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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $1.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $1.3M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

9

name start date
Maureen Elizabeth Quigley
October 2018
Charles Elmer Clapp
April 1995
Peter H Dixon
October 2018
Francis Gardner Jackson
February 2006
Weston Howland
April 1995

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Charles Elmer Clapp Iii President June, 2011 25% to 50%
    Weston Howland Iii Chairman, Ceo June, 2011 25% to 50%
    Thomas Vincent Quirk Vice President, Cio June, 2011 10% to 25%
    Maureen Elizabeth Quigley Chief Compliance Officer September, 2010 less than 5%
    Richard Addison Mitchell Lyon Vice President, Treasurer & Clerk, Cfo June, 2011 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Other