HEADINVEST, LLC

HEADINVEST, LLC of PORTLAND, ME is an SEC-registered investment adviser (CRD 140518). Regulatory assets under management: $891.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (29)

Showing 25 of 29 people.

NameRoleLocation
Robert Schofield WhiteheadMEMBER
Stephen Daniel PoulosMEMBER
Kenneth Andrew BlaschkeMEMBER
Donna Dubois McconnellMEMBER
Stephen Kenneth ReevesCHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR
Benjamin Hilliard ClarkMEMBER
HEAD DONALD LAMBINGPRESIDENT AND CEO; PRESIDENT, CEO AND DIRECTOR; PRESIDENT , CEO, AND MEMBER OF LLC (+2 more)
WILLAUER WILLIAM BRADFORDDIRECTOR; DIRECTOR AND MEMBER LLC; VICE PRESIDENT AND DIRECTOR (+1 more)
MOGAVERO JENNIFER SKIFFINGTONCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER LLC; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER LLC
GERCKE CARL GIVENSCHIEF INVESTMENT OFFICER; DIRECTOR; DIRECTOR AND MEMBER LLC (+9 more)
CLOSSON STEVEN ADAMSDIRECTOR; DIRECTOR AND MEMBER LLC
HEALEY DERMOT THOMASDIRECTOR; DIRECTOR AND MEMBER LLC
MAIORINO PASQUALE FRANCISDIRECTOR; DIRECTOR AND MEMBER LLC
PLATZ JAMES ANDREWDIRECTOR; DIRECTOR AND MEMBER LLC
MOHAMMAD ANN MARIEVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER
CATTELL THOMAS MCKEENCEO AND DIRECTOR; EXECUTIVE VICE PRESIDENT AND DIRECTOR; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER (+1 more)
ANDERSEN PAUL HARVEYDIRECTOR
CLOSSON STEVEN ADIRECTOR
MAIORINO PASQUALE FDIRECTOR
PALTZ JAMES ADIRECTOR
PLATZ JAMES ADIRECTOR
BONVILLE STEVEN EDWARDDIRECTOR
POULOS STEPHEN DANIELMEMBER
BLASCHKE KENNETH ANDREWMEMBER
MCCONNELL DONNA DUBOISMEMBER

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