FREEDOM INVESTMENT MANAGEMENT, INC. of SOUTH WINDSOR, CT is an SEC-registered investment adviser (CRD 126052). Regulatory assets under management: $568.7M.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
Showing 25 of 33 people.
| Name | Role | Location |
|---|---|---|
| Nelson Robert | CHIEF INVESTMENT OFFICER; PRINCIPAL; PRINCIPAL / CHIEF INVESTMENT OFFICER (+1 more) | Shreveport, LA |
| John Arthur O'Connor | PRESIDENT & CCO | South Windsor, CT |
| James Gerard Brown | SHAREHOLDER | Indianapolis, IN |
| Kevin Bhalchandra Bhatt | SHAREHOLDER | — |
| William Robert Nelson | SHAREHOLDER | — |
| Scott Christopher Winters | SHAREHOLDER | — |
| Jeffrey Max Cohen | TRUSTEE, EH SERIES A PREFERRED REVOCABLE TRUST | — |
| Steven Mark Daignault | CHIEF FINANCIAL OFFICER | — |
| Robert Philip Herrmann | CHIEF EXECUTIVE OFFICER | — |
| Andrew Thomas Lucich | CHIEF COMPLIANCE OFFICER | — |
| BROWN KEITH ALAN | CHIEF FINANCIAL STRATEGIST | — |
| HERRMANN ROBERT PHILIP | CHIEF EXECUTIVE OFFICER | — |
| LUCICH ANDREW THOMAS | CHIEF COMPLIANCE OFFICER | — |
| BROWN STEVEN GERARD | SHAREHOLDER | — |
| WINTERS JENNIFER CHRISTINE | CCO; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / AMLCO (+2 more) | — |
| MENTING DUANE | CHIEF FINANCIAL OFFICER / CHIEF LEGAL COUNCIL | — |
| WINTERS SCOTT CHRISTOPHER | CEO; SHAREHOLDER | — |
| BROWN CURTIS CARNEGIE | PRESIDENT | — |
| THOMPSON MARK | CHIEF FINANCIAL OFFICER | — |
| LUHAN JASON ERIC | CHIEF COMPLIANCE OFFICER / AMLCO; CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER | — |
| ORESTANO ANTHONY MARCUS | CHIEF OPERATING OFFICER | — |
| Nemer Gary | GENERAL COUNSEL | — |
| HUNTER JOSEPH FRANCIS | CHIEF OPERATING OFFICER; PRESIDENT AND CEO; PRESIDENT AND COO | — |
| RAJAEE SHIEVA | ACTING CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| THOMPSON MARK GRANVILLE | CHIEF FINANCIAL OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (508) 868-8647 |
| — | — | 1 | (774) 275-0365 |
| — | — | 1 | (508) 808-1423 |
| — | — | 1 | 609-860-6684 |
| — | — | 1 | (508) 868-8647 |
| — | — | 1 | (774) 275-0365 |
| — | — | 1 | (508) 808-1423 |
| — | — | 1 | 609-860-6684 |