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Louis Pyle Crosier
Chief Executive Officer at Boston Financial Management LLC
Louis Pyle Crosier active positions
Companies | Position | Start | End |
---|---|---|---|
Boston Financial Management LLC
![]() Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Chief Executive Officer | 01/01/2021 | - |
President | 01/01/2021 | - |
Career history of Louis Pyle Crosier
Former positions of Louis Pyle Crosier
Companies | Position | Start | End |
---|---|---|---|
Wellesley Investment Partners LLC
![]() Wellesley Investment Partners LLC Investment ManagersFinance Part of Cambridge Bancorp, Wellesley Investment Partners LLC is a company that provides investment advice. The company is based in Wellesley, MA and was founded in 2007. | President | 22/09/2014 | 01/06/2020 |
Windward Investment Management
![]() Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Investment Committee Member | - | 09/11/2010 |
Portfolio Manager-Equities | - | 09/11/2010 | |
Portfolio Manager-Fixed Income | - | 09/11/2010 | |
WELLESLEY BANCORP, INC. | Corporate Officer/Principal | - | - |
Windhaven Investment Management, Inc.
![]() Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Portfolio Manager-Equities | 14/12/2010 | - |
Portfolio Manager-Fixed Income | 14/12/2010 | - | |
Cambridge Energy Research Associates
![]() Cambridge Energy Research Associates Internet Software/ServicesTechnology Services Cambridge Energy Research Associates provides analysis of the energy industry and markets. The company is based in Cambridge, MA. Cambridge Energy Research Associates was acquired by IHS Global, Inc. from McCarthy, Crisanti & Maffei, Inc. on September 01, 2004. The company was founded by James P. Rosenfield. | Corporate Officer/Principal | - | - |
THE GOLDMAN SACHS GROUP, INC. | Corporate Officer/Principal | - | - |
Training of Louis Pyle Crosier
Dartmouth College | Undergraduate Degree |
Harvard University | Graduate Degree |
Tuck School of Business at Dartmouth | Masters Business Admin |
Statistics
International
United States | 11 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 2 |
Sectoral
Finance | 7 |
Consumer Services | 4 |
Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
THE GOLDMAN SACHS GROUP, INC. | Finance |
Private companies | 6 |
---|---|
Boston Financial Management LLC
![]() Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
Windhaven Investment Management, Inc.
![]() Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
Wellesley Bancorp, Inc.
![]() Wellesley Bancorp, Inc. Regional BanksFinance Wellesley Bancorp, Inc. is a holding company. The company through its subsidiary Wellesley Bank offers personal and business banking services to individuals and small businesses in Wellesley, Massachusetts and surrounding communities. Its deposit products are checking, savings, and term certificate accounts and lending products are residential and commercial real estate loans, construction loans, commercial loans, and consumer loans. The company was founded in September 2011 and is headquartered in Wellesley, MA. | Finance |
Cambridge Energy Research Associates
![]() Cambridge Energy Research Associates Internet Software/ServicesTechnology Services Cambridge Energy Research Associates provides analysis of the energy industry and markets. The company is based in Cambridge, MA. Cambridge Energy Research Associates was acquired by IHS Global, Inc. from McCarthy, Crisanti & Maffei, Inc. on September 01, 2004. The company was founded by James P. Rosenfield. | Technology Services |
Windward Investment Management
![]() Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Finance |
Wellesley Investment Partners LLC
![]() Wellesley Investment Partners LLC Investment ManagersFinance Part of Cambridge Bancorp, Wellesley Investment Partners LLC is a company that provides investment advice. The company is based in Wellesley, MA and was founded in 2007. | Finance |
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