Contravisory Investment Management Inc offers customers with financial planning assistance. The firm serves a variety of clients that include high-net-worth individuals and institutional investors.
The firm’s assets amount to $549.5million It manages 468 accounts. From these accounts there are 46% that are linked to high-net-worth customers.
Frank Noonan
Frank Noonan serves as a director for Contravisory Investment Management Inc. This SEC licensed investment advisory firm has its head office in Norwell, Massachusetts and administers 550 million of its accounts for 468 customers.
Noonan is authorized to offer financial planning as well as portfolio management for private clients of all sizes, including small-sized businesses and pools of investment vehicles. The fees for these services generally differ based on the service is offered. It could be fixed, asset-based, or performance-based fees.
He has more than 25 years of expertise in the financial industry, working for several firms including Fidelity Investments, Scudder Funds and Reynolds Securities.
He brings an array of business experience and professional expertise to the role of facilitator, coach, and content designer workshop facilitator for LTA. Through adapting to and responding to each participant’s needs, he makes learning accessible by providing relevant, challenging information. He is certified in Neuro-Linguistic programming, Hay Group’s Emotional Competence Inventory , and Prince 2 project management methodology.
Matthew Sullivan
Contravisory Investment Management Inc is an investment advisory firm that is located in Norwell, Massachusetts. The firm has assets of 550 million dollars as well as 468 accounts of clients.
This firm offers a wide range of portfolio management services, including as well as asset allocation and managing portfolios for institutional clients. Rating services for security are also available from the firm.
Matthew Sullivan has been an employee of the company since the year 2007. The the chief compliance officer, and is responsible for daily operations.
Sullivan is a graduate of Canisius College in Buffalo, New York and earned a bachelor’s degree in business management. His family lives together in Kingston, Massachusetts.
Bill was an employee of Contravisory Investment Management employee in 1995. Bill has over 25 years of experience within the financial sector, with a focus on equity investment. He has dealt with wealthy individuals and family clients, and a range different institutional investors. His strong performance record is due to his membership on the committee for investment.
Bill O’Brien
Bill O’Brien, a business litigator, uses his legal experience to help resolve complex financial transactions such as acquisitions of stocks, loans, acquisitions , and breaches of fiduciary duty. The firm represents its clients on civil litigations brought against public accounting firms who have not conducted their audits properly.
O’Brien was the head coach at Penn State for two seasons which earned him Bear Bryant, Maxwell Football Club and ESPN National Coach of the award for his efforts in leading the Nittany Lions to a 15-9 and 10-6 conference mark. In the following years, he served as his Houston Texans’ coach for seven years. He compiled an overall record of 52-48 and also won back-to-back AFC South championships.
In 2007, he joined his first team, the Patriots to work as an assistant coach on the Belichick coaching staff. He quickly rose through the ranks until he was named the quarterbacks coach in the year 2011 and the offensive coordinator in 2012. He was the league’s highest-rated offensive coordinator for two years (2011-12) in charge of guiding the Patriots to a record-setting rookie season, which included franchise player Tom Brady.
