The Role of a Professional Financial Advisor at Contravisory Investment Management Inc

Contravisory Investment Management Inc offers Financial planning and advisory companies to clients. This firm presents financial planning solutions to many clientsthat contain institutional and high-net worth investors as good as individuals with high net-worth

. Total assets of $5495million. The firm is in charge for 468 accounts. 46% of these accounts are associated to high-net worth customers

. Frank Noonan

Frank Noonan serves as a director of Contravisory Investment Management Inc. The leading office of the SEC-registered funding advisory firm is positioned in Norwell Massachusetts. The firm manages 550 million in accounts for 468 clients

. Noonan is approved to provide financial planning companies and portfolio management companies for individuals, small enterprises, and pooled investments autos. They can charge fees established on the companies provided. These may comprise fees for fixed, asset-based or the performance-based charge

. More than 25 years of expertise in the finance industry with a number of firms including Fidelity Investments or Scudder Funds

. He has a wealth of business expertise and expert experience to the place of facilitator, coach, and content material designer workshop facilitator for LTA. by adjusting and responding to the particular wants of the participants, he makes learning accessible and presents challenging and pertinent details. He is licensed in Neuro-Linguistic programming and Hay Group’s Emotional Competence Index and Prince 2 undertaking management

. Matthew Sullivan

Contravisory Investment Management Inc is a financial advisory firm positioned within Norwell, Massachusetts. The firm has assets of $550,000,000 and 468 clients accounts

. The firm offers a number of alternatives for portfolio management alongside with asset allocation and portfolio management for institutional clients. Services for safety score are additionally provided by the firm

. Matthew Sullivan is an worker since the year 2007. Matthew Sullivan is chief compliance officer and is accountable for the daily operation

. Sullivan graduated from Canisius College in Buffalo, New York and earned a bachelor’s in business administration. The family resides in Kingston, Massachusetts with his wife and 4 children

. Bill all started working at Contravisory Investment Management in 1995. Bill has extra than 25 years of expertise working in the financial industry , with exclusive emphasis on equity investments. The clients he serves contain high internet worth individuals and families, and institutional investors. The powerful track document of efficiency can be attributed to his place on the funding committee

. Bill O’Brien

Bill O’Brien is a business litigator, who draws on his legislations experience to assist in resolving financial disputes associated to purchases, loans purchase of stock, breaches of fiduciary duty, as good as different complicated deals. He represents clients who are suing public accounting organisations who negligently performed audits

. O’Brien was previously the head coach of Penn State for two seasons which earned him Bear Bryant, Maxwell Football Club and ESPN National Coach of the Year honors after leading the Nittany Lions to a fifteen-year document of 15-9 with a 10-6 document in the conference. He then spent seven seasons teaching the Houston Texans’ head coach which included a 52-48 win document that included back-to back AFC South titles and 4 playoff appearances

. When he joined in 2007, joined as a player for the Patriots with the workforce as an assistant of Belichick’s teaching workforce. He superior via the ranks till he was named the quarterbacks coach in 2011 and the offensive coordinator in 2012. He was the NFL’s top-rated offensive coordinator for two years (2011-12) in charge of guiding the Patriots to record-setting debut season and workforce quarterback Tom Brady

.