Contravisory Investment Management Inc provides monetary planning services to consumers. The agency serves a diversity of customers, together with high-net-worth particular person traders and institutions
. Total assets of $5495million,. the agency manages 468 accounts. Of these accounts they are 46% linked to high-net-worth customers
. Frank Noonan
Frank Noonan is a member of the board of directors at Contravisory Investment Management Inc. The head office of this registered SEC monetary advisory firm is in Norwell Massachusetts. It manages $550,000,000 among 468 clients accounts
. Noonan has been granted a license to provide monetary planning and portfolio management treatments for consumers of all sizes, together with small-sized businesses and pools of investment vehicles. Fees for these services traditionally rely on the style of service is provided and can comprise fixed, asset-based and cost-based charges
. More than 25 years of expertise within the monetary sector with a quantity of companies together with Fidelity Investments or Scudder Funds
. LTA’s coach, content material creator and facilitator function is in which he contributes his professional know-how and expertise. By adapting and responding to the particular needs of the contributors and preferences, he facilitates learning as good as offering challenging and useful materials. He has certifications in Neuro-Linguistic programming as good as the Hay Group’s Emotional Competence Index and Prince 2 venture management
. Matthew Sullivan
Contravisory Investment Management Inc is a monetary advisory agency positioned in Norwell, Massachusetts. It is in charge for $550 million in assets among 468 purchaser accounts
. The firm provides a huge diversity of items and services. These include portfolio management, asset allocation of pooled investment vehicles, and institutions. The agency additionally provides safety rating services
. Matthew Sullivan is an worker since the 12 months 2007. Matthew Sullivan is chief compliance officer . He is accountable for all day operations
. Sullivan has graduated from Canisius College, Buffalo, New York. He holds an Associate’s Degree in Management of Business. He lives with his loved ones in Kingston, Massachusetts
. Bill has joined Contravisory Investment Management in 1995. Bill has more than 25 years of expertise in the finance sector, with a focus on fairness investment. Clients include rich people and families, and institutional traders. He has been a half of the investment committee of the firm and has an awesome expertise in delivering
. Bill O’Brien
Bill O’Brien, a business litigator who draws on his legal expertise to help resolve complicated monetary transactions like the purchase of shares, mortgage purchases and breaches of fiduciary obligation. Additionally, he represents consumers in civil suits against companies of public accounting that are negligent in having completed audits that were not achieved properly
. O’Brien was previously the coach at Penn State for two seasons in which he earned Bear Bryant, Maxwell Football Club and ESPN National Coach of the Year honors after having led the Nittany Lions to a 15-9 record and 10-6 rating in convention play. Then, he was an assistant coach for the Houston Texans’ coach for seven seasons. He posted a 52-48 record and won back-to-back AFC South championships
. He was employed by the Patriots at the age of 7 as an assistant to Belichick’s coaching staff, rising from the best to quarterbacks coach as good as offensive coordinator in 2011. In two seasons consecutively He was named the NFL’s highest-rated offensive coach. He guided the Patriots to an unprecedented debut season with Tom Brady
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