Network origin in Nick Burwell first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Nick Burwell via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Lafayette College | College/University | Undergraduate Degree | |
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Investment Managers | Analyst-Fixed Income |
Statistics
International
| United States | 3 |
Sectoral
| Consumer Services | 2 |
| Finance | 2 |
Operational
| Portfolio Manager-Fixed Income | 1 |
| Undergraduate Degree | 1 |
| Analyst-Fixed Income | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Patrick Creahan | 3 |
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