Rock Point Advisors, LLC

Todd Wulfson is a CFA® charterholder with 27 years of industry experience. He has been with Rock Point Advisors, LLC since 2004. Rock Point Advisors provides discretionary portfolio management and investment counseling to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm employs fundamental analysis combined with exclusionary and qualifying screens, managing approximately $560 million in discretionary assets across a range of publicly traded equities, fixed income, ETFs, mutual funds, and cash.

Timothy Humphrey is a CFP®, CFA®, and Series 66 credentialed financial advisor at Rock Point Advisors, LLC with 17 years of industry experience. He has been with Rock Point Advisors since 2015. Rock Point Advisors provides discretionary portfolio management and investment counseling to individuals, trusts, retirement plans, charitable organizations, and other entities, typically working with clients who have a minimum investment of $500,000. The firm employs fundamental analysis combined with exclusionary and qualifying screens and manages approximately $560 million in discretionary assets.

Michael Huffman is a CFA® charterholder with 28 years of industry experience. He has been with Rock Point Advisors, LLC since 2004. Rock Point Advisors provides discretionary portfolio management and investment counseling to individuals, trusts, retirement plans, charitable organizations, and other entities, typically accepting new relationships with a minimum investment of $500,000. The firm manages approximately $560.4 million in discretionary assets, focusing on fundamental analysis combined with exclusionary and qualifying screens, and offers ongoing portfolio monitoring and financial planning services.

Jackson Bargiello is a financial advisor at Rock Point Advisors, LLC with a Series 65 designation and one year of industry experience. He has been with Rock Point Advisors since 2014. Outside of his advisory role, he is co-owner of La Ruche Beauty LLC, a beauty salon in Williston, Vermont, where he manages accounting and rental activities. Rock Point Advisors provides discretionary portfolio management and investment counseling to individuals, trusts, retirement plans, charitable organizations, and other entities, typically with a minimum investment of $500,000. The firm manages approximately $560 million in discretionary assets and employs fundamental analysis with exclusionary and qualifying screens to construct portfolios aligned with clients’ investment policy statements.