LOWELL BLAKE & ASSOCIATES INC.
CRD #105127 SEC #801-9892 BOSTON, MA (617) 422-0064
SEC Registered
Total AUM
$596.6M
Discretionary
$544.8M
Employees
8
Clients
1
Accounts
432
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DELANEY, J. TIMOTHY | I | PRINCIPAL & DIRECTOR | NA | |
| DELANEY, J. TIMOTHY | I | PRINCIPAL & DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| ENDRIES, CARRIE, ANNE | I | PRINCIPAL AND DIRECTOR | NA | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | |
| GREENHILL, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| GREENHILL, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| GREENHILL, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| GREENHILL, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| GREENHILL, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| GREENHILL, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| GREENHILL, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| GREENHILL, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| GREENHILL, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| GREENHILL, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| GREENHILL, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | NA | |
| MACCALLUM, MARK | I | VICE PRESIDENT,CLERK & OWNER | NA | |
| MACCALLUM, MARK | I | VICE PRESIDENT,CLERK & OWNER | NA | |
| MACCALLUM, MARK, RANDALL | I | SECRETARY, CLERK, PRINCIPAL AND DIRECTOR | NA | |
| MACCALLUM, MARK, RANDALL | I | SECRETARY, CLERK, PRINCIPAL AND DIRECTOR | NA | |
| MACCALLUM, MARK, RANDALL | I | SECRETARY, CLERK, PRINCIPAL AND DIRECTOR | NA | |
| MACCALLUM, MARK, RANDALL | I | SECRETARY, CLERK, PRINCIPAL AND DIRECTOR | NA | |
| MACCALLUM, MARK, RANDALL | I | SECRETARY, CLERK, PRINCIPAL AND DIRECTOR | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | SECRETARY, CLERK, PRINCIPAL AND DIRECTOR | NA | |
| MACCALLUM, MARK, RANDALL | I | SECRETARY, CLERK, PRINCIPAL AND DIRECTOR | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | SECRETARY, CLERK, PRINCIPAL AND DIRECTOR | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | NA | |
| MAGNUSON, MARTHA, L | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| MAGNUSON, MARTHA, L | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| MAGNUSON, MARTHA, L | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| MAGNUSON, MARTHA, L | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| MAGNUSON, MARTHA, L | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| MAGNUSON, MARTHA, L | I | TREASURER AND OWNER | NA | |
| MAGNUSON, MARTHA, L | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| MAGNUSON, MARTHA, L | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| MAGNUSON, MARTHA, L | I | TREASURER, PRINCIPAL AND DIRECTOR | NA | |
| MAGNUSON, MARTHA, L | I | TREASURER AND OWNER | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRINCIPAL AND DIRECTOR | NA | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | NA | |
| MCVEIGH, PATRICK, JOSEPH | I | PRINCIPAL AND DIRECTOR | NA | |
| MCVEIGH, PATRICK, JOSEPH | I | VICE PRESIDENT | NA | |
| MCVEIGH, PATRICK, JOSEPH | I | VICE PRESIDENT | NA | |
| Polansky, David, Hart | I | PRINCIPAL AND SENIOR RESEARCH ANALYST | NA | Control |
| Polansky, David, Hart | I | PRINCIPAL AND SENIOR RESEARCH ANALYST | NA | Control |
| Polansky, David, Hart | I | PRINCIPAL AND SENIOR RESEARCH ANALYST | NA | Control |
| Polansky, David, Hart | I | PRINCIPAL AND SENIOR RESEARCH ANALYST | NA | Control |
| Polansky, David, Hart | I | PRINCIPAL AND SENIOR RESEARCH ANALYST | NA | Control |
| Polansky, David, Hart | I | PRINCIPAL AND SENIOR RESEARCH ANALYST | NA | Control |
| Polansky, David, Hart | I | PRINCIPAL AND SENIOR RESEARCH ANALYST | NA | Control |
| REYNDERS, CHARLTON | I | EXEC. VICE PRESIDENT AND OWNER | NA | |
| REYNDERS, CHARLTON | I | VICE PRESIDENT AND OWNER | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | VICE PRESIDENT AND OWNER | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | VICE PRESIDENT AND OWNER | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | NA | |
| TAYLOR, JANET, C. | I | VICE PRESIDENT | NA | |
| WELCH, JESSICA, C. | I | ASSOCIATE PORTFOLIO MANAGER AND GIVING COORDINATOR | NA | |
| WELCH, JESSICA, C. | I | ASSOCIATE PORTFOLIO MANAGER AND GIVING COORDINATOR | NA | |
| WELCH, JESSICA, C. | I | ASSOCIATE PORTFOLIO MANAGER AND GIVING COORDINATOR | NA | |
| WELCH, JESSICA, C. | I | ASSOCIATE PORTFOLIO MANAGER AND GIVING COORDINATOR | NA | |
| WELCH, JESSICA, C. | I | ASSOCIATE PORTFOLIO MANAGER AND GIVING COORDINATOR | NA | |
| WELCH, JESSICA, C. | I | ASSOCIATE PORTFOLIO MANAGER AND GIVING COORDINATOR | NA | |
| WELCH, JESSICA, C. | I | ASSOCIATE PORTFOLIO MANAGER AND GIVING COORDINATOR | NA | |
| WELCH, JESSICA, C. | I | ASSOCIATE PORTFOLIO MANAGER AND GIVING COORDINATOR | NA | |
| WELCH, JESSICA, C. | I | ASSOCIATE PORTFOLIO MANAGER AND GIVING COORDINATOR | NA | |
| WELCH, JESSICA, C. | I | ASSOCIATE PORTFOLIO MANAGER AND GIVING COORDINATOR | NA | |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | E | Control |
| LOWELL, JAMES, HALE | I | CHAIRMAN AND CEO AND OWNER | E | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | E | Control |
| LOWELL, JAMES, HALE | I | CHAIRMAN AND CEO | E | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| LOWELL, JAMES, HALE | I | PRINCIPAL AND DIRECTOR | D | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL, DIRECTOR, INVESTMENT STRATEGY, SECRETARY, AND CLERK | C | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL, DIRECTOR, INVESTMENT STRATEGY, SECRETARY, AND CLERK | C | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL, DIRECTOR, INVESTMENT STRATEGY, SECRETARY, AND CLERK | C | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL, DIRECTOR, INVESTMENT STRATEGY, SECRETARY, AND CLERK | C | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL, DIRECTOR, INVESTMENT STRATEGY, SECRETARY, AND CLERK | C | Control |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR , SECRETARY, AND CHIEF COMPLIANCE OFFICER | C | Control |
| GAGLIARDI, NICOLE, FRANCINE | I | MANAGING DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | C | Control |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR , SECRETARY, AND CHIEF COMPLIANCE OFFICER | C | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | C | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | C | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | C | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | C | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | C | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | C | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | C | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | C | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | C | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | C | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | C | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | C | Control |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | C | Control |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | C | Control |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | C | Control |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | C | Control |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | C | Control |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | C | Control |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | C | Control |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | C | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL AND INVESTMENT STRATEGY | B | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL AND INVESTMENT STRATEGY | B | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL AND INVESTMENT STRATEGY | B | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL AND INVESTMENT STRATEGY | B | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL AND INVESTMENT STRATEGY | B | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL, DIRECTOR AND INVESTMENT STRATEGY | B | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL, DIRECTOR AND INVESTMENT STRATEGY | B | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL, DIRECTOR AND INVESTMENT STRATEGY | B | Control |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT, PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT, PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT, PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT, PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT, PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT,PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT AND OWNER | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT,PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT,PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT,PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT,PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT, PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT, PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT,PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT, TREASURER, PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT, PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT | B | |
| LOWELL, SUSAN, WALSH | I | PRESIDENT,PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT,PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT,PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT,PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT,PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRESIDENT,PRINCIPAL, CHIEF COMPLIANCE OFFICER AND DIRECTOR | B | Control |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL AND DIRECTOR | B | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | B | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | B | Control |
| MACCALLUM, MARK, RANDALL | I | PRINCIPAL AND DIRECTOR, SECRETARY, CLERK | B | Control |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | Control |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | Control |
| MALCOM, DIANA, BLISS | I | PRESIDENT, PRINCIPAL AND DIRECTOR | B | Control |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | B | |
| MCCOY, PATRICK, BROOKMAN | I | PRINCIPAL AND DIRECTOR | B | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | B | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | B | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | B | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | B | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | B | |
| STORIN, LINDA, B F | I | PRINCIPAL AND DIRECTOR | B | |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL AND INVESTMENT STRATEGY | A | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL AND INVESTMENT STRATEGY | A | Control |
| DELANEY, JOHN, TIMOTHY | I | PRINCIPAL AND INVESTMENT STRATEGY | A | Control |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | VICE PRESIDENT & OWNER | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| DINAPOLI, ROSALIE | I | VICE PRESIDENT | A | |
| DINAPOLI, ROSALIE | I | PRINCIPAL AND DIRECTOR | A | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | A | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | A | |
| GAGLIARDI, NICOLE, FRANCINE | I | TREASURER, PRINCIPAL, DIRECTOR AND CHIEF COMPLIANCE OFFICER | A | |
| LOWELL, JAMES, HALE | I | PRINCIPAL | A | |
| LOWELL, JAMES, HALE | I | PRINCIPAL | A | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | A | |
| LOWELL, SUSAN, WALSH | I | PRINCIPAL | A | |
| POLANSKY, DAVID, HART | I | PRINCIPAL AND SENIOR RESEARCH ANALYST | A | |
| POLANSKY, DAVID, HART | I | PRINCIPAL AND SENIOR RESEARCH ANALYST | A | |
| POLANSKY, DAVID, HART | I | PRINCIPAL AND SENIOR RESEARCH ANALYST | A | |
| POLANSKY, DAVID, HART | I | PRINCIPAL AND SENIOR RESEARCH ANALYST | A | |
| WELCH, JESSICA, C. | I | PORTFOLIO MANAGER AND PHILANTHROPIC ADVISOR GIVING COORDINATOR | A |
Registrations
Federal
IA
Mar 30, 2023 REGISTERED
Notice Filings (9)
CA CT MA ME NH NY RI TX VT
Address
141 TREMONT STREETSUITE 200
BOSTON, MA 02111-1209
United States
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