# LOWELL BLAKE & ASSOCIATES INC.

LOWELL BLAKE & ASSOCIATES INC. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 105127
- Type: SEC-registered investment adviser
- SEC file number: 801-9892
- Location: 141 TREMONT STREET, SUITE 200, BOSTON, MA, 02111-1209
- Phone: (617) 422-0064
- Latest filing: 2023-03-30
- Regulatory AUM: $596.6M
- Discretionary AUM: $544.8M
- Non-discretionary AUM: $51.7M
- Clients: 8
- Accounts: 432

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| REYNDERS CHARLTON | EXEC. VICE PRESIDENT AND OWNER; PRINCIPAL; VICE PRESIDENT (+1 more) | — |
| MCVEIGH PATRICK JOSEPH | PRINCIPAL; PRINCIPAL AND DIRECTOR; VICE PRESIDENT | — |
| LOWELL JAMES HALE | CHAIRMAN AND CEO; CHAIRMAN AND CEO AND OWNER; PRESIDENT (+2 more) | — |
| LOWELL SUSAN WALSH | PRESIDENT; PRESIDENT AND OWNER; PRESIDENT AND PRINCIPAL AND CHIEF COMPLIANCE OFFICER (+6 more) | — |
| DINAPOLI ROSALIE | PRINCIPAL; PRINCIPAL AND DIRECTOR; VICE PRESIDENT (+1 more) | — |
| MACCALLUM MARK RANDALL | PRINCIPAL AND DIRECTOR; PRINCIPAL AND DIRECTOR, SECRETARY, CLERK; SECRETARY AND CLERK AND PRINCIPAL (+1 more) | — |
| MAGNUSON MARTHA L | ASSISTANT TREASURER; TREASURER AND OWNER; TREASURER AND PRINCIPAL (+1 more) | — |
| STORIN LINDA B F | OWNER; PRINCIPAL; PRINCIPAL AND DIRECTOR (+1 more) | — |
| MALCOM DIANA BLISS | PRESIDENT, PRINCIPAL AND DIRECTOR; PRINCIPAL; PRINCIPAL AND DIRECTOR | — |
| MCCOY PATRICK BROOKMAN | PRINCIPAL; PRINCIPAL AND DIRECTOR | — |
| DELANEY J TIMOTHY | PRINCIPAL AND INVESTMENT STRATEGY; PRINCIPAL & DIRECTOR; PRINCIPAL, DIRECTOR AND INVESTMENT STRATEGY (+1 more) | — |
| MACCALLUM MARK | VICE PRESIDENT; VICE PRESIDENT,CLERK & OWNER | — |
| TAYLOR SEAN C | VICE PRESIDENT | — |
| COOLIDGE FRANCIS PARKMAN | VICE PRESIDENT | — |
| ENDRIES CARRIE ANNE | PRINCIPAL AND DIRECTOR; SECRETARY, CLERK, PRINCIPAL AND DIRECTOR | — |
| GREENHILL NICOLE FRANCINE | TREASURER, PRINCIPAL AND DIRECTOR | — |
| GAGLIARDI NICOLE FRANCINE | MANAGING DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER; TREASURER, PRINCIPAL AND DIRECTOR; TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| Polansky David Hart | PRINCIPAL AND SENIOR RESEARCH ANALYST | — |
| WELCH JESSICA C | ASSOCIATE PORTFOLIO MANAGER AND GIVING COORDINATOR; PORTFOLIO MANAGER AND PHILANTHROPIC ADVISOR GIVING COORDINATOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105127/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105127/similar
- Related entities: https://search.stillhousedata.com/firm/105127/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105127

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.