Evaluating the Different Types of Services Offered by Contravisory Investment Management Inc

Contravisory Investment Management Inc offers financial planning services to clients. The firm serves a variety of customers, including high-net-worth individual investors and institutions.

Total assets of $549.5million, the firm manages 468 accounts. Of these accounts they are 46% associated to high-net-worth customers.

Frank Noonan

Frank Noonan is a member of the board of directors at Contravisory Investment Management Inc. The head office of this registered SEC financial advisory company is in Norwell Massachusetts. It manages $550,000,000 among 468 customers accounts.

Noonan has been granted a license to offer financial planning and portfolio management solutions for clients of all sizes, including small-sized businesses and pools of investment vehicles. Fees for these services typically depend on the type of service is provided and can comprise fixed, asset-based and cost-based charges.

More than 25 years of experience within the financial sector with a number of firms including Fidelity Investments or Scudder Funds.

LTA’s coach, content creator and facilitator role is in which he contributes his professional knowledge and expertise. By adapting and responding to the specific needs of the participants and preferences, he facilitates learning as well as providing challenging and useful material. He has certifications in Neuro-Linguistic programming as well as the Hay Group’s Emotional Competence Index and Prince 2 project management.

Matthew Sullivan

Contravisory Investment Management Inc is a financial advisory firm located in Norwell, Massachusetts. It is responsible for $550 million in assets among 468 client accounts.

The company offers a vast variety of products and services. These include portfolio management, asset allocation of pooled investment vehicles, and institutions. The firm also offers security rating services.

Matthew Sullivan is an employee since the year 2007. Matthew Sullivan is chief compliance officer . He is accountable for all day operations.

Sullivan has graduated from Canisius College, Buffalo, New York. He holds an Associate’s Degree in Management of Business. He lives with his family in Kingston, Massachusetts.

Bill has joined Contravisory Investment Management in 1995. Bill has more than 25 years of experience in the finance sector, with a focus on equity investment. Clients include wealthy individuals and families, and institutional investors. He has been a part of the investment committee of the company and has an impressive experience in delivering.

Bill O’Brien

Bill O’Brien, a business litigator who draws on his legal experience to help resolve complicated financial transactions like the purchase of shares, loan purchases and breaches of fiduciary duty. Additionally, he represents clients in civil suits against firms of public accounting that are negligent in having completed audits that were not done properly.

O’Brien was previously the coach at Penn State for two seasons in which he earned Bear Bryant, Maxwell Football Club and ESPN National Coach of the Year honors after having led the Nittany Lions to a 15-9 record and 10-6 score in conference play. Then, he was an assistant coach for the Houston Texans’ coach for seven seasons. He posted a 52-48 record and won back-to-back AFC South championships.

He was hired by the Patriots at the age of 7 as an assistant to Belichick’s coaching staff, rising from the top to quarterbacks coach as well as offensive coordinator in 2011. In two seasons consecutively He was named the NFL’s highest-rated offensive coach. He guided the Patriots to an unprecedented debut season with Tom Brady.

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