FOSTER DYKEMA CABOT & PARTNERS, LLC

FOSTER DYKEMA CABOT & PARTNERS, LLC of WALTHAM, MA is an SEC-registered investment adviser (CRD 300282). Regulatory assets under management: $2.2B.

Registration

Business model

Compensation: % of AUM, Fixed.

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

Officers, owners & control persons (14)

NameRoleLocation
Jeffrey Daniel McgrewCHIEF INVESTMENT OFFICER, PARTNER
Vikram Nmn SoormaPORTFOLIO MANAGER, PARTNER
Elizabeth Ann BraudisPRESIDENT, PARTNER
Brooke Lorraine ManfrediPARTNER
Donnalee Nmn GuerinCHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, PARTNER
Frederick Peter FisherPORTFOLIO MANAGER, PARTNER
KNOWLAND ANDREW RICHARDSONCHIEF COMPLIANCE OFFICER
MANFREDI BROOKE LORRAINEPARTNER; VICE PRESIDENT
MCGREW JEFFREY DANIELCHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, PARTNER
BRAUDIS ELIZABETH ANNPRESIDENT; PRESIDENT, PARTNER
GUERIN DONNALEE NMNCHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, PARTNER; CHIEF OPERATING OFFICER, PARTNER
SOORMA VIKRAM NMNPORTFOLIO MANAGER; PORTFOLIO MANAGER, PARTNER; VICE PRESIDENT
Fisher Frederick PeterPORTFOLIO MANAGER, PARTNER; VICE PRESIDENT
GARDNER ELIZABETH COLLEENCHIEF COMPLIANCE OFFICER

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