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Assistant Vice President · Ipswich Investment Management Company, Inc

Karen L. Dunton

CRD 8064928 · Named on Form ADV at one SEC-registered adviser

At a glance

Ipswich Investment Management Company, Inc, an SEC-registered wealth manager based in Beverly, MA with $730 million in regulatory assets, lists Karen L. Dunton on its Form ADV as Assistant Vice President.

Firms and roles

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Karen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Colleagues named on the same filings (8)

  • Albert C. TitcombExecutive Vice President & COO, Ipswich Investment Management Company, Inc
  • Eric H. JostromChairman & Chief Investment Officer, Ipswich Investment Management Company, Inc
  • Alexander M. ColbyPresident, CEO & Managing Director, Ipswich Investment Management Company, Inc
  • Patricia A. BowlinSenior Vice President & Managing Director, Ipswich Investment Management Company, Inc
  • James R McCallSenior Vice President & Managing Director, Ipswich Investment Management Company, Inc

3 more people named with Karen on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.