Collaborative Money Stories with Howland Capital

04/08/22 • 50 min

Welcome back to Money Stories with LDT! I'm thrilled to partner with Howland Capital to introduce this new series that explores the importance of women's economic well-being. Today, we're joined by Maureen Quigley and Nick Crocker. Maureen is a Partner, Portfolio Manager, and Chief Compliance Officer at Howland Capital. She manages her clients’ assets in the context of their total financial picture, with attention to both their short-term and long-term objectives. As Chief Compliance Officer, Maureen fosters a culture of compliance in order to mitigate risks and maintain the honesty and integrity that are an integral part of being a Fiduciary. Nick is a Portfolio Manager and Senior Analyst at Howland Capital Management. Nick is responsible for researching and covering equities as well as serving on the Investment Committee. In addition to equity research, he manages client portfolios and advises clients on asset allocation and financial planning based on their unique circumstances.

Learn more about Howland Capital: https://www.howlandcapital.com/

Learn more about Howland Capital: https://www.howlandcapital.com/

Previous Episode

Money Stories Across Generations with Howland Capital

Welcome back to Money Stories with LDT! I'm thrilled to partner with Howland Capital to introduce this new series that explores the importance of women's economic well-being. Today, we're joined by Carolyn Beatty, a tax manager at Howland Capital where she co-leads the tax division. A Certified Public Accountant, Carolyn currently focuses on tax preparation, tax reporting and corporate accounting at Howland Capital. Prior to joining Howland Capital, Carolyn managed the Tax and Reporting function for the Trust and Gifts Group at the Harvard Management Company and was a Senior Consultant at Deloitte in its Investment Management Advisory Services department.

Learn more about Howland Capital: https://www.howlandcapital.com/

Next Episode

Impactful Money Stories with Howland Capital

Welcome back to Money Stories with LDT! Today, we're joined by T. Alexandra (Lexi) Gibbs, a Partner and Portfolio Manager at Howland Capital. Lexi is passionate about working with clients to develop personalized in depth portfolio analysis, and provides consultations to develop investment objectives and address complex financial situations. She frequently communicates with clients about their accounts, market conditions and economic trends. Importantly, Lexi works with clients throughout their life and the many changes, expected and unexpected, that occur with the passage of time.

Learn more about Howland Capital: https://www.howlandcapital.com/