LP Directory

5 limited partners found

5 results
Firm Name Type Location AUM Contact
Means Wealth Management
Wealth Manager Bangor, United States $860M
About

Since 1935, individuals, families, businesses, & non-profits have trusted us to build wealth management strategies in support of their goals.

Founded1935
Websitewww.example-site.com
Contacts
d.garcia@groupholdings.com +44 20 615 6693
David A. Nguyen
Chief Investment Officer
d.garcia@investco.com
Robert M. Patel
Portfolio Manager
c.lee@investpartners.com
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Bangor Savings Bank Foundation
Foundation Bangor, United States $9M
About

We are dedicated to helping individuals and businesses across Northern New England achieve greater financial wellness and economic mobility. Visit one of our Maine or New Hampshire branches.

Founded1997
Websitewww.example-site.com
Contacts
k.johnson@groupholdings.com +1 713 143 1355
James H. Nakamura
Director of Allocations
s.chen@fundmgmt.co
Thomas W. Erikson
Investment Director
b.clark@firmcapital.com
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Bar Harbor Wealth Management
Wealth Manager Bangor, United States
About

Bar Harbor Wealth Management is a wealth management firm based in Concord, New Hampshire. Established in 1887, it provides trust services, investment management, estate planning, and financial advisory services for individuals, businesses, nonprofit organizations, and municipal clients throughout Northern New England. The firm is a subsidiary of Bar Harbor Bank & Trust. The assets of the firm are managed by the executive management team.

Founded1887
Websitewww.example-site.com
Contacts
n.harris@investco.com +1 617 343 5103
Robert M. Patel
Portfolio Manager
n.harris@wealthadvisors.com
David A. Nguyen
Chief Investment Officer
e.walker@wealthadvisors.com
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Eagle Financial Strategies
Wealth Manager Bangor, United States
About

Eagle Financial Strategies is a wealth manager based in Bangor, US. Founded in 1996.

Founded1996
Websitewww.example-site.com
Contacts
e.walker@groupholdings.com +1 646 171 9297
Katherine J. Walsh
Head of Investments
e.walker@groupholdings.com
Michael R. Thompson
Managing Director
s.chen@groupholdings.com
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Warren Financial
Wealth Manager Bangor, United States
About

A Maine-based business specializing in investments and financial planning. As a CERTIFIED FINANCIAL PLANNER™ practitioner, we plan for your financial future.

Founded2022
Websitewww.example-site.com
Contacts
n.harris@globalwealth.co +1 212 910 9159
Jennifer L. Santos
Senior Partner
c.lee@fundmgmt.co
Amanda C. Fitzgerald
VP of Capital Markets
k.johnson@capitalgroup.net
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