Daintree Advisors LLC
Legal Name: DAINTREE ADVISORS LLC
Full Contact Details
Daintree Advisors LLC
100 HIGH STREET, SUITE 1110, BOSTON, MA
617-848-3410
Other Info
Daintree Advisors LLC, a Limited Liability Company based in DE, employs 28 professionals, half of whom work in advisory roles. While the number of clients the firm serves remains undisclosed, it has a respectable track record, and its SEC registration, approved on March 3, 2010, attests to its trustworthiness.
Daintree Advisors has merged with Cerity Partners
Daintree Advisors has merged with Cerity Partners. Together, our two firms are stronger than ever. If you're a prospective client, learn more about what we have to offer you. Learn More If you are an existing client, these are the links you are probably looking for. Client Login Compass Have a quest…
Direct Owners
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DAVID LEE BEATTY
CEO, MANAGING PARTNER AND MEMBER owns more than 50% but less than 75%
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ERIC JAMES GODES
PRESIDENT AND COO owns less than 5%
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KAREN MARIE ANGRISANO
CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, DIRECTOR OF OPERATIONS owns less than 5%
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KENT MARK FORKNER
CHIEF INVESTMENT OFFICER AND PARTNER owns more than 5% but less than 10%
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STEPHEN PRESTON OLIVER
PARTNER owns more than 5% but less than 10%
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WILLIAM G. SPECIALE
PARTNER owns more than 5% but less than 10%