The Role of a Professional Financial Advisor at Contravisory Investment Management Inc

Contravisory Investment Management Inc provides Financial planning and advisory prone to clients. This firm provides financial planning options to many clientsthat include institutional and high-net worth investors as good as people with excessive net-worth

. Total assets of $5495million. The firm is liable for 468 accounts. 46% of these accounts are related to high-net worth customers

. Frank Noonan

Frank Noonan serves as a director of Contravisory Investment Management Inc. The main place of work of the SEC-registered funding advisory firm is located in Norwell Massachusetts. The firm manages 550 million in accounts for 468 clients

. Noonan is authorized to furnish financial planning prone and portfolio management prone for individuals, small enterprises, and pooled investments autos. They can charge charges based on the prone offered. These might comprise charges for fixed, asset-based or the performance-based charge

. More than 25 years of experience in the finance industry with a number of firms together with Fidelity Investments or Scudder Funds

. He has a wealth of company experience and specialist experience to the position of facilitator, coach, and content designer workshop facilitator for LTA. by adjusting and responding to the specific needs of the participants, he makes learning accessible and provides difficult and pertinent information. He is licensed in Neuro-Linguistic programming and Hay Group’s Emotional Competence Index and Prince 2 undertaking management

. Matthew Sullivan

Contravisory Investment Management Inc is a financial advisory firm located within Norwell, Massachusetts. The firm has assets of $550,000,000 and 468 clients accounts

. The firm provides a number of alternatives for portfolio management alongside with asset allocation and portfolio management for institutional clients. Services for safety ranking are additionally provided by the firm

. Matthew Sullivan is an employee since the yr 2007. Matthew Sullivan is chief compliance officer and is accountable for the daily operation

. Sullivan graduated from Canisius College in Buffalo, New York and earned a bachelor’s in company administration. The family resides in Kingston, Massachusetts with his wife and four children

. Bill began working at Contravisory Investment Management in 1995. Bill has more than 25 years of experience working in the financial industry , with specific emphasis on equity investments. The clients he serves include excessive internet worth people and families, and institutional investors. The powerful observe document of efficiency can be attributed to his position on the funding committee

. Bill O’Brien

Bill O’Brien is a company litigator, who draws on his legislation experience to help in resolving financial disputes related to purchases, loans buy of stock, breaches of fiduciary duty, as good as other complex deals. He represents clients who are suing public accounting agencies who negligently carried out audits

. O’Brien was formerly the head coach of Penn State for two seasons which earned him Bear Bryant, Maxwell Football Club and ESPN National Coach of the Year honors after main the Nittany Lions to a fifteen-year document of 15-9 with a 10-6 document in the conference. He then spent seven seasons teaching the Houston Texans’ head coach which included a 52-48 win document that included back-to again AFC South titles and four playoff appearances

. When he joined in 2007, joined as a participant for the Patriots with the workforce as an assistant of Belichick’s teaching workforce. He advanced by way of the ranks till he was named the quarterbacks coach in 2011 and the offensive coordinator in 2012. He was the NFL’s top-rated offensive coordinator for two years (2011-12) in charge of guiding the Patriots to record-setting debut season and workforce quarterback Tom Brady


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Michael Bourdon

Michael Bourdon


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