NDVR, INC. of BOSTON, MA is an SEC-registered investment adviser (CRD 310602). Regulatory assets under management: $203.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Michael Kelly Simon | CHIEF EXECUTIVE OFFICER / PRESIDENT / SECRETARY OF THE BOARD; TRUSTEE FOR THE SIMON FAMILY TRUSTS | — |
| Steven Matthew Burke | TRUSTEE FOR THE SIMON FAMILY TRUSTS | — |
| Amber Dawn Baker | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | — |
| BURKE STEVEN MATTHEW | TRUSTEE FOR THE SIMON FAMILY TRUSTS | — |
| BAKER AMBER DAWN | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | — |
| Stahl Daniel | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | — |
| Stahl Peter D | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | — |
| Simon Michael K | CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER; CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A PREFERRED STOCK; TRUSTEE FOR THE SIMON FAMILY TRUSTS | — |
| ISRAELOV RONI | PRESIDENT/CHIEF INVESTMENT OFFICER | — |
| BARRETT DAVID E | DIRECTOR | — |
| ISRAELOV RONI NMN | PRESIDENT/CHIEF INVESTMENT OFFICER | — |
| SIMON MICHAEL KELLY | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A AND B PREFERRED STOCK; CHIEF EXECUTIVE OFFICER, DIRECTOR, SHAREHOLDER - COMMON STOCK AND SERIES A AND B PREFERRED STOCK; CHIEF EXECUTIVE OFFICER / PRESIDENT / SECRETARY OF THE BOARD (+1 more) | — |
| BARRETT DAVID EMIL | DIRECTOR | — |
| QUINT LAUREN ALEXANDER | CHIEF FINANCIAL OFFICER / TREASURER | — |
| LO STEPHANIE HOI-YEE | CHIEF RESEARCH OFFICER | — |