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999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-01-20 |
Branch Locations
225 Franklin Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 3Edge Asset Management, Lp | Boston | MA | 01/2016 | Present |
| Foreside Fund Services, Llc | Boston | MA | 03/2018 | 04/2020 |
1) Member of the Board of Governors & Chairman of the Investment Committee Concord Museum Cambridge Turnpike Concord, MA 01742 I serve on the Board of Governors at the Concord Museum. I am also the Chair of the Investment Committee which is responsible for management of the museum's endowment fund. I joined the Board at the Concord Museum in October of 2024. 2) Member of the Investment Committee The Umbrella Center for the Arts Stow Street Concord, MA 01742 I serve on the Investment Committee which is responsible for management of the Umbrella's endowment fund. I joined the Umbrella's investment committee in July of 2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-30 |
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