Weston Howland is a CFA® charterholder and holds a Series 65 license with 30 years of industry experience. He has been with Howland Capital Management LLC since 1984. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm employs a model portfolio approach tailored through Investment Policy Statements and conducts fundamental, macroeconomic, technical, and credit analysis in regular research meetings.

Andrew Swanson is a financial advisor at Howland Capital Management LLC in Boston, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked for Fidelity Investments for 15 years before joining Howland Capital Management. Howland Capital Management provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm uses model portfolios tailored through Investment Policy Statements and conducts fundamental, macroeconomic, technical, and credit analysis in regular research meetings, while also managing multiple pooled investment vehicles and offering expanded administrative services such as private trustee and estate administration.

Francis Jackson is a CFA® charterholder with 20 years of industry experience. He has been with Howland Capital Management LLC since 2005. Based in Boston, MA, he works at a multi-team firm consisting of 10 advisors. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm manages multiple pooled investment vehicles and emphasizes tailored portfolio management supported by fundamental, macroeconomic, technical, and credit analysis.

Maureen Quigley is a CFA® charterholder with 8 years of industry experience. She works at Howland Capital Management LLC, where she has been since 2004. Howland Capital Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm offers tax services, private trustee services, and manages private investment vehicles using a client-specific approach guided by detailed investment policy statements and multiple analytical methods.

Lisa Mac Ewen is a financial advisor at Howland Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Howland Capital since 2016 and Financial Engines Advisors L.L.C. since 2014. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm operates multiple pooled investment vehicles and applies a research-driven investment approach combined with tailored client programs and expanded administrative services.

Nicholas Crocker is a CFA® charterholder with eight years of industry experience. He has been with Howland Capital Management LLC since 2013. The firm provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. Howland Capital Management employs a disciplined investment process supported by fundamental, macroeconomic, technical, and credit analysis and offers additional services including tax assistance and private trustee services.

Charles Clapp III is a CFA® charterholder with 30 years of industry experience, currently serving at Howland Capital Management LLC since 1991. Based in Boston, MA, he has been with the firm for over three decades. Howland Capital Management LLC provides discretionary investment management to individuals, families, trusts, retirement accounts, foundations, endowments, and estates, as well as investors in its pooled investment vehicles. The firm offers wealth services including financial planning, tax planning and filing, estate planning, private trustee services, and charitable planning, using a structured investment approach supported by fundamental, macroeconomic, technical, and credit analysis.

Peter Dixon is a financial advisor at Howland Capital Management LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Fidelity Investments from 2006 to 2017. Howland Capital Management LLC provides investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm manages discretionary separate accounts guided by client-specific investment policies and employs multiple analytical approaches in its decision-making.

Cameron Rahbar is a CFP® professional with seven years of industry experience. He is currently with Howland Capital Management LLC and has previously worked at Anchor Capital Advisors LLC, Twin Focus Capital Partners, LLC, and Boston Private Wealth. Howland Capital Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm employs a disciplined investment process incorporating fundamental, macroeconomic, technical, and credit analysis, and also offers tax services, private trustee services, and manages private investment vehicles.

Tracy Gibbs is a CFP® professional with 23 years of experience in the financial industry. She has been with Howland Capital Management LLC since 1999. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm employs model portfolios tailored through Investment Policy Statements and conducts regular research and portfolio reviews, while also managing multiple pooled investment vehicles and offering private trustee and estate administration services.

Samuel Ober is a CFA® charterholder at Howland Capital Management LLC in Boston, MA, with six years at the firm and one year of industry experience. Prior to joining Howland Capital, he worked at Babson College for four years. Howland Capital Management LLC provides personalized investment management and financial planning to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm utilizes client-specific Investment Policy Statements and model portfolios, combining fundamental, macroeconomic, technical, and credit analysis in its investment approach.