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Inactive

Thomas William Powell

Corient

Boston, MA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-06-25
  • MA RA
    APPROVED
    Since 2024-06-25

Branch Locations

1 Post Office Square Suite 2400, 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
Rise Private Wealth Managment Bedford NH 01/2018 05/2018
Federal Reserve Bank Of Boston Boston Ma MA 05/2017 08/2017
Saint Anselm College Manchester NH 08/2014 05/2018
Eaton Vance Distributors, Inc. Boston MA 06/2018 01/2023
Morgan Stanley Boston MA 01/2023 06/2024
Corient Boston MA 06/2024 Present
Corient Services Llc Miami FL 06/2024 Present
  • 01/2018 → 05/2018
    Rise Private Wealth Managment
    Bedford, NH
  • 05/2017 → 08/2017
    Federal Reserve Bank Of Boston
    Boston Ma, MA
  • 08/2014 → 05/2018
    Saint Anselm College
    Manchester, NH
  • 06/2018 → 01/2023
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 01/2023 → 06/2024
    Morgan Stanley
    Boston, MA
  • 06/2024 → Present
    Corient
    Boston, MA
  • 06/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-14
S63 Uniform Securities Agent State Law Examination 2017-12-14
  • S65 Uniform Investment Adviser Law Examination
    2019-02-14
  • S63 Uniform Securities Agent State Law Examination
    2017-12-14

View on SEC IAPD

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GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

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

More in Boston, MA

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