IQVESTMENT, LLC of WOBURN, MA is an SEC-registered investment adviser (CRD 157514). Regulatory assets under management: $22.3M.
Compensation: % of AUM, Fixed.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Justin Carter Dausch | CHIEF COMPLIANCE OFFICER | — |
| Ethan Teel Brown | DIRECTOR OF TRADING AND OPERATIONS | — |
| Susan Lyn Burke | DIRECTOR OF CLIENT SUCCESS | — |
| John Armistead Guthery | CHIEF INVESTMENT OFFICER | — |
| MARRONE MARK STEPHEN | CCO | — |
| CRAVER JAMES BERNARD | CHIEF LEGAL OFFICER [NON-OWNER & NON-EMPLOYEE]; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER; OUTSIDE CHIEF LEGAL OFFICER AND GENERAL COUNSEL | — |
| LANE KEVIN PATRICK | CHIEF COMPLIANCE OFFICER; DIRECTOR OF PRODUCT DEVELOPMENT; PRINCIPAL | — |
| ASHER DANIEL BRUCE | NON-MANAGING MEMBER | — |
| MORRISSEY BRIAN PAUL | OWNER | — |
| GETZ PETER LELAND | PRINCIPAL | — |
| CONTE SAMUEL JAMES | PRINCIPAL | — |
| BOGART ROBERT JAMES | CHIEF EXECUTIVE OFFICER | — |
| HEALY MARK CHRISTOPHER | ADVISORY PRINCIPAL; CHIEF EXECUTIVE OFFICER | — |
| MORTON DAVID JAY | DIRECTOR; DIRECTOR/CCO; DIRECTOR, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER (+4 more) | — |
| KAELIN TIM M | CCO; CHIEF OPERATING & FINANCIAL OFFICER [NON-EMPLOYEE]; CHIEF OPERATING & FINANCIAL OFFICER [NON-OWNER & NON-EMPLOYEE] (+1 more) | — |
| GUTHERY JOHN ARMISTEAD | CHIEF INVESTMENT OFFICER | — |
| BROWN ETHAN TEEL | DIRECTOR OF TRADING AND OPERATIONS | — |
| CAPOBIANCO MICHAEL JOHN | CCO; DIRECTOR/CCO | — |
| PEATMAN ROBERT DALE | CCO | — |
| KAELIN TIMOTHY MICHAEL | MEMBER, CHIEF OPERATING & FINANCIAL OFFICER [NON-EMPLOYEE]; MEMBER [NON-EMPLOYEE] | — |
| Dausch Justin Carter | CHIEF COMPLIANCE OFFICER | — |
| LUND EDWARD JAMES | OWNER | — |
| SONIAT ASHTON HAYWARD | PRINCIPAL | — |
| PALLOTTA JAMES JOSEPH | CHAIRMAN | — |
| Cott James Richard | CHIEF FINANCIAL OFFICER | — |