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One Liberty Square Suite 500, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-10-26 |
Branch Locations
One Liberty Square Suite 500, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grace Capital | Boston | MA | 01/2015 | 01/2018 |
| Ct Mason Inc. | Boston | MA | 01/2015 | 01/2018 |
| Crestwood Advisors Group, Llc | Boston | MA | 01/2018 | Present |
Name of Business: The Marigold Charitable Trust Address of Business: 53 State Street Boston, MA 02109-2835 Nature of the other Business: Marigold's mission is to make a positive difference in the lives of young children impacted by significant trauma and abuse, with priority given to children ages 12 and younger. Position: Investment Committee Member Start Date: June 10, 2025 Hours per month: Less than 1 hour Number of hours you devote to the other business during securities trading hours: None Brief description of duties: Member of the investment committee responsible for oversight of the nonprofit's investment portfolio. Duties include reviewing asset allocation, monitoring investment manager performance, and helping guide policies that ensure the organization's funds are managed prudently in support of its mission.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-06 |
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