Hanson Doremus
Hanson+Doremus strives to provide expert level investment advice, portfolio management and financial planning to individuals and organizations. We are a Registered Investment Advisor that hopes to build long-term relationships through a common-sense approach that always places the client at the forefront of our thinking, decision-making and advice. As fee-only fiduciaries, we have a legal responsibility to always act in our clients’ best interests. Established in 1995, we serve families and organizations from our office in Burlington, VT. We are registered with the U.S. Securities Exchange Commission as an Investment Advisor.
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Verified contacts
8
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
195
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- AD
Anne Doremus
Senior Advisor, Investment Strategy · Finance & Accounting
EmailPhone - JL
Jordan Lafayette
Operations Manager · Operations
EmailPhone - SE
Sven Eklof
Partner, Portfolio Manager & Chief Compliance Officer · Other
EmailPhone - JS
Jason Shi
Portfolio Administrator · Operations
EmailPhone - AW
Alex Watson
Partner · General Business & Management
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Hanson Doremus
6 distinct titles indexed · top 6 shown.
- 1administrator
- 1operations manager
- 1partner
- 1partner, portfolio manager & chief compliance officer
- 1portfolio administrator
- 1senior advisor, investment strategy
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