Vp & CFO · Ipswich Investment Management Company, Inc
Molly A. Morin
CRD 4375651 · 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 Molly A. Morin on its Form ADV as Vp & CFO.
Firms and roles
- Ipswich Investment Management Company, IncVp & CFOWealth manager · Beverly, MA · $730M in regulatory assets
AtlasMembers
Molly’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
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- Control-person status
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- When each role began
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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 Molly on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Molly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.