![Todd Alan Wulfson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Todd Alan Wulfson
Compliance Officer chez
Rock Point Advisors LLC
Profil
Mr. Todd A. Wulfson, CFA, is a VP, Financial Advisor & Chief Compliance Officer at Rock Point Advisors LLC.
He brings over 25 years of industry experience to managing client relationships, conducting research and serving on the Investment Committee.
He functioned in those same roles as Vice President at Fraser Management Associates from 1998 through 2004.
From 1993 to 1998, he was an analyst and manager at a wealth management firm where he counseled individual and business clients.
He completed the University of Vermont accounting program and graduated with a B.S.
in Business Administration.
He earned his Chartered Financial Analyst designation in 2002.
He serves on the board of the CFA Society Vermont as the Program Chair arranging speakers for society meetings.
Postes actifs de Todd Alan Wulfson
| Sociétés | Poste | Début |
|---|---|---|
Rock Point Advisors LLC
 Rock Point Advisors LLC Investment ManagersFinance Rock Point Advisors is a value investor that manages portfolios in the context of each client’s financial objectives and risk tolerances. The firm creates high-conviction portfolios through a process that emphasizes appropriate asset allocation and careful security selection. | Compliance Officer | 01/01/2021 |
Anciens postes connus de Todd Alan Wulfson
| Sociétés | Poste | Fin |
|---|---|---|
Fraser Management Associates LLC
 Fraser Management Associates LLC Investment ManagersFinance Frazer Management Associates (FMA) believes that their contrarian philosophy is an optimistic one. They work to identify stock 'gems' with the brightest of prospects. However, at the time when they invest in an issue, it is typically out-of-favor with or simply overlooked by the market. It may be a time when the Wall Street crowd believes, without justification, that a company is an underachiever or is one with a future of continual disappointments. It also may be a time when Wall Street is looking elsewhere and not paying attention to an emerging growth company. Unlike other managers who invest only in either growth or value stocks, FMA's contrarian philosophy does not restrict them. From high technology to consumer goods to natural resource companies, they diversify portfolios across a wide spectrum. They invest client portfolios in growth and value stocks and large and small companies. Their approach can be characterized as encompassing the styles GARP, value and turnaround. Before FMA purchases stocks, they must pass a rigorous process of analysis. They study financial statements, review SEC filings and construct or analyze models for the future. The firm evaluates products and services with an eye toward competitive factors including barriers to entry. At times, they employ industry experts to aid FMA in evaluating a company's business plans and its place in the industry. The firm is a long-term investor, with an average holding period of four years. There are situations however, where they recognize that it is appropriate to take a short-term gain. FMA looks to sell a stock near the peak of its appreciation. | Gestionnaire de Portefeuille-Actions | - |
Formation de Todd Alan Wulfson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Fraser Management Associates LLC
Fraser Management Associates LLC Investment ManagersFinance Frazer Management Associates (FMA) believes that their contrarian philosophy is an optimistic one. They work to identify stock 'gems' with the brightest of prospects. However, at the time when they invest in an issue, it is typically out-of-favor with or simply overlooked by the market. It may be a time when the Wall Street crowd believes, without justification, that a company is an underachiever or is one with a future of continual disappointments. It also may be a time when Wall Street is looking elsewhere and not paying attention to an emerging growth company. Unlike other managers who invest only in either growth or value stocks, FMA's contrarian philosophy does not restrict them. From high technology to consumer goods to natural resource companies, they diversify portfolios across a wide spectrum. They invest client portfolios in growth and value stocks and large and small companies. Their approach can be characterized as encompassing the styles GARP, value and turnaround. Before FMA purchases stocks, they must pass a rigorous process of analysis. They study financial statements, review SEC filings and construct or analyze models for the future. The firm evaluates products and services with an eye toward competitive factors including barriers to entry. At times, they employ industry experts to aid FMA in evaluating a company's business plans and its place in the industry. The firm is a long-term investor, with an average holding period of four years. There are situations however, where they recognize that it is appropriate to take a short-term gain. FMA looks to sell a stock near the peak of its appreciation. | Finance |
Rock Point Advisors LLC
Rock Point Advisors LLC Investment ManagersFinance Rock Point Advisors is a value investor that manages portfolios in the context of each client’s financial objectives and risk tolerances. The firm creates high-conviction portfolios through a process that emphasizes appropriate asset allocation and careful security selection. | Finance |
University of Vermont
 University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
