Nancy Marie Mulligan
Portfolio Manager-Equities at Northeast Investment Management, Inc.
Profile
Ms. Nancy M.
Mulligan is a President at Northeast Management & Research Co., Inc. and a President & Managing Director at Northeast Investment Management, Inc. She is also a portfolio manager and investment advisor.
She helps individuals and families define their financial and investment goals and implements strategies to meet them.
She has been with Northeast since 1999.
Prior to joining the firm, Ms. Mulligan worked at Wellington Management Company in the client relations division.
She began her business career with Chase Private Banking as an Investment Associate where she was responsible for investment management and trust administration of Investment Management, Trust and IRA accounts.
She received her B.A from Fairfield University in 1989 and M.A from Boston College in 1993.
She also holds CFP designation.
Nancy Marie Mulligan active positions
| Companies | Position | Start |
|---|---|---|
Northeast Investment Management, Inc.
 Northeast Investment Management, Inc. Investment ManagersFinance Northeast Investment Management, Inc. (NIM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1984 by William Oates and Ernest Monrad. NIM provides investment advisory services on a discretionary and non-discretionary basis to individuals, families, trustees, executors, personal representatives, family offices, charitable institutions and small businesses. | Portfolio Manager-Equities | 31/03/1999 |
Former positions of Nancy Marie Mulligan
| Companies | Position | End |
|---|---|---|
Northeast Investors Growth Fund
 Northeast Investors Growth Fund Investment ManagersFinance Northeast Investors Growth Fund is a company based in Boston, MA. | Corporate Officer/Principal | - |
Northeast Management & Research Co., Inc.
 Northeast Management & Research Co., Inc. Investment ManagersFinance Northeast Management & Research Co., Inc. operates as an investment advisory company. It offers fund's investments and general supervision of the Fund's Trustees. The company was founded in July 1980 and is headquartered in Boston, MA. | President | - |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Corporate Officer/Principal | - |
Training of Nancy Marie Mulligan
| Boston College | Graduate Degree |
| Fairfield University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Northeast Investment Management, Inc.
Northeast Investment Management, Inc. Investment ManagersFinance Northeast Investment Management, Inc. (NIM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1984 by William Oates and Ernest Monrad. NIM provides investment advisory services on a discretionary and non-discretionary basis to individuals, families, trustees, executors, personal representatives, family offices, charitable institutions and small businesses. | Finance |
Northeast Investors Growth Fund
Northeast Investors Growth Fund Investment ManagersFinance Northeast Investors Growth Fund is a company based in Boston, MA. | Finance |
Northeast Management & Research Co., Inc.
Northeast Management & Research Co., Inc. Investment ManagersFinance Northeast Management & Research Co., Inc. operates as an investment advisory company. It offers fund's investments and general supervision of the Fund's Trustees. The company was founded in July 1980 and is headquartered in Boston, MA. | Finance |
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