HTG Investment Advisors Inc.
Address: 50 Locust Ave # 7, New Canaan, CT 06840 Phone: (203) 972-8262: : : : Website: : Place name: Category: : Hours: Website: http://www.htgadvisors.com/ Category: Financial Planner 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.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 HTG Investment Advisors Inc Posting publicly on the Web Write a review Reviews Be the first to review
HTG Investment Advisors Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HTG Investment Advisors Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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HTG Investment Advisors Inc. Employees
HTG Investment Advisors Inc. August 2013 - Present
New Canaan Board of Realtors November 2010 - August 2013
New Canaan Board Of Realtors October 2008 - November 2010
Neuberger Berman 1997 - 1999
Neuberger Berman 1993 - 1996
Skills
Marketing Strategy, Capital Markets, New Business Development, Public Speaking, Microsoft Excel, Newsletters, Superior Client Service, Client Service Oriented, Microsoft Word, Microsoft Office, QuickBooks, Quicken, Customer Service, Marketing, Client Services
Education
New York University 1994 — 1996
Master of Business Administration (MBA), Finance, General
Hamilton College 1987 — 1991
Bachelor's degree, French Language and Literature
Blind Brook High School 1983 — 1987
HTG Investment Advisors Inc. February 2014 - Present
Wilson Sonsini Goodrich and Rosati September 2000 - May 2010
Skills
Securities Regulation, Corporate Governance, Corporate Law, Joint Ventures, Venture Capital, Mergers & Acquisitions, Intellectual Property, Licensing, Start-ups, Due Diligence, Cross-border..., Private Equity, Legal Research, IPO
Education
Northwestern University - Kellogg School of Management 1996 — 2000
Master of Business Administration (M.B.A.), Finance, Strategy & Entrepreneurship
Northwestern University School of Law 1997 — 2000
Juris Doctor (J.D.)
Tufts University 1989 — 1993
BA, Quantitative Economics and Political Science
HTG Investment Advisors Inc. 1993 - Present
RFE Investment Partners 1986 - 1993
Prime Capital Management 1982 - 1986
NCR Corporation 1967 - 1982
Education
Harvard Business School 1965 — 1967
MBA
University of California, Los Angeles 1960 — 1962
MSE
Duke University 1956 — 1960
BSEE
HTG Investment Advisors Inc. 1993 - Present
Berkshire Choral Festival 1992 - Present
Pro Arte Singers 1985 - Present
Mendelssohn Choir of Connecticut 1992 - 2013
American Dietetic Association 1967 - 1990
Dayton Journal Herald 1972 - 1974
Skills
Marketing, Management, Community Development, Retirement Planning, Strategic Financial..., Entrepreneurship, Small Business, Alternative Investments, Leadership Development, Marketing Strategy, Personal Branding, Public Speaking
Education
The Ohio State University 1963 — 1964
Nutrition
University of Dayton 1957 — 1959
BS, Nutrition
HTG Investment Advisors Inc. January 1998 - Present
Education
University of Connecticut 1986 — 1988
MBA
University of Maine at Orono 1978 — 1982
B.S., Business Administration
HTG Investment Advisors Inc January 2005 - Present
EF Hutton 1981 - 1991
Shearson Lehman Hutton 1986 - 1989
EF Hutton 1980 - 1988
Skills
Registered Investment..., Training, Customer Service, Series 65, Trading, Account Reconciliation
Education
State University of New York College at Oneonta 1975 — 1979
BS, Consumer Economics
Sheepshead Bay High School 1972 — 1975
HTG Investment Advisors Inc. 1997 - Present
Education
Immaculata University
BA, Economics
HTG Investment Advisors Inc. June 2005 - Present
Westbrook Financial Advisors 2000 - 2005
Northwestern Mutual 2000 - 2002
Beadworks 1992 - 2000
Bankers Trust Company 1978 - 1981
Skills
Investment Advisory, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Asset Allocation
Education
Sacred Heart University 2007 — 2009
CFP, Certified Financial Planning
Middlebury College 1974 — 1978
BS, French, Economics
HTG Investment Advisors Inc. May 2008 - Present
Northwestern Mutual Life 2005 - 2008
United Brands 1979 - 1981
Kayser Roth 1979 - 1980
Gulf & Western 1976 - 1979
American Museum of Natural History 1974 - 1979
Education
New York University 1971 — 1973
BS, Anthropology
Dalton School 1957 — 1969
HS
Rutgers Business School Mutual fund Research AnalystPROA Wealth ManagementJune 2014 - August 2014
Cinemagnetics Inc. June 2009 - August 2013
HTG Investment Advisors Inc. May 2013 - June 2013
Skills
Microsoft Office (Word,..., Microsoft Excel, Investments, Customer Service, Mutual Funds, Photography, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Time Management, Social Media, HTML, Windows, Facebook, Data Analysis
Education
Rutgers Business School 2014 — 2017
Bachelor's degree, Finance, General, 3.4
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2017
Bachelor of Science (B.S.), Finance, General
PwC August 2015 - Present
HTG Investment Advisors Inc. June 2014 - August 2014
Transactis July 2013 - August 2013
Sheffield Haworth June 2012 - July 2012
Darien EMS Post 53 March 2009 - August 2011
Stamford Hospital July 2010 - August 2010
Skills
Research, Market Research, Leadership, Social Media, Recruiting, Microsoft Office, Microsoft Word, EMT, Cpr Certified, Economics, Sailing, PowerPoint, Microsoft Excel, Transaction Banking, Wealth Management, Model Portfolios, Morningstar, Brewing Beer
Education
Union College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Minor in Classical Civilizations
Darien High School 2007 — 2011
Lamplighter Montessori School 2006 - Present
Usborne Books & More August 1997 - Present
Eleven O'Clock Associates February 1998 - November 2000
HTG Investment Advisors Inc. 1997 - 1998
Skills
Books, Teaching, Public Speaking, Fundraising, Leadership, Training, Entrepreneurship, Event Planning, Customer Service, Strategic Planning, Public Relations, Program Development, Direct Sales, Social Media Marketing, Newsletters, Management, Team Building, Strategic Communications, Non-profits, Event Management, Proofreading, Advertising, Marketing Communications, Editing, Research, Literacy, Coaching, Product Knowledge, Creative Writing, Sales, Project Management, Nonprofits, Leadership Development, Community Outreach, Media Relations, Marketing Strategy, Marketing
Education
Iona College 1982 — 1990
MBA, Financial Management
Iona College 1978 — 1982
Bachelor of Arts, Political Science & French
Our Lady of Victory Academy 1974 — 1978
HS diploma, college prep
HTG Investment Advisors Inc. May 2011 - Present
Krauss Whiting Capital Advisors LLC July 2009 - May 2011
Merrill Lynch June 2007 - February 2009
U.S. Trust January 2000 - December 2005
Fleet Investment Advisors March 1998 - January 2000
Education
The University of Chicago Booth School of Business 1976 — 1979
MBA
Wellesley College 1972 — 1976
AB, Economics and Psychology
Town of New Canaan, Dept. of Recreation July 2011 - September 2012
HTG Investment Advisors Inc. May 2012 - June 2012
Education
Fairfield University 2014 — 2017
Math and Economics
The College of Wooster 2012 — 2014
Mathematics and Economics
New Canaan High School, New Canaan CT 2007 — 2012
HIgh School Diploma