Wayne Martin Ushman

Current Employers

Employment History

• 07/2003 → Present
  Assabet Advisors, Llc
  Holden, MA

Other Businesses

(1.) NAME OF OBA: JEFFCO FIBRES GROUP, INC. (FKA JFI GROUP, INC. BOARD OF DIRECTORS); INVESTMENT RELATED; ADDRESS: WEBSTER, MA 01570; NATURE OF OBA: ACTS AS A HOLDING COMPANY AND MANAGER FOR FOAM AND FIBER PRODUCTS COMPANIES; POSITION: BOARD MEMBER; START DATE: 2023; APPROX. NUMBER OF HOURS/MONTH: 3; NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 2; DUTIES: ATTENDS BOARD AND OTHER MEETINGS OF AFFILIATED ENTITIES. DISCUSSION TOPICS INCLUDE: LOGISTICS, STAFFING, HOW TO IMPROVE PROFITABILITY, FINANCES, 401 PLANS, ETC.; (2.) NAME OF OBA: THE JEWISH HOME FOR AGED FOUNDATION; INVESTMENT RELATED; ADDRESS: WORCESTER, MA; NATURE OF OBA: NON-PROFIT ORGANIZATION THAT RAISES, HOLDS & MANAGES FUNDS WITH WHICH TO MAKE GRANTS TO THE JEWISH HEALTHCARE CENTER, INC.; TITLE: DIRECTOR; STARTED: 20+ YEARS; APPROX. NUMBER HRS./MO: 1; NUMBER OF HRS. DURING SECURITIES TRADING/MO: 0.5; DUTIES: REVIEW INVESTMENT PORTFOLIO & RECOMMEND GRANTS AND FUNDING FOR THE JHC; (3.) NAME OF OBA: WORCESTER JEWISH COMMUNITY CENTER; INVESTMENT RELATED; ADDRESS: WORCESTER, MA; NATURE OF OBA: NON-PROFIT ORGANIZATION THAT PROVIDES GREATER WORCESTER WITH QUALITY EDUCATIONAL, HEALTH, WELLNESS, SOCIAL AND RECREATIONAL PROGRAMS; POSITION: MEMBER OF FINANCE COMMITTEE; START DATE: 2000; APPROX. NUMBER HRS./MO: 3; NUMBER OF HRS. DURING SECURITIES TRADING/MO: 0.5; DUTIES: REVIEW ALL FINANCIAL AFFAIRS OF THE WORCESTER JCC; (4.) NAME OF OBA: JEWISH FEDERATION OF CENTRAL MASSACHUSETTS INC.; INVESTMENT RELATED; ADDRESS: WORCESTER, MA; NATURE OF OBA: NON-PROFIT ORGANIZATION THAT SEEKS TO PRESERVE AND ENRICH JEWISH LIFE IN CENTRAL MASS AND THROUGHOUT THE WORLD; POSITION: CHAIR OF THE ENDOWMENT COMMITTEE; START DATE: 20+ YEARS; APPROX. NUMBER HRS./MO: 1; NUMBER OF HRS. DURING SECURITIES TRADING/MO: 0.5; DUTIES: REVIEW INVESTMENT PORTFOLIO & PERFORMANCE OF INVESTMENT MANAGERS & OTHER ISSUES THAT ARISE; (5.) NAME OF OBA: PEAKE BROOK, LLC; ADDRESS: WOODSTOCK, CT 06281; NATURE: A REAL ESTATE LLC; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: PARTNER; DUTIES: DISCUSS FINANCIAL, REAL ESTATE UTILIZATION, AND OTHER FINANCIAL MATTERS WITH THE MANAGERS OF THE LLC. INCLUDES CHECK SIGNING AUTHORITY; START DATE: 7/11/19; APPROX. NUMBER OF HOURS/MONTH: 4; NUMBER OF HRS. DURING SECURITIES TRADING/MO: 1.

Designations