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Dan Mello active positions
Companies | Position | Start | End |
---|---|---|---|
Boston Financial Management LLC
![]() Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Portfolio Manager-Equities | 30/11/2022 | - |
Career history of Dan Mello
Former positions of Dan Mello
Companies | Position | Start | End |
---|---|---|---|
Nixon Peabody Trust Co. LLC
![]() Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families. | Trading-Equity | 31/12/2009 | 30/11/2022 |
Portfolio Manager-Equities | 31/12/2009 | 30/11/2022 |
Statistics
International
United States | 3 |
Operational
Portfolio Manager-Equities | 2 |
Trading-Equity | 1 |
Sectoral
Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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Nixon Peabody Trust Co. LLC
![]() Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families. | Finance |
Boston Financial Management LLC
![]() Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
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