Thomas Stakem

Thomas Stakem

Portfolio Manager at Woodstock Corporation
Boston, Massachusetts, United States

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Work Experience

Woodstock Corporation

Portfolio Manager

2003-04-01 - Present

Fleet Investment Advisors

Director of Equity Research

1996-01-01 - 2003-03-01

Skills

high net worth wealth management investment management advice estate planning tax planning family wealth planning philanthropic planning institutional portfolio management fiancial planning for business owners sudden wealth advising asset management trust management stock investing equity investing trustee services accounting services

Languages

English