Advisors at this firm
Anthony M
Series 63, Series 66
Providence, RI
Canton Hathaway LLC
Anthony Marcello is a financial advisor with Canton Hathaway LLC in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Four Points Capital Partners and Cetera Advisor Networks. Outside of his advisory work, he is involved in consulting on real estate, insurance, and business introductions through ACM3, LLC. Canton Hathaway provides investment management and advisory services to individuals, families, trusts, charitable organizations, and institutional clients, managing approximately $673 million in assets. The firm uses a rules-based approach combining fundamental, technical, and quantitative research, and offers discretionary portfolio management, outsourced CIO services, and administration of affiliated private investment funds.
Robert C
Series 63, Series 65
Providence, RI
Canton Hathaway LLC
Robert Cusack is a financial advisor at Canton Hathaway LLC in Providence, RI, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Canton Hathaway since 2018. Prior to that, he was with WhaleRock Point Partners, LLC from 2012 to 2018. Outside of his advisory role, he serves as Chief Financial Officer at EMB, LLC, overseeing financial administration, and is the board secretary for the nonprofit Tobacco Settlement Financial Corp. Canton Hathaway provides investment management and advisory services to individuals, family groups, trusts, charitable organizations, and institutional clients. The firm employs a rules-based investment approach that integrates fundamental, technical, and quantitative research with proprietary risk models, managing approximately $673 million in assets through a small team.
Malcolm C
Series 63, Series 65
Providence, RI
Canton Hathaway LLC
Malcolm Chace is a financial advisor at Canton Hathaway LLC in Providence, RI, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Whalerock Point Partners, LLC. Outside of his advisory role, he owns and operates a family office that provides administrative and investment oversight for family accounts and manages several family investment vehicles for private investments. Canton Hathaway provides investment management and advisory services to individuals, family groups, trusts, charitable organizations, and institutional clients. The firm employs a rules-based investment approach combining fundamental, technical, and quantitative research, managing approximately $673 million in assets through a small team.
Nicholas T
Series 63, Series 65
Providence, RI
Canton Hathaway LLC
Nicholas Trotman is a financial advisor at Canton Hathaway LLC in Providence, RI, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Whalerock Point Partners LLC and Flowpoint Capital Partners LP. Mr. Trotman is also the founder of Northpoint Financial Consulting, LLC, where he provides financial consulting services. Canton Hathaway offers investment management and advisory services to individuals, families, trusts, charitable organizations, and institutional clients. The firm employs a rules-based investment approach that integrates fundamental, technical, and quantitative research, managing approximately $673 million in assets through a team of five advisors.
Kenneth G
Series 63, Series 65
Providence, RI
Canton Hathaway LLC
Kenneth Goodreau is a financial advisor at Canton Hathaway LLC in Providence, RI, with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at WhaleRock Point Partners, LLC and Flow Point Capital Partners, LP prior to joining Canton Hathaway in 2018. Canton Hathaway provides investment management and advisory services to individuals, families, trusts, charitable organizations, and institutional clients, including pension plans. The firm employs a rules-based investment approach combining fundamental, technical, and quantitative research, and offers discretionary portfolio management, outsourced CIO services, and private fund advisory and administration.