BIRCHBROOK

BIRCHBROOK of BANGOR, ME is an SEC-registered investment adviser (CRD 105164). Regulatory assets under management: $296.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.

Officers, owners & control persons (16)

NameRoleLocation
Lucie Elizabeth EstabrookCHIEF EXECUTIVE OFFICER
Jennifer Lynn EastmanCHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER
Charles James MussallemCHIEF INVESTMENT OFFICER
Jennifer L EastmanCHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER
Charles J MussallemCHIEF INVESTMENT OFFICER
DEIGHAN JEAN MARGUERITECEO; PRESIDENT; PRESIDENT/OWNER (+1 more)
WILSON JENIFER LYNNECFA - EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER; CFA - VICE PRESIDENT/EXECUTIVE OFFICER; CFA - VICE PRESIDENT/EXECUTIVE OFFICER/CCO (+4 more)
HANSON DAWN MARIECFP - PORTFOLIO MANAGER; CFP - PORTFOLIO MANAGER/EXECUTIVE OFFICER; OPERATIONS MANAGER/REGISTERED INVESTMENT ADVISOR REPRESENTATIVE
SMITH JENNIFER LYNNEVICE PRESIDENT
BOUCHEY DAWN MARIEOPERATIONS MANAGER/REGISTERED INVESTMENT ADVISOR REPRESENTATIVE
WILSON-SMITH JENIFER LYNNEVICE PRESIDENT
ESTABROOK LUCIE ELIZABETHCHIEF EXECUTIVE OFFICER; VICE PRESIDENT; VICE PRESIDENT AND CHIEF OPERATING OFFICER
BUTLER JENIFER LYNNECHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER; SENIOR ADVISOR
Eastman Jennifer LCHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER
SKAVES MATTHEW THOMASCHIEF INVESTMENT OFFICER
Mussallem Charles JCHIEF INVESTMENT OFFICER

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