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Cheswick Investment Co Inc.

131 Rowayton Avenue
Rowayton, Connecticut 06853
United States
 
Contact :      Carol Cheswick Ross
Phone :       (203) 956-7000
Fax :             (203) 956-7015
Email :         carolr@cheswickinvestment.com
Web :           http://www.cheswickinvestment.com

Cheswick Investment Co Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $343
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1986
Wrap Programs Offered? : No
# of Accounts Managed : 99
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Cheswick Investment Co Inc. History

Cheswick Investment Company, based in Rowayton, Connecticut, manages over $343 million in investment accounts for over clients. Investments are managed by a team: Richard R. Cheswick, founder of the company, Susan Cheswick Brewer, President, Carol Cheswick Ross, President, and David P. Tuttle, Vice President. Cheswick Investment Co. offers investment counsel to individuals and their families, foundations, endowments, pension funds and other institutions. We build focused portfolios so that our best ideas can make a meaningful impact on investment performance. We have the specialized expertise and seasoned judgment to help you achieve your specific goals. We pride ourselves on consistently strong performance in the large company growth equity market.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Cheswick Investment Co Inc. Personnel

Mr.  David P. Tuttle

Portfolio Manager
Tel : 203-956-7000
Email: davidt@cheswickinvestment.com
David P. Tuttle practiced law in Greenwich, Connecticut from 1985 to 1999 when he joined Cheswick Investment Co. His experience includes representing issuers and investment banking firms in public and private offerings of debt and equity securities; acquisitions and divestitures; ongoing advice concerning day-to-day business operations, including securities law compliance; and succession planning for privately held businesses and estate planning for business owners. David provided legal advice to Cheswick Investment Co. and numerous other investment managers for over ten years. David graduated cum laude from Princeton University in 1982, majoring in economics, and received a J.D. from Duke University Law School in 1985. He immediately went to work for Whitman Breed Abbott & Morgan, LLP in their Greenwich, Connecticut office, becoming a partner in 1994. David is an investment advisor at Cheswick Investment Co., Incorporated, using his in-depth experience with business operations and his unique understanding of investment banking and legal issues to provide strong portfolio analytical expertise, client management abilities and marketing skills to the company. David is married with two children and lives in New Canaan, Connecticut. He is a member of the Board of Directors of Family Centers, Inc., and serves on its Investment Committee. David is a Chartered Financial Analyst.

Ms.  Carol Cheswick Ross

Portfolio Manager
Tel : 203.869.3600
Email: carolr@cheswickinvestment.com
Carol Cheswick Ross has been in the financial services area for almost twenty years. She joined Cheswick Investment having left Scudder, Stevens and Clark where she was a Vice President and investment manager for high net worth individuals. Carol is a graduate of Wellesley College, receiving a BA in 1980. She was a management trainee at Citibank in New York City where she specialized in high net worth clients. As her interests turned toward marketing, she moved to Scudder to work with the AARP Investment Program. During this time, Carol attended night school at New York University to earn an MBA in Finance in 1989. Carol became a Private Investment Counselor at Scudder in 1994, reflecting her growing interest in portfolio management. At Scudder she managed the investments of approximately seventy-five high net worth clients and their families. Carol joined Cheswick Investment in 1997 as a portfolio manager. She brings market and investment experience, client service expertise and extensive marketing capabilities. Carol lives in Darien, Connecticut with her husband and two children.

Ms.  Susan Cheswick Brewer

Portfolio Manager
Tel : 203.869.3600
Email: susanb@cheswickinvestment.com
Susan Cheswick Brewer has a varied background covering her twenty-three years in the business world. With thirteen years in the technology field selling computer related hardware, software and services to Fortune 100 companies, she contributes to Cheswick Investment Company’s expertise in this hugely promising area. Her account management skills learned in banking and sales are valuable assets to the firm. Susan attended Wellesley College receiving a BA in 1977. She joined Citibank in New York City as a management trainee in the retail banking division and, within four years, was made a branch manager in midtown Manhattan. During this time, she attended New York University’s School of Business Administration, receiving an MBA in Finance. Susan began her career in the technology field, eventually joining the Lotus Development division of IBM in a key position. She joined Cheswick Investment in 1997 as an Investment Advisor. She provides portfolio analysis skills, account management and marketing capabilities to the company. Susan lives in Darien, Connecticut with her husband and son.

Cheswick Investment Co Inc. Product Name

Report Created: September,22 2020.  Copyright Money Manager Review , All rights Reserved.
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