Account Administrator · The De Burlo Group, Inc.
Michelle P. Joslin
CRD 7229024 · Named on Form ADV at one SEC-registered adviser
At a glance
The De Burlo Group, Inc., an SEC-registered asset manager based in Boston, MA with $1.1 billion in regulatory assets, lists Michelle P. Joslin on its Form ADV as Account Administrator, a control person.
Firms and roles
- The De Burlo Group, Inc.Account AdministratorAsset manager · Boston, MA · $1.1B in regulatory assets
AtlasMembers
Michelle’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.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Alison J. SeaveyTreasurer, The De Burlo Group, Inc.
- Robin W. DushmanDirector, The De Burlo Group, Inc.
- Michael E. ShadePresident and Portfolio Manager, The De Burlo Group, Inc.
- John A. ShaneDirector, The De Burlo Group, Inc.
- Marion C. RockwoodAssociate Portfolio Manager, The De Burlo Group, Inc.
2 more people named with Michelle on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.