Howland Capital Management LLC

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 seven years of industry experience. She has been with Howland Capital Management LLC in Boston, MA since 2004. 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 uses a model portfolio approach tailored through Investment Policy Statements and performs comprehensive research and portfolio management, including operating multiple pooled investment vehicles structured as funds-of-funds.

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 and holds a Series 63 license, with seven years of industry experience. He has been with Howland Capital Management LLC since 2013. 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 employs a model portfolio approach tailored through Investment Policy Statements, conducts extensive research and analysis, and manages multiple pooled investment vehicles structured as funds-of-funds.

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 in Boston, MA, holding a Series 65 designation and bringing seven years of industry experience. He has worked at Howland since 2018 and previously spent eleven years at Fidelity Investments. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, and institutional clients. The firm employs four model portfolios tailored through Investment Policy Statements and conducts fundamental and macroeconomic research to guide its portfolio management.

Cameron Rahbar is a CFP® professional with seven years of industry experience, currently serving at Howland Capital Management LLC. His prior roles include positions at Anchor Capital Advisors LLC, Twin Focus Capital Partners, LLC, and Boston Private Wealth LLC. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates, as well as investors in pooled investment vehicles. The firm employs multiple model portfolios tailored through Investment Policy Statements and conducts fundamental, macroeconomic, technical, and credit analysis to inform its management approach.

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 with six years of industry experience, currently serving as an advisor at Howland Capital Management LLC since 2020. Prior to joining Howland, he worked at Babson College and Pingree School. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, foundations, and estates. The firm employs four model portfolios tailored through Investment Policy Statements and conducts fundamental, macroeconomic, technical, and credit analysis in regular research meetings.