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155 Federal Street Suite 1602, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-14 |
| CT | RA | APPROVED | 2023-06-05 |
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 |
|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | Boston | MA | 05/2026 | Present |
| People's United Bank, N.A. | Bridgeport | CT | 03/2014 | 03/2022 |
| People's Securities, Inc. | Bridgeport | CT | 11/2017 | 03/2022 |
| People's United Advisors, Inc. | Bridgeport | CT | 04/2018 | 03/2022 |
| Wilmington Trust Company | Hartford | CT | 04/2022 | 05/2023 |
| Penobscot Investment Management Company, Inc. | Boston | MA | 06/2023 | 05/2026 |
Chair, Investment Committee, Suffield Historical Society; Member, Board of Finance & Retirement, Town of Suffield; Executor & Trustee, family trusts
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