Rand Goodwin Folta
Portfolio Manager-Equities at Shorepoint Capital Partners LLC
Network origin in Rand Goodwin Folta first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Shorepoint Capital Partners LLC
 Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint Capital Partners LLC (Shorepoint) is an independent, SEC-registered investment advisor headquartered in Norwood, Massachusetts. The firm was founded by Timothy Vanech and Luis Raposo in 2009. Shorepoint provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans.
3
| Private Company | Investment Managers | 3 |
B&L Asset Management LLC
 B&L Asset Management LLC Investment ManagersFinance B&L Asset Management LLC (dba Burns & Levinson Asset Management) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1980 and is a wholly-owned subsidiary of Burns & Levinson LLP. Burns & Levinson Asset Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporations.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Rand Goodwin Folta via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Choate Investment Advisors LLC
 Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Investment Managers | Portfolio Manager-Equities | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
| Suffolk University | College/University | Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree | |
Greater Boston Legal Services, Inc.
 Greater Boston Legal Services, Inc. Miscellaneous Commercial ServicesCommercial Services Greater Boston Legal Services, Inc. provides free civil legal assistance to low-income people. It offers advice and represent people in court, before agencies, and before city councils and the state legislature. The company was founded in 1976 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
| Harvard Law School | College/University | Graduate Degree | |
| Boston University School of Law | College/University | Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
| Harvard College | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree | |
| Harvard Extension School | College/University | Undergraduate Degree |
Statistics
International
| United States | 14 |
Sectoral
| Consumer Services | 10 |
| Finance | 4 |
| Commercial Services | 2 |
Operational
| Undergraduate Degree | 6 |
| Portfolio Manager-Equities | 4 |
| Founder | 2 |
| Graduate Degree | 2 |
| Corporate Officer/Principal | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Luis Manuel Raposo | 6 |
| Howard D. Medwed | 5 |
| Kevin F. Raposo | 4 |
| Tim Vanech | 2 |
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