Izabela Hallett CFP®, CIMA® - Email & Phone Number

Director Of Client Development at Vigilant Capital Management, Llc

Izabela Hallett CFP®, CIMA® is based out of Winchester, Massachusetts, United States and works at Vigilant Capital Management, Llc as Director Of Client Development.

Izabela Hallett CFP®, CIMA®'s Contact Information

Latest update

August 19, 2024

Location

Winchester, Massachusetts, United States

Izabela Hallett CFP®, CIMA®'s Work History

Director Of Client Development

Vigilant Wealth Management

Sep 2018 - Present

Director Of Client Development

Vigilant Wealth Management

Sep 2018 - Present

Senior Regional Director

William Blair

2014 - Sep 2018

Izabela Hallett CFP®, CIMA®'s Education

Boston College

Izabela Hallett CFP®, CIMA®'s Skills

Series 7

Series 63

Asset Management

Sales

Mutual Funds

Separately Managed Accounts

Izabela's current employer

Vigilant Capital Management, Llc

Description

A private wealth management firm specializing in progressive investment and wealth planning solutions with offices in Portsmouth, NH and ...

Website

vigilantcap.com

HQ Location

Portland, ME, United States

Number of employees

11-50

Industry

Investment Management

Latest update

April 30, 2024

Read about Vigilant Capital Management, Llc

Frequent questions about Izabela Hallett CFP®, CIMA®

What company is Izabela Hallett CFP®, CIMA® working for?

Izabela Hallett CFP®, CIMA® works for Vigilant Capital Management, Llc.

What is Izabela Hallett CFP®, CIMA®'s function at Vigilant Capital Management, Llc?

Izabela Hallett CFP®, CIMA® is Director Of Client Development at Vigilant Capital Management, Llc.

Where is Izabela Hallett CFP®, CIMA® based?

Izabela Hallett CFP®, CIMA® is based out of Winchester, Massachusetts, United States.

Who are Izabela Hallett CFP®, CIMA®'s co-workers?

Izabela Hallett CFP®, CIMA®'s colleagues are Jeff Carlisle, Dan Mulkern, Scott Sorensen, Bill Clifford, Laura Daskoski, Hope Martin, Jeff Hameed, Chris Lyford, Lawrence Blaisdell, Jean Trim, Taylor James, Alexander Pantalone, Sam Witherspoon, Hannah Strickland, Matthew Bushnell, Colin Kelley, Chris Penfield, Endri Trajani, James O'Connor.

Izabela's co-workers

Director Of Information Technology

Chris Lyford

Managing Director & Portfolio Manager

Client Relationship Associate

Alexander Pantalone

Associate Wealth Advisor

Sam Witherspoon

Portfolio Manager / Analyst

Hannah Strickland

Portfolio Manager & Research Analyst

Matthew Bushnell

Investment Operations Manager

Portfolio Manager - Fixed Income

James O'Connor

Wealth Advisor

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