WENDELL DAVID ASSOCIATES INC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 106664). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles.
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| Name | Role | Location |
|---|---|---|
| Karen Nmn Wendell | CEO, PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | — |
| William Henry Ledger Mitchell | CHAIRMAN | — |
| Neil Gerhard Bleicken | SENIOR VICE PRESIDENT | — |
| Anne Fleming Farris | SENIOR VICE PRESIDENT OPERATIONS AND SECRETARY | — |
| Reid Vaile Smith | SENIOR VICE PRESIDENT | — |
| Timothy Patrick Reardon | VICE PRESIDENT | — |
| WENDELL KAREN NMI | CHAIRMAN, TREASURER & CHIEF COMPLIANCE OFFICER; CHAIRMAN, TREASURER, PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| BARR JANE KAY | EXECUTIVE VICE PRESIDENT | — |
| KIPP BARBARA ANNE | SECRETARY | — |
| EDGAR ANTONY NMI | DIRECTOR; PRESIDENT; SENIOR VICE PRESIDENT | — |
| BOLAND PETER J | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| WELLS JEFFREY ALBERT | VICE PRESIDENT | — |
| SMITH REID VAILE | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| BOLAND PETER | VICE PRESIDENT | — |
| LEE CHARLES ORLEMAN | PRESIDENT | — |
| SHEA KATHRYN ELIZABETH | EXECUTIVE VICE PRESIDENT; JUNIOR VICE PRESIDENT & SECRETARY; SECRETARY (+3 more) | — |
| MITCHELL WILLIAM | PRESIDENT | — |
| BOLAND MICHAEL JAMES | PRESIDENT; SENIOR VICE PRESIDENT | — |
| WENDELL KAREN | CHAIRMAN AND TREASURER; CHAIRMAN, TREASURER & CHIEF COMPLIANCE OFFICER | — |
| ROBB PATRICK ERIC | VICE PRESIDENT | — |
| WENDELL KAREN NMN | CEO, PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER; CEO, TREASURER & CHIEF COMPLIANCE OFFICER; CHAIRMAN, TREASURER & CHIEF COMPLIANCE OFFICER | — |
| MITCHELL WILLIAM HENRY LEDGER | CHAIRMAN; PRESIDENT | — |
| FARRIS ANNE FLEMING | SENIOR VICE PRESIDENT OPERATIONS AND SECRETARY; VICE PRESIDENT OPERATIONS AND SECRETARY | — |
| FERRY KATHRYN ELIZABETH | DIRECTOR; SECRETARY | — |
| BLEICKEN NEIL GERHARD | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |