Todd Alan Wulfson
Compliance Officer at Rock Point Advisors LLC
Todd Alan Wulfson active positions
| Companies | Position | Start | End |
|---|---|---|---|
Rock Point Advisors LLC
 Rock Point Advisors LLC Investment ManagersFinance Rock Point Advisors LLC is an independent, SEC-registered wealth advisory firm headquartered in Burlington, Vermont. It was founded by Michael Huffman and Todd Wulfson in 2004. The firm provides portfolio management and investment counseling services to individuals, trusts, partnerships, corporations, retirement plans, and charitable organizations. | Analyst-Equity | 01/01/2004 | - |
| Compliance Officer | 01/01/2021 | - | |
| Investment Committee Member | 01/01/2004 | - | |
| Portfolio Manager-Equities | 01/01/2004 | - |
Career history of Todd Alan Wulfson
Former positions of Todd Alan Wulfson
| Companies | Position | Start | End |
|---|---|---|---|
Fraser Management Associates LLC
 Fraser Management Associates LLC Investment ManagersFinance Founded in 2004, Fraser Management Associates LLC is a registered investment advisor located in Burlington, Vermont. | Portfolio Manager-Equities | 01/01/1998 | - |
Training of Todd Alan Wulfson
| University of Vermont | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Rock Point Advisors LLC
Rock Point Advisors LLC Investment ManagersFinance Rock Point Advisors LLC is an independent, SEC-registered wealth advisory firm headquartered in Burlington, Vermont. It was founded by Michael Huffman and Todd Wulfson in 2004. The firm provides portfolio management and investment counseling services to individuals, trusts, partnerships, corporations, retirement plans, and charitable organizations. | Finance |
Fraser Management Associates LLC
Fraser Management Associates LLC Investment ManagersFinance Founded in 2004, Fraser Management Associates LLC is a registered investment advisor located in Burlington, Vermont. | Finance |
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