Profiel
Ms. Martha E.
Cottrill, CFA, is a Principal & Director at Taylor, Cottrill, Erickson & Associates, Inc. Her primary responsibilities are the overall management of the firm and portfolio management.
She began her career with Morgan Stanley in New York City in 1985.
Recognizing that she was not a New Yorker at heart, she moved to New Hampshire and joined Taylor Investments in 1987.
Having gained her Chartered Financial Analyst designation in 1992, she began managing portfolios and became a partner in 1997.
When Taylor Investments was acquired by a publicly-traded company in 2001, she remained with the firm for another six years as a Managing Director and Chief Operating Officer.
An investment committee member, she supervised a staff of ten, oversaw the overall operations of the firm, and managed over $250 million in client assets.
She received her BA degree, cum laude, from The Johns Hopkins University.
Eerdere bekende functies van Martha Elizabeth Cottrill
| Bedrijven | Functie | Einde |
|---|---|---|
Taylor, Cottrill, Erickson & Associates, Inc.
 Taylor, Cottrill, Erickson & Associates, Inc. Investment ManagersFinance Whitegate Investment Counselors, Inc. (WICI) is an independent, SEC-registered asset management firm headquartered in Concord, New Hampshire. The firm was founded in 1992 under the name of Whitegate Investment Counselors, Inc. On December 2015, Taylor, Cottrill LLC merged with Whitegate Investment Counselors, Inc. and became Taylor, Cottrill, Erickson & Associates, Inc. In 2021, they changed their name back to Whitegate Investment Counselors, Inc. WICI provides advisory services to individuals and high-net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Algemeen Directeur | 31-12-2021 |
Granite Investment Advisors LLC
 Granite Investment Advisors LLC Investment ManagersFinance Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions. | Operationeel Directeur | 10-08-2007 |
| Taylor Investments | Corporate Officer/Principal | 31-12-2000 |
Taylor, Cottrill LLC
 Taylor, Cottrill LLC Investment ManagersFinance Founded by Edmund Taylor and Martha Cottrill in 2007, Taylor, Cottrill LLC is a registered investment advisor located in New London, New Hampshire. The firm manages diversified portfolios of liquid assets for individuals, institutions, and retirement plans. | Oprichter | - |
Opleiding van Martha Elizabeth Cottrill
| The Johns Hopkins University | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
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Granite Investment Advisors LLC
Granite Investment Advisors LLC Investment ManagersFinance Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions. | Finance |
Taylor, Cottrill LLC
Taylor, Cottrill LLC Investment ManagersFinance Founded by Edmund Taylor and Martha Cottrill in 2007, Taylor, Cottrill LLC is a registered investment advisor located in New London, New Hampshire. The firm manages diversified portfolios of liquid assets for individuals, institutions, and retirement plans. | Finance |
| Taylor Investments | |
Taylor, Cottrill, Erickson & Associates, Inc.
Taylor, Cottrill, Erickson & Associates, Inc. Investment ManagersFinance Whitegate Investment Counselors, Inc. (WICI) is an independent, SEC-registered asset management firm headquartered in Concord, New Hampshire. The firm was founded in 1992 under the name of Whitegate Investment Counselors, Inc. On December 2015, Taylor, Cottrill LLC merged with Whitegate Investment Counselors, Inc. and became Taylor, Cottrill, Erickson & Associates, Inc. In 2021, they changed their name back to Whitegate Investment Counselors, Inc. WICI provides advisory services to individuals and high-net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
