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Larry Dooley
Chief Investment Officer bij Capital Wealth Management LLC
Actieve functies van Larry Dooley
Bedrijven | Functie | Begin | Einde |
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Capital Wealth Management LLC
![]() Capital Wealth Management LLC Investment ManagersFinance Part of Capital Wealth Holdings LLC, Capital Wealth Management LLC is a financial services company based in West Warwick, RI. The company offers personal wealth management, 401k and retirement plan services, alternative investments, investment management, and other financial products and services. The company prioritizes building and preserving wealth for their clients and creating financial strategies tailored to their goals. Lee Alan Duckworth has been the CEO of the company since 2006. | Chief Investment Officer | 01-03-2017 | - |
Loopbaan van Larry Dooley
Eerdere bekende functies van Larry Dooley
Bedrijven | Functie | Begin | Einde |
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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 | 01-10-2014 | 01-02-2017 |
Nixon Peabody Financial Advisors LLC
![]() Nixon Peabody Financial Advisors LLC Investment ManagersFinance Nixon Peabody Financial Advisors LLC (NPFA) is a wealth management firm and registered investment advisor headquartered in Rochester, New York. The firm is owned and operated by Nixon Peabody LLP and was founded in 2005. NPFA provides investment advice to individuals; pension and profit sharing plans; trusts, estates and charitable organizations; and family limited partnerships and limited liability companies. | Analyst-Equity | 01-01-2006 | 01-09-2010 |
Portefeuillebeheerder-Aandelen | 01-01-2006 | 01-09-2010 | |
Nixon Peabody Trust Co. LLC
![]() Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families. | Analyst-Equity | - | - |
Portefeuillebeheerder-Aandelen | - | - |
Opleiding van Larry Dooley
Babson College | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Chief Investment Officer | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Capital Wealth Management LLC
![]() Capital Wealth Management LLC Investment ManagersFinance Part of Capital Wealth Holdings LLC, Capital Wealth Management LLC is a financial services company based in West Warwick, RI. The company offers personal wealth management, 401k and retirement plan services, alternative investments, investment management, and other financial products and services. The company prioritizes building and preserving wealth for their clients and creating financial strategies tailored to their goals. Lee Alan Duckworth has been the CEO of the company since 2006. | Finance |
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 |
Nixon Peabody Trust Co. LLC
![]() Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families. | Finance |
Nixon Peabody Financial Advisors LLC
![]() Nixon Peabody Financial Advisors LLC Investment ManagersFinance Nixon Peabody Financial Advisors LLC (NPFA) is a wealth management firm and registered investment advisor headquartered in Rochester, New York. The firm is owned and operated by Nixon Peabody LLP and was founded in 2005. NPFA provides investment advice to individuals; pension and profit sharing plans; trusts, estates and charitable organizations; and family limited partnerships and limited liability companies. | Finance |
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