Top 20 Investment Management Startups And Companies in Vermont

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Below is the list of Top 20 Investment Management Startups And Companies in Vermont ranked based on company size, client reviews, services, and awards.

Investment Management Startups And Companies in Vermont

1. Champlain Investment Partners, Llc

Industry: Investment Management

Location: Vermont

Website: cipvt.com

Company Founded: 2004

Company Size: 11-50

Company Address: 180 Battery Street, Burlington, Vermont, United States

Champlain Investment Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Eric Ode Partner, Chief Financial Officer
Lukas Yasuda Associate Operations
Robert Hallisey Analyst And Partner
Wendy Nunez Partner And Chief Compliance Officer And Chief Operating Officer
Joseph Farley Analyst And Partner
Jackie Williams Healthcare Analyst
Mike Cervi Partner, Client Service
Requires/Intent and 6 more Employees
Legal
Robo-Advisors & AI Trading
and more

2. Maple Capital Management

Industry: Investment Management

Location: Vermont

Website: maplecapital.com

Company Founded: 2004

Company Size: 11-50

Company Address: 535 Stone Cutters Way, Montpelier, Vermont, United States

Maple Capital Management Contact Details

Name Title LinkedIn Phone Email
Steve Killoran Executive Vice President And Shareholder
James Fischer Trader
Cory Beard Operations Manager
Richard Powell Client Service Specialist
Josh Mallery Client Service Manager
Liz Lewis Senior Vice President - Client Portfolio Manager Team Lead
David Brownlee Senior Vice President And Fixed-income Portfolio Manager
Requires/Intent and 2 more Employees
Data Security
High-Frequency Trading Solutions
Smart Contracts For Investment
Cloud Hosting
and more

3. Sentinel Investments

Industry: Investment Management

Location: Vermont

Website: sentinelinvestments.com

Company Size: 51-200

Company Address: 1 National Life Drive, Montpelier, Vermont, United States

Sentinel Investments Contact Details

Name Title LinkedIn Phone Email
Philip Rich Senior Associate - Alternative Investments
Guy Carter Fixed Income Trader
Robert Lewton Deputy Chief Compliance Officer
Tina Densmore National Sales Desk Manager
Amela Varga Institutional Accounts Services Coordinator
Peter Hassler Vice President - Portfolio Manager
George Lee Manager - Investment Reporting And Operations
Requires/Intent and 12 more Employees
ERP Solutions
CRM Systems
Investor Relations & Reporting
Predictive Analytics
Advertising
and more

4. Manchester Capital Management Llc

Industry: Investment Management

Location: Vermont

Website: mcmllc.com

Company Founded: 1992

Company Size: 11-50

Company Address: 3657 Main Street, Manchester, Vermont, United States

Manchester Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Craig Lewis Chief Investment Strategist
Scott Swenor Chief Financial Officer
Brian Vogel Investment Manager
Brian Mcgunnigle Director Of Operations
Susan Cronin Director At Manchester Capital Management
Bart Earley Managing Director, Investment Research
Requires/Intent
IT Support
HR & Payroll Services
AI Chatbots
and more

5. Hanson & Doremus Investment Management

Industry: Investment Management

Location: Vermont

Website: hansondoremus.com

Company Founded: 1995

Company Size: 1-10

Company Address: 431 Pine Street, Burlington, Vermont, United States

Hanson & Doremus Investment Management Contact Details

Name Title LinkedIn Phone Email
Sven Eklof Partner, Head Of Operations
Alex Watson Portfolio Manager
Hannah Laflam Operations Associate
Anne Doremus Partner
Jordan Lafayette Portfolio Administrator
Deb Healey Operations Manager
Hanson Doremus Administrator
Requires/Intent
Legal
Business Expansion
High-Frequency Trading Solutions
Sales
and more

6. Clean Yield Asset Management

Industry: Investment Management

Location: Vermont

Website: cleanyield.com

Company Size: 1-10

Company Address: 16 Beaver Meadow Road, Norwich, Vermont, United States

Clean Yield Asset Management Contact Details

Name Title LinkedIn Phone Email
Eric Becker Chief Investment Officer
Steven Lehman Director Of Investment Research
Dorigen Hofmann Portfolio Manager
Requires/Intent
Financial Management
Smart Contracts For Investment
Tax Optimization For Investments
Automation
and more

7. Hutner Capital Management

Industry: Investment Management

Location: Vermont

Website: hutnercapital.com

Company Founded: 1995

Company Size: 1-10

Company Address: 3546 Main Street, Manchester, Vermont, United States

Hutner Capital Management Contact Details

Name Title LinkedIn Phone Email
Dan Hutner Vice President And Chief Compliance Officer
Requires/Intent
Compliance & Risk Management
Branding
HR & Payroll Services
AI
and more

8. Addison Advisors Llc

Industry: Investment Management

Location: Vermont

Website: addisonria.com

Company Founded: 2010

Company Size: 1-10

Company Address: 5 Court Street, Middlebury, Vermont, United States

Addison Advisors Llc Contact Details

Name Title LinkedIn Phone Email
William Graves Financial Advisor
Requires/Intent
Branding
IPO Advisory
AI Chatbots
Software Development
and more

9. Sinco

Industry: Investment Management

Location: Vermont

Website: sincosinco.com

Company Founded: 2006

Company Size: 1-10

Sinco Contact Details

Name Title LinkedIn Phone Email
Parker Spradlin Owner
David Carney General Manager
Dave Carney General Manager
Greg Wasinger Truck Driver
Ryan Boling Valave Shop Manager
Jonathan Tedford Line Supervisor
Jo Paco Sales
Requires/Intent and 1 more Employees
Cloud Hosting
Cloud Solutions
Cybersecurity Solutions
and more

10. Intrack Investment Management, Inc.

Industry: Investment Management

Location: Vermont

Website: intrackinvest.com

Company Founded: 1992

Company Size: 1-10

Company Address: 1233 Shelburne Road, South Burlington, Vermont, United States

Intrack Investment Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Jan Peltzer Investment Management Office Manager
Matthew Johnson Partner, Portfolio Manager
Brett Peltzer Partner
Requires/Intent
Portfolio Management Solutions
Market Research
Web Development
IoT
and more

11. Kdp Investment Advisors

Industry: Investment Management

Location: Vermont

Website: kdpyield.com

Company Size: 11-50

Kdp Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Justin Monteith High Yield Portfolio Manager And Trader
Barb Cappaert Senior Vice President
Terry Dwyer Senior Vice President
Terry Rose Market Analyst
Terry Rose Market Analyst
Terry Dwyer Senior Vice President
Ronda Bonvouloir Back Office Assistant
Requires/Intent and 2 more Employees
Cybersecurity Solutions
Mobile App Development
Tax Optimization For Investments
Global Market Trend Analysis
and more

12. Vermont Works Management Company, Llc

Industry: Investment Management

Location: Vermont

Website: vermontworks.org

Company Founded: 2016

Company Size: 1-10

Company Address: 375 North Avenue, Burlington, Vermont, United States

Vermont Works Management Company, Llc Contact Details

Name Title LinkedIn Phone Email
Dana Bolton Risk Management And Compliance Director, And Advisory Board Mtmber
Requires/Intent
AI-Based Credit Risk Assessment
Sales
and more

13. Stage 2 Planning Partners

Industry: Investment Management

Location: Vermont

Company Size: 11-50

Company Address: 20 Kimball Avenue, South Burlington, Vermont, United States

Stage 2 Planning Partners Contact Details

Name Title LinkedIn Phone Email
Jessica Hannon Customer Support Manager
Josh Patrick Wealth Management
Requires/Intent
Cybersecurity Solutions
Web Development
and more

14. Piper Hill Partners, Llc

Industry: Investment Management

Location: Vermont

Website: piperhillpartners.com

Company Founded: 2011

Company Size: 1-10

Piper Hill Partners, Llc Contact Details

Name Title LinkedIn Phone Email
David Brigham Founder And Portfolio Manager
Requires/Intent
ERP Solutions
Alternative Investment Consulting
and more
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Vermont Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Eric Ode Champlain Investment Partners, Llc Partner, Chief Financial Officer
2 Lukas Yasuda Champlain Investment Partners, Llc Associate Operations
3 Robert Hallisey Champlain Investment Partners, Llc Analyst And Partner
4 Wendy Nunez Champlain Investment Partners, Llc Partner And Chief Compliance Officer And Chief Operating Officer
5 Joseph Farley Champlain Investment Partners, Llc Analyst And Partner
6 Jackie Williams Champlain Investment Partners, Llc Healthcare Analyst
7 Mike Cervi Champlain Investment Partners, Llc Partner, Client Service
8 Steve Killoran Maple Capital Management Executive Vice President And Shareholder
9 James Fischer Maple Capital Management Trader
10 Cory Beard Maple Capital Management Operations Manager
11 Richard Powell Maple Capital Management Client Service Specialist
12 Josh Mallery Maple Capital Management Client Service Manager
13 Liz Lewis Maple Capital Management Senior Vice President - Client Portfolio Manager Team Lead
14 David Brownlee Maple Capital Management Senior Vice President And Fixed-income Portfolio Manager
15 Philip Rich Sentinel Investments Senior Associate - Alternative Investments
16 Guy Carter Sentinel Investments Fixed Income Trader
17 Robert Lewton Sentinel Investments Deputy Chief Compliance Officer
18 Tina Densmore Sentinel Investments National Sales Desk Manager
19 Amela Varga Sentinel Investments Institutional Accounts Services Coordinator
20 Peter Hassler Sentinel Investments Vice President - Portfolio Manager
21 George Lee Sentinel Investments Manager - Investment Reporting And Operations
22 Craig Lewis Manchester Capital Management Llc Chief Investment Strategist
23 Scott Swenor Manchester Capital Management Llc Chief Financial Officer
24 Brian Vogel Manchester Capital Management Llc Investment Manager
25 Brian Mcgunnigle Manchester Capital Management Llc Director Of Operations
26 Susan Cronin Manchester Capital Management Llc Director At Manchester Capital Management
27 Bart Earley Manchester Capital Management Llc Managing Director, Investment Research
28 Sven Eklof Hanson & Doremus Investment Management Partner, Head Of Operations
29 Alex Watson Hanson & Doremus Investment Management Portfolio Manager
30 Hannah Laflam Hanson & Doremus Investment Management Operations Associate
31 Anne Doremus Hanson & Doremus Investment Management Partner
32 Jordan Lafayette Hanson & Doremus Investment Management Portfolio Administrator
33 Deb Healey Hanson & Doremus Investment Management Operations Manager
34 Hanson Doremus Hanson & Doremus Investment Management Administrator
35 Eric Becker Clean Yield Asset Management Chief Investment Officer
36 Steven Lehman Clean Yield Asset Management Director Of Investment Research
37 Dorigen Hofmann Clean Yield Asset Management Portfolio Manager
38 Dan Hutner Hutner Capital Management Vice President And Chief Compliance Officer
39 William Graves Addison Advisors Llc Financial Advisor
40 Parker Spradlin Sinco Owner

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 Massachusetts 2397
22 Investment Management Startups and Companies in Michigan 173
23 Investment Management Startups and Companies in Minnesota 1147
24 Investment Management Startups and Companies in Mississippi 47
25 Investment Management Startups and Companies in Missouri 1181
26 Investment Management Startups and Companies in Montana 9
27 Investment Management Startups and Companies in Nebraska 48
28 Investment Management Startups and Companies in Nevada 72
29 Investment Management Startups and Companies in New Hampshire 87
30 Investment Management Startups and Companies in New Jersey 709
31 Investment Management Startups and Companies in New Mexico 47
32 Investment Management Startups and Companies in New York 4591
33 Investment Management Startups and Companies in North Carolina 164
34 Investment Management Startups and Companies in North Dakota 4
35 Investment Management Startups and Companies in Ohio 326
36 Investment Management Startups and Companies in Oklahoma 148
37 Investment Management Startups and Companies in Oregon 298
38 Investment Management Startups and Companies in Pennsylvania 617
39 Investment Management Startups and Companies in Rhode Island 36
40 Investment Management Startups and Companies in South Carolina 129
41 Investment Management Startups and Companies in South Dakota 13
42 Investment Management Startups and Companies in Tennessee 251
43 Investment Management Startups and Companies in Texas 448
44 Investment Management Startups and Companies in Utah 356
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