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Constitution Research & Mgmt.

175 Federal Street, 5th Floor
Boston, Massachusetts 02110
United States
 
Contact :      John Wadman
Phone :       617-342-8150
Fax :             617-342-8155
Email :         johnwadman@constitutionresearch.com
Web :           http://www.

Constitution Research & Mgmt. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $15
Tax-Exempt Managed ($Mil) : $6
Taxable Assets Managed ($Mil) : $9
Year Founded : 1989
Wrap Programs Offered? : No
# of Accounts Managed : 16
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Constitution Research & Mgmt. History

Constitution Research & Management (CRM) was founded in 1989 by Wallace Wadman and is located in Boston, Massachusetts. Richard Drury joined Wally in 1992. Both principals have over 30 years investment management experience with a focus on emerging growth companies. Richard Drury retired in October 2009 and John Wadman has joined Wallace as a principal owner. Constitution Research & Management offers investors a single product focus in Emerging Growth Equities. The firm is not affiliated with any other organization, is 100% owned by its active investment professionals and is a registered investment advisor. CRM's Emerging Growth Equity Management is offered to institutional investors through separate account management. Constitution will limit assets under management to $750 million and plans to add personnel at specific asset and client levels.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
1615
$15.12
 
Limited Partnership :
0
$0
 
Foundations :
0
$0
ERISA :
0
$0
Unions, Taft-Hartley :
0
$0
Public :
0
$0
Others :
Total # of Professional : 5 Analysts : 0
Portfolio Managers : 2 Traders : 0
Client Service : 1 Operation : 2

Constitution Research & Mgmt. Personnel

Ms.  Catherine Magnuson

Client Contact
Tel : 617-342-8150
Email: cmagnuson@constitutionresearch.com
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Mr.  Wally Wadman

Portfolio Manager
Tel : 617-342-8150
Email: wallywadman@constitutionresearch.com
Wallace W. Wadman, CFA, is the Founding Partner of Constitution Research and Management. Prior to founding Constitution Research in 1989, he was a Senior Vice President of Essex Investment Management Company, where he served as a Portfolio Manager and Analyst. Until joining Essex in 1981, Wally was the Vice President of Research at Scudder, Stevens & Clark and served as Portfolio Manager for the Scudder Development Fund and the Scudder Special Fund. He was previously employed by Liberty Mutual Insurance Company as an Investment Analyst. He received a B.A. from Tufts in 1964 and an M.B.A. from Columbia in 1966.

Mr.  John Wadman

Researcher/Analyst
Tel : 617-800-5884
Email: johnwadman@constitutionresearch.com
John W. Wadman is a Research Analyst and Senior Trader at Constitution Research & Management. Prior to joining the firm in 1998 he worked in Sales & Marketing at Danka Business Systems. Before spending a year studying the furniture craftsman trade, John spent over 8 years in the Hotel & Restaurant industry primarily as the Rooms Division Manager for the Days Inn Corporation. He received a B.S. in Management Studies from Boston University in 2007 and an M.B.A. from the Johnson School at Cornell University in 2009.

Constitution Research & Mgmt. Product Name

Emerging Growth:Privately Managed Accounts
Report Created: March,28 2020.  Copyright Money Manager Review , All rights Reserved.
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