Company Size: 1-10

Company Address: 86 Baker Avenue Extension, Concord, Massachusetts, United States

Aegis Retirement Partners Contact Details

Name Title LinkedIn Phone Email
Doug Norberg Partner
Kevin Haskell Principal
Christopher Silva Retirement Plan Account Manager
Requires/Intent
Digital Marketing
Smart Contracts For Investment
Risk Management & Compliance
AI
and more

60. Claro Advisors, Llc.

Industry: Investment Management

Location: Massachusetts

Website: claroadvisors.com

Company Founded: 2012

Company Size: 11-50

Company Address: 100 High Street, Boston, Massachusetts, United States

Claro Advisors, Llc. Contact Details

Name Title LinkedIn Phone Email
Will Mcdonough Vice President Of The High Net Worth Team
Bob Dockendorff Vice President
Requires/Intent
Alternative Investment Consulting
Branding
Predictive Analytics
and more

61. Bts Asset Management

Industry: Investment Management

Location: Massachusetts

Website: btsmanagement.com

Company Founded: 1979

Company Size: 11-50

Company Address: 420 Bedford Street, Lexington, Massachusetts, United States

Bts Asset Management Contact Details

Name Title LinkedIn Phone Email
Trevor Cimino Advisory Service Consultant
Nick Tzavalas Regional Director
Luke Rioux Investment Advisor
Amanda Cronin Compliance Analyst
Matthew Alexander Chief Executive Officer
Ken Gordon Client Account Management Team Supervisor
Requires/Intent
Compliance & Risk Management
Financial Management
Data Security
Mobile App Development
Smart Contracts For Investment
and more

62. Berkshire Group L.l.c.

Industry: Investment Management

Location: Massachusetts

Website: berkshire-group.com

Company Founded: 1966

Company Size: 51-200

Berkshire Group L.l.c. Contact Details

Name Title LinkedIn Phone Email
Jacqueline Parma Human Resources Assistant
Thomas Peck Assistant Vice President
Ashley Moynihan Human Resources Generalist
Mary Bloom Senior Vice President And General Counsel
Brooke Kenney Accounting Manager
Claire Umanzio Senior Vice President Tax
Caroline Mahoney It Business Analyst
Requires/Intent and 4 more Employees
Alternative Investment Consulting
AI-Powered Financial Forecasting
and more

63. Model Capital Management Llc

Industry: Investment Management

Location: Massachusetts

Website: modelcapitalmgmt.com

Company Founded: 2012

Company Size: 1-10

Company Address: 60 State Street, Boston, Massachusetts, United States

Model Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Frank Donovan Vice President, Business Development At Model Capital Management Llc
Requires/Intent
ERP Solutions
Software Development
IoT
Branding
and more

64. Wellesley Asset Management, Inc.

Industry: Investment Management

Location: Massachusetts

Website: wellesleyinvestment.com

Company Founded: 1991

Company Size: 11-50

Company Address: 20 William Street, Wellesley, Massachusetts, United States

Wellesley Asset Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Jim Buckham Portfolio Manager
John Linsenmeyer Director, Institutional Services
Michael Miller Chief Investment Officer
Paul Chamberlain Vice President - Sales
Requires/Intent
Institutional Asset Management
Customer Relationship Management
Private Wealth Management
Accounting
and more

65. Plimoth Investment Advisors

Industry: Investment Management

Location: Massachusetts

Website: plimothinvestmentadvisors.com

Company Size: 11-50

Company Address: 38 Resnik Road, Plymouth, Massachusetts, United States

Plimoth Investment Advisors Contact Details

Name Title LinkedIn Phone Email
George Oliveira Board Member At Plimoth Investment Advisors
George Oliveira Founder President, Ctfa, Chairman
Cfpâ George Oliveira President And Chief Executive Officer
Nicole Dagle Assitant Vice President And Trust Officer
Edward Misiolek Senior Vice President Operations And Compliance Officer
Patrick Lynch Investment Officer, Research Analyst
Requires/Intent
Investor Relations & Reporting
Private Wealth Management
and more

66. Appleton Partners, Inc.

Industry: Investment Management

Location: Massachusetts

Website: appletonpartners.com

Company Founded: 1986

Company Size: 11-50

Company Address: 1 Post Office Square, Boston, Massachusetts, United States

Appleton Partners, Inc. Contact Details

Name Title LinkedIn Phone Email
Matthew Wollenhaupt Vice President, Business Systems Manager
Steven Hild Operations Associate
Nathan Harris Co-director, Municipal Research
Doug Chamberlain President
Lou Tukia Network And Database Administrator
Henry Lester Cpa
Requires/Intent
Cybersecurity Solutions
Predictive Analytics
and more

67. Frontier Capital Management Co

Industry: Investment Management

Location: Massachusetts

Website: frontiercap.com

Company Founded: 1980

Company Size: 11-50

Company Address: 99 Summer Street, Boston, Massachusetts, United States

Frontier Capital Management Co Contact Details

Name Title LinkedIn Phone Email
Emmanuel Franjul Partner, Vice-president
Tj Labarge Research Analyst
Matthew Etkind Operations Associate
Devon Gensler Portfolio And Client Support Associate
Mike Cavarretta Chairman
Requires/Intent
E-commerce Integration
ERP Solutions
Data Security
and more

68. Tcam, Llc

Industry: Investment Management

Location: Massachusetts

Website: tcamre.com

Company Founded: 2009

Company Size: 11-50

Tcam, Llc Contact Details

Name Title LinkedIn Phone Email
Jenny Netzer Chief Executive Officer
Silvia Rimolo Director - Asset Management And Consulting
Leanne Fan Asset Manager
Dennis Olsen Driver
Paul Coughlan Vice President
Manof Ghana Grad Student
Patrick Whitley Truck Driver
Requires/Intent and 1 more Employees
Hedge Fund Strategies
Investor Relations & Reporting
E-commerce Integration
Robo-Advisors & AI Trading
Institutional Asset Management
and more

69. Reynders, Mcveigh Capital Management, Llc.

Industry: Investment Management

Location: Massachusetts

Website: reyndersmcveigh.com

Company Founded: 2005

Company Size: 11-50

Company Address: 121 High Street, Boston, Massachusetts, United States

Reynders, Mcveigh Capital Management, Llc. Contact Details

Name Title LinkedIn Phone Email
Lisa Hessler Senior Portfolio Manager
Sheevani Patel Compliance Manager
Lisa Chioffi Senior Portfolio Manager
Susan Trask Comptroller And Compliance Manager
Requires/Intent
Accounting
Advertising
Software Development
Financial Due Diligence
and more

70. Coastal Capital Group, Llc

Industry: Investment Management

Location: Massachusetts

Website: coastalcapitalwealth.com

Company Founded: 2005

Company Size: 11-50

Company Address: 222 Rosewood Drive, Danvers, Massachusetts, United States

Coastal Capital Group, Llc Contact Details

Name Title LinkedIn Phone Email
Dave Caruso Founder And Media Personality
Camay Pascucci Relationship Manager
Clifton Wallace Director, Institutional Relationship Management
James Horrocks Managing Director | Cfp , Aif , Mba
Requires/Intent
Compliance & Risk Management
IT Support
Public Relations
Portfolio Management Solutions
Predictive Analytics
and more

71. Par Capital Management

Industry: Investment Management

Location: Massachusetts

Website: parcapital.com

Company Founded: 1990

Company Size: 11-50

Company Address: 200 Clarendon Street, Boston, Massachusetts, United States

Par Capital Management Contact Details

Name Title LinkedIn Phone Email
Jeff Mcginn Head Trader
Natalie Pena Office Manager And Operations Assistant
Michael Tucker Partner
Anuj Gupta Vice President Of Data Science
Nick Jathar Analyst
Paul Oddy Equity Analyst
Requires/Intent
ESG Investing & Impact Analysis
Cloud Solutions
M&A Advisory
Advertising
Private Wealth Management
and more

72. Algo Depth

Industry: Investment Management

Location: Massachusetts

Website: algodepth.com

Company Founded: 2016

Company Size: 1-10

Company Address: 1 Broadway, Cambridge, Massachusetts, United States

Algo Depth Contact Details

Name Title LinkedIn Phone Email
Adrian Bialonczyk Managing Director, Co-founder
Yan Sun Research Analyst
Requires/Intent
Robo-Advisors & AI Trading
Automation
Compliance & Risk Management
Web Development
Cybersecurity Solutions
and more

73. Agis Capital Llc

Industry: Investment Management

Location: Massachusetts

Website: agiscapital.com

Company Founded: 2013

Company Size: 11-50

Company Address: 46 Plympton Street, Boston, Massachusetts, United States

Agis Capital Llc Contact Details

Name Title LinkedIn Phone Email
Stephen Kenney Vice President Business Development
Requires/Intent
SEO
AI Chatbots
Software Development
Digital Asset & Cryptocurrency Investment
and more

74. Osbon Capital Management

Industry: Investment Management

Location: Massachusetts

Website: osboncapital.com

Company Founded: 2005

Company Size: 1-10

Company Address: 225 Franklin Street, Boston, Massachusetts, United States

Osbon Capital Management Contact Details

Name Title LinkedIn Phone Email
John Osbon Managing Partner
Jimmy Halderman Special Projects
Requires/Intent
IPO Advisory
Branding
ESG Investing & Impact Analysis
Tax Optimization For Investments
and more

75. Flagship Harbor Advisors

Industry: Investment Management

Location: Massachusetts

Website: flagshipharbor.com

Company Founded: 2010

Company Size: 11-50

Company Address: 346 Commercial Street, Boston, Massachusetts, United States

Flagship Harbor Advisors Contact Details

Name Title LinkedIn Phone Email
Joshua Topp Private Wealth Manager
Jason Taylor Independent Financial Advisor
Sieglinde Cfpâ Certified Financial Planner
Adam Bateman Private Wealth Manager
Russ Kefauver Personal Financial Advisor
Requires/Intent
Legal
Risk Management & Compliance
Private Wealth Management
FinTech Solutions For Investment Firms
and more

76. Merganser Capital Management

Industry: Investment Management

Location: Massachusetts

Website: merganser.com

Company Founded: 1985

Company Size: 11-50

Company Address: 99 High Street, Boston, Massachusetts, United States

Merganser Capital Management Contact Details

Name Title LinkedIn Phone Email
David Fishman Svp, Structured Products
Jennifer Cincotta Investment Associate
David Cassler Relationship Manager Analyst
Peter Kaplan Svp, Portfolio Manager
Lisa Schievink Operations Assistant
Rich Mcgowan Operations Manager
Mark Nasser Chief Technology Officer
Requires/Intent and 1 more Employees
SEO
CRM Systems
and more

77. Calare Properties, Inc.

Industry: Investment Management

Location: Massachusetts

Website: calare.com

Company Founded: 2003

Company Size: 11-50

Company Address: 30 Speen Street, Framingham, Massachusetts, United States

Calare Properties, Inc. Contact Details

Name Title LinkedIn Phone Email
Erin Gannon Vice President Property Management At Calare Properties, Inc
Mark Shapiro Chief Financial Officer
Requires/Intent
IT Support
Market Research
M&A Advisory
Business Expansion
and more

78. Nichols & Pratt, Llp

Industry: Investment Management

Location: Massachusetts

Website: nichols-pratt.com

Company Founded: 1977

Company Size: 11-50

Company Address: 50 Congress Street, Boston, Massachusetts, United States

Nichols & Pratt, Llp Contact Details

Name Title LinkedIn Phone Email
Patty Popov Trustee And Lawyer
Craig Melillo Equity Analyst
Stephanie Fagundes Trustee Assistant
Eileen Schwartz Trust Administrator
Avery Hanlon Receptionist
Requires/Intent
Cloud Hosting
ESG Investing & Impact Analysis
Web Development
Predictive Analytics
IPO Advisory
and more

79. Aum/boston

Industry: Investment Management

Location: Massachusetts

Website: aumboston.com

Company Founded: 2017

Company Size: 1-10

Company Address: 132 Chief Justice Cushing Highway, Cohasset, Massachusetts, United States

Aum/boston Contact Details

Name Title LinkedIn Phone Email
Mark Toomey Advisory Board
Requires/Intent
Accounting
High-Frequency Trading Solutions
E-commerce Integration
IT Support
and more

80. Whale Rock Capital Management Llc

Industry: Investment Management

Location: Massachusetts

Website: whalerockcapital.com

Company Founded: 2006

Company Size: 11-50

Whale Rock Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Nicholas Galat Analyst
Jennifer Smith Head Of Executive Administration
Requires/Intent
Investor Relations & Reporting
ERP Solutions
ESG Investing & Impact Analysis
Business Expansion
and more

81. Landon Capital Partners

Industry: Investment Management

Location: Massachusetts

Website: landoncapital.com

Company Founded: 2015

Company Size: 1-10

Landon Capital Partners Contact Details

Name Title LinkedIn Phone Email
Chris Sullivan Founder And Managing Partner
Tom Welles Associate
Requires/Intent
Software Development
M&A Advisory
Data Security
and more

82. Brain Robotics Capital

Industry: Investment Management

Location: Massachusetts

Website: brainrobotcap.com

Company Size: 1-10

Company Address: 53 State Street, Boston, Massachusetts, United States

Brain Robotics Capital Contact Details

Name Title LinkedIn Phone Email
Pei Qi Managing Partner
Requires/Intent
Branding
Financial Management
HR & Payroll Services
Automation
Compliance & Risk Management
and more

83. Opus Investment Management, Inc.

Industry: Investment Management

Location: Massachusetts

Website: opusinvestment.com

Company Size: 11-50

Company Address: 440 Lincoln Street, Worcester, Massachusetts, United States

Opus Investment Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Brian Duke Vice President, Director Of Structured Research
Lynne Mcentegart Vice President - Operations And Systems
Jacquelyn Weber Portfolio Manager
Simon Gumkowski Portfolio Manager
Requires/Intent
Customer Relationship Management
Market Research
Legal
Branding
and more

84. Grimes & Company

Industry: Investment Management

Location: Massachusetts

Website: grimesco.com

Company Founded: 1985

Company Size: 11-50

Company Address: 110 Turnpike Road, Westborough, Massachusetts, United States

Grimes & Company Contact Details

Name Title LinkedIn Phone Email
Adam Jacobs Vice President
Emily Wood Vice President
Joe Benoit Portfolio Manager
Benjamin Jette Performance And Research Associate
Jae Song Senior Manager, Quantitative Research
Gerald Connolly Vice President, Chief Compliance Officer
Cheryl Mcnally Systems Administrator
Requires/Intent and 1 more Employees
Sales
M&A Advisory
Hedge Fund Strategies
and more

85. Longfellow Investment Management Co.

Industry: Investment Management

Location: Massachusetts

Company Founded: 1986

Company Size: 1-10

Company Address: 20 Winthrop Square, Boston, Massachusetts, United States

Longfellow Investment Management Co. Contact Details

Name Title LinkedIn Phone Email
Adriano Escribano Cmbs Analyst Trader
Sarah Scranton Associate Portfolio Manager
Kyia Jones Accounting Clerk
Requires/Intent
Cloud Solutions
Cybersecurity Solutions
and more

86. Prio Wealth

Industry: Investment Management

Location: Massachusetts

Website: priowealth.com

Company Founded: 1988

Company Size: 11-50

Company Address: 265 Franklin Street, Boston, Massachusetts, United States

Prio Wealth Contact Details

Name Title LinkedIn Phone Email
Clssbb Melissa Mattison Managing Director, Chief Operating Officer And Chief Compliance Officer
John Bratschi Chief Executive Officer
Jillian Kotowski Relationship Manager
Requires/Intent
High-Frequency Trading Solutions
M&A Advisory
and more

87. Atreides Management, Lp

Industry: Investment Management

Location: Massachusetts

Website: atreidesmgmt.com

Company Founded: 2019

Company Size: 11-50

Atreides Management, Lp Contact Details

Name Title LinkedIn Phone Email
Joseph Digregorio Analyst
Peter Scully Head Trader
Requires/Intent
Digital Marketing
Web Development
Customer Relationship Management
Investor Relations & Reporting
and more

88. Cabot-wellington, Llc

Industry: Investment Management

Location: Massachusetts

Website: cabwel.com

Company Founded: 1996

Company Size: 11-50

Company Address: 22 Batterymarch Street, Boston, Massachusetts, United States

Cabot-wellington, Llc Contact Details

Name Title LinkedIn Phone Email
Kristina Mello Executive Assistant
Carin Hofer Consultant
Requires/Intent
CRM Systems
Advertising
and more

89. Longfellow Investment Management Co.

Industry: Investment Management

Location: Massachusetts

Website: longfellowim.com

Company Founded: 1986

Company Size: 11-50

Company Address: 20 Winthrop Square, Boston, Massachusetts, United States

Longfellow Investment Management Co. Contact Details

Name Title LinkedIn Phone Email
Mark Duffy Esg And Credit Analyst
Derek Mccarthy Investment Associate
Heather Meehan Corporate Trader
Requires/Intent
Investor Relations & Reporting
CRM Systems
Private Wealth Management
Financial Management
and more

90. Monarch Partners Asset Management Llc

Industry: Investment Management

Location: Massachusetts

Company Founded: 2010

Company Size: 11-50

Company Address: 1 International Place, Boston, Massachusetts, United States

Monarch Partners Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Frank Saeli Head Of New Business Development And Client Relations
Leslie Ward Institutional Sales And Marketing Analyst
Alex Archambo Operations And Trading
Requires/Intent
Public Relations
Tax Optimization For Investments
Financial Due Diligence
and more

91. Little Harbor Advisors

Industry: Investment Management

Location: Massachusetts

Company Founded: 2012

Company Size: 11-50

Company Address: 30 Doaks Lane, Marblehead, Massachusetts, United States

Little Harbor Advisors Contact Details

Name Title LinkedIn Phone Email
Colin Warner Senior Associate
Richard Tomney Managing Director At Little Harbor Advisors
Susan Mccuaig Human Resources Advisor And Consultant
Graham Warner Intern
Requires/Intent
Portfolio Management Solutions
Automation
Digital Asset & Cryptocurrency Investment
and more

92. Standish Mellon Asset Management

Industry: Investment Management

Location: Massachusetts

Website: standish.com

Company Founded: 1933

Company Size: 501-1000

Standish Mellon Asset Management Contact Details

Name Title LinkedIn Phone Email
Sally Bartunek Emerging Markets Bond Trader
Mark Sullivan Client Service Analyst
Michael Piersol Emerging Markets Senior Bond Trader At Standish Mellon Asset Management
Meg Luizzo Senior Administrative Assistant
John James Fixed Income Product Manager
Jim Conway Chief Information Officer
Rip Reeves Senior Portfolio Manager
Requires/Intent and 2 more Employees
Advertising
Technology
FinTech Solutions For Investment Firms
ESG Investing & Impact Analysis
and more

93. The Boston Family Office

Industry: Investment Management

Location: Massachusetts

Website: bosfam.com

Company Size: 11-50

The Boston Family Office Contact Details

Name Title LinkedIn Phone Email
Dylan Brix Portfolio Manager
Solange Bell Account Administrator
Requires/Intent
ERP Solutions
ESG Investing & Impact Analysis
Compliance & Risk Management
Branding
Digital Marketing
and more

94. Lew & Dowski Capital, Llc

Industry: Investment Management

Location: Massachusetts

Website: lewanddowski.com

Company Founded: 2012

Company Size: 1-10

Company Address: P/o Box 397159, Cambridge, Massachusetts, United States

Lew & Dowski Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Isaac Kathae Finance Administrator
Requires/Intent
Smart Contracts For Investment
Risk Management & Compliance
AI
Investor Relations & Reporting
and more

95. Northeast Wealth Management

Industry: Investment Management

Location: Massachusetts

Website: northeastwealthmanagement.com

Company Size: 1-10

Company Address: 80 Washington Street, Norwell, Massachusetts, United States

Northeast Wealth Management Contact Details

Name Title LinkedIn Phone Email
Awma Jason Laurenzo Vice-president
Requires/Intent
Cybersecurity Solutions
AI-Powered Financial Forecasting
Automation
Portfolio Management Solutions
and more

96. Monument Group Wealth Advisors, Llc

Industry: Investment Management

Location: Massachusetts

Company Size: 1-10

Monument Group Wealth Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Andrew Richardson Wealth Advisor
Requires/Intent
Private Wealth Management
E-commerce Integration
Institutional Asset Management
Portfolio Management Solutions
CRM Systems
and more

97. Sensible Financial Planning And Management

Industry: Investment Management

Location: Massachusetts

Website: sensiblefinancial.com

Company Founded: 2002

Company Size: 1-10

Company Address: 203 Crescent Street, Waltham, Massachusetts, United States

Sensible Financial Planning And Management Contact Details

Name Title LinkedIn Phone Email
Msfp Josh Trubow Senior Financial Advisor
Marina Cekani Operations Associate
Laura Williams Financial Advisor
Laura Higgins Associate Financial Advisor
Requires/Intent
E-commerce Integration
Compliance & Risk Management
ESG Investing & Impact Analysis
ERP Solutions
and more

98. South Shore Capital Advisors

Industry: Investment Management

Location: Massachusetts

Website: sscainvest.com

Company Founded: 2008

Company Size: 1-10

Company Address: 115 Ripley Road, Cohasset, Massachusetts, United States

South Shore Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Taylor Thomas Owner, South Shore Capital Advisors
Requires/Intent
Market Research
IPO Advisory
Customer Relationship Management
Robo-Advisors & AI Trading
Legal
and more

99. Babson Capital Management

Industry: Investment Management

Location: Massachusetts

Website: babsoncapital.com

Company Founded: 1940

Company Size: 501-1000

Company Address: 1500 Main Street, Springfield, Massachusetts, United States

Babson Capital Management Contact Details

Name Title LinkedIn Phone Email
Ronald Desautels Managing Director
Hanna Supeyeva Associate Director
Jim Moore Managing Director, Private Debt Group
Kathryn Martin Director, Global Business Management Group
Sean Feeley Managing Director
Susan Burgoyne Assistant
Kent Collier Investment Analyst
Requires/Intent and 4 more Employees
Predictive Analytics
Hedge Fund Strategies
ERP Solutions
FinTech Solutions For Investment Firms
and more

100. Dockyard Capital Management

Industry: Investment Management

Location: Massachusetts

Website: dockyardcapital.com

Company Founded: 2017

Company Size: 1-10

Company Address: 888 Boylston Street, Boston, Massachusetts, United States

Dockyard Capital Management Contact Details

Name Title LinkedIn Phone Email
Jay Mcgrath Chief Financial Officer And Chief Compliance Officer
Requires/Intent
Cloud Solutions
Business Expansion
and more
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Massachusetts Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Danielle Wei Wellington Management Investment Analyst
2 Lauren Schneiderhan Wellington Management Campus Recruiter, Assistant Vice President
3 Vicki Karr Wellington Management Property Manager
4 Wenwen Bi Wellington Management Investment Specialist
5 William Lee Wellington Management Investment Director
6 Qai Gordon Wellington Management Systems Analyst
7 Adam Nichols Wellington Management Vice President, Fixed Income Portfolio Analyst
8 Michael Farley Columbia Threadneedle Investments, Us Marketing Manager, Asset Management Communications
9 Peter Donatio Columbia Threadneedle Investments, Us Director - Asset Management Compliance
10 Rosemary Murphy Columbia Threadneedle Investments, Us Senior Director Of Learning And Development
11 Steve Fiedler Columbia Threadneedle Investments, Us Head Of Strategic Product Management At Columbia Threadneedle Investments
12 Mark Guenard Columbia Threadneedle Investments, Us Regional Advisor Consultant
13 Mark Guenard Columbia Threadneedle Investments, Us Regional Advisor Consultant
14 Mark Guenard Columbia Threadneedle Investments, Us Regional Advisor Consultant
15 David Lochiatto Eaton Vance Vice President, Director Of Market Data And Vendor Management
16 Bob Kuberski Eaton Vance Director Of Global Relationship Management
17 Terry Simpson Eaton Vance Avp, Talent Acquisition Manager
18 James Putman Eaton Vance Regional Director
19 Seth Goldzweig Eaton Vance Senior Global Relationship Manager
20 Richard Froio Eaton Vance Chief Compliance Officer
21 Dan Dorman Eaton Vance Vice President And Senior Research Analyst
22 Winter Li Mfs Investment Management Equity Analyst
23 Aditi Taylor Mfs Investment Management Chief Risk Officer
24 Reggie Berg Mfs Investment Management Regional Director
25 Ellen Novotny Mfs Investment Management Regional Sales Representative
26 Michael Mchugh Mfs Investment Management Purchasing Associate
27 Serge Pierre-louis Mfs Investment Management Senior Internal Wholesaler
28 Shanti Wermes Mfs Investment Management Equity Research Analyst
29 David Chiavacci Janus Capital Group Director, Advisor Solutions Group
30 Chris Wong Janus Capital Group Vice-president And Director, Financial Institutions Group
31 David Schrock Janus Capital Group Head Of North America Institutional
32 J Chris Bohnert Janus Capital Group Director, Advisor Solutions Group
33 Brian Demain Janus Capital Group Portfolio Manager
34 Jessica Leoncini Janus Capital Group Vp, Fixed Income Product Management
35 Zachary Atchinson Janus Capital Group Manager, Fund Services
36 Son Nguyen Loomis, Sayles & Company Vice President, Global Equity Analyst
37 Ji Zhang Loomis, Sayles & Company Senior Equity Analyst At Loomis Sayles
38 Scott Darci Loomis, Sayles & Company Vp, Portfolio Manager And Strategist
39 Megan Lemay Loomis, Sayles & Company Senior Graphic Designer
40 Chetan Shinde Loomis, Sayles & Company Vice President

Investment Management companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Management Startups and Companies in Alabama 274
2 Investment Management Startups and Companies in Alaska 96
3 Investment Management Startups and Companies in Arizona 218
4 Investment Management Startups and Companies in Arkansas 52
5 Investment Management Startups and Companies in California 1690
6 Investment Management Startups and Companies in Colorado 619
7 Investment Management Startups and Companies in Connecticut 1366
8 Investment Management Startups and Companies in Delaware 72
9 Investment Management Startups and Companies in Florida 233
10 Investment Management Startups and Companies in Georgia 290
11 Investment Management Startups and Companies in Hawaii 22
12 Investment Management Startups and Companies in Idaho 103
13 Investment Management Startups and Companies in Illinois 1798
14 Investment Management Startups and Companies in Indiana 501
15 Investment Management Startups and Companies in Iowa 540
16 Investment Management Startups and Companies in Kansas 337
17 Investment Management Startups and Companies in Kentucky 99
18 Investment Management Startups and Companies in Louisiana 122
19 Investment Management Startups and Companies in Maine 65
20 Investment Management Startups and Companies in Maryland 3570
21 Investment Management Startups and Companies in Michigan 173
22 Investment Management Startups and Companies in Minnesota 1147
23 Investment Management Startups and Companies in Mississippi 47
24 Investment Management Startups and Companies in Missouri 1181
25 Investment Management Startups and Companies in Montana 9
26 Investment Management Startups and Companies in Nebraska 48
27 Investment Management Startups and Companies in Nevada 72
28 Investment Management Startups and Companies in New Hampshire 87
29 Investment Management Startups and Companies in New Jersey 709
30 Investment Management Startups and Companies in New Mexico 47
31 Investment Management Startups and Companies in New York 4591
32 Investment Management Startups and Companies in North Carolina 164
33 Investment Management Startups and Companies in North Dakota 4
34 Investment Management Startups and Companies in Ohio 326
35 Investment Management Startups and Companies in Oklahoma 148
36 Investment Management Startups and Companies in Oregon 298
37 Investment Management Startups and Companies in Pennsylvania 617
38 Investment Management Startups and Companies in Rhode Island 36
39 Investment Management Startups and Companies in South Carolina 129
40 Investment Management Startups and Companies in South Dakota 13
41 Investment Management Startups and Companies in Tennessee 251
42 Investment Management Startups and Companies in Texas 448
43 Investment Management Startups and Companies in Utah 356
44 Investment Management Startups and Companies in Vermont 83
45 Investment Management Startups and Companies in Virginia 854
46 Investment Management Startups and Companies in Washington 317
47 Investment Management Startups and Companies in Wisconsin 621
48 Investment Management Startups and Companies in Wyoming 25
49 Investment Management Startups and Companies in District Of Columbia 314

Investment Management companies in different cities of Massachusetts

No. Cities Number of Contacts Download
1 Investment Management Companies in Boston 22308
2 Investment Management Companies in Cambridge 1248
3 Investment Management Companies in Newton 312
4 Investment Management Companies in Waltham 780