MASCOMA WEALTH MANAGEMENT of HANOVER, NH is an SEC-registered investment adviser (CRD 174907). Regulatory assets under management: $567.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Zuzana Kuzelova Brochu | PRESIDENT | — |
| Amanda Aldrich Spencer | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | — |
| COLE FLETCHER SCOTT | CHIEF INVESTMENT OFFICER | — |
| ADAMS BERNARD ROBERT | MEMBER | — |
| BOON ROBERT THOMAS | MANAGING DIRECTOR & CCO | — |
| BRIGLIN TIMOTHY CHARLES | MEMBER | — |
| CHERINGTON MARGARET EBERHART | MEMBER | — |
| LEIBLY III FRANK JOSEPH | MEMBER | — |
| BEDOR JOEL JAMES | MEMBER | — |
| BOWERS ROBERT EDWIN | MEMBER | — |
| Richmond-McCullough Catherine | MEMBER | — |
| Brochu Zuzana Kuzelova | PRESIDENT | — |
| SPENCER AMANDA | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | — |
| SPENCER AMANDA ALDRICH | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BURLINGTON | VT | 3 | 603-676-8813 |
| BURLINGTON | VT | 3 | 603-676-8813 |
| PORTLAND | ME | 1 | 603-676-8813 |
| PORTLAND | ME | 1 | 603-676-8813 |