WHITEGATE INVESTMENT COUNSELORS, INC. of CONCORD, NH is an SEC-registered investment adviser (CRD 107732). Regulatory assets under management: $545.4M.
Compensation: % of AUM, Hourly.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Paulette Wheeler Wolfe | PRESIDENT, CHIEF COMPLIANCE OFFICER AND SOLE SHAREHOLDER | — |
| COTTRILL MARTHA ELIZABETH | PRESIDENT AND TREASURER; PRINCIPAL | — |
| ERICKSON CARL GEORGE | PRESIDENT AND SECRETARY; PRESIDENT, SECRETARY, TREASURER; PRINCIPAL | — |
| WOLFE PAULETTE WHEELER | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER; PRESIDENT, CHIEF COMPLIANCE OFFICER AND SOLE SHAREHOLDER (+3 more) | — |
| BURGESS KIMBERLEE GRILLO | VICE PRESIDENT & GENERAL COUNSEL | — |