NORTH AMERICAN MANAGEMENT CORP
CRD #104825 SEC #801-5346 BOSTON, MA 617-695-2100
SEC Registered
Total AUM
$1.6B
Discretionary
$1.5B
Employees
22
Clients
51
Accounts
856
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2021
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | NA | Control |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | NA | Control |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | NA | Control |
| CARTISSER, DEBORAH, NORTH | I | VICE PRESIDENT | NA | |
| ESTIN, HANS, HOWARD | I | VICE CHAIRMAN EMERITUS | NA | |
| ESTIN, HANS, HOWARD | I | VICE CHAIRMAN EMERITUS | NA | |
| ESTIN, HANS, HOWARD | I | VICE CHAIRMAN EMERITUS/PORTFOLIO MANAGER | NA | |
| ESTIN, HANS, HOWARD | I | VICE CHAIRMAN | NA | |
| ESTIN, HANS, HOWARD | I | VICE CHAIRMAN EMERITUS | NA | |
| ESTIN, HANS, HOWARD | I | VICE CHAIRMAN | NA | |
| ESTIN, HANS, HOWARD | I | VICE CHAIRMAN | NA | Control |
| EZER, YUVAL | I | SENIOR RESEARCH ANALYST | NA | |
| EZER, YUVAL | I | SENIOR RESEARCH ANALYST | NA | |
| EZER, YUVAL | I | SENIOR RESEARCH ANALYST | NA | |
| EZER, YUVAL | I | SENIOR RESEARCH ANALYST | NA | |
| EZER, YUVAL | I | SENIOR RESEARCH ANALYST | NA | |
| EZER, YUVAL | I | SENIOR RESEARCH ANALYST | NA | |
| EZER, YUVAL | I | SENIOR RESEARCH ANALYST | NA | |
| EZER, YUVAL | I | SENIOR RESEARCH ANALYST | NA | |
| EZER, YUVAL | I | DIRECTOR OF EQUITY RESEARCH | NA | |
| EZER, YUVAL | I | DIRECTOR OF EQUITY RESEARCH | NA | |
| EZER, YUVAL | I | DIRECTOR OF EQUITY RESEARCH | NA | |
| EZER, YUVAL | I | DIRECTOR OF EQUITY RESEARCH | NA | |
| EZER, YUVAL | I | DIRECTOR OF EQUITY RESEARCH | NA | |
| EZER, YUVAL | I | DIRECTOR OF EQUITY RESEARCH | NA | |
| EZER, YUVAL | I | DIRECTOR OF EQUITY RESEARCH | NA | |
| EZER, YUVAL | I | DIRECTOR OF EQUITY RESEARCH | NA | |
| Elliott, Alyssa, Mason | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Elliott, Alyssa, Mason | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Elliott, Alyssa, Mason | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOMANS, RICHARD, W | I | CHAIRMAN | NA | Control |
| HOMANS, RICHARD, W | I | CHAIRMAN | NA | Control |
| HOMANS, RICHARD, W | I | CHAIRMAN | NA | Control |
| HOMANS, RICHARD, W | I | CHAIRMAN | NA | Control |
| HUBER, EDWARD, DOUGLAS | I | SENIOR RESEARCH ANALYST | NA | |
| HUBER, EDWARD, DOUGLAS | I | SENIOR RESEARCH ANALYST | NA | |
| HUBER, EDWARD, DOUGLAS | I | SENIOR RESEARCH ANALYST | NA | |
| HUBER, EDWARD, DOUGLAS | I | SENIOR RESEARCH ANALYST | NA | |
| HUBER, EDWARD, DOUGLAS | I | SENIOR RESEARCH ANALYST | NA | |
| HUBER, EDWARD, DOUGLAS | I | DIRECTOR OF MANAGER RESEARCH | NA | |
| HUBER, EDWARD, DOUGLAS | I | DIRECTOR OF MANAGER RESEARCH | NA | |
| HUBER, EDWARD, DOUGLAS | I | DIRECTOR OF MANAGER RESEARCH | NA | |
| HUBER, EDWARD, DOUGLAS | I | DIRECTOR OF MANAGER RESEARCH | NA | |
| HUBER, EDWARD, DOUGLAS | I | DIRECTOR OF MANAGER RESEARCH | NA | |
| HUBER, EDWARD, DOUGLAS | I | DIRECTOR OF MANAGER RESEARCH | NA | |
| HUBER, EDWARD, DOUGLAS | I | DIRECTOR OF MANAGER RESEARCH | NA | |
| HUBER, EDWARD, DOUGLAS | I | DIRECTOR OF MANAGER RESEARCH | NA | |
| KNIGHT, LEA ANN, GARRISON | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| KNIGHT, LEA ANN, GARRISON | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| KNIGHT, LEA ANN, GARRISON | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| KNIGHT, LEA ANN, GARRISON | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| KNIGHT, LEA ANN, GARRISON | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| LIU, TERRY | I | VICE PRESIDENT | NA | |
| LIU, TERRY | I | VICE PRESIDENT | NA | |
| LIU, TERRY | I | VICE PRESIDENT | NA | |
| LIU, TERRY | I | VICE PRESIDENT | NA | |
| LIU, TERRY | I | VICE PRESIDENT | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MANNING, KAREN, F | I | CONTROLLER | NA | |
| MATTHEWS, LISA, KIBBE | I | MANAGING PRINCIPAL | NA | Control |
| MCLEAN, FRASER, J | I | DIRECTOR OF ASSET ALLOCATION & PORTFOLIO MANAGEMENT | NA | |
| MCLEAN, FRASER, J | I | DIRECTOR OF PORTFOLIO MANAGEMENT | NA | |
| MCLEAN, FRASER, J | I | DIRECTOR OF ASSET ALLOCATION & PORTFOLIO MANAGEMENT | NA | |
| MCLEAN, FRASER, J | I | DIRECTOR OF ASSET ALLOCATION & PORTFOLIO MANAGEMENT | NA | |
| MCLEAN, FRASER, J | I | DIRECTOR OF PORTFOLIO MANAGEMENT | NA | |
| MCLEAN, FRASER, J | I | DIRECTOR OF PORTFOLIO MANAGEMENT | NA | |
| POPEO, ALLISON, E | I | DIRECTOR OF FIDUCIARY SERVICES, SR. WEALTH ADVISOR | NA | Control |
| POPEO, ALLISON, E | I | DIRECTOR OF FIDUCIARY SERVICES, SR. WEALTH ADVISOR | NA | Control |
| POPEO, ALLISON, E | I | DIRECTOR OF FIDUCIARY SERVICES, SR. WEALTH ADVISOR | NA | Control |
| POPEO, ALLISON, E | I | DIRECTOR OF FIDUCIARY SERVICES, SR. WEALTH ADVISOR | NA | Control |
| POPEO, ALLISON, ENGELHARDT | I | SHAREHOLDER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL & PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL & PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL & PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| REED, MARK, JOSEPH | I | PRINCIPAL, PORTFOLIO MANAGER | NA | |
| RODRIGUE, BEVERLY, ANN | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| RODRIGUE, BEVERLY, ANN | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| RODRIGUE, BEVERLY, ANN | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN/CEO | NA | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN/CEO | NA | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN/CEO | NA | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN/CEO | NA | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN/CEO | NA | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN/CEO | NA | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | NA | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | NA | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | NA | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | NA | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | NA | Control |
| SHIGUETA, CARLOS, J. | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | |
| SHIGUETA, CARLOS, J. | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | |
| SHIGUETA, CARLOS, J. | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | |
| SHIGUETA, CARLOS, J. | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | |
| SHIGUETA, CARLOS, J. | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | |
| SHIGUETA, CARLOS, J. | I | DIRECTOR OF ALTERNATIVE INVESTMENTS | NA | |
| SNYDER, JONATHAN | I | VICE PRESIDENT | NA | |
| SNYDER, JONATHAN | I | VICE PRESIDENT | NA | |
| STONE, DAVID | I | DIRECTOR | NA | |
| STONE, DAVID | I | DIRECTOR | NA | |
| STONE, DAVID | I | DIRECTOR | NA | |
| STONE, DAVID, BARNES | I | CHAIRMAN EMERITUS | NA | |
| STONE, DAVID, BARNES | I | CHAIRMAN EMERITUS | NA | |
| STONE, DAVID, BARNES | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | NA | |
| STONE, DAVID, BARNES | I | CHAIRMAN EMERITUS | NA | |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | NA | Control |
| TREIBLE, ROY, DONALD | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| TREIBLE, ROY, DONALD | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| ANTHONY G. SCOTT GST TRUST FBO ROBERT G. SCOTT | DE | SHAREHOLDER | C | |
| ANTHONY G. SCOTT GST TRUST FBO ROBERT G. SCOTT | DE | SHAREHOLDER | C | |
| ANTHONY G. SCOTT GST TRUST FBO ROBERT G. SCOTT | DE | SHAREHOLDER | C | |
| ANTHONY G. SCOTT GST TRUST FBO ROBERT G. SCOTT | DE | SHAREHOLDER | C | |
| ANTHONY G. SCOTT GST TRUST FBO ROBERT G. SCOTT | DE | SHAREHOLDER | C | |
| BAKER, DAVID | I | MANAGING PRINCIPAL | C | Control |
| BAKER, DAVID | I | MANAGING PRINCIPAL | C | Control |
| BAKER, DAVID | I | MANAGING PRINCIPAL | C | Control |
| BAKER, DAVID | I | MANAGING PRINCIPAL | C | Control |
| BAKER, DAVID | I | MANAGING PRINCIPAL | C | Control |
| BAKER, DAVID | I | MANAGING PRINCIPAL | C | Control |
| BAKER, DAVID | I | MANAGING PRINCIPAL | C | Control |
| BAKER, DAVID | I | MANAGING PRINCIPAL | C | Control |
| BAKER, DAVID | I | MANAGING PRINCIPAL | C | Control |
| BAKER, DAVID | I | MANAGING PRINCIPAL | C | Control |
| Baker, David, HM | I | MANAGING PRINCIPAL | C | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | C | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | C | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | C | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | C | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | C | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | C | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | C | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN, CEO | C | Control |
| ANTHONY G. SCOTT GST TRUST FBO ROBERT G. SCOTT | DE | SHAREHOLDER | B | |
| ANTHONY G. SCOTT GST TRUST FBO ROBERT G. SCOTT | DE | SHAREHOLDER | B | |
| ANTHONY G. SCOTT GST TRUST FBO ROBERT G. SCOTT | DE | SHAREHOLDER | B | |
| ANTHONY G. SCOTT GST TRUST FBO ROBERT G. SCOTT | DE | SHAREHOLDER | B | |
| ANTHONY G. SCOTT GST TRUST FBO ROBERT G. SCOTT | DE | SHAREHOLDER | B | |
| ANTHONY G. SCOTT GST TRUST FBO ROBERT G. SCOTT | DE | SHAREHOLDER | B | |
| BAKER, DAVID | I | MANAGING PRINCIPAL/CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | PRINCIPAL | B | |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, DAVID | I | MANAGING PRINCIPAL | B | Control |
| BAKER, DAVID | I | MANAGING PRINCIPAL | B | Control |
| BERENTS, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| BERENTS, CHARLES | I | SENIOR VICE PRESIDENT | B | Control |
| BERENTS, CHARLES, N. | I | MANAGING PRINCIPAL/CHIEF INVESTMENT OFFICER | B | Control |
| BERENTS, CHARLES, N. | I | MANAGING PRINCIPAL/CHIEF INVESTMENT OFFICER | B | Control |
| BERENTS, CHARLES, N. | I | MANAGING PRINCIPAL/CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, JACOB, FREDERICK | I | MANAGING PARTNER/CHAIRMAN | B | Control |
| BROWN, JACOB, FREDERICK | I | MANAGING PARTNER/CHAIRMAN | B | Control |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN, CHIEF COMPLIANCE OFFICER | B | Control |
| BROWN, JACOB, FREDERICK | I | MANAGING PARTNER/CHAIRMAN/CHIEF COMPLIANCE OFFICER | B | Control |
| BROWN, JACOB, FREDERICK | I | PRESIDENT | B | Control |
| GRUMMON, JOHN, HOBSON | I | SR. VICE PRESIDENT | B | |
| GRUMMON, JOHN, HOBSON | I | PRINCIPAL | B | |
| GRUMMON, JOHN, HOBSON | I | SR. VICE PRESIDENT | B | Control |
| HESS, HERBERT, P | I | CHAIRMAN | B | Control |
| HESS, HERBERT, PETER | I | MANAGING PRINCIPAL/PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | B | Control |
| HESS, HERBERT, PETER | I | MANAGING PRINCIPAL/PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | B | Control |
| HESS, HERBERT, PETER | I | PRESIDENT | B | Control |
| HESS, HERBERT, PETER | I | MANAGING PRINCIPAL/PRESIDENT/CEO | B | Control |
| HESS, HERBERT, PETER | I | MANAGING PRINCIPAL/PRESIDENT | B | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | B | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | B | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | B | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | B | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | B | Control |
| SCOTT, ROBERT, GRAY | I | PRESIDENT/CEO/MANAGING PRINCIPAL | B | Control |
| SCOTT, ROBERT, GRAY | I | PRESIDENT/CEO | B | Control |
| SCOTT, ROBERT, GRAY | I | PRESIDENT/CEO | B | Control |
| SCOTT, ROBERT, GRAY | I | PRESIDENT/CEO | B | Control |
| SCOTT, ROBERT, GRAY | I | PRESIDENT/CEO | B | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN/CEO | B | Control |
| SCOTT, ROBERT, GRAY | I | PRESIDENT/CEO | B | Control |
| SCOTT, ROBERT, GRAY | I | PRESIDENT/CEO | B | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN/CEO | B | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN/CEO | B | Control |
| SCOTT, ROBERT, GRAY | I | CHAIRMAN/CEO | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | MANAGING PRINCIPAL, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | MANAGING PRINCIPAL, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | MANAGING PRINCIPAL, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | B | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL | B | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL | B | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL | B | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL | B | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL | B | Control |
| WATSON, EARL, EVERETT | I | SENIOR VICE PRESIDENT | B | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL | B | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL | B | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL/CHIEF FINANCIAL OFFICER | B | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL | B | Control |
| BAKER, DAVID | I | PRINCIPAL | A | |
| BAKER, DAVID | I | PRINCIPAL | A | |
| BAKER, DAVID | I | VICE PRESIDENT | A | |
| BAKER, DAVID | I | VICE PRESIDENT | A | |
| BAKER, DAVID | I | VICE PRESIDENT | A | |
| BRICKLEY, NANCY, STANLEY | I | SENIOR VICE PRESIDENT | A | |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | A | Control |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | A | |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | A | |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | A | |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | A | |
| BROWN, JACOB, FREDERICK | I | MANAGING PARTNER/CHAIRMAN | A | Control |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | A | |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | A | |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | A | |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | A | |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | A | |
| BROWN, JACOB, FREDERICK | I | CHAIRMAN EMERITUS/PORTFOLIO MANAGER | A | |
| ESTIN, HANS, HOWARD | I | VICE CHAIRMAN EMERITUS | A | |
| ESTIN, HANS, HOWARD | I | VICE CHAIRMAN EMERITUS | A | |
| ESTIN, HANS, HOWARD | I | VICE CHAIRMAN EMERITUS | A | |
| ESTIN, HANS, HOWARD | I | VICE CHAIRMAN EMERITUS | A | |
| ESTIN, HANS, HOWARD | I | VICE CHAIRMAN EMERITUS | A | |
| GRUMMON, JOHN, HOBSON | I | PRINCIPAL | A | |
| GRUMMON, JOHN, HOBSON | I | PRINCIPAL | A | |
| GRUMMON, JOHN, HOBSON | I | PRINCIPAL | A | |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS/PORTFOLIO MANAGER | A | |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | Control |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | Control |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | Control |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | Control |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | Control |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | Control |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | Control |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | Control |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | Control |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | Control |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | Control |
| HESS, HERBERT, PETER | I | PRESIDENT EMERITUS | A | Control |
| HOMANS, RICHARD, W | I | CHAIRMAN | A | Control |
| HOMANS, RICHARD, W | I | CHAIRMAN | A | Control |
| HOMANS, RICHARD, W | I | FORMER BOARD MEMBER | A | |
| HOMANS, RICHARD, W | I | CHAIRMAN | A | Control |
| KNIGHT, LEA ANN, GARRISON | I | DIRECTOR OF WEALTH MANAGEMENT | A | Control |
| KNIGHT, LEA ANN, GARRISON | I | DIRECTOR OF WEALTH MANAGEMENT | A | Control |
| MATTHEWS, LISA, KIBBE | I | MANAGING PRINCIPAL | A | Control |
| MATTHEWS, LISA, KIBBE | I | MANAGING PRINCIPAL | A | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | A | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | A | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | A | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | A | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | A | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | A | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | A | Control |
| MCLEAN, FRASER, J | I | CHIEF INVESTMENT OFFICER | A | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | A | Control |
| STUART, BLAKE, ENDICOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | A | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | A | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | A | Control |
| TANGNEY, SUSAN, K. | I | MANAGING PRINCIPAL | A | Control |
| TREIBLE, ROY, DONALD | I | FORMER EMPLOYEE | A | |
| TREIBLE, ROY, DONALD | I | FORMER EMPLOYEE | A | |
| WATSON, EARL, E | I | VICE PRESIDENT | A | Control |
| WATSON, EARL, EVERETT | I | SENIOR FAMILY ADVISER | A | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL | A | Control |
| WATSON, EARL, EVERETT | I | SENIOR FAMILY ADVISER | A | Control |
| WATSON, EARL, EVERETT | I | SENIOR FAMILY ADVISER | A | Control |
| WATSON, EARL, EVERETT | I | SENIOR FAMILY ADVISER | A | Control |
| WATSON, EARL, EVERETT | I | SENIOR FAMILY ADVISER | A | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL | A | Control |
| WATSON, EARL, EVERETT | I | MANAGING PRINCIPAL | A | Control |
| WATSON, EARL, EVERETT | I | SENIOR FAMILY ADVISER | A | Control |
Registrations
Federal
IA
Mar 31, 2021 REGISTERED
Notice Filings (16)
CA CO CT FL GA IL MA ME MO NH NJ NY OR TX VT WA
Address
TEN POST OFFICE SQUARE SUITE 1200 SOUTHBOSTON, MA 02109-4621
United States
Phone: 617-695-2100