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Woodstock Corporation
Woodstock is an independent private wealth management firm in Boston. Originally established as a family office, it serves high-net-worth individuals and...
Overview
Woodstock is an independent private wealth management firm in Boston. Originally established as a family office, it serves high-net-worth individuals and multigenerational families with disciplined investment management and thoughtful long-term planning. The firm remains privately held and independently operated, with portfolio managers directly responsible for investment decisions and client relationships.
General information
Firm type
Multi Family Office
Year founded
1929
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
W. Carter Sullivan III
President & Chief Executive Officer
Nicholas M. D'Ambrosio
Chief Investment Officer
Sector focus
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