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Teresa Marie Samperi

Captrust

Boston, MA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-11-27
  • MA RA
    APPROVED
    Since 2019-11-27

Branch Locations

One Liberty Square 13Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Weyland Capital Management Llc Portsmouth NH 01/2010 09/2016
Boston Advisors, Llc Boston MA 10/2016 09/2019
Capfinancial Partners, Llc. (Captrust) Raleigh NC 10/2019 Present
  • 01/2010 → 09/2016
    Weyland Capital Management Llc
    Portsmouth, NH
  • 10/2016 → 09/2019
    Boston Advisors, Llc
    Boston, MA
  • 10/2019 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2016-11-08 → 2019-10-04
    Boston Advisors, Llc
    Boston, MA
  • 2010-03-04 → 2016-11-01
    Weyland Capital Management Llc
    Portsmouth, NH
  • 2008-08-15 → 2010-03-02
    Weyland Capital Management Llc
    Portsmouth, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-13
  • S65 Uniform Investment Adviser Law Examination
    2008-08-13
Other Names
  • Teresa Marie Cronin
  • Teresa M Leary
  • Teresa Marie Leary

View on SEC IAPD

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Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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