ORIGIN INVESTMENT ADVISORY LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 305353). Regulatory assets under management: $34.7M.
Compensation: Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Matthew Peter Watson | CHIEF EXECUTIVE OFFICER/CCO | — |
| MEISTER PAUL | CHIEF OF STAFF | — |
| WATSON JOHN PETER | CEO & CHIEF COMPLIANCE OFFICER | — |
| Coombs Jeff | CONTROLLER | — |
| COOMBS JEFF MICHAEL | CONTROLLER | — |
| PARIKH SHIVANI | VP OF OPERATIONS | — |
| FINGER WALLIS KUNDAR | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | — |
| Chalhoub Henri Jean Claude | SHAREHOLDER | — |
| BLAYLOCK DAVID WAYNE | HEAD OF ADVICE AND PLANNER COMPLIANCE | — |
| BLAYLOCK DAVID W | HEAD OF ADVICE AND PLANNER COMPLIANCE | — |
| DE PAULA JOAO | CHIEF TECHNOLOGY OFFICER / CO-FOUNDER | — |
| MEISTER PAUL AARON | CHIEF OF STAFF | — |
| DE PAULA E SILVA JOAO PEDRO VIEIRA | CHIEF TECHNOLOGY OFFICER / CO-FOUNDER | — |