LITTLE HOUSE CAPITAL - Key Persons
David is a Analyst and joined Little House Capital in 2020. As part of the investment team, he assists in portfolio management duties, including asset allocation, model management, trade order management implementation, portfolio construction, and security analysis.
Previously, David was a Senior Research Analyst at EntrepreneurShares, where he conducted macro level and security specific research as well as oversaw trade execution for the firm's five managed mutual funds and ETFs.
David's educational background includes attending the Isenberg School of Management at the University of Massachusetts Amherst. He graduated Cum Laude earning a Bachelor's of Business Administration in Finance with a minor in Economics. He is currently a candidate in the Chartered Financial Analyst (CFA) program.
Hampton is an Investment Associate and joined Little House Capital in July 2022. As part of the investment team, he assists in portfolio management duties, including trade order management implementation, portfolio review, and security analysis.
Most recently, Hampton served as an equity analyst for the Babson College Fund where he was responsible for management of the Consumer Discretionary Portfolio. Prior to that, he served as an equity research analyst for the Skyhawk Investment Group covering Industrials & Materials. Hampton began his career working accounting internships.
Hampton's educational background includes a Master's in Finance from Babson College with a focus in equity research and derivatives and a Bachelor of Science in Accounting from Stonehill College. He is currently a candidate in the Chartered Financial Analyst (CFA) program.
James is a Managing Director and joined the firm as a founding member in 2017. As a Portfolio Manager and senior member of the investment management team, he develops and oversees asset allocation, investment strategies, and products. He has more than 16 years of experience in the investment research and management industry.
Previously, James served as Senior Portfolio Manager and Senior Vice President of People's United Wealth Management in Massachusetts. Prior to that, James was an Investment Associate AVP at Eastern Wealth Management and worked for Banc of America Merrill Lynch and Bear Stearns.
James's educational background includes a Bachelor of Science in Financial Service Management from Johnson & Wales University.
Job Titles:
- Wealth Management Project Specialist
Lynn joined Little House Capital in 2019. She supports the Advisors in Operations, Compliance, Marketing, and Human Resources.
Previously, Lynn was a Vice President, Sales, at Fleet Bank (now Bank of America) in the 401(k)/Defined Contribution Division. Prior to this role, Lynn wrote all proposals and presentations for the department.
Lynn's educational background includes an MBA with a concentration in Marketing from Bentley University's McCallum Graduate School of Business and a Bachelor's of Science in Finance (summa cum laude) from Framingham State University. Lynn was inducted as a member of Omicron Delta Epsilon, the International Honor Society for Economics.
Lynn can be reached at (617) 917-9977 or lynn.kelly@littlehousecapital.com
Job Titles:
- Senior Wealth Management Advisor
Mark joined Little House Capital in June, 2022 founding the newest office located in Bedford, NH. He is focused on helping clients achieve their financial goals by gaining an understanding of their needs and objectives which allow him to tailor unique solutions. Mark brings nearly thirty years of wealth management experience to Little House Capital and its clients.
Prior to joining Little House, Mark was the Senior Vice President and Trust Team Leader for New Hampshire Trust Company in Concord, NH, where he led a team of six Trust Officers, managed a number of client relationships and was responsible for new business development efforts. Before that, Mark worked for People's United Bank as the Senior Vice President and Regional Manager for the Wealth Management teams in Portsmouth and Manchester.
Mark also worked at US Trust at Bank of America as a high net-worth client relationship manager, leading the team in servicing clients with assets totaling over $1 billion in Manchester, NH. He worked as a trust officer serving clients in Massachusetts and New Hampshire with Shawmut Bank, Fleet Bank and Charter Trust. Regardless of whether his clients had a net worth of several hundred thousand dollars or several hundred million dollars, Mark placed his clients at the center of all of his activities, to help them be successful.
Mark has a BA from Roger Williams University in Political Science with a minor in Economics. He also graduated from the American Bankers Association National Graduate Trust Schools at Northwestern University and earned the designation of Certified Trust and Financial Advisor in 2000. Mark is a graduate of Leadership Seacoast, class of 2005 as well as Leadership New Hampshire, class of 2017. He also holds FINRA Licenses Series 7, 65 and 66.
Mark has the served on the boards of the following non-profits:
Chair of the Board of the Manchester Community Music School, 2021-present
Board member of the Manchester Community Music School, 2016- present
Current Chair of the Holy Cross Condominium Association, 2020-present
Past board member of Veterans Count, Easter Seals, 2015-2018
Past Chair and Board Member, Portsmouth Music and Arts Schools, 2008-2015
Mark can be contacted at (603) 810-7001 or mobile (603) 498-4455 and email at: mcross-powers@littlehousecapital.com
Robert C. Stimson - CEO, Chief Investment Officer, Founder
Job Titles:
- Chief Executive Officer
- Chief Investment Officer
- Founder
Robert (Bob) founded Little House Capital in 2017 and oversees all facets of the firm's portfolio and investment strategy construction, asset allocation and manager and security selection. He brings more than 36 years of industry experience to Little House.
Prior to Little House he was the Chief Investment Officer of the People's United Bank Boston wealth management office. Before that he was Senior Vice President and Managing Director of Eastern Investment Advisors, the wealth management and trust division of Eastern Bank. In both positions he was responsible for more than $2 billion in client assets.
Bob is a former Wall Street analyst for Banc of America Securities and Merrill Lynch. His experience on the buy side includes Pioneer Investments and Pioneer Group, and Massachusetts Financial Services. His career began at Coopers & Lybrand (later PricewaterhouseCoopers).
He holds a Master in Finance with honors from the Carroll School of Management at Boston College, a Bachelor of Science in Accounting and Bachelor of Arts in Economics, both from Ithaca College, and a Certificate in Financial Planning from Boston University.
Bob has held the Certified Public Accountant designation in the State of Massachusetts and holds FINRA Series 7, 63, 65, 86, and 87 Certifications. Emerging internet-based technologies is an important focus of Bob's. His work has been recognized by StarMine's Earning Accuracy, Institutional Investor, and Greenwich Investor Survey. He has also been quoted in Barron's, The Wall Street Journal, New York Times, USA Today, Investor Business Daily, and other leading financial publications.
Robert (Bob) is a Managing Director and joined the firm as a founding member in 2017. He is the Head Tax Strategist for Little House Capital. He oversees relationships for high net worth individuals and families and assists clients in all aspects of life and estate planning to identify and achieve specific needs and goals. He has over 26 years of wealth management experience and brings tax planning expertise to the firm.
Bob most recently served as a Senior Managing Director and Principal of East Coast Asset Management. Before joining East Coast, Bob was with Eastern Wealth Management as Senior Vice President/Relationship Manager. Previously, he was a Vice President with Atlantic Trust Pell Rudman and prior to that, Bob spent 10 years at Cambridge Trust Company as Tax Officer.
Bob is a CPA and holds a Bachelor of Science degree in Accounting from Merrimack College and a Master of Science degree in Taxation from Northeastern University. He is a graduate of the National Graduate Trust School at Northwestern University, and he received a Certificate in Financial Planning from Boston University's Center for Professional Education. Bob is a member of the AICPA and the Mass Society of CPAs.