Bob Sanders
Portefeuillebeheerder-Aandelen bij Woodstock Corp.
Profiel
Mr. Robert B.
Sanders, CFA MBA, is a Senior Vice President at Woodstock Corp.
He joined Woodstock Corporation in 2017 with more than 30 years of investment, analytical and financial management experience.
At Woodstock, he serves as a portfolio manager for individuals and families in addition to having investment research responsibilities.
Prior to Woodstock, Mr. Sanders was an owner, vice president and portfolio manager with Howland Capital Management LLC, where he analyzed the international sector, and consumer, financial, industrial, and technology companies.
He previously served as a portfolio manager and analyst with Fidelity Investments, an analyst with Venture Economics, controller/acting CFO with Workgroup Technology, finance and accounting manager with MathSoft, Inc., and as an audit/tax professional with Bernard F.
Ryan Co., CPAs.
Mr. Sanders earned a BS from the University of New Hampshire and an MBA from the F.W.
Olin Graduate School of Business at Babson College.
He holds the Chartered Financial Analyst, Certified Public Accountant, and Certified Trust and Financial Advisor designations.
He is a member of the CFA Society Boston, the CFA Institute, and the Boston Estate Planning Council.
Actieve functies van Bob Sanders
| Bedrijven | Functie | Begin |
|---|---|---|
Woodstock Corp.
 Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Portefeuillebeheerder-Aandelen | 01-01-2017 |
Eerdere bekende functies van Bob Sanders
| Bedrijven | Functie | Einde |
|---|---|---|
Howland Capital Management LLC
 Howland Capital Management LLC Investment ManagersFinance Howland Capital Management LLC (Howland Capital) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1967 as Blackstone Management Corporation. Their name was changed to Howland Capital Management, Inc. in 1994. The firm was restructured under the same ownership and management in 2012 and is now known as Howland Capital Management LLC. Howland Capital provides personalized, confidential investment management to various types of clients. | Analyst-Equity | 21-09-2017 |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - |
| Mathsoft, Inc. | Corporate Officer/Principal | - |
Workgroup Technology Corp.
 Workgroup Technology Corp. Packaged SoftwareTechnology Services Workgroup Technology Corp. develops collaborative product data management software solutions. Its clients include ABB Inc., Baker Oil Tools, Eaton Corp., FlightSafety International, General Electric Co., and Siemens Energy & Automation Inc. It was founded in 1992 and is headquartered in Tewksbury, MA. | Corporate Officer/Principal | - |
Venture Economics, Inc.
 Venture Economics, Inc. Investment ManagersFinance Venture Economics, Inc. provides information and analysis on the venture capital industry. The private company is based in New York, NY. | Corporate Officer/Principal | - |
Opleiding van Bob Sanders
| University of New Hampshire | Undergraduate Degree |
| F.W. Olin Graduate School of Business | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Howland Capital Management LLC
Howland Capital Management LLC Investment ManagersFinance Howland Capital Management LLC (Howland Capital) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1967 as Blackstone Management Corporation. Their name was changed to Howland Capital Management, Inc. in 1994. The firm was restructured under the same ownership and management in 2012 and is now known as Howland Capital Management LLC. Howland Capital provides personalized, confidential investment management to various types of clients. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
Venture Economics, Inc.
Venture Economics, Inc. Investment ManagersFinance Venture Economics, Inc. provides information and analysis on the venture capital industry. The private company is based in New York, NY. | Finance |
Workgroup Technology Corp.
Workgroup Technology Corp. Packaged SoftwareTechnology Services Workgroup Technology Corp. develops collaborative product data management software solutions. Its clients include ABB Inc., Baker Oil Tools, Eaton Corp., FlightSafety International, General Electric Co., and Siemens Energy & Automation Inc. It was founded in 1992 and is headquartered in Tewksbury, MA. | Technology Services |
| Mathsoft, Inc. | Electronic Technology |
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Finance |
