Bruce H. Monrad

Analyst-Fixed Income at Sippican Capital Advisors LLC

Finance

Consumer Services

Profile

Mr. Bruce H.
Monrad is Vice President & Analyst at Sippican Capital Advisors LLC.
He provides both equity and fixed-income research in the support of the management of client portfolios.
Mr. Monrad was previously employed as Vice President by Northeast Investment Management, Inc. Mr. Monrad graduated from Harvard College with an A.B.
and an M.B.A.
from Harvard Graduate School of Business Administration.

Bruce H. Monrad active positions

Companies	Position	Start
Sippican Capital Advisors LLC Sippican Capital Advisors LLC Investment ManagersFinance Sippican Capital Advisors LLC is an independent registered wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Gordon Barrett in 2010. They provide personal, active and client-oriented investment management of financial assets. Their clients include individuals, families and trusts, foundations and endowments.	Analyst-Fixed Income	-

All active positions of Bruce H. Monrad

Former positions of Bruce H. Monrad

Companies	Position	End
Northeast Investment Management, Inc. Northeast Investment Management, Inc. Investment ManagersFinance Northeast Investment Management, Inc. (NIM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1984 by William Oates and Ernest Monrad. NIM provides investment advisory services on a discretionary and non-discretionary basis to individuals, families, trustees, executors, personal representatives, family offices, charitable institutions and small businesses.	Portfolio Manager-Equities	01/05/2009

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Training of Bruce H. Monrad

Harvard College	Graduate Degree
Harvard Business School	Masters Business Admin

Experiences
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Linked companies

Private companies	2
Northeast Investment Management, Inc. Northeast Investment Management, Inc. Investment ManagersFinance Northeast Investment Management, Inc. (NIM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1984 by William Oates and Ernest Monrad. NIM provides investment advisory services on a discretionary and non-discretionary basis to individuals, families, trustees, executors, personal representatives, family offices, charitable institutions and small businesses.	Finance
Sippican Capital Advisors LLC Sippican Capital Advisors LLC Investment ManagersFinance Sippican Capital Advisors LLC is an independent registered wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Gordon Barrett in 2010. They provide personal, active and client-oriented investment management of financial assets. Their clients include individuals, families and trusts, foundations and endowments.	Finance