Baldwin Brothers - Wealth Management

Industry: Company

Description

Founded: 1974 Parent organization: Lulworth LtdFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportBaldwin Brothers IncWebsiteDirections Saved (0) Saved Save Financial consultant in Marion, Massachusetts Address: 204 Spring St, Marion, MA 02738 Phone: (508) 748-0800Category: : : Website: : : : Hours: : Place name: Website: http://www.baldwinbrothersinc.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Baldwin Brothers Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Baldwin Brothers - Wealth Management Employees

Employee
Years
Job
Industry
Brook Stroud Brook Stroud San Francisco, California Details
Brook Stroud's Baldwin Brothers - Wealth Management Experience August 2015 - Present
Job
Industry Apparel & Fashion
Experience
Baldwin Brothers - Wealth Management   August 2015 - Present

Skills
Management, Advertising, Marketing, Fashion, Entrepreneurship

Education
University of Richmond   2006 — 2010
Bachelor of Arts (B.A.)

University of Otago   2008 — 2008

The Taft School   2003 — 2006
High School

Kevin Tavares Kevin Tavares Fort Lauderdale, Florida Details
Kevin Tavares's Baldwin Brothers - Wealth Management Experience September 2008 - January 2009
Job Fleet Operations Manager (Logistics) at Wright Maritime Group
Industry Maritime
Experience
Wright Maritime Group   August 2012 - Present
Military Sealift Command  December 2011 - March 2012
LISCR  May 2010 - August 2010
Brown Brothers Harriman  March 2009 - September 2009
Baldwin Brothers - Wealth Management   September 2008 - January 2009

Skills
Logistics, PowerPoint, Microsoft Word, Maritime Operations, International Logistics, Fleet Management, Fleet Operations, Leadership, Finance, Microsoft Office, Microsoft Excel, Teamwork, Communication, Bloomberg, Financial Analysis, Marketing, Team Leadership

Education
Massachusetts Maritime Academy   2010 — 2012
International Maritime Business, Logistics, Materials, and Supply Chain Management, 3.3 / 4.0

Bentley University   2004 — 2008
BS, Finance, Business Law, 3.2 / 4.0

Breck Montague Breck Montague Gloucester, Virginia Details
Breck Montague's Baldwin Brothers - Wealth Management Experience 1979 - June 1984
Job Farming and Timber Management
Industry Financial Services
Experience
Montague Joint Venture   1988 - Present
Long Bridge Ordinary Foundation   June 2005 - Present
Ware Episcopal Church   January 2012 - January 2015
North River, LLC   1999 - November 2014
Merrill Lynch  2007 - January 2014
Gloucester Community Foundation   2002 - December 2013
A.G. Edwards & Sons, Inc.   2001 - 2007
Hannon Armstrong Capital, LLC   1984 - 2001
US Navy  September 1968 - July 2000
Baldwin Brothers - Wealth Management   1979 - June 1984

Skills
Financial Advisor, Historic Preservation..., Navy Deep Sea Salvage..., Strategic Planning, Investments, Public Speaking, Strategic Financial..., Insurance, Customer Service, Series 7, Microsoft Excel, Marketing, Life Insurance, Small Business, Microsoft Office, Financial Analysis, Risk Management, Retirement Planning, Leadership, Portfolio Management, Wealth Management, Retirement, Asset Managment, Mutual Funds, Securities, Asset Allocation, Investment Advisory, Asset Management, Management, Alternative Investments, Finance, Financial Planning, Research

Education
The George Washington University   1973 — 1975
Master of Arts (M.A.), Public and International Affairs

Hampden-Sydney College   1966 — 1970
BA, Economics & English Lit.

George Washington University   1973 — 1975
MA, Public and International Affairs

University of Rhode Island   1975 — 1976
MA, Marine Affairs

Will Klein Will Klein Providence, Rhode Island Details
Will Klein's Baldwin Brothers - Wealth Management Experience August 2015 - Present
Job Senior Analyst at Baldwin Brothers Wealth Management
Industry Financial Services
Experience
Baldwin Brothers - Wealth Management   August 2015 - Present
Baldwin Brothers - Wealth Management   April 2013 - August 2015

Education
Bard College   2008 — 2012
Bachelor’s Degree

Margery Parker Margery Parker Norwell, Massachusetts Details
Margery Parker's Baldwin Brothers - Wealth Management Experience November 2007 - 2010
Job Founder and CoOwner at Cahoon Care Associates, LLC
Industry Hospital & Health Care
Experience
Cahoon Care Associates, LLC   October 2010 - Present
Baldwin Brothers - Wealth Management   November 2007 - 2010
Putnam Investments  December 1997 - April 2003

Skills
Hospitals, Microsoft Office, Customer Service, Healthcare, Strategic Planning, Microsoft Excel, Management, Clinical Research, Healthcare Management

Education
Wellesley College   1976 — 1980
BS in Biology, Biology, General

Babson College
Master of Business Administration (MBA), Finance and Financial Management Services

Bill Marvel Bill Marvel Greater Boston Area Details
Bill Marvel's Baldwin Brothers - Wealth Management Experience September 2008 - Present
Job Managing Director at Baldwin Brothers
Industry Investment Management
Experience
Baldwin Brothers - Wealth Management   September 2008 - Present
JKD Capital, Inc.   January 2003 - September 2008
Strategic Capital Allocation Group   2001 - 2003

Skills
Alternative Investments, Investments, Private Equity, Venture Capital, Emerging Markets, Angel Investing, Sustainable Investing

Education
Boston University - School of Management   1995 — 1997
MBA, Finance, General

Ithaca College   1988 — 1992
BS, Management

John Mannix John Mannix Marion, Massachusetts Details
John Mannix's Baldwin Brothers - Wealth Management Experience September 2015 - Present
Job Chief Executive Officer at Baldwin Brothers Wealth Management
Industry Investment Management
Experience
Baldwin Brothers - Wealth Management   September 2015 - Present
Newfound Research LLC  October 2013 - September 2015
Baldwin Brothers   October 2010 - October 2013
Oakmont Partners   July 2005 - October 2010
Rydex Investments  March 2000 - April 2005
Scudder Kemper Investments  February 1997 - March 1999
Fidelity Investments  June 1991 - January 1997

Skills
Executive Management, Wealth Management, Investment Advisory, Product Marketing, Entrepreneurship, Marketing, Alternative Investments, Sales, Mutual Funds, Hedge Funds, Investments, Brand Management, Asset Management, Asset Allocation, Aquisition

Education
Syracuse University   1987 — 1991
Bachelors of Science, Economics; Marketing and Finance

Dylan Sage Dylan Sage San Francisco Bay Area Details
Dylan Sage's Baldwin Brothers - Wealth Management Experience April 2008 - Present
Job Managing Director at Baldwin Brothers
Industry Financial Services
Experience
Baldwin Brothers - Wealth Management   April 2008 - Present
Jazz Aspen Snowmass  April 2007 - October 2007
Solaris Asset Management   August 2004 - September 2006

Education
Kenyon College   2000 — 2004
BA, Political Science

Lucinda Speed Lucinda Speed San Francisco Bay Area Details
Lucinda Speed's Baldwin Brothers - Wealth Management Experience June 2015 - Present
Job Research Analyst at Arjuna Capital
Industry Financial Services
Experience
Baldwin Brothers - Wealth Management   June 2015 - Present
Macken Speed   March 2013 - Present
Pacific Western Mortgage Group   April 2012 - May 2014
Hotei Motors   August 2009 - January 2012

Skills
Financial Analysis, Research, Management, Customer Service, Problem Solving, Business Strategy, Entrepreneurship, Leadership, Project Management, Nonprofits, Fundraising, Budgets, QuickBooks, Office Management, Microsoft Excel, Strategic Planning, Data Analysis, Residential Mortgages, Marketing, Financial Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Communication

Education
Mills College, Lorry I. Lokey Graduate School of Business   2013 — 2015
Master of Business Administration (MBA)

Daniel Blaine Daniel Blaine San Francisco, California Details
Daniel Blaine's Baldwin Brothers - Wealth Management Experience May 2012 - Present
Job Analyst at Baldwin Brothers Wealth Management
Industry Financial Services
Experience
Baldwin Brothers - Wealth Management   May 2012 - Present
Meraki, Inc.   January 2012 - May 2012
Kiva.org  June 2011 - January 2012
The Green Belt Movement  June 2009 - December 2009

Skills
Certified Sustainable..., LEED Green Associate, blu homes

Education
Sustainable Building Advisor Institute   2013 — 2013
Certified Sustainable Building Advisor, Sustainable Building

Kenyon College   2005 — 2009
Bachelor of Arts (B.A.), Political Science

The Taft School   2002 — 2005

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