Samuel Conte
Chief Executive Officer at Massachusetts Wealth Management LLC
Samuel Conte active positions
Companies | Position | Start | End |
---|---|---|---|
Massachusetts Wealth Management LLC
Massachusetts Wealth Management LLC Investment ManagersFinance Massachusetts Wealth Management LLC (MWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in North Andover, Massachusetts. The firm was founded in 2011 as Andover Investment Advisors LLC. MWM provides Discretionary Investment Management Services (DIMS) to individuals, high net worth, trusts, retirement plans, charitable foundations, and endowments. | Chief Executive Officer | 2010-12-31 | - |
Compliance Officer | 2010-12-31 | - | |
President | 2010-12-31 | - |
Career history of Samuel Conte
Former positions of Samuel Conte
Companies | Position | Start | End |
---|---|---|---|
Andover Equity Associates Corp.
Andover Equity Associates Corp. Investment ManagersFinance Founded in 1991, Andover Equity Associates Corp. is a registered investment advisor located in Andover, Massachusetts. The firm provides investment advice to individuals, trusts, corporations, insurance funds, endowments, foundations and other charitable not-for-profit organizations. | Portfolio Manager-Equities | - | 2009-12-31 |
Portfolio Manager-Fixed Income | - | 2009-12-31 | |
President | - | 2009-12-31 |
Training of Samuel Conte
Northeastern University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
President | 2 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Andover Equity Associates Corp.
Andover Equity Associates Corp. Investment ManagersFinance Founded in 1991, Andover Equity Associates Corp. is a registered investment advisor located in Andover, Massachusetts. The firm provides investment advice to individuals, trusts, corporations, insurance funds, endowments, foundations and other charitable not-for-profit organizations. | Finance |
Massachusetts Wealth Management LLC
Massachusetts Wealth Management LLC Investment ManagersFinance Massachusetts Wealth Management LLC (MWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in North Andover, Massachusetts. The firm was founded in 2011 as Andover Investment Advisors LLC. MWM provides Discretionary Investment Management Services (DIMS) to individuals, high net worth, trusts, retirement plans, charitable foundations, and endowments. | Finance |
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