The Role of a Professional Financial Advisor at Contravisory Investment Management Inc
Contravisory Investment Management Inc provides the services of financial planning for its clients. The firm serves a variety of clients including wealthy people and institutions.
The company manages 468 client accounts with a overall of $549.5 million of assets under management. Of these accounts, 46% are associated to high-net-worth customers.
Frank Noonan serves as a director at Contravisory Investment Management Inc. Contravisory Investment Management Inc. is an SEC accredited investment advisory company is headquartered at Norwell, Massachusetts and administers 550 million dollars across its accounts for 468 customers.
Noonan has been licensed to provide service for financial planning as well as portfolio management to individuals, small enterprises, and pooled investments vehicles. The fees charged will vary based on the service being offered. These may comprise fees that are fixed, asset-based or the performance-based charge.
He has more than 25 years of experience in the industry of investment with many organizations, including Fidelity Investments, Scudder Funds and Reynolds Securities.
The LTA’s coach, creator and facilitator role is the place where he can bring his commercial skills and knowledge. He works to make learning meaningful for each participant while responding to the unique needs of each group and delivering significant and challenging material. He holds certifications in Neuro-Linguistic programming and Hay Group’s Emotional Competence Index as well as Prince 2 project management.
Contravisory Investment Management Inc, an financial advisory business based in Norwell Massachusetts is known as Contravisory Investment Management Inc. It is responsible for $550 million in assets among 468 client accounts.
The company provides a range of solutions, such as portfolio management along with asset allocation and portfolio management for institutions. Services for security rating are also provided by the company.
Matthew Sullivan is an employee since the year 2007. He is the chief compliance officer and is accountable for all day operations.
Sullivan was a graduate of Canisius College in Buffalo, New York and earned a bachelor’s degree in business management. The Sullivan family lives in Kingston, Massachusetts with his wife and their four children.
Bill was an employee of Contravisory Investment Management employee in 1995. He has over twenty-five years of experience in the industry of investing, with particular focus on equity investment. He has dealt with high net worth individual or family clients, as well as a variety in institutional investors. He has served on the investment committee of the company and has an excellent experience in delivering.
Bill O’Brien is a business litigator who utilizes his legal expertise to settle dispute over financial matters relating to purchase, loan and stock purchases, breaches of fiduciary duty as well as other complicated transaction. Bill O’Brien represents clients in civil lawsuits against public accounting firms who have in error conducted audits.
O’Brien was previously the head coach at Penn State for two seasons in which he earned Bear Bryant, Maxwell Football Club as well as ESPN National Coach of the Awards after his team led the Nittany Lions to a 15-9 and 10-6 league record. The following season, he served in the position of Houston Texans’ head coach which included a 52-48 win record including back-to-back AFC South titles and four playoff appearances.
He was hired by the Patriots from 2007 to work as an assistant on Belichick’s coaching staff. He progressed into the ranks of quarterbacks coach as well as offensive coordinator in 2011. He was the league’s highest-rated offensive coordinator for two years (2011-12) in charge of guiding the Patriots towards a record-setting rookie season, which included team quarterback Tom Brady.