| 1 |
James Maynard |
Napatree Capital |
Managing Director |
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| 2 |
Betsey Purinton |
Strategicpoint Investment Advisors |
Managing Partner And Chief Investment Officer |
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| 3 |
Richard Anzelone |
Strategicpoint Investment Advisors |
Partner And Chief Creative Officer |
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| 4 |
Derek Amey |
Strategicpoint Investment Advisors |
Partner And Portfolio Manager |
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| 5 |
Laura Bard |
Strategicpoint Investment Advisors |
Marketing Manager |
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| 6 |
Andrea Felice |
Strategicpoint Investment Advisors |
Chief Financial Officer And Finop |
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| 7 |
Megan Mcneill |
Strategicpoint Investment Advisors |
Financial Advisor |
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| 8 |
Alicia Iovino |
Strategicpoint Investment Advisors |
Receptionist And Office Manager |
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| 9 |
Paul Mcdermott |
Eliot Rose Wealth Management, Llc |
Senior Vice President, Chief Operations Officer |
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| 10 |
Kris Bento |
Eliot Rose Wealth Management, Llc |
Vice President Client Services And Portfolio Management |
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| 11 |
Peter Hunt |
Parsons Capital Management, Inc. |
Managing Director |
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| 12 |
John Mullen |
Parsons Capital Management, Inc. |
Managing Director |
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| 13 |
Jenna Clegg |
Parsons Capital Management, Inc. |
Trader |
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| 14 |
David Von Hemert |
Parsons Capital Management, Inc. |
Managing Director |
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| 15 |
Ruth Mullen |
Parsons Capital Management, Inc. |
Investment Advisor |
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| 16 |
J Geddes Parsons |
Parsons Capital Management, Inc. |
President |
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| 17 |
Manjing Wang |
Brown Socially Responsible Investment Fund |
Esg Chair |
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| 18 |
Grant Shapiro |
Brown Socially Responsible Investment Fund |
General Body Member |
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| 19 |
Minh Quan |
Brown Socially Responsible Investment Fund |
Consumer And Retail Analyst |
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| 20 |
Taylor Smith |
Revup Capital |
Growth Marketing Associate |
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| 21 |
Randall Thompson |
Revup Capital |
Investor And Mentor |
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| 22 |
Sean Mcguire |
Mcguire Wealth Management |
Partner |
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| 23 |
Adpa Dennis Mcguire |
Mcguire Wealth Management |
Managing Partner |
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| 24 |
Lauren Hopkins |
Capital Wealth Management, Inc. (ri, Usa) |
Administrative Assistant And Client Services Specialist |
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| 25 |
Sam Stowell |
Capital Wealth Management, Inc. (ri, Usa) |
Investment Operations Specialist |
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| 26 |
Brian Corriveau |
Wealthcare Investment Partners |
Managing Partner And Financial Planner |
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| 27 |
Russell Winthrop |
Wealthcare Investment Partners |
Financial Advisor With Wealthcare Investment Partners |
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| 28 |
Beatrice Lima |
Wealthcare Investment Partners |
Administrative Assistant |
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| 29 |
Daniel Kendig |
Bay Capital Investment Partners |
Senior Associate |
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| 30 |
Greg Mulligan |
Bay Capital Investment Partners |
Managing Partner |
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| 31 |
Krissy Aragao |
M. W. Aragao Investment Advisors, Llc |
Client Relationship Advisor |
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| 32 |
Megan Mccusker-salvas |
M. W. Aragao Investment Advisors, Llc |
Client Relationship Executive |
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| 33 |
Cassandra Tonello |
M. W. Aragao Investment Advisors, Llc |
Director Of Marketing And Public Relations |
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| 34 |
Michael Scott |
Independence Financial Llc |
Certified Financial Planner |
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| 35 |
Lisa Volpe |
Bruin Holdings Inc |
Managing Director |
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| 36 |
Jennifer Mcnelley |
Bruin Holdings Inc |
Administrative Assistant |
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| 37 |
Jim Leopardi |
Fiedlity Investments |
Vba Developer |
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| 38 |
Samuel Hallowell |
Van Liew Trust Company |
Investment Manager And Trustee |
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