STAGE HARBOR FINANCIAL, LLC of WESTWOOD, MA is an SEC-registered investment adviser (CRD 289725). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Andre Matos Fernandes | MANAGING MEMBER | — |
| Matthew Douglas Biggar | MANAGING MEMBER | — |
| Rosemarie Na Ranzie | CHIEF COMPLIANCE OFFICER | — |
| William Francis Lefavor | MANAGING MEMBER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| FERNANDES ANDRE MATOS | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER | — |
| BIGGAR MATTHEW DOUGLAS | MANAGING MEMBER | — |
| RANZIE ROSEMARIE NA | CHIEF COMPLIANCE OFFICER | — |
| LEFAVOR WILLIAM FRANCIS | MANAGING MEMBER | — |