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155 Federal Street Suite 1602, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-13 |
Branch Locations
155 Federal Street Suite 1602, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hubspot, Inc. | Boston | MA | 04/2016 | 07/2021 |
| Toast, Inc. | Boston | MA | 06/2022 | 08/2022 |
| Toast, Inc. | Boston | MA | 04/2023 | 08/2025 |
| Penobscot Investment Management Company, Inc. | Boston | MA | 09/2025 | Present |
| Babson College | Wellesley | MA | 08/2021 | 05/2023 |
Director, Penobscot Capital Investment Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-30 |
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