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Rand Goodwin Folta
Portfolio Manager-Equities at Shorepoint Capital Partners LLC
Rand Goodwin Folta active positions
Companies | Position | Start | End |
---|---|---|---|
Shorepoint Capital Partners LLC
![]() Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint Capital Partners LLC (Shorepoint) is an independent, SEC-registered investment advisor headquartered in Norwood, Massachusetts. The firm was founded by Timothy Vanech and Luis Raposo in 2009. Shorepoint provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans. | Portfolio Manager-Equities | 31/12/2022 | - |
Career history of Rand Goodwin Folta
Former positions of Rand Goodwin Folta
Companies | Position | Start | End |
---|---|---|---|
B&L Asset Management LLC
![]() B&L Asset Management LLC Investment ManagersFinance B&L Asset Management LLC (dba Burns & Levinson Asset Management) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1980 and is a wholly-owned subsidiary of Burns & Levinson LLP. Burns & Levinson Asset Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporations. | Investment Committee Member | 30/04/2011 | 31/10/2022 |
Portfolio Manager-Equities | 30/04/2011 | 31/10/2022 | |
Winslow, Evans & Crocker, Inc.
![]() Winslow, Evans & Crocker, Inc. Investment Banks/BrokersFinance Founded in 1991, Winslow, Evans & Crocker, Inc. is a broker/dealer located in Boston. The company is a member of the NASD, DBSE, NIBA and the SIPC. Winslow, Evans & Crocker's initial focus was to meet the investment, brokerage, and underwriting needs of their principals. Over time, the firm's capabilities were extended to a select group of investment professionals, registered investment advisors and institutional and strategic partners. In 1998, a decision was made to further leverage the assets of the firm by offering services to a wider customer base. In 1999, the company became a registered investment advisor with the Commonwealth of Massachusetts to address the growing demand for fee-based asset management. In January 2000, all employees of Culverwell & Co., another Boston-based NASD member, joined Winslow, Evans & Crocker. Also in January of 2000, the firm established a wholly-owned subsidiary, Winslow Evans and Crocker Life Agency, Inc. | Analyst-Equity | - | 28/02/2021 |
Analyst-Fixed Income | - | 28/02/2021 | |
NGM Insurance Co.
![]() NGM Insurance Co. Insurance Brokers/ServicesFinance Part of American Family Insurance Mutual Holding Co., NGM Insurance Co. is a company that provides insurance services. The company is based in Jacksonville, FL. | Corporate Officer/Principal | - | - |
Safian Investment Research, Inc.
![]() Safian Investment Research, Inc. Investment ManagersFinance Safian Investment Research, Inc., a division of Burnham Securities Inc., is a registered investment advisor located in White Plains, New York. | Corporate Officer/Principal | - | - |
Training of Rand Goodwin Folta
Boston College | Graduate Degree |
Babson College | Undergraduate Degree |
Statistics
International
United States | 8 |
Operational
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 2 |
Graduate Degree | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Safian Investment Research, Inc.
![]() Safian Investment Research, Inc. Investment ManagersFinance Safian Investment Research, Inc., a division of Burnham Securities Inc., is a registered investment advisor located in White Plains, New York. | Finance |
NGM Insurance Co.
![]() NGM Insurance Co. Insurance Brokers/ServicesFinance Part of American Family Insurance Mutual Holding Co., NGM Insurance Co. is a company that provides insurance services. The company is based in Jacksonville, FL. | Finance |
B&L Asset Management LLC
![]() B&L Asset Management LLC Investment ManagersFinance B&L Asset Management LLC (dba Burns & Levinson Asset Management) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1980 and is a wholly-owned subsidiary of Burns & Levinson LLP. Burns & Levinson Asset Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporations. | Finance |
Winslow, Evans & Crocker, Inc.
![]() Winslow, Evans & Crocker, Inc. Investment Banks/BrokersFinance Founded in 1991, Winslow, Evans & Crocker, Inc. is a broker/dealer located in Boston. The company is a member of the NASD, DBSE, NIBA and the SIPC. Winslow, Evans & Crocker's initial focus was to meet the investment, brokerage, and underwriting needs of their principals. Over time, the firm's capabilities were extended to a select group of investment professionals, registered investment advisors and institutional and strategic partners. In 1998, a decision was made to further leverage the assets of the firm by offering services to a wider customer base. In 1999, the company became a registered investment advisor with the Commonwealth of Massachusetts to address the growing demand for fee-based asset management. In January 2000, all employees of Culverwell & Co., another Boston-based NASD member, joined Winslow, Evans & Crocker. Also in January of 2000, the firm established a wholly-owned subsidiary, Winslow Evans and Crocker Life Agency, Inc. | Finance |
Shorepoint Capital Partners LLC
![]() Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint Capital Partners LLC (Shorepoint) is an independent, SEC-registered investment advisor headquartered in Norwood, Massachusetts. The firm was founded by Timothy Vanech and Luis Raposo in 2009. Shorepoint provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans. | Finance |
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